As a member of St. Joe’s Promise Legacy Council, it’s especially gratifying to share ideas that raise money for the hospital while helping people convert taxes to charitable gifts.

My zoom presentation on June 16 was titled “Create YOUR Family Legacy: Maximize Giving, Minimize Taxes”

I explained how we create Accidental Philanthropists™ and presented several wonderful ways to be remembered for leaving more to charity and family instead of a large sum to the tax department.

Many thanks to Maria Dyck, Steven Presser, Carrie Gemmell and the entire Foundation team for organizing such a successful event.

If you are involved in Philanthropy, I’d be delighted to speak to your colleagues and community.

Please don’t hesitate to contact me to help arrange your event.