Gift Planning Vehicles 101

Presenters: Jordan Arndt & Steven Guenther

Event details:
Gift planning can sometimes feel more complicated than it needs to be. This practical session will provide an accessible introduction to the key gift planning vehicles available to Canadian donors, with a focus on how they work in real-world conversations.

We’ll explore common strategies including gifts of securities, donor-advised funds, bequests, life insurance, and other planned giving vehicles. Rather than getting lost in the technical details, we’ll focus on the practical questions: What is the strategy? When might it make sense? What are the key considerations? And how do you introduce it to a donor?

Through examples and practical discussion, participants will gain a better understanding of how different gift planning vehicles can fit into a donor’s financial, tax and philanthropic circumstances, and how fundraisers, charities and professional advisors can work together to facilitate these gifts.

Bios:
Jordan and Steven are financial planners with Enns & Baxter Wealth Management - an independent investment and insurance advisory firm. Incorporating strategic charitable giving and generosity into their client’s financial plans is some of the most fulfilling work they do.

Jordan lives in the community with his wife Brita and together they have three young children, Savannah, Jack and Luke. Jordan is also on the Board at the Saskatoon Friendship Inn, the executive committee of the North Saskatchewan CAGP, and the fundraising committee for Ranger Lake Bible Camp.

Steven and his wife Brianne have three sons; Ben, Caleb, and Micah. Steven serves on the board of Forest Grove Community Church in Saskatoon as treasurer.