It's crazy how quickly summer seems to get filled up with activities and planning for the fall! But let's not get ahead of ourselves.
Summer time is a great opportunity to sit back and enjoy the natural wonders that your home area has to offer. It is also a time for you to reflect on the mid-point of the year and what you have accomplished individually, as a family and perhaps as a business in your community.
For individuals, families and family-owned businesses, this mid-point review is an important part of the giving process as it acts as a touchstone for legacy planning and donation management. It is a time for you to start looking at what donations you have made, what relationships you have with the charities and non-profits you support, and the types of conversations you are having with your children, grand-children, cousins, and extended family. This lays a base for when you start the holiday giving discussion a few months from now.
Here is a simple exercise for you to do on your own or with your loved ones to get the juices flowing:
Put the following questions on to a slip of paper (one per piece). Sitting around the table have each person draw a question and read it out loud. Take turns going around the table answering the question and discussing the answers. You might be pleasantly surprised as to what comes out in the conversation.
- What is your favourite organization that you support with your time and/or money?
- If you could solve any problem, what would it be?
- How does your family (you) involve other generations in your giving?
- What knowledge and skills do you bring to your giving?
- Who would you consider to be role models for your giving?
- Aside from your family, what/who has influenced your giving?
- How does geography play into your giving?
- When talking to others about giving, how do you describe it?
- How do personal relationships with family and friends play a role in your giving?
- What makes a good giver?
- Parents recall your first act of giving?
- What issues are you passionate about?
- What motivates you to give?
- Who taught you about giving?
- If you had $1,000 to give away, how would you allocate it?
- If you had $1,000,000 to give away, how would you allocate it?
- What social, historical or political events have influenced your giving?
- Do you give from your heart (emotionally) or your head (rationally)?
This fall we will be holding a number of workshops across Canada on a variety of topics around
philanthropy, legacy planning, and social capital management please visit Dexterity Events for dates and registrations.
As well, we continue to disburse funds raised through the #YMMFire Fund. Thank you to all the small businesses and individuals who supported this initiative
. Updates on donations will be shared throughout the summer and into the fall.
All the best for summer,