wills estate - cagp toronto · patient of the peter munk cardiac centre i will revolutionize vision...
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2019WILLS&ESTATEPLANNING SERIES
Presented By
To leave a lasting legacy, contact
Ericka Tovey, CFRE | Senior Director, Philanthropy | 416.864.5246 | [email protected]
STMICHAELSFOUNDATION.COM
MAKE YOUR
MARK.For more information contact: Laura Rumble, Manager, Estate Giving 416-340-4800 x6695 | [email protected]
I WILL fi nd a cure for heart disease.
Maria CollierPatient of the Peter Munk Cardiac Centre
I WILL revolutionize vision care.
Taylor Binns & his sister, ToriPatient of the Donald K. Johnson Eye Institute
I WILL save lives for generations to come.
Jeanne Ikeda-DouglasPatient of the Arthritis Program
What is YOUR WILL?When you include Toronto General & Western Hospital Foundation in your Will, you’ll save thousands of lives.
Where There’s a Will: Avoid Estate Planning MistakesThursday, May 16 – 1:30 - 3:00 PM
Matthew Urback, Partner, Shibley Righton LLPJacqueline Cooper, VP, Development, West Park Healthcare Centre Foundation
Tax Smart Estate Planning & GivingThursday, August 8 – 6:00 - 7:30 PM
Allan Madonik, Wealth & Health Broker, Blue Swan FinancialSubhastin Kharag, CFP, Regional Vice President, Ontario, Foresters FinancialBri Trypuc, Founder, Trypuc Philanthropic Office
Choosing the Right Executor Thursday, September 5 – 1:30 - 3:00 PM
Elaine Frost, President & Founder, Trusted Transitions
Evening Session
FREE SERIES • OPEN TO THE PUBLIC • LIMITED SEATING • RESERVE NOW
ToronTo reference Library - beeTon HaLL 789 yonge STreeT
Tina Tehranchian, Assante Capital Management Ltd.Allan Madonik, Blue Swan FinancialChildren’s Aid Foundation of CanadaCNIBDoctors Without BordersEcojusticeHumber CollegeJewish Foundation of Greater TorontoMiller Thomson
Abdesh Furmah (416) 586-5530 • [email protected] • www.cagptoronto.org/legacy
Sponsoring Organizations
norTH york cenTraL Library - MeeTing rooM 1 5120 yonge STreeT
Planning for the Single, Divorced & WidowedThursday, October 3 – 1:30 - 3:00 PM
Amanda Stacey, Partner Norton Rose Fulbright Canada LLPMeredith Meads, CFRE Associate Director, Major Gifts & Gift Planning, Trinity College
The Terry Fox FoundationToronto FoundationToronto General & Western Hospital FoundationToronto Public Library FoundationUNICEF CanadaUniversity of TorontoWest Park Healthcare Centre FoundationWorld Animal ProtectionYork University
The National Ballet of CanadaParkinson CanadaPearTree CanadaRoyal Ontario Museum Scarborough and Rouge Hospital FoundationSickKids FoundationSinai Health FoundationSt. Michael’s FoundationSunnybrook Foundation
Locke Library - 3083 yonge STreeT
Who needs a Will? Why Estate Planning is CriticalThursday, June 13 – 1:30 - 3:00 PM Jag Gandhi, Partner, Miller Thomson LLPJanice Correa, AVP Legacy Gifts, ROM Governors
ScarborougH HeaLTH neTwork, bircHMounT HoSpiTaL - irene STickLand cenTre, 3030 bircHMounT rd.Estate, Succession and LegacyWednesday, June 19 – 6:00 - 8:00 PM
Lydia Cheung, CFP, PFP, RRC, Financial Consultant, IG Wealth Management David Dai, CFP, RRC, Financial Consultant, IG Wealth Management Eddy YT Leung, CPA, CA, CFP, Partner, Leung Luo Pang LLP Rosetta Ting, Lawyer, DS Lawyers Canada LLP
Cantonese Evening Session
preSenTed by
Royal ontaRio MuseuM - eaton theatRe - 100 Queen’s PaRk
Women’s Wisdom: Wealth & PhilanthropyMonday, June 24 – 3:30 - 5:00 PMPanelists:Sharon Avery, President & CEO, Toronto FoundationRobin Turack, VP, Business Development, PearTree CanadaBrenda Lee-Kennedy, Partner, PricewaterhouseCoopers LLPSusan Horvath, President & CEO, ROM Governors - Moderator
2019 WILLS & ESTATE PLANNING SERIES
MAKE THE ROM YOUR LEGACY.
Where your story is history in the making
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416.586.5578 I rom.on.ca/legacyROM GOVERNORS CHARITABLE REGISTRATION NO. 1362 82126 RR0001
INCLUDE THE ROM IN YOUR WILL
Where There's a Will: Avoid Estate Planning MistakesThursday, May 16 – 1:30 PM to 3:00 PM, Toronto Reference Library, 789 Yonge Street Matthew Urback, Partner, Shibley Righton LLP Jacqueline Cooper, MA, Vice President, Development, West Park Healthcare Centre FoundationDon't have a will? You are not alone! What happens to your family if you die without a will or if it's outdated? Understand how you can protect your assets while reducing or avoiding conflict amongst family. In addition to tax benefits, discover other important reasons to leaving a lasting legacy to your favourite charity.
Who Needs a Will?: Why Estate Planning is CriticalThursday, June 13 – 1:30 PM to 3:00 PM, Locke Library, 3083 Yonge Street Jag Gandhi, Partner, Miller Thomson LLP Janice Correa, Associate Vice President, Legacy Gifts, ROM GovernorsMany of us don’t realize how much wealth we've accumulated, from RRSPs, RIFFS, real estate, stocks, bonds and other assets. Our speakers will show you the importance of making a Will and strategies to protect your wealth. You will learn how to ensure your wishes are executed, from providing for your loved ones to making a charitable gift to the causes you care about. You will also learn about real life cases of improperly drawn wills that cost the estates time and money, as well as lost or reduced legacy to beneficiaries.
Estate, Succession and Legacy Wednesday, June 19 – 6:00 PM to 8:00 PM, Scarborough Health Network, Birchmount Hospital, 3030 Birchmount Rd. Lydia Cheung, CFP, PFP, RRC, Financial Consultant, IG Wealth Management David Dai, CFP, RRC, Financial Consultant, IG Wealth Management Eddy YT Leung, CPA, CA, CFP, Partner, Leung Luo Pang LLP Rosetta Ting, Lawyer, DS Lawyers Canada LLPOur panel of professionals will speak about estate planning strategies, the general quantitative and qualitative aspects of estate, succession and legacy. The panel will discuss Wills and Powers of Attorney, including information on “probate”. Information regarding taxes on death will also be discussed. This session will be presented in Cantonese.
Women's Wisdom: Wealth and Philanthropy Monday, June 24 – 3:30 PM to 5:00 PM, Royal Ontario Museum, 100 Queen’s Park Sharon Avery, President & CEO, Toronto Foundation Robin Turack, VP, Business Development, PearTree Canada Brenda Lee-Kennedy, Partner, PricewaterhouseCoopers LLP Moderator: Susan Horvath, President & CEO, ROM GovernorsThe panel will share pertinent insights on women's wisdom in the context of wealth and estate planning. They will address how women's wisdom enhances their financial confidence to protect and distribute their assets and become highly involved in their estate plans. They will discuss valuable tools, action items and practical steps to help empower women strive for financial stability, avoid common estate planning mistakes and cover effective ways women can maximize their wealth and impact while supporting their philanthropic objectives.
Tax Smart Estate Planning & GivingThursday, August 8 – 6:00 PM to 7:30 PM, Toronto Reference Library, 789 Yonge Street Allan Madonik, Wealth & Health Broker, Blue Swan Financial Subhastin Kharag, CFP, Regional Vice President, Ontario, Foresters Financial Bri Trypuc, Founder, Trypuc Philanthropic OfficeIf you could only pick two beneficiaries from three options which would you pick? Your family. Government. Charity? Join three professionals who will cover planning considerations to maximize and preserve your wealth as well as point out the advantages of charitable giving. This workshop will be interactive and provide you with the knowledge to make intelligent decisions for your business partners or family members.
Choosing the Right Executor Thursday, Sept 5 – 1:30 PM to 3:00 PM, Toronto Reference Library, 789 Yonge Street Elaine Frost, President & Founder, Trusted TransitionsHow do you choose an executor for your estate? What do you need to know or ask? This session will cover what an executor does, a checklist for choosing the right executor for your estate and what you can do if you don’t have an executor. Planning for the Single, Divorced & WidowedThursday, October 3 – 1:30 PM to 3:00 PM, North York Central Library, 5120 Yonge Street Amanda Stacey, Partner, Norton Rose Fulbright Canada LLP Meredith Meads, CFRE, Associate Director, Major Gifts & Gift Planning, Trinity CollegeWhat happens to your estate when you are single or widowed and die without a Will? What do you need to consider when you choose your Powers of Attorney and Estate Trustee? Learn about common estate planning mistakes and why planning when you are single, divorced, widowed, or have no beneficiaries, is equally vital than for those who are married.
