Tom James: Master of the Art of Collecting
Some people like to stay busy, even in “retirement.” The Raymond James executive chairman is building an art museum with 500 works from his collection.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
The life-changing life insurance career that's often overlooked
Fraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
The charitable gift annuity: 10 talking points for donors
For philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
BMO poll: Canadians' charitable donations rise 8 percent
More than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
'Tis better to give. Period.
While money is important, it cannot buy purpose, significance or overall satisfaction.
4 reasons giving is good for you
Money really can buy you happiness...but only when you give it away.
Weighing the alternatives to charitable remainder unitrusts
Charitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
Most Canadians plan to give over the holidays
The survey's release coincides with a 2013 BMO Employee Giving Campaign underway across North America.