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Charitable Advice

Understanding Charities’ Fundraising Costs

August 21, 2024

 When it comes to registered charities, a common question among donors is how much they spend on fundraising and administration. The answer isn’t straightforward; some charities indeed need to spend more than others on these areas, but it’s essential to understand the context and reasoning behind these expenditures. No one charity is exactly the […]

Charitable Advice

What is Legacy Planning and Why Do You Need It?

August 06, 2024

 Legacy planning is an essential aspect of philanthropy that ensures your charitable wishes are fulfilled even after you have passed away. While the concept of succession planning may seem like a hassle, having a legacy plan will help you preserve your charitable commitments and allow your successors to continue supporting the causes you care […]

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All Charitable Advice

Charitable Advice

How to Create a Personalized Giving Plan: A Guide

June 18, 2024

 Crafting a thoughtful, personalized giving plan can be an effective way to help you align your charitable efforts with your values, priorities, and financial means. A customized plan can be simple like an outline of where you want to give. Or, it can be more comprehensive and involve a multi-year strategy. Either way, having […]

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