ICYMI: Latest Lunch & Learn Recording

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

VIEW IT HERE

Greater Fort Erie Chamber of Commerce

Fort Erie ON

Monday to Thursday: 9:00am–4:30pm Friday: 9:00am - 12:00pm

Niagara Falls Chamber of Commerce

4056 Dorchester RdNiagara Falls On L2E 6M9

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Port Colborne-Wainfleet Chamber of Commerce

296 Fielden Ave.Port Colborne ON L3K 3K1

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Welland/Pelham Chamber of Commerce

800 Niagara St , Unit R56Welland ON L3C 5Z4

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