Posts Tagged philanthropy

2018 MINDPATH ADVISOR PHILANTHROPY CONFERENCE

  It was a pleasure to be a panelist on the Advisor Discussion Panel at the 2018 Mindpath Advisor Philanthropy Conference co-presented by the Canadian Association of Gift Planners GTA Chapter.

Comments Off on 2018 MINDPATH ADVISOR PHILANTHROPY CONFERENCE   |   Posted in Latest News May 30, 2018

DONATING SECURITIES IN KIND

   

Comments Off on DONATING SECURITIES IN KIND   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News October 27, 2017

AFP FUNRAISING DAY

  It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.

Comments Off on AFP FUNRAISING DAY   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News,Tax Planning June 16, 2017