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Showing posts with label planned giving. Show all posts
Showing posts with label planned giving. Show all posts

Tuesday, October 12, 2010

Nobel Prizes Were A Planned Gift

Did you know that the world-famous Nobel Prizes were the result of a gift left in a Will? For some great information about Alfred Nobel, his Will and the Nobel Prize, click the link below.

Nobel Prizes Were A Planned Gift

Thursday, October 7, 2010

Make 2010 the Year YOU Start Planned Giving

Have you wondered about whether planned charitable giving would be of benefit to you? Have you wondered how to go about it or how to get started? This article from Martignetti Planned Giving Advisors is the fifth of a series of articles about just that. Click on the link below to read the article, and find links to parts one through four of the series as well.

Make 2010 the Year YOU Start Planned Giving

The attached photo is from that article as well.

Tuesday, August 17, 2010

Unheralded Giving - Johnny Carson found to have given $150M

Click on this link Unheralded Giving to read a story about how Johnny Carson was found to have given $150,000,000 to charity from his estate. While most of us don't have that kind of money to give away, I work with many, many clients who want to leave charitable gifts in their Wills. Some give a simple gift of cash; others set up foundations that give over many years. Of course I agree with the author of the article that unheralded giving is wonderful, but I also particularly like gifts, which are usually scholarships, that are set up to remember a particular person. Giving a charitable gift in your Will is easy to do, gives you a tax break, and feels great!

Friday, August 13, 2010

Trust but verify all charities


Click here to read this editorial from the Edmonton Journal about safely giving to charities. In my opinion, this advice applies not only to your regular charitable giving, but to the planned giving set up through your Will.


As for verifying the charities, one easy way to do that is to click on the link on the right hand side of my blog for the Canadian Donor's Guide, which lists charities both alphabetically and by topic. It gives addresses, charitable number and other information.

Tuesday, August 10, 2010

Planned Giving and University Gifts

Planned Giving and University Gifts – Resources This is a detailed description of how universities make it easier for individuals to plan to leave a legacy to their alma maters in their Wills.

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