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Jamie Golombek’s talk will provide an overview of the tax benefits of charitable giving, including the gifting of RRSPs and life insurance, with a particular emphasis focusing on the new rules for gifts of appreciated securities to registered charities.
Liz Palmieri’s presentation will focus on why it is important to raise the subject of charitable giving with clients and how to start the conversation.
The breakfast is targeted to professional advisors including: accountants, lawyers, trust officers, financial planners, investment advisors, insurance advisors, wealth management consultants and planned giving officers.
Attendees are eligible for 1.0 continuing education credit available from ADVOCIS.
(approval pending)
Registration Fee - $40.00 includes resource material
For more information please call the Niagara Community Foundation 905-684-8688 or email ncf@becon.org.
To register, please complete the Registration Form and fax to 905-684-2337. Click here to download the Registration Form (PDF)
Last date to register is November 27, 2006
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