Natasha Benn, Director, Philanthropic Services Philanthropy is built on relationships Upon reflecting on the past 10 years working at the Victoria Foundation, I've come to appreciate that...
How a charitable giving strategy can strengthen wealth planning
Michael Higgins, BCom, CIM, FCSI, Wealth Advisor/Associate Portfolio Manager, Generational Wealth Management of Raymond James Ltd. Strategic philanthropy: From ad hoc expense to an essential...
A trillion-dollar windfall, revisited and why it matters for advisors
Written by Sara Neely, Senior Director, Philanthropic Services History can be a useful lens for understanding the moment we’re in. It can remind us what we’ve learned before and help us...
Building community through investing in the arts
Article by Sara Neely, Senior Director, Philanthropic Services, Victoria Foundation As I write these words, the Victoria Foundation is awaiting notice about matching funds for local...
The power of purposeful estate planning
Guest blog by Jennifer Leach Sandford – Lawyer – Horne Coupar LLP Some clients approach their first meetings with estate planners with as much excitement as a visit with a tax auditor....
Learn about the Professional Investment Advisor Program
The Victoria Foundation recognizes that individual donors bring different perspectives to how they want to achieve their philanthropic goals. This may involve working with their trusted...
Working with your client’s best interest in mind
Written by Karen Cameron, CPA, CGA Professional advisors are highly trusted by their clients to guide them each year in their business and personal financial and family decisions, as well as...
It’s about the place: Using our capital to work harder for our community
Carol Hall, the Victoria Foundation’s Senior Director of Innovation & Impact, leads a staff team working to accelerate our impact to solve some of the biggest and most pressing...
Philanthropy and a sense of belonging
Article originally published in the Scrivener Winter 2024 . Written by Sara Neely, Senior Director, Philanthropic Services at the Victoria Foundation. In an age of disconnection, everyone,...
The benefits of gifting securities
Ryan Joyce, BComm, CIM Investment Advisor CIBC Wood Gundy Many of our clients have an interest in legacy planning and often wonder how they can make a lasting impact in their communities....
Charitable Legacy Planning: Making Donations in a Will
By Paula Bosenberg at Horne Coupar LLP As part of our estate planning legal practice, we often have the opportunity to advise clients with respect to philanthropic gifts they wish to make...
Using philanthropy strategically in financial planning
By Courtney Castledine, Mutual Fund Representative - Worldsource Financial Management Inc., Certified Financial Planner, Certified Health Insurance Specialist – Prosperity Planning For many,...