Session Descriptions
Scarborough
North York
Contact Allan Madonik BA DTMLicensed Health and Wealth Broker
Toastmaster Core Values
Contact Allan Madonik BA DTMLicensed Health and Wealth Broker
Toastmaster Core Values
www.blueswanfinancial.ca
LEAVE A LEGACY™ is a national public awareness campaign designed to promote charitable giving by encouraging individuals to make a gift by Will, or other estate gift, to their favourite charity. LEAVE A LEGACY™ educational programs help to raise awareness on the importance of including a charitable gift in the estate planning process. LEAVE A LEGACY™ is a program of the Canadian Association of Gift Planners - L’Association canadienne des professionnels en dons planifiés (CAGP-ACPDP™).
Canadian Association of Gift Planners The purpose of the Canadian Association of Gift Planners (CAGP) is to support philanthropy by fostering the development and growth of gift planning. The Association creates awareness, provides education and is an advocate of charitable giving, bringing together professionals from various disciplines to ensure that the gift planning process achieves a fair and proper balance between the interests of donors, and the aims and objectives of registered charitable organizations in Canada in accordance with the CAGP-ACPDP™.
CAGP Chapters operate in every region and most major cities in Canada to meet the needs and support the objectives of local gift planning professionals and donors. The Greater Toronto Area Chapter is a committee of CAGP, and serves as the primary vehicle for delivery of CAGP programs and materials to its members in the GTA. The GTA Chapter accepts, observes and promotes CAGP’s Standards of Professional and Ethical Practices.
About Leave a Legacy
Presented by: Session Sponsors:
Venue Sponsors: Media:
Your Guide to Charitable Giving and Estate Planning
Make a charitable gift in your Will to Scarborough Health
Network Foundation – it’s easier than you think.
For a confidential discussion about including Scarborough Health
Network Foundation in your Will and other gift options, contact
Verna Chen at 416-438-2911 ext. 6040 or email [email protected]
Your legacy will help us transform healthcare for generations to come.
Leave a lasting legacy forfuture generations
The Speakers
Janice Correa (Chair)Associate Vice President, Legacy Gifts ROM [email protected] Chen (Vice Chair)Director, Stewardship & Legacy Giving Scarborough Health Network [email protected] x 6040Cynthia Collantes Founding Member, CAGPLiza Fernandes Director, Legacy Gifts Toronto Public Library [email protected] GordonManager, Estate Planning SickKids [email protected] JonesLegacy Manager UNICEF [email protected] x8852
Richard LefebvreSenior Manager, Special Gifts The National Ballet of [email protected] x324Catherine StarlingSenior Manager, Planned Giving Plan International Canada [email protected] HakChair, CAGP GTA ChapterAssociate Director, The Donor Motivation Program* CanadaAssociate, Stonegate Private [email protected] FurmahCoordinator, CAGP GTA [email protected] WuManager, Legacy Gifts ROM [email protected]
Leave A Legacy™ Committee Members 2019
Jacqueline Cooper is an accomplished fundraising professional with 20 years of experience in the healthcare and education sectors and currently serves as
Vice President, Development for West Park Healthcare Centre Foundation.
Jacqueline began her development career with KCI Philanthropy building her expertise in capital campaigns and received the President’s Circle Award from KCI in recognition of her achievements. Jacqueline later transitioned to the charitable sector and held leadership roles with Sinai Health Foundation, York University and St. Joseph’s Health Centre Foundation. Jacqueline found her passion for legacy giving early in her development career and following the passing of her mother.
Prior to her career in development, Jacqueline specialized in government relations working for the Ontario Medical Association
and the Government of Ontario.
Jacqueline is committed to giving back through her volunteer work. She currently serves as Co-chair of the Canadian Association of Gift Planners (CAGP) GTA Education Committee and is a member of the CAGP GTA Executive Committee.
Jacqueline has also been an active member of the Havergal College community where she served for 10 years on a variety of fundraising committees and was a member of the Directorate for the Havergal Old Girls Association.
Jacqueline holds a Master of Arts in Political Science from the University of Toronto.
Speaking Thursday, May 16, 1:30 PM to 3:00 PM, Toronto Reference Library
Jacqueline Cooper, VP, Development, West Park Healthcare Centre FoundationT: 416 243-3613 E: [email protected]
Lydia attained the Certified Financial Planner (CFP) designation through licensing by the Financial Planners Standards Council. She also attained the
designation of Personal Financial Planner (PFP) through The Canadian Securities
Institute, Registered Retirement Consultant (RRC) through The Canadian Institute of Financial Planning.
Prior to joining IG Wealth Management in 2003, Lydia worked in a major Canadian bank for 15 years in various areas related to financial planning such as providing personal and commercial mortgages, loans and investment advice to professional individuals and small business owners. Lydia earned her multiple Pillar Awards* from IG and she became a successful field trainer in 2009.
With Lydia’s 30 years of experience and education in the financial industry, she brings a wealth of knowledge, professionalism
and ethical standards to the table. Lydia is an enthusiastic, high energy individual that strives to educate clients in various areas of financial planning, including Tax Planning, Portfolio and Investment Management, Retirement Planning and Estate Planning and Preservation. She guarantees a complete and thorough analysis and reporting of your current financial position and a written comprehensive strategic plan in each area of financial planning based on your financial and personal goals.
Giving back to the community is a very important aspect of Lydia’s life. She is currently volunteering on the Board of Directors and Treasurer of a faith ministry in Ontario. She has volunteered in various local children and youth programs, provincially in indigenous communities and overseas in Ghana, West Africa.
Speaking Wednesday, June 19 – 6:00 - 8:00 PMScarborough Health Network, Birchmount Hospital
Lydia Cheung, CFP, PFP, RRC, Financial Consultant, IG Wealth Management T: 905 886-3850 Ext. 6233 E: [email protected]
Sharon Avery is President & CEO of Toronto Foundation, one of Canada’s leading community foundations and a
Toronto city-building institution. Ms. Avery has built a 19-year career as a high energy
fundraiser and passionate communicator. Prior to joining the Foundation in September, 2016,
she served for eight years as Chief Development Officer at UNICEF Canada where she more than doubled its investment in children, transforming the organization on the international stage. There, Sharon led a pivotal fundraising campaign recruiting women philanthropists across Canada to embark on a four-year educational journey on maternal, newborn and child health in
the developing world. In just 13 months $12 million was raised to support 3.8 million women and children in Peru, Namibia, Ethiopia, Cambodia and Indonesia.Prior to UNICEF Sharon Avery held senior roles at SickKids Foundation, Save the Children Canada and Tim Horton Children's Foundation.
Sharon is known for her entrepreneurial spirit, critical thinking and collaborative leadership. She is a dynamic public speaker on a mission to bring philanthropy to the task of building a more resilient Toronto.
Speaking Monday, June 24, 3:30 - 5:00 PMRoyal Ontario Museum
Sharon Avery, President & CEO, Toronto FoundationT: 416 921-2035 E: [email protected] Twitter: @s2avery
Subhastin works with Foresters Financial in Canada with a regional focus in Ontario, an Insurance & Financial
Services organization with a difference. Impact is fundamental core motivator for
Subhastin who has worked with thousands of advisors making an impact in their communities.
He grew up in York Region and is the father of three children whose insatiable thirst for life experiences inspires him, even though he fears flying. The highlight of his week is weekend family dinners, as it allows the sous chef & dishwasher expert to come to life.
Subhastin’s experience running his own practice since 2002 helps to bring expertise, creativity & ideas to the advisory
community with depth. Working with large National firms to small boutique shops in creating specialized practices in the evolving charity space in Canada is a fundamental shift in the advisory space which he encourages. Building synergies in a collaborative environment is what best describes his way of working with advisors in taking advantage of these opportunities.
His inspiration for never having to work another day comes from the firms & advisors he is fortunate to work with, because their impact is often not realized for decades but they continue to do it each and every day.
Speaking Thursday, August 8, 6:00 PM – 7:30 PM, Toronto Reference Library
Subhastin Kharag, CFP, Regional Vice President, Ontario, Foresters FinancialT: 416 429-3000 E: [email protected]
The Speakers
Elaine Frost is President and Founder of Trusted Transitions.
