- Introduction: From Spontaneous to Strategic Giving
- The natural desire to give as people of faith
- The difference between good intentions and planned impact
- Quote: “Each of you should give what you have decided in your heart to give…” (2 Corinthians 9:7)
- Why Strategic Generosity Matters
- Tax advantages + planning benefits
- Aligning giving with overall financial plan
- Multigenerational legacy (modeling generosity for kids/grandkids)
- Avoiding missed opportunities (e.g., capital gains offsets, donation receipts)
- Tools for Strategic Giving
- Donor-Advised Funds (DAFs): simplicity + flexibility
- Private Foundations: for large-scale givers who want control
- Gifting Appreciated Assets: shares, real estate, business interests
- Charitable Trusts: giving now, income later
- RRSP/RRIF/TFSA Beneficiary Planning: charitable designations at death
- Timing: Give Now or Later?
- Lifetime giving vs. legacy gifts
- Giving during high-income years vs. retirement
- Structuring giving into your overall wealth withdrawal plan
- Making Giving a Family Affair
- Involving children in giving decisions
- Teaching stewardship and values through generosity
- Setting up family giving funds or traditions
- Conclusion: Intentional Giving Reflects an Intentional Life
- Encouragement to start somewhere
- Tie it back to faith and calling
- Offer a way to integrate giving into a full financial plan
Want to be generous without sacrificing your bigger financial picture?
Let’s build a generosity plan that’s both impactful and intentional.
👉 Schedule a consultation to explore faith-aligned giving strategies.
