Giving With Purpose: Strategies for Smarter Philanthropy

​Charitable giving raises important questions about timing, taxes, estate planning, and structure. Join us for a practical virtual session on giving strategies that increase impact and reduce the after-tax cost of giving.

​Join us for a practical look at charitable giving strategies that may become relevant as your financial life grows more complex.

​Whether giving is already part of your life, or something you are beginning to consider more intentionally, this session is designed to give you a clearer starting point.

​We’ll look at practical ways charitable giving can connect with investments, insurance, estate planning, and donor-advised funds.

What we’ll cover

• ​How charitable giving can fit into a broader financial picture

• ​Why donating publicly traded securities may differ from giving cash

• ​How insurance can play a role in charitable or estate planning

• ​What donor-advised funds are, and why some people use them

• ​What to consider before making larger or more structured gifts

​Attendee takeaway

​If you register, you’ll also receive a brief charitable giving reflection tool after the session. It's designed to help you think through what questions may be worth considering before making larger or more structured gifts.

​Featured Panel

• ​Philip Marion, CIM®, Chief Investment Officer (Foster Family Office Group) HOST & MODERATOR

• ​Celeste Merey CIM®, LLQP, Associate Portfolio Manager (Foster & Associates)

• ​Jesse Moses, CPA, CA, Managing Partner (Moses LLP)

• ​Karen Clark, Director of Foundations and Donor Services (Canada Gives)