Professional Advisors

srcouple_with_agentAs a professional advisor, whether you are an estate lawyer, financial planner, or accountant part of your conversation with your clients will be about their charitable plans in their estate.

If you have a client who wants to know more about supporting local projects and programs in Abbotsford, working with the Abbotsford Community Foundation may be the right match for your client.  For resources specifically for Professional Advisors visit Community Foundation’s of Canada’s e-resource page.

Last June our Annual Professional Advisors Breakfast featured two speakers.  The first was Scott Wyper, Partner, GVA Enterprise Tax whose topic was Proposed New Capital Gains Exemptions on Donations of Proceeds from Private Company Shares and Real Estate. Click here for a copy of his presentation Abbotsford Foundation Presentation June 2015

Our second speaker, Annie Bokova, Estate Planning Specialist, CIBC Wood Gundy, spoke about Insurance Donation Strategies

If you would like to be added to our list of invitees for our next Professional Advisors Breakfast please contact Susan McAlevy at smcalevy@abbotsfordcf.org.

 

 

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