Toronto Foundation search Toronto Foundation Twitter Toronto Foundation Facebook Toronto Foundation Instagram Toronto Foundation LinkedIN My fund Toronto Foundation Navigation
Leave a Legacy Series

This is an outstanding city.
But you don't just take.
You've got to build.

Fran Deacon

Wife of the late Fraser Deacon,
Founder of Toronto Foundation

Close
close popup
Close
close popup

Leave a Legacy Series

 

Organized by the Canadian Association of Gift Planners (CAGP), Leave a Legacy is a free information series educating individuals about the benefits of estate planning, how it works, and what’s involved in leaving a legacy gift to charity.

Join Sharon Avery, Toronto Foundation CEO at a session titled Estate Planning for Inspiration: How Do You Wish to be Remembered (details below) or any of the other free sessions across Toronto.

 

All sessions are free to attend. RSVP by calling the CAGP at 416-727-7512 or by email here.

Find all session info below:

TORONTO REFERENCE LIBRARY – 789 YONGE STREET

Estate Planning 101: Basics & Key Considerations

Thursday, May 3 – 1:30 to 3:30 PM

Dorothy Brophy, Lawyer, Brophy Law

Kristine Anderson, Partner Bales & Beall LLP

 

Aging Confidently: Planning for Tomorrow

Thursday, July 12 – 6:00 to 7:30 PM

Audrey Miller, Founder, Elder Caring Inc.

Elaine Blades, Senior Manager, Professional Practices Group, RBC Estate and Trust Services

 

Legacy Matters

Thursday, August 9 – 6:00 to 7:30 PM

Silvia Jacinto, Partner, Crowe Soberman

Ian Fraser, Legacy Advisor, PhilanthroPlan, Gift Funds Canada

 

Estate Planning for Inspiration: How Do You Wish To Be Remembered

Thursday September 6 – 1:30 to 3:30 PM

Sharon Avery, President & CEO, Toronto Foundation

Bob Goldberger, Partner, Richardson GMP

ROYAL ONTARIO MUSEUM – 100 QUEEN’S PARK

Smart Estate & Philanthropic Planning for Women

Thursday, June 21 – 3:30 to 5:00 PM

Panelists:

Charlotte Paul, CDFA, Financial Advisor, Perspective Wealth Management, Raymond James Ltd.

Yeti Agnew, Legal Sherpa Lawyer, Yeti Law

Alexandra Spinner, Partner, Crow Soberman

Susan Horvath, President & CEO, ROM Governors – Moderator

SCARBOROUGH AND ROUGE HOSPITAL – 3050 LAWRENCE AVE E.

Legalities of Estate Planning

Thursday, July 19 – 1:30 to 3:00 PM

Sylvia Schumacher, Partner, Schumacher Law

NORTH YORK CENTRAL LIBRARY – 5120 YONGE STREET

How to Minimize Taxes & Maximize Giving

Thursday, October 11 – 1:00 to 3:30 PM

Mark Halpern, CFP – Trust & Estate Practitioner, WEALTHinsurance.com Inc.

Stephen Altbaum, CPA, TEP Lipton LLP Chartered Professional Accountants