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The NonProfit Times, Oct. 27, 2008 CBC News, Nov. 4, 2008
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Other Charitable Giving News |
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Volume 1, Issue 3, Nov. 2008 |
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The Community Foundation of Ottawa is available for one-on-one or group meetings to describe how we work as philanthropic advisors to our donors. To make an appointment, or if you have any questions or comments, email Bibi Patel or call 613-236-1616 ext. 226. |
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Randolph Brinton, a financial advisor and senior vice president at Ferris, Baker Watts Inc. in Baltimore, had a client who wanted to give 10 different charities $5,000 a year each by selling some securities and other assets. It was a doable job, but a time-consuming one for both the advisor and the client. The solution was to give the lump sum to the local community foundation and let it sell the assets and dole out the money. To use an overworked cliché, it was a win-win solution all the way around. |
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Reducing Guesswork |
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Ottawa’s Vital Signs Year-End Donations |
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Facilitating gifts of securities by individual donors to local charities |
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The Community Foundation of Ottawa has made it easier to make a gift of securities for both donors and local charities that are not equipped to accept gifts of this kind. |
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An e-newsletter produced by the Community Foundation of Ottawa for its circle of Professional Advisors |
