Top 7 Mistakes Canadians Make When Donating To Charity – Part VII

In previous issues of Your Guide to Charitable Giving and Estate Planning I wrote about mistake #1 – not appreciating that your RSP or RIF will be your most highly taxed asset… eventually. I also discussed mistake #2 – not seeking professional help. I then reviewed mistake #3 – not considering your legacy. I followed with a review of mistake #4 – focus- ing on the wrong metrics. I also discussed mistake #5 – failing to understand how you can make your gift go farther. Finally, I reviewed mistake #6 – not remembering that we are all involuntary philanthropists. In this month’s guide I should like to review mistake #7 – making the wrong gift at the wrong time. Read More.

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Top 7 Mistakes Canadians Make When Donating To Charity – Part VI

In previous issues of “Your Guide to Charitable Giving and Estate Planning” I wrote about mistake #1 – not appreciating that your RSP or RIF will be your most highly taxed asset … eventually. I also discussed mistake #2 – not seeking profes- sional help. I then reviewed mistake #3 – not considering your legacy. I followed with a review of mistake #4 – focusing on the wrong metrics. Finally, I discussed mistake #5 – failing to understand how you can make your gift go farther. In this month’s guide I would like to review mistake #6 – not remembering that we are all involuntary philanthropists. Read More.

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Top 7 Mistakes Canadians Make When Donating To Charity – Part V

In previous issues of “Your Guide to Charitable Giving and Estate Planning” I wrote about mistake # 1 – not appreciating that your RSP or RIF will be your most highly taxed asset … eventually. I also discussed mistake # 2 – not seeking professional help. I then reviewed mistake #3 – not considering your legacy. Finally, I reviewed mistake #4 – focusing on the wrong metrics. In this month’s guide I would like to review mistake #5 – failing to understand how you can make your gift go farther. Read More.

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Top 7 Mistakes Canadians Make When Donating To Charity – Part IV

In previous issues of “Your Guide to Charitable Giving and Estate Planning”, I wrote about mistake # 1- not appreciating that your RSP or RIF will be your most highly taxed asset… eventually. I also discussed mistake #2 – not seeking professional help. Finally I reviewed mistake #3 – not considering your legacy. In this month’s guide I would like to review mistake #4 – focusing on the wrong metrics. Read More.

Toronto Philanthropy Matters Charity Mistakes in Canada


Top 7 Mistakes Canadians Make When Donating To Charity – Part III

In previous issues of “Your Guide to Charitable Giving and Estate Planning”, I wrote about mistake # 1- not appreciating that your RSP or RIF will be your most highly taxed asset… eventually. I also discussed mistake #2 – not seeking professional help. In this month’s guide, I would like to review mistake #3 – not considering your legacy. Read More.

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Planning For the Future

Keith Thomson is a certified financial planner and managing director of Stonegate Private Counsel (stonegatepc.com), as well as a popular speaker on estate and planned giving. Read More.Screen Shot 2013-12-02 at 3.41.34 PM


The Top 7 Mistakes Canadians Make When Donating To Charity – Part 2

In the last edition of Your Guide to Charitable Giving and Estate Planning I wrote about mistake #1 – not appreciating your RRSP and RRIF probably will be your most highly taxed asset…eventually. In this months guide I would like to discuss mistake #2 – not seeking professional help. Read More.Screen Shot 2013-12-02 at 4.06.35 PM


The Top 7 Mistakes Canadians Make When Donating To Charity

Having spent over two decades as a board member of various charities, a donor, and a financial advisor with a specialty in philanthropy, I have come to identify what I see are the top 7 mistakes Canadians make when donating to charities. Read More.


Giving Back Through PhilanthropyInterview by David Dubeau publisher of “Canadian Business Profit$”

In this 45 minute conversation Dave and I discuss creative strategies to amplify your philanthropic impact. Click below to listen to the full interview.


You Will Be Remembered For One Of Two Things

When you think about it, we all will be remembered for one of two things … the problems we solved or the ones we created. For the vast majority of us this legacy is created by accident with no conscious attempt to change its outcome in advance. Read More.


Find me a specialist! 

Finding the right partner to work with to achieve your philanthropic goals is not easy, but choosing wisely can make all the difference. Read More.


The Thoughtful Gift – Your George Bailey Moment

Remember Frank Capra’s 1946 classic film “It’s a Wonderful Life”? Through the intervention of his guardian angel, George Bailey, played by Jimmy Stewart, is shown all the lives he has touched and the contributions he has made to his community. In much the same way I believe you could be reading this article because you too wish to make a positive difference int he world today. The question often is … “How do I do this in order to maximize my impact?”. Read More.


Paying It Forward 

In 1991, I had the good fortune to appreciate the transformational impact of philanthropy. With a little hard work and a lot of luck, I had achieved relatively early in my career a reasonable degree of success; at least success as I defined it at that point in my life. Read More.


What Was Your Great Grandmother’s Name?

Sadly a majority of people don’t know. Conversely, will your great grand children know your first name. Values-based estate planning can help give your life meaning for generations to come. Read More.


Voluntary Philanthropy Versus Involuntary Philanthropy

You can choose how to redirect your involuntary philanthropy, also known as tax dollars, to support the causes and values that are important and significant to you. Read More.


Philanthropic Planning

Canadians wanting to “disinherit” the tax man have a choice of financial planning strategies to do so. Read More.


The Top 7 Mistakes Canadians Make When Donating To Charity – Interview by Matt Galloway host of “Metro Morning” on CBC Radio One.

Listen as I discuss my Special Report, The Top 7 Mistakes Canadians Make When Donating To Charity and also as I reveal the inspiration behind my book, What Was Your Great Grandmother’s Name? 50 Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community. Click below to listen to the full interview.

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