Charitable Giving

Total 80 Posts

Charitable, but not that charitable

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This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management No one can question that Eleena Murray, who passed away in May 2017 at the age of 99, had charitable intentions. On the other hand, exactly how charitable her intentions were is at the heart of pending litigation between Eleena’s family and the SPCA. Eleena’s Will, executed in 2003, leaves $440,000 in specific bequests….

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Charitable Giving, Contested wills, Estate Administration, Estate Litigation, In the News

Loosening Standards for Charitable Property

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A crisis may change long-held views.  In reaction to the devastating economic effect of COVID-19 a couple of regulators have loosened their rules related to two different types of charitable property.  Will these changes be temporary or will they lead to long-term change?  And what effect does it have on estate donations? Ontario The first announcement was from Ontario. In late March, the Public Guardian and Trustee (PGT) released temporary….

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Charitable Giving, Estate Donations, Philanthropy/Charitable Giving, Uncategorized

Can You Care For Me Today and I Will Leave You My House When I Die?

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When I had previously thought of ‘Gift Planning’ I was only considering the Will component, the gift left to a particular charity, once the person had died.   I had not fully appreciated all of the challenges that might be experienced when working with the older person while they are still alive.      One is always concerned and the donor’s capacity, and the challenges posed when large amounts of money….

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Charitable Giving

Cats, the T.S. Eliot Estate and the Gift that May Save the Brontes’ House

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Earlier this year, my colleague Justin de Vries blogged about the post-mortem release of dueling love letters from T.S. Eliot and his friend/inamorata Emily Hale. However, there is now a happier news story regarding the impact of Mr. Eliot from beyond the grave. The Bronte Parsonage, in England, is a museum of the family home of the Bronte sisters that usually attracts 70,000 visitors per year. Due to the restrictions….

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Charitable Giving, Estate Administration, Estate Donations, In the News

Donor Recognition: Servants, Saints and Super Heroes

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In 15th and 16th century Europe donor recognition was negotiable. The biggest donors gave to the church, but the best way to be recognized in a durable way was to underwrite religious art. Albrecht Dürer’s circa 1500 triptych, the Paumgartner Altarpiece, is one of the most arresting examples of the complex dynamic that did, and still does, shape the process of showing gratitude to donors. Donors as Servants The main….

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Charitable Giving, Estate Planning, Philanthropy/Charitable Giving
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