Resources

Creating your Charitable Giving Plan

  • Workbook developed by Gena Rotstein and some of the Dexterity Consulting clients (families, individuals and advisors) designed to walk individuals and families through the charitable giving planning process.  Available for FREE.  To order a hard copy, email Yvonne or download a PDF here.

What's inside the workbook?  You will be guided through a series of social visioning, charity evaluation and legacy planning questions ending in a document that will have mapped out your charitable plan.  This is a "living document" and is something that you can and should revisit as part of your regular financial planning process.

Karma & Cents Newsletter


Making Informed Charity Decisions



Funding Opportunities for Non-Profit Leaders to Support participation in Leadership Development Programming at The Banff Centre.

A variety of scholarships are available for non-profit leaders with registered Canadian charities thanks to the generous support of donors who recognize the important role that non-profit organizations play in our communities.

General scholarships are available for non-profit leaders from registered Canadian charities thanks to the generous support of anonymous donors and from The Banff Centre endowments. Call TheBanff Centre Leadership Development Department at 1.800.590.9799 or click for more information. For a list of current programming, click here.

 

AttachmentSize
donor_bill_of_rights.pdf26.12 KB
updated_ethical_code_october_2007.pdf79.27 KB
Starting_a_Foundation.pdf293.57 KB
Comparison Chart.pdf181.6 KB
Types of Charities.pdf115.13 KB

Back to top