Please join us as our guest for this lunch and learn for professional advisors
Gift Planning: A Technical Overview
To fill our objective of building community vitality and enhancing the quality of life in Perth County communities, the Stratford and Perth County Community Foundation is pleased to host this no cost forum. If you are a financial advisor, lawyer, accountant, estate or financial planner than this forum is for you. Being able to have knowledgeable conversations with clients about charitable gift planning provides an opportunity to add value to your client relationships, enhance client loyalty and offer an integrated service approach. It also helps to position you and your
firm as
community-minded.
Thursday, November 17, 11:30 a.m.-1:30 p.m. ~ Listowel Golf Club
** This presentation qualifies for 1 Continuing Education Credit for advisors through The Institute or
1 hour for Continuing Professional Development for lawyers through the Law Society of Upper Canada
Presenter: Brad Offman
Brad Offman is Vice President, Strategic Philanthropy at Mackenzie Financial Corporation and Managing Director of the Mackenzie Charitable Giving Fund. Prior to joining Mackenzie, Brad served as Vice President, Development at the Toronto Community Foundation.
Brad is past Chair of the Leave A Legacy Program for the Greater Toronto Area and currently sits on the Board of Directors for Philanthropic Foundations Canada. Brad is also the volunteer President of the Mackenzie Financial Charitable Foundation.
Brad holds a Master's Degree in Business Administration and a Master of Arts Degree from the University of Toronto and an Honours Bachelor of Arts Degree from McGill University in Montreal.
Date: Thursday, November 17 |
Generously supported by:
The Stratford and Perth County Community Foundation connects the charitable goals of community-minded donors with current community needs and opportunities. We professionally steward many types of donated assets as a public trust and provide maximum tax advantages for donors as a federally regulated public charitable foundation.