A lunch and learn session with the opportunity to Ask the Experts on some essentials of planned giving. We will use case studies to demonstrate scenarios, likely audiences and commonly used planned giving vehicles. You'll hear from leaders in our community how they approach the subject with input from legal, accounting, financial and fundraising experts in attendance.
Moderated by CFRE, Gemma Grey-Hall. Featuring Alan Valihora CPA,CA TEP Tax Partner Roth Mosey & Partners; Tim Jones President Rock Harbour Management; Ryan Solcz, JD,MA, Ba, LLM Solcz Law as our experts.
When
April 16th, 2026 from 11:00 AM to 1:30 PM
Location
Hellenic Centre 3052 Walker Rd
Windsor, ON N8W 3R3
Canada
Windsor, ON N8W 3R3
Canada
Contact
Phone: 519-253-3000 ext. 3957
Email: gemmagh@uwindsor.ca
Event Fee(s)
| CAGP or AFP Member | $ 30.00 + $ 0.00 Tax |
| Non-Member | $ 45.00 + $ 0.00 Tax |