Elaine’s background includes an MBA from The Richard Ivey School of Business and a 15 year career in management with IBM Canada. She was also the CFO of Lexmark Canada, and ran her own Management Consulting practice for over 10 years. Elaine has also been a mentor to entrepreneurs and program instructor at Step Ahead, and has served on the Board of Habitat Services. She has been on the Board of Furniture Bank, and is a volunteer with the Canadian Diabetes Association. Elaine was a Certified Professional Consultant on Aging (CPCA), and
a Certified Relocation & Transition Specialist (CRTS). Elaine was also a member of the Toronto Senior’s Council.
Elaine recently co-authored “What Next? Navigating Later Life Transitions”.
Speaking Thursday, September 5, 1:30 PM – 3:00 PM, Toronto Reference Library
Elaine Frost, President and Founder, Trusted TransitionsT: 416 503-0006 E: [email protected] Twitter: @trustdTransitns
The Speakers
Jag’s practice focuses primarily on Wills, Trusts and Estate Planning and Administration. Working with other professional advisors, Jag helps to
ensure that clients’ assets arepreserved upon death and that wealth is
properly transferred to various individuals and organizations in accordance with their wishes. She regularly advises clients on a wide range of matters including wills, trusts, powers of attorney, subtitute decision making, estate and trust taxation, and estate planning and administration.
She is a trusted advisor in sophisticated and complex domestic and cross-boarder estate planning and regularly advises executors and trustees during the administration of estatesand trusts. Jag has a specific focus in estate planning for professionals and owner-manager clients, families that have individuals with disabilities and blended family situations.
While starting her career off in the Corporate/Commercial Group at Aird & Berlis LLP and then working in-house for Procter & Gamble Inc., prior to joining Miller Thomson, Jag practiced Private Client Services at Wilson Vukelich LLP (a business and tax law firm) for the last 9 years.
Jag received her Bachelor of Arts (Honours), from the University of Western Ontario, her Master of Arts, from McMaster University, and her LL.B from the University of Windsor in 2003 and was called to the Ontario Bar in 2004. She also received her Society of Trust and Estate Practitioners (STEP) Certification in 2013.
Jag regularly speaks at various seminars and courses and contributes to related publications. She also sits on the Board of Directors for the Mackenzie Health Foundation in Vaughan, Ontario.
Speaking Thursday, June 13, 1:30 - 3:00 PM Locke Library
Jag C. Gandhi, Partner, Miller Thomson LLPT: 905 532-6650 E: [email protected]
Janice Correa, has worked in the philanthropic sector in Canada and the US for over 25 years assisting donors realize tremendous impact through the power of philanthropy. As AVP, Legacy Gifts at the ROM Governors she is inspired by and collaborates with, donors to ensure that their legacy gifts strengthen their personal passions and the Museum’s future.
During her 16 year tenure at Canada’s National Ballet School she held several senior positions leading annual giving, corporate, major gifts and events teams and completing a highly successful capital campaign. As Director of the National Ballet School Foundation, she advanced legacy initiatives to augment endowment growth by $21M. Other career highlights include providing fundraising counsel for arts organizations such as Ballet Jorgen Canada, Florida Grand Opera, and directing fundraising at the Miami City Ballet. Janice earned graduate
degrees from Florida International University and Karachi University prior to working as a marketing executive for publishing firms from Europe, Japan and Latin America.
A strong advocate for volunteerism, she has been actively involved with the Canadian Association of Gift Planners (CAGP) for 15 years and currently serves as Chair, CAGP Leave A Legacy Committee and on the CAGP GTA Executive body. A member of the Association of Fundraising Professionals she was also a Mentor for the inaugural AFP Fellowship in Inclusion and Philanthropy initiative.
Speaking Thursday, June 13, 1:30 - 3:00 PM Locke Library
Janice Correa, Associate Vice President, Legacy Gifts, ROM GovernorsT: 416 586-5578 E: [email protected] Twitter: jlbcorrea5
David helps professionals, business owners and individuals make the most of their financial assets. David implements tax and investment strategies that help clients meet both their personal and financial goals.
David has over a decade of relationship management experience. He is committed to providing a high level of service. As a Financial Consultant, he has demonstrated a consistent ability to provide solutions to help protect and grow assets for clients, and has helped to guide many through major life events: retirement, starting a business, divorce, or loss of a spouse.
David has over 14 years experience in financial services, having worked in the banking industry and IG Wealth Management. David completed the Professional Financial Planning course and holds the designations of Certified Financial Planner.
Speaking Wednesday, June 19, 6:00 - 8:00 PM Scarborough Health Network, Birchmount Hospital
David Dai, CFP, RRC, Financial Consultant, IG Wealth Management T: 416 491-7400 ext 559 E: [email protected]
Susan Horvath is a seasoned philanthropic executive with diverse leadership experience in the healthcare, education and research sectors. As
President & CEO of the Royal Ontario Museum (ROM) Governors, Susan is
inspired by the opportunity to build on her lifelong passion for the ROM and her love of helping donors realize great impact through philanthropy.
In her 30 years in the charitable sector, Susan has held leadership roles with the Canadian Cancer Society, Mount Sinai Hospital Foundation, Robarts Research Institute, Western University and United Way. Susan’s fundraising career was preceded by a decade as an academic at Brescia University College, affiliated with Western, where she taught and
researched clothing, textiles and historic costumes. Susan holds a BSc from Western and an MSc from the University of Alberta.
An active volunteer, Susan has held leadership positions with the Association of Fundraising Professionals (AFP), Canadian Council for the Advancement of Education (CCAE), Canadian Association of Gift Planners (CAGP) and several healthcare and community organizations. Susan’s service has been recognized with several awards, mostSusan’s service has been recognized with severalawards, including the 2016 Outstanding Fundraising Professional by AFP's Greater Toronto Chapter.
Speaking Monday, June 24, 3:30 - 5:00 PMRoyal Ontario Museum - Eaton Theatre
Susan Horvath, President & CEO, ROM Governors - ModeratorT: 416 586-8055 E: [email protected] Twitter: @SusanH_ROM
The Speakers
Rosetta Ting is a lawyer at DS Lawyers Canada LLP, an international law firm with offices in over twenty cities worldwide, including Asia, Europe, and
North America. Rosetta’s practice focuses on wills and estates, corporate commercial
law and commercial real estate law.
In the area of wills and estates, she advises her clients regarding sophisticated estate planning, often including business succession and multijurisdictional matters. She assists her clients with the preparation of wills and powers of attorney, and is a frequent speaker on the topic of wills and estates in the community. Her experience also includes assisting her clients
in relation to charitable giving and not-for-profit organizations. Rosetta takes a personal approach when working with her clients and delivers local expertise to provincial and national clients. She further specializes in general business and commercial real estate law and has extensive experience in assisting clients with their corporate needs.
Rosetta has a JD/MBA from Osgoode Hall Law School and Schulich School of Business, as well as a BBA from the University of Toronto (with high distinction).
Speaking Wednesday, June 19, 6:00 - 8:00 PMScarborough Health Network, Birchmount Hospital
Rosetta Ting, Lawyer, DS Lawyers Canada LLPT: 416 477-0325 E: [email protected]
Eddy attained the designation of Chartered Accountant (CA) through licensing by the Institute of Chartered Accountants in 1989 and obtained his designation of Certified Financial Planner (CFP) through licensing by the Financial Planners Standards Council Financial Planners Standards Council in 1999.
Eddy has been practicing as Eddy YT Leung, CA since 1992 and since 2011, has been practicing with other two partners as Leung Luo Pang LLP, Chartered Professional Accountants, Licensed Public Accountants. Eddy practices in the area of small business strategic planning, accounting and reporting. This involves business growth strategies and succession planning, personal and tax planning issues and estate and retirement considerations of the corporate shareholders. Prior to practicing on his own, he was with a mid sized public accounting firm which provided
extensive exposure to small businesses and professional practices.
With over 30 years of experience and education in the public accounting industry, Eddy has accumulated a wealth of knowledge, professionalism and ethical standards. Eddy is an enthusiastic individual that strives to educate his clients in various areas of financial and tax planning strategies that are simple and effective for the small business entrepreneurs and their families.
Speaking Wednesday, June 19, 6:00 - 8:00 PMScarborough Health Network, Birchmount Hospital
Eddy YT Leung, CPA, CA, CFP, Partner, Leung Luo Pang LLPT: 416 335-6600 E: [email protected]
The Speakers
Brenda is a tax partner with PwC’s High Net Worth Services and Not-for-Profit Services Group, practicing in the areas of personal, estate and trust and private enterprise advisory and taxation, as well as charities and not-for-profit taxation and governance.
