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Planned giving: how to make the most of your charitable gifts

Thursday, November 2, 2017 at 10:00 AM

Written by Dave Lee
October 24, 2017

Learn about:

  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate

Speakers

  • Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
  • Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.
  • Jim Bindon, Director Development, Peace Arch Hospital Foundation

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
  • Get Directions
  • Please be sure to RSVP as seating is limited