Advice for advisors


I missed blogging last week for what I think was a very good reason: I am on the planing committee for a golf tournament for the Barrie Women and Children’s Shelter. This was the third annual tournament, but we still needed to be planning since September of last year, with a lot of last-minute items to go through last week. It was somewhat consuming in the days before the tournament, which is why I had nothing on my mind but golf all of last week. The tournament was last Friday, and was a resounding success, raising almost $12,000.00 for the shelter.

With charitable events still on my mind, I wanted to talk today about a website I just learned of called This is a website designed to help professionals – lawyers, acc0untants, financial planners, etc. – help their clients through research, practice tips, commentary and other tools. There are various products, all with a fee attached, that are available to help us help our clients with what can be very complex decisions about both current charitable giving and also about bequest planning.

This is certainly an interesting option for estates, tax and finance professionals and could be an extremely useful tool in assisting clients with making charitable donations.