Brenda is a chartered professional accountant (CPA) and chartered accountant (CA) and works in the philanthropic sector providing tax and wealth planning advisory services to high net worth families, private businesses, charities, and other not-for-profit organizations. She is PwC Canada’s tax practice leader in the not-for-profit sector space. She is a member of the Canadian Institute of Chartered Professional Accountants, Institute of Chartered Professional Accountants of Ontario, Canadian Tax Foundation, Society of
Estate and Trust Practitioners (STEP), and Canadian Association of Gift Planners (CAGP). As well, she has served as an instructor of the CICA’s In-Depth Tax Training Course.
Brenda is a regular speaker at industry conferences, a contributor to industry publications, and in a volunteer capacity, serves as a board director and committee member to a number of not-for-profit organizations.
Speaking Monday, June 24, 3:30 - 5:00 PMRoyal Ontario Museum
Brenda Lee-Kennedy, Partner, PricewaterhouseCoopers LLPT: 416 218-1452 E: [email protected]
Allan Madonik has spent over 30 years helping his clients Sleep Well At Night (hence the SWAN in Blue SWAN Financial).
His father owned a mattress company and he learned the importance of protecting the owners of the business first hand, when a tragedy struck one of the partners.Allan works with small business owners and individuals protecting them through the vehicle of insurance. He volunteers and serves charitable organizations like Ve’ahavta, an organization helping individuals stricken by poverty. He sits on the Development committee, Advisory Committee, and chairs the Speakers Bureau.
His 2019 initiative is the ‘Legacy Challenge’ in which clients partner with Blue SWAN Financial to help neighbors in shelters and out on the streets of the GTA to make the world a better place.
He has earned the highest honor in Toastmasters, the Distinguished Toastmaster Award. The DTM is achieved by less than one percent of the four million individuals who have joined the largest non-for-profit communication and leadership organization in the world. He has served as a District Governor, promoting ‘servant leadership’ and helped open the first corporate club for individuals with disabilities in Toronto.
Allan and Blue SWAN Financial are key sponsors for the ‘Leave A Legacy’ program and looks forward to working with key advisors in the charitable space to provide quality education on planned giving to the public.
Speaking Thursday, August 8, 6:00 PM – 7:30 PM, Toronto Reference Library
Allan Madonik, Blue SWAN Financial T: 416 270-5954 E: [email protected]
Amanda Stacey is a partner in our estates, trusts and wealth management group and our charities and tax exempt organizations group.
Ms. Stacey provides advice in the areas of wealth management, estate planning, charity,
and not-for-profit law. She advises clients on wills, trusts, powers of attorney, family business succession planning, and corporate re-organizations. Ms. Stacey also advises on the establishment, tax compliance, governance, and regulation of charities and not-for-profit organizations. She also assists financial institutions with issues pertaining to administering estate assets, registered
and non-registered accounts, power of attorney, and capacity matters.
Ms. Stacey is currently the chair of the Canadian Association of Gift Planners. She is a frequent writer and speaker on a variety of estate planning, charity, and not-for-profit topics, including articles and presentations for the Canadian Tax Foundation, the Ontario Bar Association, the Law Society of Ontario, and the Estates, Trusts and Pensions Journal.
Speaking Thursday, October 3, 1:30 - 3:00 PM North York Central Library
Amanda Stacey, Partner, Norton Rose Fulbright Canada LLPT: 416 216-2440 E: [email protected]
Meredith has been in been involved in the not-for-profit-sector for almost 30 years, starting with a summer job
canvassing for Greenpeace during university, followed by a communications
role at the Ontario Public Interest Research Groups, and terms on the Board of Directors for
the Peterborough Folk Festival and Trent Radio. After a few years a graphic designer and apprentice stained glass artist, Meredith happily returned to both Toronto and to the not-for-profit sector. Since then, she has had over 20 years of experience in gift planning, major gifts, stewardship and volunteer management. Before joining Trinity College in 2012, she worked at The National Ballet of Canada, the Association of Fundraising Professionals,
GTA Chapter, and a fundraising consultancy firm.
Meredith is a long-standing member of the Canadian Association of Gift Planners, and served on the Executive Committee, GTA Chapter from 2013-2016 as Chair of the Mentoring Committee. She continues to volunteer as a mentor through the Chapter’s Mentorship Program. Meredith received her Certified Fundraising Executive Certification in 2018.
Speaking Thursday, October 3, 1:30 - 3:00 PM North York Central Library
Meredith Meads, CFRE Associate Director, Major Gifts & Gift Planning, Trinity CollegeT: 416 946-7371 E: [email protected]
If you ask Iris Toppings about her favourite part of the ROM, she’d be quick to point out the incredible breadth of the Museum’s galleries of art, culture, and nature that inspire learning and discovery. A long-time member of the Department of Museum Volunteers and an avid reader who actively keeps abreast of current events, she feels that understanding our present and future often demands looking back to the past. For many visitors whom Iris regularly leads on tours of the ROM’s exhibitions and galleries, this passion for knowledge is clearly evident. She recounts Water: The Exhibition (2011) as one of her most memorable experiences as a docent over the past
eight years, which provided ample opportunities to engage visitors in what remains a critical issue of our day. “I was moved by the life-giving aspect of water—and the danger of it being wasted and polluted,” Iris remarks. By including the ROM in her will, Iris is leaving agift that will help ensure that the Museum can continue to provoke dialogue and action on issues that matter to our communities and planet for generations to come. “A gift to the ROM supports an institution that is on the cutting edge of collecting, preserving, and studying materials from our natural and cultural worlds,” says Iris. “Society is always the benefi ciary of this endeavour. It is part of our common heritage.”
A promised gift to the Museum to preserve our natural and cultural heritage
Lives & Legacies at the ROM
MAKING A BEQUEST
A charitable bequestis a promised giftgiven through yourwill. It’s a simple wayto make a signifi cantcontribution to theROM while maintainingyour present fi nancialsecurity. Your bequestmay be given for theMuseum’s highestpriority needs, for aspecifi c program, or toestablish a permanentendowment fund.
416.586.5578 I rom.on.ca/legacyROM GOVERNORS CHARITABLE REGISTRATION NO. 1362 82126 RR0001
INCLUDE THE ROM IN YOUR WILL
WINTER 2019 | ROM MAGAZINE 39
Lives & Legaciesat the ROMA promised gift to the Museum to preserve our natural and cultural heritage
If you ask Iris Toppings about her favourite part of the ROM, she’d be quick to point out the incredible breadth of the Museum’s galleries of art, culture, and nature that inspire
learning and discovery. If she had to choose one, she confides: “I’m always so very impressed with the Life in Crisis: Schad Gallery of Biodiversity. It demonstrates the impact of humans on the environment and Earth’s interconnected life, and impels us to preserve our planet.”
For our first profile in a new Lives & Legacies series in ROM magazine, we had the privilege of connecting with Iris to discuss a passion for knowledge that culminated in her decision to make a promised gift to the ROM. A long-time member of the Department of Museum Volunteers and an avid reader who actively keeps abreast of current events, she feels
that understanding our present and future often demands looking back to the past.
For many visitors whom Iris regularly leads on tours of the ROM’s exhibitions and galleries, this passion for knowledge is clearly evident. She recounts Water: The Exhibition (2011) as one of her most memorable experiences as a docent over the past eight years, which provided ample opportunities to engage visitors in what remains a critical issue of our day. “I was moved by the life-giving aspect of water — and the danger of it being wasted and polluted,” Iris remarks.
By including the ROM in her will, Iris is leaving a gift that will help ensure that the Museum can continue to provoke dialogue and action on issues that matter to our communities and planet for generations to come. “A gift to the ROM supports an institution that is on the cutting edge of collecting, preserving, and studying materials from our natural and cultural worlds,” says Iris. “Society is always the beneficiary of this endeavour. It is part of our common heritage.”
rom governors
MAKING A BEQUEST
A charitable bequest is a promised gift given through your will. It’s a simple way to make a significant contribution to the ROM while maintaining your present financial security. Your bequest may be given for the Museum’s highest priority needs, for a specific program, or to establish a permanent endowment fund.
LEARNMORE
To learn more about leaving a legacy at the ROM, contact Janice Correa at [email protected] or 416.586.5578.
