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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
