Giving starts with a simple conversation.
That in a nutshell is the message partner foundation board members heard at Bayshore Broadcasting's Healthy Tomorrows Education and Networking day Friday at Grey Roots Museum and Archives.
Brad Offman, Vice President of Strategic Philanthropy at Mackenzie Financial Corporation, delivered that message.
While discussing the intricacies of planned giving as it pertains to tax benefits and such, Offman reiterated that simple message.
He told those in attendance that a conversation should always be your starting point when approaching a potential donor about planned giving.
It is estimated that about 50 per cent of Americans give to their alma mater but in Canada that number is around 10 per cent, something Offman says speaks volumes about how Canadians view philanthropy in general.
He says the idea of giving and supporting causes here at home needs to drastically change.
The other guest speaker was Helen DeBoer Daggett from the Heart and Stroke Foundation of Ontario.
DeBoer Daggett can attest to the power of conversation.
Before delivering her presentation during the educational component of the gathering, she had a conversation with man about planned giving.
DeBoer Daggett told the audience that the man had been giving to charities connected to his church.
She told the him that maybe if the Government takes his money in that estate tax, they wont give it to his special charities, but rather the social causes of charities.
She says that really woke the man up.
DeBoer Daggett says the man realized that his philosophy of giving was personal and related to his church and therefore he should be thinking about those estate tax dollars going back to causes that were dear to his heart.
DeBoer Daggett says the networking seminar is about brainstorming with similar local organizations.
She says most people who leave a legacy in their will include up to four charities.
And she says those beneficiaries need to work to together to promote that concept, adding it all begins with a conversation.