Master Your Philanthropy –
How to maximize your strategic giving

This book is a must read for individuals and family business owners who want to better understand how to create their own charitable giving plan that support their cause in a way that is effective and lasting. It is also a good resource for financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.

You don’t have to be a millionaire to be a philanthropist. People can give substantial sums through insurance or other financial structures if something is really important to them. This book is a must read for anyone who is thinking about developing a strategic plan for their philanthropy and for the financial advisors who support these individuals.

Why is the content especially timely or topical?

Canadians are becoming more philanthropic; giving more every year to causes that are important to them, but there is a major change in the world of philanthropy—people want to be in control of how they give. They are holding the organizations accountable for the money and want to see how it is managed. They’re becoming far more demanding in wanting to maximize the impact of their donations. If this describes you, this book will put you in driver’s seat.

Key Benefits for the readers

• Learn how to develop your charitable giving strategies and select your chosen cause
• Discover how to plan and implement the partnership with the charity of your choice
• Decide whether you want to give directly, start your own charity, give through an endowment, use donor-advised funds,
• Determine what financial tools and techniques are appropriate for you
• Are you going to give time, money, future assets?
• How much are you going to give?
• What kind of an active role do you want to play?
• Find out how to monitor and evaluate your impact over time

Nicola Elkins is CEO of Benefaction Foundation, a charitable public foundation registered with the Canada Revenue Agency. CRA # 80421 3759 RR0001