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.
Two philanthropic hands with a shining light, embodying the spirit of giving.

Inspire Generosity Through Your Will with Barbara Jordan’s Words | quote 90

“It is a privilege to serve people, a privilege that must be earned, and once earned, there is an obligation to do something good with it.” Barbara Jordan Barbara Jordan’s insightful words remind us that with privilege comes responsibility. Those of us fortunate enough to have accumulated wealth have a…

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A philanthropic sign searching for lost items in the desert.

Leave a Legacy of Service: Gandhi’s Guidance for Philanthropic Giving | quote 89

“The best way to find yourself is to lose yourself in the service of others.” Mahatma Gandhi Mahatma Gandhi’s famous words about selfless service remain relevant today. As we think about our legacies, his quote reminds us that we find meaning by helping others.  Gandhi advocated for a life of…

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The word human rights is spelled out on a black background, bringing light to Nelson Mandela's philanthropic legacy.

Ending Poverty: Nelson Mandela’s Challenge to Philanthropy | quote 88

“Overcoming poverty is not a gesture of charity. It is an act of justice. It is the protection of a fundamental human right, the right to dignity and a decent life…” Nelson Mandela This quote captures the spirit of social justice and the role of charity in creating a more…

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A gift box with a red ribbon symbolizing the donation of Canada Life My Par Gift life insurance designed for philanthropy.

Canada Life My Par Gift: Pros & Cons For Donors & Charities

Ready to make a bigger impact with your charitable giving? Learn how My Par Gift can amplify your donation and leave a lasting legacy.

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A white stork is flying with an insurance policy delivery bag.

Policy Delivery: Getting Your Health & Life Insurance Policy Contract

Today’s insurance policy delivery prioritizes speed, security, and efficiency. Less waiting for your life and health insurance means you get peace of mind sooner.

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A TV remote control showing that watching philanthropy by others isn't the same as doing good yourself.

Paul Newman: Doing | philanthropy quote 71

“Watching something is nothing like doing it.” Paul Newman Watching isn’t doing, but watching can inspire doing. When we observe, we learn and discover needs. We don’t need to experience homelessness to imagine the plight of the homeless. We don’t need to undergo a flood or wildfire to appreciate the…

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Sand falling in an hourglass, reflecting Silvia Hartmann's view that time is our most precious gift.

Silvia Hartmann: The Most Precious Gift | Will Power quote 70

“The most precious thing I have to give is my time.” Silvia Hartmann What better gift than your time? You are then also giving your focus and energy. Philanthropy involves making a positive impact by contributing your time, money, or resources to charitable causes. While financial donations are often essential,…

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Three frames display advantages of life insurance through a check mark in the middle.

The Advantages Of Life Insurance In Canada: Tax Benefits And More

Learn about the advantages of life insurance in Canada, including the tax benefits. Life insurance provides a tax-free death benefit to beneficiaries and tax-sheltered investment growth inside the policy. It also offers tax-free access to cash value through policy loans.

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A piggy bank representing a Capital Dividend Account (CDA) escaping from a bag.

The Capital Dividend Account (CDA): Extract Corporate Cash Tax-Free

Key Question for Business Owners As a business owner, you know that paying yourself a salary or dividend from your corporation triggers personal tax. Is there a way to access the value you’ve built inside your company completely tax-free? Extract cash from your private corporation tax-free Having a private corporation…

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