Capital for Cause: Back to Basics is a must attend event for all impact investors and social entrepreneurs looking to unleash capital for greater social impact as well as financial returns. It will be an engaging and interactive day of discussion and idea generation focusing on the topics of affordable housing and food security.
In previous posts I have talked about looking at your charitable giving from the perspective of a portfolio. A diversified a number of organizations within a “narrow giving theme” (i.e. access to water) allows you to see the impact of your donations through quantitative and qualitative analysis, with limited or no cross-pollination of information between the agencies. It also allows you to compare your funding results with other funders for donation performance (similar to how one would compare mutual funds).
Entering into 2017 we are presented with a number of opportunities that will allow us to “look away.” This conjures up the image of the Three Wise Monkeys: Hear No Evil, See No Evil, Speak No Evil monkeys. However, in today’s times I don’t think this is a “wise” course of action. This past weekend I marched in Calgary in solidarity with women around the world in the Million Woman March. I did not view this as an anti-Trump rally. I was there for a number of reasons, protesting Trump was not one of them. Protesting the direction that I see society going is 100% why I was there.
Every year around this time I post a list of the organizations that received funding, volunteer hours or strategic help as a result of services offered through Dexterity Consulting or the Place2Give Foundation.
As our reach grows through products like TheCardThatGives, we are unable to list all the charities that have received funding over the year in this one post! An exciting problem to have. Below are the ones that we have heard back from, connected directly with, or received feedback from donors about.
From the staff and volunteers at Dexterity Consulting and Place2Give Foundation in Canada and the United States, we would like to wish you and your families all the best for the holidays and a happy and healthy new year.
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.
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.
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.