Resources

LINKS


A Guide for Professional Financial Advisors: The Philanthropic Conversation 
This guide is based on a series of ten articles originally published by WealthProfessional.ca in 2015.  Articles have been condensed into this review of Canadian facts, insights and advice for professional financial advisors.


Canadian Donor's Guide

An annual reference book for donors and their advisors containing data on charities collected by questionnaire as well as pertinent editorial content.


BOOKS


Planned Giving for Canadians - Frank Minton and Lorna Somers
Planned Giving for Canadians is the comprehensive resource on the subject for the charitable sector and for those working in partnership with charities, including lawyers, accountants, bankers, financial managers, estate planners, and insurance professionals.


RippleEffect - Growing your Business with Insurance and Philanthropy  

In Ripple Effect: Growing your business with insurance and philanthropy, certified financial planner Jack Bergmans and co-author Marlena McCarthy explore the use of life insurance and other insurance products as a tool for generous charitable giving.


ARTICLES


Avoiding the family fight

Older clients and capacity - what professional advisors should know

On the sociology of wealth

Professional advisors and philanthropy -a new paradigm

Stop talking tax savings - start talking giving

Talking About Talking About Philanthropy - The Advisor/Client Conversation

Ty Cobb: An unlikely philanthropist

When does it make sense to donate real estate to charity?


WEBSITES

Giving to charity: Information for donors

Wealth Management

Professional Advisors e-resource