Please join me on Oct 1st from noon to 1.30pm for a special Zoom event presented by the Oakville Community Foundation.

My presentation “The New Philanthropy – Helping Clients Maximize Giving and Minimize Taxes” will explain several unique giving strategies to create transformational charitable legacies that also help preserve family wealth.

I will also share some little-known philanthropic strategies available exclusively to DAF Fundholders and Charitable Foundations.

Many thanks to Sarah McPherson, Director of Philanthropy & Communications, for organizing the event.

Click here to register