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Today is #GivingTuesday and charities are out in full-force, cap-in-hand. Place2Give has been a part of GivingTuesday for the past number of years.  In fact, one year we lead a Calgary-based initiative along with 10 other organizations including AFP Calgary.  I quickly became challenged with this model of fundraising, not because I don’t believe that charities should fundraise, but because this time of year people, while they are thinking of giving, are really focused on buying. 

So why not tap into that mindset? 

This week are celebrating National Philanthropy Week across North America.  It is a time to reflect and celebrate those who have positively impacted our communities and is the lead-up to #GivingTuesday events around the world.

As such, I thought it worthwhile sharing some thoughts on a recent event hosted by Imagine Canada on the future state of the Social Sector.  I attended the one in Calgary. It was a panel discussion moderated by Allan Northcott (Max Bell Foundation) and the panelists included Sharon McIntyer (Chaordix), Tracey Vavrek (Community Foundation of Northwest Alberta) and Dan Overall (Trico Foundation).

There were some common thoughts shared across the panel and a few other observations that came from the discussion following the panelists’ remarks. Please note, I have paraphrased the questions and answers.

Working with families on their legacy is more than just conversations around estate, endowments, bequests, donations to charities and taxes.  It is about continuing on what was created in previous generations.  This is where succession planning differs from continuity planning.

A Succession Plan is an output of continuity planning.  It includes both the emotional and technical solutions around wealth transfers.  Continuity planning is the journey or process that leads to the successful transition of wealth between family members, owners and operators, friends, community and we cannot forget, government.