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Charitable Giving

We are in our 6th year of running our Charitable Giving Program with Sensible Financial Planning Ltd.  This is an annual program and we want you, our client, to let us know where we should donate.

WHAT IS IT ALL ABOUT

We want to include our clients in our Charitable giving.  Every year we will accept nominations for local charities that are important to our clients.   Once we have collected nominations, we will confirm the charitable status of the organization and we will share them on our website and with our partners.  

HOW DO I KNOW IF THE ORGANIZATION I SUPPORT QUALIFIES?

- It is a registered Charity
- It has impacted your life and/or your community

WHAT DO I NEED TO TELL YOU?

- The name of the organization
- Why you are nominating it

HOW DO I TELL YOU?

- Send us an email
- Tell us in person or on the phone
- Leave a voicemail


Charitable Giving 2024 Nominations - COMING SOON 

DEADLINE: September 15, 2024 for your nominations

PREVIOUS CHARITIES (All of these will continue to receive donations every year from us)

 

AARCS
ALS Society of Alberta
ARF
Bow Valley Connections Centre (BVCC)
Brown Bagging for Calgary Kids
Calgary Alzheimer's Society
Calgary Seniors Resource Socity
Canadian Brain Tumour Foundation
Canadian Cancer Society
Children's Grief Centre
CNIB Guide Dogs
Compassion House Foundation
Foothills Inclusion
Heart and Stroke Foundation
HOPE Mission
KidSportz Okotoks
King Alfred School - Ontario
Lacombe & District Family and Community Support Services
Make a Wish Canada
Multiple Sclerosis Society of Canada
Mustard Seed Calgary
Regina Anti-Poverty Ministry
Regina Early Learning Centre
Saanich Peninsula Hospital Foundation
Saanich Peninsula Lions Food Bank
SaskAbilities Partners In Mental Health and Well-Being
Scientists in School
Skipping Stone
Sleeping Children Around the World
Sorrentino’s Compassion House 
Stars Air Ambulance
Terry Fox Foundation
The Meow Foundation
The Mustard Seed, Victoria
Veterans Food Bank
Wellspring Calgary



 

WELCOME TO SENSIBLE FINANCIAL PLANNING LTD.

Karen Backlun specializes in assisting individuals and families in making financial choices that suit their needs today and in the future. 

Each client receives:

  • Comprehensive financial planning and advice
  • Short and long-term planning
  • Objective advice towards achieving each new goal
  • Equal respect, attention and care
  • Education to help them understand their options
  • Integrated Fee Approach
  • Referrals to specialists in other areas
  • Regular contact and review
  • Karen is licensed in Mutual Funds and Insurance.   

"I really love what I do. I teach people about money and how to use it to make their lives what they want. I get to know all the wonderful details of their lives and help them achieve their goals." Karen Backlun, BA, CFP, CEA
 

 

Events

July 17, 2024

Thank you for joining our fourth presentation, Back to Basics. If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #4: Back to Basics

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April 23, 2024

Thank you for joining our third presentation, Insurance: How Insurance fits with your Financial Plan. If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #3: How Insurance fits with your Financial Plan

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January 16, 2024

Thank you for joining our second presentation, Maximizing your Registered Plans – Benefits of Beneficiaries.  If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #2: Maximizing your Registered Plans

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October 4th, 2023

Thank you for joining us for a presentation about Staying Safe online.  If you were unable to attend please view the presentation by following the link below.

Presentation: Information Session #1: Staying Safe Online