A different kind of trust, a different set of rules

Monday, July 28th, 2014

In 21 x 3, I wrote about three, sometimes tricky, trust rules:  the 21-year deemed dispositon rule; the rule against accumulations; and, the rule against perpetuities.  Following the post, I realized I had not been specific enough when a reader - esteemed charitable foundation advisor and former colleague, David Windeyer - ...

Why giving to charity is on the rise

Friday, May 2nd, 2014

A recent article on the Business Insider, citing Huffington Post President and Editor-in-Chief Ariana Huffington’s book Thrive opines that well-being and happiness are the true keys to success. According to Huffington a key element of well-being is giving.  A Harvard Business School study found “donating to charity has a similar ...

Charities and Changes

Wednesday, April 9th, 2014

I am writing this blog from Vancouver where I am attending the 21st annual conference of the Canadian Association of Gift Planners, which is attended by gift planners, advisors and others working in the field of charitable planned giving. I thought that given my location, it would make sense ...