Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • 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
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 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

November 25, 2021

Facebook
LinkedIn
Twitter
A gift of money

Magnify Your Charitable Gifts - Session 1 of 2

The first in our two part philanthropy webinar series, Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson, explore the challenging topics surrounding creating a philanthropic giving strategy. Together, Marvin and Lauri talk about the following questions:

  • What is the state of giving in Canada?
  • Is the charitable system broken?
  • What elements create a strong charitable giving strategy?
  • What does research tell us about what major donors want?
  • How relevant are charitable overhead costs to high quality charitable work?
  • How do I choose a charity when there are so many?
  • How can I give to international charities when I can’t see the impact?
  • What are the main differences between giving through a private foundation, donor advised funds, or public foundation?
  • What are the different ways to give to charity?
  • Where to start with creating a giving strategy?
  • How to make the most of my charitable gifts?

 

Managing your Charitable Gifts: session 1

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

Transcript

Related posts

Interview

July 22, 2021

How to be a philanthropist extraordinaire

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...

Learn more

Award

June 06, 2021

Finalist: Excellence in Philanthropy and Community Service Industry

Marvin J. Schmidt is announced as a finalist in the category of Excellence in Philanthropy and Community Service at the 2021 Wealth Professional Awards. The award honors teams who have major philanthr...

Learn more
 
 
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.