Gift planners have long recognized two closely-related factors as key obstacles to be overcome in broadening the donor base: despite the phenomenal growth in personal wealth over the past two decades, very few people preceive themselves as potential philanthropists and,...
This article appeared previously in Canadian FundRaiser "More individuals are interested in your cause than corporations." According to Dory Vanderhoof, you will on the whole be better off by developing an individual major gifts program than by going for sponsorship...
Most charities live with two basic types of fundraising: a current ongoing campaign to satisfy this year's operating requirements, and (hopefully) an endowment and gift planning program for future needs. Speaking to a recent meeting of the Greater Toronto Chapter...
As presently practiced by such charities as the University of Toronto, Mount Sinai Hospital Foundation, and the United Church of Canada, the charitable remainder trust is a deceptively simple and relatively new financial instrument which may be more complex than...
(Based on a presentation to the 1995 Annual Meeting of the Canadian Association of Gift Planners) What is an endowment? An endowment is an investment fund set aside for the long-term support of an organization. Only the income, or a...
