2018-2019 Events






Sept 6, 2018
1:30 pm -3:00 pm


LAL Series:
Estate Planning for Inspiration
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*Sharon Avery, Toronto Foundation
*Bob Goldberger, Lipton LLP

Toronto Reference Library, 789 Yonge Street





Oct 11, 2018 
1:30 pm - 3:00 pm


LAL Series: 
How to Minimize Taxes & Maximize Legacy 
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*Mark Halpern, Wealthinsurance.com
*Stephen Altbaum, Lipton LLP

North York Central Library, 5120 Yonge Street





Oct 11, 2018

Mentoring & Education Breakfast  Session:
Ethics and Other Challenging Issues for Gift Planners and Charities

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*Tony Lee, Christian Children's Fund of Canada
*Jill Nelson, Princess Margaret Cancer Foundation
*Audrey Miller, Elder Caring
*Terrance S. Carter, Carter Professional Corporation

St. Andrew's Centre, 73 Simcoe Street 





Nov 7, 2018
12 noon -1:30 pm

Professional Development Luncheon:
New and Unusual Gifts:When to Accept, Issues to Consider and When to Say 'No'

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*Andrew Valentine, Miller Thomson LLP
*Natasha Smith 

Miller Thomson, 40 King Street W





Jan 24, 2019

Professional Development  Half Day Summit: For the Love of Gift Planning
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*Christine Kang, SickKids Foundation
*Sandra Dow, The Arthritis Society
* Nicole Kross, The Arthritis Society
*John Lepp, Agents of Good
*Jen Love, Agents of Good
*Sheila Crummey, McCarthy Tetrault
*Jill Nelson, PMCF
*Jag Ghandi, Miller Thomson
*Jasmine Sweatman, Sweatman Law
*Jeniffer Button, RBC
*Tina Tehranchian, The Donor Motivation Program
*Paul Nazareth, CAGP



Miller Thomson, 40 King Street W, Toronto





Apr 25, 2019
12 noon - 1:30 pm
Professional Day Luncheon: Uncovering The Philanthropic Impulse:Approaches And Strategies That Will Deepen The Client Relationship.*Serena Hak, Stonegate Private Counsel, Chair of CAGP GTA
*Peter Hobb, CPA, Bakertilly
University of Ontario Institute of Technology, SIRC Building, 50 Conlin Rd. W., Oshawa

May 7, 2019
12 noon - 1:30 pm

Professional Day Luncheon:
How to Raise More 5, 6 and 7-Figure Planned Gifts at Your Smaller Shop

*Emily Lewzey
*Laura Satin Levin

St Andrew's Church 
73 Simcoe Street, 





May 16, 2019
1:30 om - 3:00 pm         
LAL Series:
Where There's s Will: Avoid Estate Planning Mistakes

* Matthew Urback, Shibley Righton LLP
*Jacqueline Cooper, West Park Healthcare Centre Foundation 
Toronto Reference Library, 789 Yonge St.
June 13, 2019
1:30 pm - 3:00 pm
LAL Series:
Who Needs a Will?
Why Estate Planning is Critical
*Andrew Valentine, Miller Thomson LLP
Janice Correa, ROM Governors 
Locke Library, 3083 Yonge St.  
June 19, 2019
6:00 pm - 8:00 pm
LAL Series:
Estate, Succession and Legacy 
*Lydia Cheng, Investors Group
*David Dai, Investors Group
*Eddy YT Leung, Leung Luo Pang
Rosetta Ting, DS Lawyers Canada LP
Scarborogh Health Network< Birchmount Hospital, 3030 Birchmount Rd.

June 20, 2019
12 noon - 1:30 pm

Professional Day Luncheon:
Millennial & Boomers: How to Engage Next Generation Philanthropists



June 24, 2019
3:30 pm - 5:00 pm

LAL Series:
Women's Wisdom: Wealth and Philanthropy 
*Sharon Avery, Toronto Foundation
*Robin Turack, Pear Tree Foundation
Susan Horvath, ROM Governors
Royal Ontario Museum, 100 Queen's Park, Toronto
Aug 8, 2019
6:00 pm - 7:30 pm 
LAL Series:
Tax Smart Estate Planning & Giving
*Allan Madonik, Blue Swan Financial
*Subhastin Kharag, Forester's Financial
Toronto Reference Library, 789 Yong St.,Toronto
Sep 5, 2019
1:30 pm - 3:00 pm
LAL Series:
Choosing the Right Executor
*Elaine Frost, trusted Transitions   Toronto Reference Library, 789 Yonge St., Toronto 
Oct 3, 2019
1:30 pm - 3:00 pm
LAL Series:
Planning for the Single, Divorced & Widowed 
*Amanda Stacey, Norton Rose Fulbright Canada LLP
*Meredith Meads, Trinity College
North York Central Library, 5120 Yonge St., North York