Join us for a virtual, FREE, planned giving info session featuring guest speakers Harold Penner and Susan Yakabowich with Abundance Canada.
You will learn about the many benefits of planned giving both to you as a donor, and the charity receiving the planned gift. Aspects of planned giving will be discussed including different methods of planned giving such as bequest, gifts of securities, private share and life insurance. Planned giving is also often referred to as legacy giving.
Time will be set aside for Q&A following the presentation.
Harold Penner has valued generosity throughout his life and is grateful for the opportunity to work with like-minded people in is his role as gift planning consultant with Abundance Canada. He enjoys working with people who are excited about the opportunity to be generous, helping them to plan and implement their charitable giving during their lifetime and in their estate. Harold has volunteered with local and national organizations including many years as treasurer in his church. His professional affiliations include the Canadian Association of Farm Advisors and the Canadian Association of Gift Planners. Harold also holds the Certified Financial Planner ® designation. When not assisting individuals with their Generosity Plans™, Harold enjoys ball hockey, kayaking, cycling, and hiking. He is also an avid gardener.
Susan Yakabowich is passionate about generosity and embraces the vision of Abundance Canada: a world where everyone lives generously. Her previous experience with the Altona and District Chamber of Commerce and Bridge Road Developments enhanced her strategic planning, leadership, management, and business development skills, which she brings to her role at the foundation. She has extensive volunteer experience serving on boards of organizations such as the Chrysalis Women’s Giving Circle, Mary Mother of the Church, Steinbach Professional Development Toastmasters. Beyond her passion for helping others, Susan enjoys the outdoors hiking, camping and staying active at the gym.
This session is open to all and we would love to see you at this informative and FREE session!
Bookings
Bookings are closed for this event.