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September EPC – Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost

September 12 @ 05:30 PM - 07:30 PM

  • « April – TBA
  • Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds »

Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost

This session will define strategic philanthropy, explain motivations for charitable giving, tax-effective ways to give and the importance of incorporating charitable giving in your client’s estate plan.  

The presenters are Lisa Gonnering, Manager Estate & Planned Giving and Judith Drost Storey, Director of Development (St. Joesph’s Healthcare Foundation)

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Details

Date:
September 12
Time:
05:30 PM - 07:30 PM
Event Tags:
EPC, Estate Planners Council, Estate Planning, Hamilton

Organizer

Christelle Jean
Email
christelle_j@outlook.com

Venue

Liuna Station
360 James Street North
Hamilton, Ontario Canada
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  • « April – TBA
  • Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds »

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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