The Speakers
At PearTree, Robin Turack brings her donor/client centred approach to her focus on developing deep and sustainable client relationships in the GTA and across Canada. Robin works closely with current and prospective donor clients, their charitable causes and their advisors. Robin has applied her entrepreneurial leadership style at leading Canadian and international institutions and her collaborative approach has resulted in highly successful marketing, sales, philanthropic, media and communications ventures. As a volunteer, a consultant and an executive, Robin brings multiple perspectives and expertise to PearTree. Robin was a member of the ROM Ball 2017 and the ROM Ball 2019, Fundraising & Planning Committee. She is also involved with the AGO Art Bash, the Israel Cancer Research Fund, Ignite the Spark for Children’s Aid Foundation and the Canadian Hadassah Wizo’s “At Our Table”. In 2007, Robin and her daughters created the successful Blue Brain Bracelet Campaign to support The
Gerry and Nancy Pencer Brain Trust and The Turack Family Fund for Pediatric Oncology at Princess Margaret Hospital. Robin is a graduate of the Kellogg School of Management at Northwestern University in Chicago focusing her executive studies on Innovation and Social Entrepreneurship, Successful Fundraising Strategies, Internet and Social Media Marketing, Crisis Management, and Executive Management Education for Jewish Leaders and she continues to be a member of the Kellogg Jewish Leaders Circle.
Speaking Monday, June 24, 3:30 - 5:00 PMRoyal Ontario Museum
Robin Turack, VP, Business Development, PearTree CanadaT: 416 931-0002 E: [email protected]
An Advisor in Philanthropy, Bri is the Founder of Trypuc Philanthropic Office (TPO) – an exclusively philanthropic office that provides individual, foundation and corporate clients with conflict-free, objective advice across the charitable giving spectrum. TPO specializes in Strategic Advisory, Philanthropic Plans, Foundation & Donor Advised Fund Management, Charity Analysis & Benchmarking, Major Projects & Philanthropic Travel.
Prior, Bri was Head Client Advisor and instrumental in the creation of Charity Intelligence Canada, a national brokerage and advisory firm for donors. A pioneer of charity analysis in Canada, Bri has performed equity-style research and analysis on hundreds of Canadian charities that range from start-ups to some of Canada’s largest and most sophisticated organizations.Previously, Bri worked in private wealth management at Cougar Global Investments, initiating its philanthropic advisory efforts. This was followed by international experience with New Philanthropy Capital in London, England. She holds an Honors
BA in Sociology from the University of Western Ontario and is a Post-Graduate in Resource Development.
Bri maintains current as a go-to source on charitable giving topics, successful to meet the support and advisory needs of over 1,500 Canadian donors to date. She has advised on and jointly oversees +$55 million in total annual giving. Bri is actively involved in several community investment projects and is frequently sourced to speak on various topics in philanthropy, in Canada and abroad.
Speaking Thursday, August 8, 6:00 PM – 7:30 PM, Toronto Reference Library
Bri Trypuc, Founder, Trypuc Philanthropic OfficeT: 647 428-8019 E: [email protected]
Matthew Urback is a Toronto-based lawyer, practising in the areas of Civil, Commercial, and Estate Litigation. He has appeared before the Ontario Court of Appeal as well as various courts of the Ontario Superior Court of Justice, including the Estates List and the Commercial List.
Matthew first joined Shibley Righton LLP in 2010 as an articling student, where he gained valuable experience relating to litigation. He returned to the firm as a lawyer in 2011, where he has practised since.
Matthew has a particular focus on Estates, Wills, and Trusts Litigation. He has experience with a variety of practice areas within this field, such as will challenges, guardianship applications, passing of accounts applications, solicitor's negligence, and other estate disputes. He acts for fiduciaries, both individual and institutional beneficiaries, and drafting solicitors. Matthew also has experience drafting wills and powers of attorney.
Matthew regularly writes articles and contributes to stories about current issues in Estates Law. He has been featured recently in the Lawyer's Daily, Investment Executive, CBC News Radio, and the Financial Post.
Prior to his law career, Matthew graduated from law school at Queen's University where he made the Dean’s Honour List and won the R. W. Leonard Prize in Trusts. While at Queen's, he was a columnist for the law school newspaper and President of his graduating class. Prior to law school, he obtained his Bachelor of Science (Honours) in Mathematics and Human Biology at the University of Toronto, and graduated with Distinction.
In his spare time, Matthew enjoys sports, travelling, and spending time with his family.
Speaking Thursday, May 16, 1:30 PM to 3:00 PM, Toronto Reference Library
Matthew Urback, Partner, Shibley Righton LLPT: 416 214-5209 E: [email protected]
Tax-smartEstate Planning
and Giving
Tina Tehranchian, MA, CFP, CLU, CHFCSenior Wealth Advisor
Fellow of FPSCTM
Assante Capital Management Ltd.
9130 Leslie Street, Suite 302Richmond Hill, On L4B 0B9
financial advice
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
For too long, estate planning has been put on the “I’ll get to it someday” list. And too often, families experience the chaos of closing an estate where wishes are not clearly outlined. Give yourself and the people you love peace of mind by creating your estate plan on Willful. Our platform also helps you leave a positive legacy by allocating part of your estate to the charities and non-profits you care about.
I’m sure that you have sponsored a charitable event or three in the past. Perhaps it was in recognition of a hospital, a dreaded disease, or another of the more than 85,000 charities that reside in Canada. Giving money is crucial to the success of many organizations. However, volunteering may be as crucial or perhaps even more important. According to Imagine Canada (2010), 13 Million Canadians contributed more than 2 billion volunteer hours to charities. It provided 8% of the economic activity and a whopping $86.6 Billion dollars to the economy.
On Wednesday May 22nd, Blue SWAN Financial is partnering with Ve’ahavta, a charity focused on eliminating poverty and hunger in Toronto. According to Ve’ahavta, there are approximately 235,000 Canadians experience homelessness in a year. Over 1,350 people die each year and the average life expectancy of 39 years old.
BSF founder Allan Madonik invites you to come out and help pack food, hygienic products, and clothing into bags. There will be a light dinner and a quick overview of the ‘Legacy Challenge’ as well as a review of all the amazing programs at Ve’ahavta to help those less fortunate get back on their feet. Then, Allan and his children will deliver the kits to people in the shelters and on the streets of Toronto.
Looking To Make an iMpacT WiTh Your LegacY?
Legacy ChallengeWhat do you want your legacy to be?
With Willful, it’s never been easier to create a will - and we help you support the causes you care about.
Create a will and power of attorney documents in less than 20 minutes at Willful.co - use code LEGACY15 for 15% off any plan.
Contact [email protected] with any questions, or to find out more about how we're supporting causes across Canada.
Save 15% off any plan!
Be a part of the ‘Legacy Challenge’ and help those less fortunate than yourself.
If you can't make the May 22nd event, contact Allan [email protected] to find out about the next 'Legacy Challenge' event this year. Together, we can make a difference!
With your support, we will continue to blaze new trails in lifelong learning for many years to come.
A legacy gift is a rewarding and meaningful way to make a difference in the lives of our students. Humber College, one of the largest colleges in Canada, holds the
current and future success of its students as its highest priority. With your gift, you can play a key role in developing highly skilled and adaptable citizens who will
contribute to building vibrant, healthy and prosperous communities.
To find out more about legacy giving at Humber College, contact Krista O’Donnell at 416.675.6622 x5386 or [email protected].
Your Legacy: Our Future
To learn more about how to leave a legacy gift, please contact Richard Lefebvre at [email protected] or 416 345 9686 x324
Elena Lobsanova. Photo by Karo l ina Kuras.
Leave a gift in your will to The National Ballet of Canada and make a lasting contribution to the cultural vibrancy of Toronto and Canada for future generations.
YOUR GIFT WILL MOVE THE WORLD
NB1718_CFS_8.5X11_Ad_C.indd 1 2018-02-26 10:59 AM
Make Parkinson Canada part of your legacy
Leaving a gift in your Will helps to transform lives by fueling research and providing education, advocacy and services that support the Parkinson’s community.
Your gift moves us closer to a cure.Ask us how by contacting
[email protected] 800 565 3000 ext. 3386
316 – 4211 Yonge St., Toronto, ON M2P 2A9
parkinson.caCharitable Registration No 10809 1786 RR0001
A purposeful life deserves a lasting legacy.
The decision you make today can shape an ever-brighter future for the world‘s children
for generations to come. Resolve to let your spirit of hope and giving live on, for every child.
Choose to make a charitable bequest in your Will to UNICEF Canada.
Your will is their future.
To learn more, contact [email protected] or call Jackie Jones,
Legacy Giving Manager, at 1 800 567 4483. • www.unicef.ca/legacy
90 Eglinton Avenue East, Suite 400, Toronto, ON M4P 2Y3 Canada
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CANADA
Boost your charitable givingLearn more about flow through share donations so you can increase and accelerate your charitable giving at a lower after-tax cost. PearTree offers a unique and proven format and we are proud to support important causes across Canada.
Maximisez vos chances de recueillir des dons importantsApprenez-en davantage au sujet des dons d’actions accréditives, pour voir augmenter et s’accroître vos dons de bienfaisance à un coût net après impôts nettement plus favorable. PearTree propose une formule unique, qui a fait ses preuves. Nous sommes fiers de soutenir des causes importantes d’un bout à l’autre du Canada.
