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2018-2019 Events

 DATE

 TOPIC   

 SPEAKER

 LOCATION

    

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 Ontarion Institute of Technology, SIRC Building, 50 Conlin Rd. W., Oshawa
    

May 7, 2019
12 noon - 1:30 pm

Professional Day Luncheon:
How to Build and Manage a Planned Giving Program

TBC

TBC

 

 

 

 

June 20, 2019
12 noon - 1:30 pm

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

TBC

TBC