KELOWNA ESTATE PLANNING SOCIETY

Events

Meetings are generally held on the second Tuesday of every month, at the Coast Capri Hotel, starting with cocktails at 5:15pm, dinner at 6:00pm and a speaker coming on just before 7:00pm.

Please RSVP by Thursday at 5:00pm before the Tuesday meeting. 

Guests are always welcome to our regular meetings. Please contact a member to RSVP as their guest. Guest fees are $45.

Upcoming events

    • 08 Jan 2019
    • 5:15 PM
    • Coast Capri Hotel
    Register

    Topic: Charitable giving strategies using a donor-advised foundation

    Speaker: Michael Todd, CHIMP

    About Michael:  After spending 12 years in the mutual fund business in Toronto—ten of them with Fidelity Investments—Mike moved across the country and spent almost a decade working with the marginalized in Vancouver’s Downtown Eastside. He then moved into the world of donor-advised funds, first with Raymond James, and now with Charitable Impact. Mike helps advisors understand both sides of philanthropy—the donors’, and the charities’—so that they in turn can help their clients achieve their impact goals. Mike also serves as the Chair of the LEAVE A LEGACY™ Committee of the Vancouver chapter of the Canadian Association of Gift Planners.

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