Find out more at peartreecanada.com
Your legacy gives them a life worthlivingYou envision a world in which animals live free from cruelty and suffering. Where they have the freedom to express themselves without fear or distress. Your legacy can be one thatchanges animals’ lives for good.
Let’s make a better future together. For more information on how you can become a World Animal Guardian please contact: Tiffany Oliveira, Donor Relations Manager 416 369 0044 x122 [email protected]
worldanimalprotection.ca/mylegacy
FOUNDATION
FROM YOU’RE GOING TO BE OKTO YOU’RE GOING TO RUN 5KYour generous legacy gift helps people like Patrick recover from extreme physical challenges and get their lives back. After he lost his leg in an industrial accident, the therapists at West Park went beyond simply teaching him to walk again, they returned him to what he loves – running.
To learn more, please contact Ashleigh Manzon 416-243-3600 x 4215 [email protected] westpark.org/foundation
A GIFT IN YOUR WILL HAS THE POWER TO TRANSFORM LIVES AND CREATE A LEGACY THAT WILL NEVER BE FORGOTTEN.
KAEL – TREATED AT SICKKIDS FOR AN IMMUNE DEFICIENCY DISORDER
MAKE YOUR WILLMAKE YOUR WILLA DOCUMENT THAT
BEGINS A LIFE.That’s what a will can be. A will that leaves a gift to SickKids is an opportunity to create
a future — one where a child with the most challenging health issues is successfully treated, and goes on to live a long, healthy life. If you want children to go through cancer treatment without long term side-effects, or have their heart defects healed by their own stem cells,
we can show you how to leave a legacy to make that future happen. Make your will one that begins many lives. Visit planforsickkids.com or call 416-813-8271.
without long term side-effects, or have their heart defects healed by their own stem cells, we can show you how to leave a legacy to make that future happen. Make your will one that
begins many lives. Visit planforsickkids.com or call 416-813-8271.
Where there’s a will, there’s a way.Life with blindness isn’t easy. We live in a
visual world, and people who are blind must
constantly adapt and overcome. Thanks to
the CNIB Foundation, they don’t have to do
it alone. We give Canadians who are blind the
tools, opportunities and training they need to
lead full, active lives. Because we believe that
where there’s a will, there’s a way.
Your will can lead the way for people in your community who are blind. Call
Ruth D’Souza at 1-800-563-2642 (7006) or email [email protected] to learn more
about leaving a legacy gift for the CNIB Foundation.
“To know that so many people make arrangements for future gifts to help others acknowledges the selflessness and humanity in the world.” — Shawnette Bankasingh
Legacy Gifts Make an Impact
As a York University student, Shawnette Bankasingh (BA ’14, BEd ’15) was grateful to receive
financial support from the George Tatham Bursary. It was created with a $65,000 bequeathed gift in
the Last Will and Testament of former York student, John Terrance “Terry” Gardner (BA ’71). Terry
wanted his legacy to honour the memory of Professor George Tatham, York’s first dean of students
and master of McLaughlin College.
During the past 20 years the George Tatham Bursary financially helped 70 students realize their
educational dreams and potential. Shawnette states, “The George Tatham Bursary continually
inspires me to support other people. As an educator, I want to instill that philosophy into my
students and my son.”
Shawnette is now a teacher with the Toronto District School Board and she gives back by providing
her students in Toronto’s Jane-Finch area with extra resources for enriched learning experiences.
This is the impact of legacy giving.
To learn more about leaving a gift to York University in your will,
contact Marisa Barlas at 416-650-8221 or [email protected]
After your loved ones are provided for, please consider leaving a legacy that will safeguard our environment for future generations.
1.800.926.7744 SMAY@ ECOJUSTICE.CA
Ecojustice uses the power of the law to defend nature, combat climate change, and fight for a healthy environment for all.
Help build the casefor a brighter earth.
Planned gifts are crucial to the University of Toronto’s success; they fuel the achievements of students and faculty members and help the University provide world-class programs and facilities.
Buoyed by the strength of planned gifts and a dedicated community of more than 104,000 donors, the University recently concluded the most successful fundraising campaign in Canadian history. The community of donors lifted the Boundless campaign past its $2.4 billion goal, contributing $2.6 billion to support vital initiatives that improve society and change lives. Bequests by alumni and friends were a central pillar of this historic achievement.
Sabrina, a second-year drama and philosophy student at U of T’s University College (UC), is one of the most recent recipients of the McAndrew Family Scholarship, awarded to top UC students in the arts. Scholarship support allows her time to rehearse, to be an assistant stage manager for a major campus production, and to apply for internships at theatre companies across Toronto. “Serious drama students are working constantly to get ahead and to stand out,” she says. “I wouldn’t have been able to follow this path without financial support.”
When Evelyn Henderson McAndrew died in 2011, she had included a gift in her will for the University to establish the McAndrew Family Scholarship to honour her family, including her late father, her mother and her brother. The scholarship has already provided thousands of dollars to support both students already enrolled at UC, and outstanding new students who declare an interest in the arts.
Student support has been central to the University’s Boundless campaign. Thanks in large part to estate gifts, the University’s endowment for student support exceeded $1 billion in 2018. Endowed scholarships—often established through bequests—ensure that students can pursue enriching personal goals while completing their education, developing diverse skills and preparing for life after university.
Since arriving at UC two years ago, Sabrina has felt a sense of belonging and a corresponding commitment to give back. Thanks to scholarship support, she can afford to assume a crucial leadership role on the student council. Next year, she will be the literary and creative arts commissioner. “It’s important for me to give back,” she says. “This scholarship has given me the chance both to pursue my passions and support my fellow students. I’ll always be grateful to the McAndrew family for boosting my success.”
Drama students like Sabrina require extensive extracurricular hours to be successful—time for rehearsing, learning lines, participating in stage development, and the sometimes exorbitant cost of seeing professional productions. “Without the scholarship,” she says, “I wouldn’t have seen drama as a viable option. In a very fundamental way, this support has enabled me to follow my dreams.”
For more information on how you can make your planned gift to U of T, please contact Michelle Osborne, CFRE, Executive Director, Gift Planning by phone at 416-978-3811, toll-free at 1-800-463-6048 or by email: [email protected].
You can also visit us online at www.uoft.me/giftplanning.
LEGACY GIFTS HELP TALENTED STUDENTS TAKE CENTRE STAGE AT THE UNIVERSITY OF TORONTO
****See our ad on the outside back cover.
of GREATER TORONTO
Ensure that what you value today will be
supported tomorrow.
Leave your Legacy today, call 416.631.5703
We have been making your philanthropic dreams a reality since 1962
SHERMAN CAMPUS 460 0 BATHURST STREET TORONTO, ON M2R 3V2
PHONE: 416.631.5703 E-MAIL: [email protected] JEWISHFOUNDATIONTORONTO.COM
Philanthropy for a strong Jewish future
Two years after a debilitating stroke, Diane is back to hiking and canoeing, thanks to the remarkable work of world-renowned neurologists at St. Michael’s Hospital. She’s showing her gratitude with an annual donation and a bequest. This is her story. It was one of those easy summer days, perfect for a leisurely canoe paddle. But not long after Diane and her husband Stan set out, Stan noticed Diane was unusually quiet. Worried, he decided to take her back to the cottage. As they docked, Diane became disoriented.
A friend waiting at the dock recognized the symptoms, fresh from his own wife’s experience: Diane was having a stroke. Stan rushed her to the hospital in Parry Sound. Her condition quickly worsened. She couldn’t swallow. She needed a feeding tube. Then she couldn’t speak or move the left side of her body.
A CT scan confi rmed their suspicions, and Diane was air transferred to the closest regional stroke centre, located in Sudbury. After a diffi cult week waiting for the pain to subside, a second fl ight was arranged. This time, to St. Michael’s Hospital in Toronto.
At St. Michael’s, Diane was cared for by world-leading neurology experts who are renowned for taking on some of the toughest cases. Finally, Diane was ready for a rehabilitation facility where she would undergo intensive therapy. Four weeks later, Diane made it home.
“Having a stroke was one of the most diffi cult challenges I’ve ever encountered. I have profound appreciation for the important role St. Michael’s physiotherapy team played in my recovery,” says Diane.
It’s been two years now and Diane has made a remarkable recovery. At 77, she’s back to hiking with her Bruce Trail Wednesday Hiker’s Club, and canoe tripping with the all-female Paddle Gals. She and Stan also plan to hike a portion of the 800-kilometre long El Camino de Santiago Trail this spring.
