You Don’t Know What You Don’t Know – The Impact of Legacy Philanthropy
October 30 @ 5:00 pm – 7:00 pm
NOTICE: LOCATION HAS CHANGED TO THE JOHN SAUNDERS CENTRE (see updated location info below)
You don’t know what you don’t know – the impact of legacy philanthropy to you and your community!
Join us for an informative session where we explore the profound impact of planned charitable gifts. Discover how your thoughtful contributions can benefit both your chosen charity and your financial well-being through strategic tax savings.
During this event, you’ll gain valuable insights into:
1. Gifts of Securities: Maximizing Your Impact
Explore the world of gifts of securities and how they can create a lasting impact. Learn how these contributions are administered, the process of gifting, and the significant tax advantages they offer.
2. Leveraging RRSPs/RRIFs/TFSAs for Giving:
Discover the potential of using your retirement accounts to make a difference. Understand the ins and outs of contributing to charitable causes through your registered accounts and the associated tax benefits.
3. Donor Advised Funds: Empowering Your Giving
Unveil the versatility of donor advised funds in managing your charitable contributions. Learn how they work, how to establish them, and the control they provide in directing your philanthropic endeavours.
4. Harnessing Life Insurance for Giving:
Explore the unique strategy of using life insurance policies for charitable giving. Understand the mechanisms, advantages, and potential financial benefits of this approach.
5. Administration and Impact of Gifts:
Delve into the practical side of planned giving. Understand the administrative processes involved and how your contributions create a positive impact on the charitable organizations you support.
6. Unveiling Tax Benefits:
Learn how planned charitable gifts can yield significant tax savings for you or your estate. Our experts will guide you through the intricacies of tax advantages associated with different forms of giving.
Who Should Attend:
This event is designed for individuals and families who are passionate about philanthropy, financial planning, and leaving a lasting legacy. Whether you’re exploring new ways to give back or seeking strategic ways to maximize tax benefits, this session is tailored for you.
Discover the transformative power of planned charitable giving and how it can make a positive impact on both your chosen causes and your financial outlook. Our knowledgeable experts will provide practical insights and guidance to help you navigate the world of philanthropy with confidence.
Paul Chapman is an investment and wealth advisor with RBC Wealth Management in Collingwood. Paul has over 20 years of institutional capital markets experience with Royal Bank of Canada, BMO Capital Markets and Merrill Lynch Canada. Paul holds a Chartered Investment Management (CIM®) designation, and is also an Insurance Representative. Paul holds an MBA degree from the Richard Ivey School of Business. Active in the community, Paul is involved in a number of charitable endeavours including Rotary, Junior Achievers and the 100 Men Who Care initiative. Paul has also been a proud supporter of United Way Simcoe Muskoka, having sat on the Board of Directors, as well as Capitalize for Kids, where he served on the Advisory Board.
Brian Hunt is an award-winning cinematographer and filmmaker with a discerning eye for visual details and effective storytelling. In August 2022, his wife Narda spent her last days at Hospice Georgian Triangle’s Campbell House after battling metastatic breast cancer since 2015. Brian shares his family experience, what they didn’t know about hospice, and the impact of that care on Narda’s life, his life, and their two children. Brian has used his talents to make special videos for Hospice Georgian Triangle to share awareness of programs and services and celebrate the incredible staff and volunteers at Campbell House and in the community.
Sandra Sullivan is the Executive Director of Hospice Georgian Triangle Foundation. Hospice Georgian Triangle Foundation’s purpose is to raise awareness and the funds that allow Hospice Georgian Triangle to provide exceptional hospice palliative care and community programming.
Secure your spot now and embark on a journey of meaningful giving and financial empowerment through planned charitable gifts.