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Maximizing your impact: Strategic philanthropy and leaving a legacy
Living Water Resorts 19 Keith Ave., RR#4 Collingwood, ON
Join us for an enlightening and complimentary evening with RBC experts and three local charities who will empower you with knowledge and tools to help you make a lasting impact through thoughtful, strategic philanthropic giving.
- Enjoy complimentary and delicious food stations, hors d’oeuvres and cocktails at the beautiful Living Water Resorts
- Gain expert insights on charitable giving and philanthropy
- Discover how to blend financial planning with heartfelt generosity
- Get tax-smart strategies for incorporating charitable giving into your estate
Whether you’re a seasoned philanthropist or just beginning your giving journey, this event will inspire you to align your values with your wealth, create a meaningful and enduring difference in the world, and transform your generosity into a powerful force for good.
Featuring keynote speakers:
Leanne Kaufman, LL.B, LL.M
President and CEO
RBC Royal Trust
A lawyer by profession, Leanne joined RBC Royal Trust in 1999, and held various leadership roles within the company before being appointed as President in 2015. She is responsible for the strategy and overall management of the business, which provides wealth protection and transfer solutions across generations to high-net-worth Canadian families.
Angus Gordon, TEP
Philanthropic Advisor Specialist
RBC Family Office Services
With more than a decade of experience in charitable giving and legacy planning, Angus helps devise tailored giving strategies that harmonize each client’s goals and values with their philanthropic aspirations and overall wealth management objectives.
Location:
Living Water Resorts
19 Keith Ave., RR#4
Collingwood, ON L9Y 4T9
Including speakers:
Sandra Sullivan
Executive Director
Hospice Georgian Triangle Foundation
Sandra leads efforts to raise funds and build awareness for this Foundation dedicated to supporting compassionate, end-of-life care for individuals and families in the towns of The Blue Mountains, Collingwood, Clearview, and Wasaga Beach.
Karen Marsh
Executive Director
Georgian Triangle Humane Society
For seven years, Karen has drawn on her passion for animal welfare to advance the organization’s mission to improve the lives of animals and their caregivers in South Georgian Bay.
Jodi Petitpas
Senior Development & Communications Manager
My Friend’s House
Jodi oversees fundraising and communications for this 12-bed emergency shelter, which also provides outreach programming for women and children in South Georgian Bay who’ve experienced abuse.