Peace Arch Hospital Foundation Projects: Seminar: Tax Smart Gifts from the Heart

Seminar: Tax Smart Gifts from the Heart

Wondering how to make a big impact for charities close to your heart, while maximizing tax savings for you and your estate?  You’re in the right place! Join us as we discuss ways to maximize and preserve your wealth as well as the advantages to you for strategic philanthropy through your financial and estate planning. 

Don’t wait, RSVP today for this FREE seminar, Tax Smart Gifts from the Heart and hear from industry leader Paul Nazareth, CAGP as he provides you with the understanding and tools to work with your professional advisor and charities of choice.

Hear about:

  • Tax savings for you and/or your estate with: Gifts of Stock, Donor Advised Funds, RRSP/RRIF, Life Insurance, Gifts in your Will
  • Leveraging major life events to support philanthropy (i.e. selling your business, retirement, life transitions, etc.)
  • Estate planning through gifts in your Will, including our newest WillPower campaign. 
  • Tools to have the philanthropic conversation with your professional advisor and introductions to our network of trusted Partners in Planning
  • Donation options to help you do more for the causes you care about

There is great power in charitable giving, you become part of something bigger, and you connect at a deeper level with your community. Hear from Peace Arch Hospital Foundation and how gifts like these are making a big impact on your community, today and for generations to come.

When
October 4, 2022
Where

Morgan Creek Golf Club

3500 Morgan Creek Way, Surrey

Time(s)

1:30-3:30pm 

 

Tickets

FREE! Only your RSVP is required to gain access to this event.

Click the button below to RSVP via email, or call us at 604.535.4520

"For several years now I've been donating shares, including common stocks and mutual funds, and it's a breeze. And best of all, there are no calculations required. It gives me great pleasure to donate to my hospital, with the knowledge that I am contributing to the care and welfare of others in a meaningful way."
Dr. Barbara Olson, Donor

Meet our Guest Speaker

Paul Nazareth has worked in Canada’s philanthropic sector for over 20 years. Currently, Vice President, Education & Development at the Canadian Association of Gift Planners (CAGP), and was previously Vice President, at the charity CanadaHelps.

Paul has been a philanthropic advisor with a national wealth management firm and also spent over a decade with charities large and small. He is on the board of several charities including the Circle on Indigenous Philanthropy, on the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program and he serves as faculty for the Master Financial Advisor in Philanthropy (MFA-P) designation in Canada, co-created by the Knowledge Bureau, CAGP and Spire Philanthropy.

Paul is the co-host of “The Intersection Podcast”, writes on philanthropy for a variety of publications and regularly appears on national radio and television to speak about generosity in Canada.  

"The simple act of giving is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference."
Stephanie Beck, Executive Director at Peace Arch Hospital Foundation