Would you like to save taxes AND create a lot of philanthropy?
2021 Resolutions - Must Do's
"Is Strategic Charitable Giving Part Of Your Estate Plan?â€
Results Are In - We reached a total of $61 million for 2020!!
We set our ambitious corporate goal of creating $100 million of new charitable gifts annually working with clients, charities, foundations and allied professional accountants, lawyers, bankers, investment and insurance advisors.
The results are in. We reached a total of $61 million for 2020!!
Very proud of our team considering a Covid year.
More then ever before, people want to create a legacy and go from success to significance - especially if it comes from converting taxes into charity.
Thank you to everyone who joined us.
G-d willing we are just getting started.
WEALTHinsurance.com is now a proud sponsoring partner of The Upside Foundation of Canada.
We are thrilled to announce that WEALTHinsurance.com is now a proud sponsoring partner of The Upside Foundation of Canada.
It’s an amazing organization that enables founders of early-stage, high-growth Canadian companies to live their values by pledging equity to charity, and join a community of like-minded entrepreneurs.
Over 300 companies have pledged with The Upside Foundation to build social responsibility into their brand & culture, including Wealthsimple, Borrowell, Hopper, Wattpad, and Hubba.
Through Upside, founders pledge stock options or personal proceeds, which, upon a successful liquidity event, convert to a donation to the charity of their choice: making an impact for their company today (without taking away from revenue, time or resources) and a huge impact for Canada in the long-term.
In 30 years of professional practice we have advocated for making an impact through charitable donations.
This new partnership is just one more way that we can help business owners with comprehensive estate, tax and risk planning and think about how they can build their legacy through philanthropy.
Upcoming GTA Accountants Network event on Jan 19th
Happy New Year!
Hope everyone had a wonderful holiday and wishing us all the best for 2021.
I’m looking forward to my upcoming presentation at the GTA Accountants Network event on Jan 19th to share great philanthropic strategies in my talk “Strategic Philanthropy - Helping Clients Maximize Giving and Minimize Taxes”.
It’s my 4th ‘appearance’ for the GTA Accountants Network, virtual this time.
Accountants, lawyers, investment and insurance professionals are the “gatekeepers” to help clients build their family charitable legacies.
We have a tremendous opportunity and responsibility to learn about this ourselves or collaborate, but we can’t ignore it.
Record Charitable Fundraising
Last Wednesday night Jewish Foundation of Greater Toronto held its Annual Volunteer Appreciation “L’Chaim” Event, zoom-style, to celebrate the amazing achievements of our community volunteers who helped grow Foundation assets to more than $668 million, including $179 million in planned gifts.
We also marked a historic milestone for @UJA Federation - surpassing the $80 million mark in Annual Campaign fundraising before the end of the calendar year, an unprecedented achievement.
Despite the COVID turmoil it’s been an historic year for our community and so many people have stepped up.
So proud to be a Trustee on the Foundation Board and Chair of the Professional Advisory Committee during these challenging times.
Hope this will inspire more philanthropy from caring communities across the GTA.
Please be in touch if we can help you, your non-profit, or foundation create enduring legacy gifts