Diane’s stroke wasn’t the family’s fi rst brush with St. Michael’s. Over the years, they witnessed the compassionate psychiatric care their
cousin, Katherine Gerstl, received. When Diane became co-executor of Katherine’s will, she didn’t hesitate to donate a large portion from the estate to support the work of Dr. Sidney Kennedy, a scientist at St. Michael’s Li Ka Shing Knowledge Institute and the Arthur Sommer Rotenberg Chair in Suicide and Depression Studies.
“Our success over the years has given us the privilege to support worthy causes like St. Michael’s Hospital. We want to thank all those who administered such excellent care. We are showing our appreciation in the form of yearly donations through the Aqueduct Foundation and have included St. Michael’s Foundation in our will,” says Stan.
To learn more about how to leave a bequest in your will to St. Michael’s Hospital Foundation, please contact Ericka Tovey, Senior Director, Philanthropy at [email protected] or 416-864-5246.
It’s been two years now and Diane has made a remarkable recovery. At 77, she’s back to hiking with her Bruce Trail Wednesday Hiker’s Club, and canoe tripping with the all-female Paddle Gals. She and Stan also plan to hike a portion of the 800-kilometre long El Camino de Santiago Trail this spring.
Diane’s stroke wasn’t the family’s fi rst brush with St. Michael’s. Over the years, they witnessed the
cousin, Katherine Gerstl, received. When Diane
“ Our success over the years has given us the privilege to support worthy causes like St. Michael’s Hospital.”
At St. Michael’s Diane was cared for by world-leading neurology experts who are renowned for taking on some of the toughest cases .
PA Y I N G I T F O R W A R D
stmichaelsfoundation.com
A D V E R T O R I A L
Princess Margaret
Make a charitable gift in your Will to Scarborough Health
Network Foundation – it’s easier than you think.
For a confidential discussion about including Scarborough Health
Network Foundation in your Will and other gift options, contact
Verna Chen at 416-438-2911 ext. 6040 or email [email protected]
Your legacy will help us transform healthcare for generations to come.
Leave a lasting legacy forfuture generations Please contact Rhona Rahmani
1-800-964-7903 ext. [email protected]/mylegacy
A GIFT IN YOUR WILL KNOWS NO BORDERS
By remembering Médecins Sans Frontières/Doctors Without Borders Canada in your will, you are making an extraordinary commitment. Your legacy will help provide medical assistance to people in need, whoever and wherever they may be.
© Gabrielle Klein
millerthomson.com
With one of the most sophisticated practices in Canada dedicated to helping charities and not-for-profits, Miller Thomson provides a wide range of services designed to meet all of your legal needs, including:
• Establishing and registering charities and not-for-profits;• Charitable gift planning;• Charities tax planning, governance and regulatory advice;• Social enterprise and social finance; and• Structuring endowments, private foundations and other charities.
Susan ManwaringLeader, Social Impact 416.595.8583 [email protected]
vancouver calgary edmonton saskatoon regina london kitchener-waterloo guelph toronto vaughan markham montréal
Offering innOvative advice tO charitieS acrOSS canada and abrOad
Subscribe to our complimentary Social Impact newsletter for the latest trends and developments: millerthomson.com/subscribe
For more information, please contact:
andrew valentinePartner416.595.2980 [email protected]
TorontoCAGPRoundtableAd_8.5x11.indd 1 3/5/2018 12:48:08 PM
Remembering TPL in your will, RRSP or life
insurance ensures the work of the Library
continues for generations to come.
Learn more about making a bequest.
tplfoundation.ca/plannedgift
Your thoughtful planned gift benefits you, your family and Toronto Public Library
tplfoundation.ca
When you make a legacy gift, you jointhe TPLF Heritage Society. To learn more about membership benefits as well as planned and tax-smart giving, please contact:
Liza Fernandes, Director, Legacy Gifts [email protected] 416-397-5924
TPLF-2019-LegacyAd-ProgrammeGuide-8-5x11-v2-PRINT.pdf 1 2019-03-11 5:04 PM
Every gift in every will makes a differenceInclude a gift in your will to Plan International Canada to continue to promote the rights of children and equality for girls around the worldplancanada.ca/wills
Including The Princess Margaret Cancer Foundation in her Will is Susan’s way of doing just that. If you would like to join Susan and many others in supporting vital cancer research please contact [email protected] or call 416-946-2295.
– Susan Newman, patient/donor
“For the level of comfort and humanity that I have experienced from The Princess Margaret staff, I wanted to ensure that their work continues, now and when I’m not here.”
A Gift in your Will can save lives
Allan Madonik, BA DTM Wealth and Health Broker Blue Swan Financial2204- 55 Charles Street West Toronto, ON M5S 2W9T: 416-270-5954E: [email protected] www.blueswanfinancial.ca
Children’s Aid Foundation of CanadaJane DurnoDirector, Special Projects 25 Spadina Road, Toronto, ON M5R 2S9T: 416-923-0924 x232F: 416-923-6151E: [email protected]/legacy
CNIBCindi MeyerSenior Advisor, Philanthropy1929 Bayview Avenue Toronto, ON M4G 3E8T: 416-486-2500 ext. 7470F: 416-480-7700E: [email protected] www.cnib.ca
Doctors Without Borders (MSF) Canada/ Medecins Sans Frontieres Rhona RahmaniPlanned Giving Coordinator551 Adelaide Street West, Toronto, ON, M5V ON8 T: 416-964-0619 ext. 3630E: [email protected] www.doctorswithoutborders.ca / www.medecinssansfrontieres.ca
Ecojustice Sarah MayPhilanthropy Officer1910- 777 Bay Street, PO Box 106 Toronto, ON M5G 2C8T: 416-368-7533Toll Free: 1-800-926-7744 ext. 293F: 416-363-27 46E: [email protected]
Humber College Krista O’DonnellChief Advancement OfficerHumber Institute of Technology &Advanced Learning205 Humber College Boulevard Learning Resource Commons, 5th Floor Toronto, ON M9W 5L7T: 416-675-6622 ext. 5386F: 416-675-5074E: [email protected] www.humber.ca
Jewish Foundation of Greater Toronto Ronit HoltzmanSenior Vice President, Philanthropy & Planned Giving and Endowments4600 Bathurst Street 6th FloorToronto, ON M2R 3V2 T: 416-631-5738F: 416-631-5701E: [email protected] www.jewishfoundationtoronto.com
Michael Garron Hospital Foundation (formerly Toronto East General Hospital Foundation)Debbie OwenPlanned Giving Officer 825 Coxwell Avenue Toronto, ON M4C 3E7T: 416-469-6580 ext. 2161E: [email protected] www.mghf.ca
Miller Thomson LLPJag Gandhi, PartnerScotia Plaza40 King Street West, Suite 5800P.O. Box 1011Toronto, ON M5H 3S1T: 905-532-6650F: 416-595-8695E: [email protected]
The National Ballet of Canada Richard LefebvreSenior Manager, Special GiftsThe Walter Carsen Centre 470 Queens Quay West Toronto, ON M5V 3K4T: 416-345-9686 ext. 324E: [email protected] www.national.ballet.ca
Listings
The Terry Fox Foundation Clark VallisManager, Philanthropic Relations900-1200 Eglinton Avenue East Toronto, ON M3C 1H9C: 647-346-2352E: [email protected] www.terryfox.org
Tina Tehranchian, MA, CFP, CLU, CHFC Branch Manager & Senior Wealth AdvisorAssante Capital Management Ltd.302- 9130 Leslie Street Richmond Hill, ON L4B OB9 T: 905-707-5220F: 905-707-1035E: [email protected] www.tinatehranchian.com
Toronto Foundation Aneil Gokhale Director, Philanthropy33 Bloor Street East, Suite 1603 Toronto, ON M4W 3H1T: 416-921-2035 ext. 212F: 416-921-1026E: [email protected] www.torontofoundation.ca
Toronto General &Western Hospital Foundation Laura RumbleManager, Estate Giving190 Elizabeth Street,R. Fraser Elliott Building, 5th Floor 5S-801 Toronto, ON M5G 2C4T: 416-340-4800 ext. 6695F: 416-340-4864E: [email protected] www.createyourlegacy.com
Toronto Public Library Foundation Liza FernandesDirector, Legacy Gifts789 Yonge Street Toronto, ON M4W 2G8 T: 416-397-5924E: [email protected]
UNICEF Canada Jacqueline JonesLegacy Manager1100-2200 Yonge Street Toronto, ON M4S 2C6T: 416-482-6552 ext. 8852F: 416-482-8035E: [email protected] www.unicef.ca
University of Toronto (Governing Council of)Michelle M.B. Osborne, CFREExecutive Director, Gift Planning21 King's College Circle Toronto, ON M5S 3J3T: 416-978-3811F: 416-946-7574E: [email protected] www.Boundless.utoronto.ca
