Peace of mind through financial confidence

AFS Insights: Charitable Giving

Charitable Giving Series: Part 3

By Neil Menzies Michael and Linda, 61 and 57, are empty nesters approaching retirement. Michael is a successful entrepreneur who will be finalizing the sale of his business later this year for cash. Linda is a VP at a company she has worked at for 20 years, since its startup days, and she owns shares… Read more »

Charitable Giving Series: Part 2

By Neil Menzies To continue our three-part series on charitable giving, this week we’re going to explore ways you can include your family in your philanthropy. Sharing and passing on the family value of generosity can be done when it’s intentional, part of the plan, and involves everyone. To begin, take the time to discuss… Read more »

Charitable Giving Series: Part 1

By Neil Menzies At Arbutus Financial, we are proud to have such generous and charitable clients. We are committed to helping you and your family determine the most effective ways to give. Taking the time to make a charitable giving plan is a proactive approach that can pay off for both you and the charities… Read more »

Giving from the Heart, Using Your Head

By Neil Menzies Over the next few weeks, we’re going to be sharing a three-part series on charitable giving. We want to help you give to the charities that are closest to your heart and that matter most to you and your family. Being intentional and thoughtful about your philanthropic vision can amplify the effects… Read more »