Lunch & Learn: Estate Planning, Legacy Gifts and Endowed Investments
Watch the recording of our latest fireside chat about estate planning, legacy gifts, and endowed investments. Facilitated by Bryan Rose, Executive Director of Niagara Community Foundation (NCF), this conversation with two allied professionals addressed some of the myths around estate planning and walked you through the benefits of partnering with community foundations to meet your clients’ financial goals while honouring the philanthropic wishes of the donor.
LEARNING OBJECTIVES:
1. How to meet both the financial goals of your clients AND their philanthropic wishes
2. Understanding endowment giving and investments
3. The benefits of leaving gifts in wills
4. The flexibility of partnering with a community foundation as an allied professional