West Park Healthcare Centre Foundation Ashleigh ManzonDirector, Annual Programs& Planned Giving82 Buttonwood Avenue Toronto, ON M6M 2J5T: 416-243-3600 ext. 4215F: 416-243-8523E: [email protected] www.westpark.org
World Animal Protection Tiffany OliveiraDonor Relations Manager960- 90 Eglinton Avenue East Toronto, ON M4P 2Y3T: 416-369-0044 ext. 122F: 416-369-0147E: [email protected] www.worldanimalprotection.ca/mylegacy
York University Marisa BarlasSenior Development Officer,Gift PlanningWest Office Building 4700 Keele Street Toronto, ON M3J 1P3 T: 416-650-8221F: 416-650-8220E: [email protected] www.MyYorkLegacy.com
Listings
Parkinson CanadaSue RosenblatManager, Major, Planned Giving & Foundations316 – 4211 Yonge StreetToronto, ON M2P 2A9T: 416-227-33861-800-565-3000 ext. 3386E: [email protected]
PearTree Canada Robin Turack, Vice President, Business Development 110 Eglinton Ave. W, Suite 400Toronto, ON M4R 1A3C: 416-931-0002 D: 416 322 2293 T: 416-613-3848 ext. 473 E: [email protected] www.peartreecanada.com
Plan International Canada Catherine StarlingSenior Manager, Planned Giving245 Eglinton Ave East Suite 300Toronto, ON M4P 0B3T: 437-828-8933Toll: 1-800-387-1418E: [email protected]/plan-a-gift
The Princess Margaret Cancer FoundationJill NelsonAssociate Vice-President, Estate Giving610 University Avenue Toronto, ON M5G 2M9 T: 416-946-6562F: 416-946-6563E: [email protected] www.thepmcf.ca
Royal Ontario Museum Janice CorreaAssociate Vice President, Legacy GiftsROM Governors100 Queen's Park Toronto, ON M5S 2C6 T: 416-586-5578F: 416-586-5649E: [email protected] www.rom.on.ca/support
SAFEBRIDGE Financial GroupMagid Girgis CFP® CHS™Certified Financial Planner® 25 Scarsdale Rd. Unit 12 North York, ON, M3B 2R2 T: 416-466-5858 ext. 306 C: 416-219-7256 F: 416-466-5855 www.linkedin.com/in/mgirgis
Scarborough Health Network Foundation Verna ChenDirector, Stewardship and Legacy Giving 3030 Lawrence Ave. E., Suite 108 Scarborough, ON M1P 2T7T: 416-438-2911 ext. 6040F: 416-438-8312E: [email protected]
SickKids Foundation Kelly TrickettDirector, Gift & Estate Planning525 University Ave, Suite 835 Toronto, ON M5G 2L3T: 416-813-5225E: [email protected] www.planforsickkids.com
Sinai Health Foundation Susan Davis LLB, LLMV.P. Governance and Chief Administrative Officer1001 - 522 University Avenue Toronto, ON M5G 1W7T: 416-586-5910 C: 647-620-3046 F: 416-586-8639Toll Free: 1-877-565-8555E: [email protected]
St. Michael's Foundation Ericka Tovey Senior Director, Philanthropy 30 Bond StreetToronto, ON M5B 1W8T: 416-864-5246F: 416-864-5761E: [email protected] www.stmichaelsfoundation.com
Sunnybrook Foundation Nancy CollettManager, Gift and Estate Planning2075 Bayview Ave., KGW01Toronto, ON M4N 3M5T: 416-480-6100 ext. 89328F: 416-480-6155E: [email protected] www.sunnybrook.ca/foundation
Listings
Notes
Magid Girgis CFP RHU CHSCertified Financial Planner
safebridgefinancial.com
Make a significant contributionTake smallmonthly amounts
and leave asignificantfuture gift
The Library MADE my life and SAVED my career. When I was young, I fell in love with books and the Library held unlimited adventure. Now I work in a non-profit environment where often there is no formal training or budget for advancement. When I asked my mentors for books that changed their careers, I literally spent a year at the Library, pouring through close to 100 different titles. These books transformed my career in terms of capacity, ability, management and leadership.
The Library has always been there for me, and I wanted to show my gratitude. At this stage of life, with a young family, I don’t have the financial capacity to make the kind of cash gifts I’d like to make. Having a will in place not only protects my loved ones but also supports the causes I care about. Thanks to the information the TPL Foundation provided, leaving a gift to the Library was easy to do. I encourage everyone who loves the Library to consider making a bequest. - Paul Nazareth, lifelong Library user and avid supporter.
WHY I LEFT A GIFT TOTORONTO PUBLIC LIBRARYIN MY WILL
To learn more: Contact Liza Fernandes, Toronto Public Library Foundation at 416-397-5924, via email at [email protected] or visit https://tplfoundation.ca/estate-and-tax-smart-giving/
Prepare a will; without it you lose control of the possessions you've worked a lifetime to acquire.
Ensure that your loved ones are taken care of and all expenses/debts are paid.
Call the charities of your choice; ensure that you have their correct legal name, charitable registration number and discuss how your wishes will be honoured.
Add your favourite charities to your will.
Remember loved ones with a donation in their honour or in their memory.
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Make a gift of appreciated securities or real estate; take advantage of tax savings.
Name a charity as one of the beneficiaries or alternate beneficiary of your RRSP/RRIF, pension plan or TFSA.
Designate a charity as the beneficiary of an existing life insurance policy that your family no longer needs.
Purchase a new life insurance policy and name a charity as the beneficiary.
Create a Donor-Advised Fund by making an irrevocable, tax-deductible donation to a public foundation or charity that offers this option.
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www.leavealegacy.ca
LEAVE A LEGACY™TOP 10 THINGS You Can Do Today To
When you leave a gift in your will to your favourite charities, you ensure the long-term financial health of those organizations.
Learn more at cafdn.org/legacy or contact Jane Durno, Director, Special Projects at [email protected] or 416-923-0924 x232.
Every child deserves a happy childhood.
Through no fault of their own, children involved in the child welfare system have experienced unimaginable trauma, abuse, and neglect.
A gift in your Will can be your lasting legacy and can change theirs. It will break the cycle for future generations and help countless children to grow, thrive, and lead happy healthy lives.
Join us and Stand Up for Kids.
LET STANDING UP FOR KIDS BE YOUR LEGACY.
YOUR PROMISE TODAY WILL CHANGE LIVES TOMORROW
The choices we make today can dramatically impact the world we leave for tomorrow. Your legacy gift to Sunnybrook will help us continue the groundbreaking research that is changing outcomes for patients today and will provide new life-saving options for future generations.
Learn more about leaving a legacy gift to Sunnybrook. Please contact:
Nancy Collett 416-480-6100 ext 89328 [email protected]
HELP HEAL THE FUTURE WITH A GIFT IN YOUR WILL TO SUNNYBROOK
In 1980, cancer forced Terry Fox to stop his Marathon of Hope. For the last 39 years, millions of Canadians have helped us build a legacy in his name – one that holds true to his values of integrity and support for those in need. Honouring Terry’s legacy has allowed us to fund outstanding cancer research, but we’ve got to keep going– the future for cancer patients depends on it.
Ask us how we can help create a meaningful gift as part of your estate plan.
To learn more, please contact:Clark Vallis, Manager, Philanthropic Relations [email protected] | 647.346.2352 or visit: terryfox.org/legacygiving
It's got to keep going without me
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TRUST COLLECTIVE
FIND OUT MORE from Aneil Gokhale at [email protected] or 416-921-2035 ext. 212
TRUST COLLECTIVETHE
...YOUR LEGACY MADE AN IMPACT ON 18 POWERFUL COMMUNITY ORGANIZATIONS WORKING FOR WOMEN AND GIRLS?
JOIN A COLLECTIVE OF WOMEN WHO HAVE MADE A LASTING COMMITMENT TO DO JUST THAT.
A LEGACY GIFT IS HELPING SABRINA TAKE CENTRE STAGE
As this year’s winner of the McAndrew Family Scholarship, Sabrina—a mid-year drama student at University College—can now pursue extracurricular activities. The award has gifted her with time to rehearse, to be an assistant stage manager for a major campus production, and to apply for internships at theatre companies across Toronto. “Serious drama students are working constantly to get ahead and to stand out,” she says. “I’ll always be grateful to the McAndrew family for boosting my success.”
Leave a bequest to the University of Toronto and help students like Sabrina realize their dreams.
Find out more from [email protected] 416-978-3811 or donate.utoronto.ca