As an estate planning professional, Greg Jizmejian works with families and individuals to help them build a robust plan. Often, this involves making sure that assets are directed to the causes his clients care about most. But, there are ways that individuals can support causes today that they may not be aware of. In this conversation, he touches on gifts of life insurance, donation of appreciated securities, and donor-advised funds.

Communication Strategist James Morris explains how consideration and empathy can be used as tools to enhance the communication strategies for nonprofits and charities. The result? Better relationships with existing supporters and better outreach to new supporters.

Jessica Diniz is President and CEO of Breakthrough T1D Canada (formerly Juvenile Diabetes Research Foundation). She talks about the important role leveraging data and engaging deeply with their supporters played in their rebranding of an organisation that has been making a difference for over 50 years. In addition, she shares how switching from event-based fundraising to major donors has played a significant role helping them achieving their own "big, hairy, audacious goal" of raising $100 million.

Jaime Martino, is Executive Director for Toronto’s “Tapestry Opera”, where the spirit of innovation is central to everything their company does. It informs the type of work they perform, the programs they run, how they stayed meaningfully connected to people during COVID and even their approach to finding performance space in the heart of downtown Toronto.

This mindset has allowed Tapestry Opera to remain at the vanguard of showcasing new, emerging works of art.

AUDIO-ONLY PODCAST AVAILABLE HERE

Eric Saarvala is Executive Director of Raymond James Canada Foundation. In this video, he talks about "donor advised funds" (DAFs), the role they play in the charitable ecosystem, and how charities must adapt to ensure they continue to stay meaningfully connected to the individual decided which charities to support with a grant.

On this episode, Pride at Work Canada’s Director of Programs Jade Pichette describes how the organization has helped corporate Canada navigate change over the past few years to create more inclusive environments.

Jade has tremendous experience in the nonprofit sector, and they also discuss the importance that a strong organizational culture plays when organisations need to evolve and adapt to changing social and economic pressures.

Claudette Hutchinson has dedicated years working with nonprofits across various sectors. Now, she’s channelling her expertise into driving social change through her OwningMy Initiatives. In this conversation, Claudette shares the key steps she took to ensure her project started strong from Day One.

Claudette can be reached at here on LinkedIn.

Craig can be reached at Craig.swistun@raymondjames.ca

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Lexicon Financial Group of Raymond James Investment Counsel ("RJIC") believes in a different kind of service model for nonprofits and charities. Our approach recognizes their unique needs, and offers expertise beyond portfolio management and asset allocation. This videos on this channel shares stories, information and knowledge from leaders in the nonprofit sector, helping the entire sector grow and prosper. Please see “Social Media Disclosure” in the “Links” section below for important disclosure information. Information within these videos are from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. Craig Swistun is a Portfolio Manager with RJIC. The view and opinions contained in the article are those of Craig Swistun, a Portfolio Manager registered with RJIC.

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