Three resources to help you design a giving plan in Canada

You may think you need to be rich to be a philanthropist—but that’s not the case! You can create a giving plan that targets issues that matter to you and is designed strategically to benefit both you and the causes you’re supporting.

Making sure you’re receiving the tax benefits of your donations is one small thing you can do. But designing a giving plan goes beyond that. You can align your donations and volunteerism. You can give both in-kind and financially, and how and when you give can make a difference, including giving as part of your estate plan.

Here are some resources to help your design a giving plan that aligns with the future you’d like to help create.

Resources to support your giving plan

Webinar: Activate a giving strategy that works for today and into the future

In December 2021, the RTOERO Foundation hosted a webinar with Paul Nazareth, Master Financial Advisor in Philanthropy and Vice President Education & Development of the Canadian Association of Gift Planners. They shared some ways you can activate a giving strategy that works for today and into the future. The webinar shares some different ways individuals have created a legacy through giving.

How to find a financial planner

During the webinar, Paul spoke about the role of financial planners in helping you determine how you can fulfill your philanthropic vision—and how it can support your estate. If you don’t already work with a financial planner, consider contacting one to discuss what kind of planned gift makes the most sense for you.

Books about planned giving

Paul also shared two books that can help you understand the potential of planned giving and how it works. The Well-Lived Life by Lyndsay Green shares stories of different people who crafted their legacy through their work and life. And Driven By Purpose by Ryan Fraser includes case studies with the behind-the-scenes details of how people use planned giving in their life and estate planning.

The RTOERO Foundation offers various ways to help you fulfill your vision, including gifts in will, tribute gifts or gifts of stock. We’d love to discuss your personal goals with you to see how we might help you fulfill your legacy, so please reach out.