Giving Thanks, Thinking Ahead:

Why 2027 Philanthropy Belongs on Your Radar Today

 

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Members of the Karma & Cents team have lived all over the world. The exposure to diverse cultures, family systems and business communities brings a unique perspective in how we advise and support families. This diversity of thought becomes more relevant in today's world as we navigate new world orders and seismic societal shifts.


Over this past year we have covered topics related to the poly-crisis (climate change, geo-political shifts, AI, etc.), diving into how the issues at hand define what impact means to individuals and families. While the problems may seem localized and complex, the solutions can be found around the globe. This issue dives into philanthropy from a global perspective with reflections on two intersecting conferences, the Philanthropic Foundations Canada conference held in Winnipeg and the Family Business Network summit in Cologne, Germany. We also want to highlight a regional perspective; in an article published by The Philanthropist wherein several philanthropy advisors and fundraising experts, weigh in on what makes philanthropy in The West different from other parts of Canada.


As we near the end of the year, not only is it a time of reflection, it is also a time to look forward. This issue includes our annual Charity List (organizations our clients support), the 2026 Donor Guide for year-end donations, and if capital gains issues are in your future, your charitable donations can help offset those taxes!


Nuvyn Peters puts out a a call to action for charities and donors alike to start thinking about what the charitable landscape looks like this coming year; and Gena provides highlights from various family philanthropy gatherings in Canada and Europe.


Oh, and I hope you will join Daryl and Gena at the Families Summit of Minds in Banff this November!


Happy reading!


Sector News & Resources

Info for Charities:

Why 2027 Planning Needs to Start Now

By: Nuvyn Peters; Photo credit: Cottonbro Studios


There is something appealing about January. A new calendar, a new budget, new goals and a fresh start.


But January is a terrible time to start deciding where your organization is going.

By the time the new year arrives, nonprofit leaders and boards should be ready to act, not just beginning the conversation about what comes next. The organizations that enter 2027 with clarity will be the ones that use the final months of 2026 to purposefully and diligently plan for the future and confirm the path ahead.

Info for Donors:

Strategic Planning isn't just for companies and organizations... it's personal

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It will be of no surprise to some of our readers that we encourage charitable planning ahead of Q4 of the calendar year. November/December is a terrible time for donors and funders to start deciding where their philanthropic capital should go!

 

For 2027 let’s start the year by thinking about what your donation calendar looks like throughout the year. Giving isn’t limited to December. In fact, planning long before year-end lets you tap into a few things that you may not have considered in the rush to get donations done by December 31st. 



Funders who begin 2027 with a sense of curiosity are the ones who gain true clarity on the efficacy of their annual giving. Here’s how…



Donor Guide 2026

2026 Donor Guide & Charity List


In advance of #GivingTuesday we prepare an upated list of all the organizations that K&C clients and Place2Give Donors supported this past year. This year in excess of 100 organizations were supported across all charitable fields. Check out where donors like you have been driving their philanthropic dollars this year.


Trends that we noticed this year:

  • Increased number of cross/multi-funder collaborations
  • Increased "trust-based" donations with funds going to areas of greatest need v. restricted
  • Experiential giving - donations matched with unique site visits or other ways that engaged the donor beyond their wallet
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Capital Gains Problem? A Donation to your DAF Account can Help!


It's hard to believe that we are thinking about taxes and it isn't even December, but here we are. In an effort to encourage year-round planning, using your foundation or DAF account is a smart way to manage the impending tax bill. Make sure you chat with your accountant or tax advisor how best to leverage 2026 charitable tax credits.


Open your charitable fund today! We can have your P2G DAF account started within 48 hours!

Place2Give Foundation Update

Wellfunded.io recently published comparable stats on Donor Advised Fund foundations. Out of the 205 Foundations that manage DAF accounts, Place2Give ranks 59th in overall Assets Under Management and has a distribution rate of over 13%. This is 4% higher than the average DAF account and 2% higher than the average private foundation. Getting funds into the community in an effective and timely fashion makes Place2Give a unique community partner.


As part of our #DAFDay activities we created a toolkit for charities and financial advisors to help with philanthropic engagement. Check out these resources.

2026 P2G Impact Report

Transforming Generosity in Scaled Impact - Place2Give Donor Report


When WellFunded published the DAF data we decided to look a bit deeper into Place2Give funding history. We are very excited to share our look back over the past decade of growth and community impact that has been created by our fund holders.


Download the report today

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