Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
A person under a tree grown by philanthropy.

Planting Seeds of Impact: Nathaniel Hawthorne’s Insights for Philanthropists

Renowned author Nathaniel Hawthorne stated, “Generosity is the flower of justice,” inspiring philanthropic estate planning.

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A painting of people uplifted by orange balloons, representing the Joanna Lumley charitable giving legacy.

Joanna Lumley: Embracing Philanthropy – Discover the Joy of Giving Back

Joanna Lumley beautifully articulates the fulfillment that comes from charitable giving: “I am blessed beyond the realms of blessedness, and easily the greatest pleasure is giving it away.”

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Silhouettes of people standing in front of a school at sunrise, reflecting on Horace Mann's educational reform efforts and the importance of charitable estate planning.

Charitable Planning for Compassion: Lessons from Horace Mann

Horace Mann’s quote on relieving suffering inspires charitable gifts through estate planning that transforms lives while reducing taxes.

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The essence of philanthropy is balancing head and heart, reminiscent as Charles Dickens suggests.

Philanthropic Lessons from Charles Dickens: The Wisdom of the Head and Heart

Charles Dickens said wisdom balances intellect and care for others – a key insight for philanthropic estate planning.

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A group holding coins in their hands, inspired by Jan De Hartog's start their philanthropy, even if small.

Redefining Success in Philanthropy: Insights from Jan de Hartog

Dutch writer Jan de Hartog’s message compels Canadians to give charitably in ways both small and substantial.

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A heart-shaped rock creating ripples as philanthropy does.

Leaving a Charitable Legacy, Inspired by Franklin D. Roosevelt

Franklin D. Roosevelt believed “charity begins at home,” so first take care of your family’s needs when planning your estate, then give back to your community.

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A light bulb above an open book by Paolo Coelho, symbolizing how philanthropic legacies are changing the world.

Paolo Coelho: Changing the World Through Philanthropy

Paolo Coelho once said that we change the world more by our example than our opinions. Thoughtful planning for charitable gifts, using options like donations in your will and life insurance, lets you leave a legacy of giving that makes change happen through real action.

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A man and woman sitting at a table looking at papers, discussing insurance options during Financial Literacy Month.

Financial Literacy Month: A Primer on Insurance Protection

Key Question for Canadians You likely have home and auto insurance, but have you considered the other essential types of insurance that protect your financial health? What are the key policies that safeguard your income, your savings, and your family’s future? Do you need clarification on insurance jargon? Would you…

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An old farmer engaging in philanthropy by planting in a field for others.

Give Back What You Take Out – Paul Newman on Philanthropy

“We are such spendthrifts with our lives, the trick of living is to slip on and off the planet with the least fuss you can muster. I’m not running for sainthood. I just happen to think that in life we need to be a little like the farmer, who puts…

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