FREE Planned Giving Workshop & Coffee Hour - Sandy Hill, Ottawa
Schedule
Thu Sep 12 2024 at 09:30 am to 10:30 am
UTC-04:00Location
250 Somerset Street East,Ottawa,K1N 6V6,CA | Ottawa, ON
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Join estate planners & financial experts to discuss the tax benefits of leaving a financial or land donation in your will.Estate planning can be difficult, but leaving a charitable gift in your will means you can rest easy knowing your loved ones will receive generous tax benefits as you leave a lasting legacy.
To help you maximize these benefits, the Rideau Valley Conservation Foundation (RVCF) has teamed up with IG Wealth Management and Kelly Santini LLP partner Zach Gaulin to host a free planned giving workshop and coffee hour. Experts from both firms will explore how financial and in-kind donations can effect your estate taxes, and walk you through various planned giving options, legal considerations and more. You'll also hear from RVCF about its role as a local environmental charity and land trust, and how its unique land donation program can help you protect your natural property in perpetuity, at no cost to your estate.
Bring a friend for coffee, treats and an engaging presentation!
Questions? Contact [email protected]
About RVCF:
The Rideau Valley Conservation Foundation (RVCF) is one of the most efficient and effective environmental charities in Eastern Ontario. We work hard to protect the Rideau Valley by protecting natural lands, supporting local tree planting and shoreline restoration, funding local water quality monitoring and engaging the watershed's youngest residents through outdoor education.
Planned giving in support of our conservation and environmental initiatives leaves a powerful legacy, supporting a healthy future for generations to come - while significantly reducing your estate taxes. Whether you want to donate land or wealth, a planned gift is a thoughtful way to satisfy your charitable objectives while maximizing tax and other financial and personal benefits for your loved ones.
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Where is it happening?
250 Somerset Street East,Ottawa,K1N 6V6,CA, CanadaEvent Location & Nearby Stays: