We are thrilled to be hosting a special event on June 12th at 4 PM at the 40 Knots Winery in Comox, where Jo-Anne Ryan, Vice President, Philanthropic Advisory Services at TD Wealth and Executive Director of the Private Giving Foundation will be flying in from Toronto to join Dave for an insightful fireside informational chat.

If you would like to join us please reach out to RSVP to the event at bradley.ford@td.com

This session will delve into the strategic advantages of charitable giving, particularly in the context of tax planning. Jo-Anne will explore how donating to charity can help reduce your tax burden, while also highlighting the unique benefits of establishing a Private Giving Foundation legacy account. By setting up a foundation account, donors can manage their charitable contributions more effectively and with greater flexibility compared to direct donations to charities. This allows clients to set up a legacy of charitable giving that can last infinitely.

We'll also cover how you can leverage this tool to maximize the impact of your philanthropy, allowing you to give in a way that aligns with your personal financial goals. We invite you to bring your friends and family that you think would be interested in learning more about this topic.

Enjoy a relaxed and informative evening with food, drinks, and great conversation at 40 Knots Winery. This will be a fantastic opportunity to learn and discuss ways to give back while benefiting from valuable tax-saving strategies.