Professional Advisors Newsletter
Dear ,
We at “GIVING Advice” are happy to provide you with several helpful articles highlighting planning strategies and charitable giving.
“GIVING Advice”, an initiative of the Professional Advisory Committee (PAC) of the Jewish Foundation of Greater Toronto, is a resource for all professional advisors when talking to clients, family and friends about philanthropy as part of overall tax, investing and estate planning.
I invite you to provide us with your feedback and to advise us of any plans or strategies you have encountered in your professional travels, that have proven effective in assisting your clients in fulfilling their personal and philanthropic goals.
As always, your submissions and ideas for future issues would be welcome. If you are interested, please click here.
Thank You,
Lorne H. Wolfson, Editor
Torkin Manes LLP
THROUGH DONOR ADVISED FUNDS, DONORS CAN CHOOSE TO
SUPPORT ANY CHARITY(S) OF THEIR CHOICE. TO FIND OUT MORE CLICK HERE.
Avoiding Guardianship Litigation with Carefully Considered Powers of Attorney
Ashley Doidge, JD
Estates Lawyer, Stancer Gossin Rose LLP
Charitable Giving and Tax Savings
Mark Halpern, CFP, TEP
President, WEALTHinsurance.com Inc.
Women in Philanthropy
Alexandra (Ali) Spinner, CPA, CA, TEP
Crowe Soberman LLP, Alexandra Spinner Professional Corporation, Partner, Tax
Limitless Retirement and Legacy Planning
David Weinberg
David Weinberg + Associates Inc., Strategic Advisor
For more information please call 416 631-5703
Professional Advisors Award of Excellence
Jamie Golombek is this year’s Professional Advisors Award of Excellence recipient for his contribution to charitable giving through his professional practice, his volunteer service to the Jewish Foundation and for assisting in structuring gifts for the community through the Jewish Foundation. Mazel tov!
Jamie will receive the award at the UJA Awards night taking place on June 6, 2018.
Thank you to our generous
2018 Professional Advisors
Lead Sponsor:
Sent by Jewish Foundation of Greater Toronto, a registered charity |
registration number: 10815 5797 RR0002 | 4600 Bathurst Street, Toronto, Ontario M2R 3V2