Donation Strategies: An Inspiring Canadian Story for Donors and Charities

We’re kicking into our end of year giving drive and have some lovely treats to inspire.

Long-time donor and friend Tom Adair worked with us and his investment advisors at Leith Wheeler to learn about how he could participate more as a philanthropist and maximize the tax benefits. He shares his story with us in this video where we are also joined by Portfolio Manager Kirsten Nelms, who unpacks the benefits of giving cash, securities and setting up a Donor Advised Fund.

If this inspires you to donate some securities to Story Money Impact, see this ‘how to’ post.

If you want more information on the different benefits you can see Kirsten’s slides here or refer to this document on Charitable Giving Strategies.

As a non-profit charity delivering programs, receiving donations not only helps us makes programs happen, but it also energizes us, knowing that a community of folks sees and appreciates our work.

Get inspired by Tom and Get Your Give On!