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CIBC Private Wealth Management, CIBC Wood Gundy
The Schmidt Investment Group
CIBC Private Wealth Management, CIBC Wood Gundy
The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Awards & Media
    • Resources
    • Wealth Challenge
    • Client Care Award
  • Contact Us

Awards & Media

Webinar

December 03, 2021

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A gift of money

Magnify Your Charitable Gifts - Session 2 of 2

 

The second in our two part philanthropy webinar series continues with Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson discussing topics including:

  • How can I engage the next generation in charitable giving?
  • What are the key elements of a charitable giving plan?
  • What are the trends in charitable giving?
  • How can I plan for charitable giving in my Will?
  • What are high impact giving strategies for different personalities?


Managing your Charitable Gifts: session 2

Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson, explore the challenging topics surrounding a philanthropic strategy.

 

Transcript

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As a top concern of multi-family office clients, Marvin J. Schmidt is used to addressing philanthropic concerns of client families.  Marvin shares his thoughts on the role of philanthropy in the famil...

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Article

July 28, 2021

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The gifting considerations of Canadian ultra-high-net-worth families

The practical and emotional considerations of financial gifting to family and friends in a way that means it is received and realized as the gift that it is intended to be are explored by Marvin J. Sc...

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