Strategic Financial Planning and Charitable Giving

Strategic Financial Planning and Charitable Giving

Categories: Virtual | Intended for , , , ,

Tuesday, November 23, 2021

1:00 PM - 2:00 PM | Add to calendar

Location Details

Virtual via Zoom

Contact Information

Stefanie McLean, 6135203636,



About this Event

Host Organization: Personal and Planned Giving, University Advancement

Join us on November 23 to learn about using charitable giving as part of a strategic financial plan.
Presentation by Darren Ladouceur, Associate Consultant at IG Private Wealth Management, Doyle Group. Darren received his Bachelor of Commerce in 1997 from Carleton University and his MBA from the University of Ottawa in 1999.

In this education session, you will learn about:
- charitable gift planning strategies and their advantages and benefits
- addressing unrelated tax and estate liabilities with charitable giving
- taking full advantage of available philanthropic donation tax credits
- examine real-life case studies with significant tax savings

Register via link above in advance to receive the Zoom link to participate in this session.
Hosted by Personal and Planned Giving, Department of University Advancement.