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Wednesday, January 28, 2026  |  1:00 - 2:00 pm ET 

The Final Gift: Understanding Estate Taxes from the Beneficiary’s Perspective

Presenter: Patricia Ward, Senior Manager Estate Administration, Heart and Stroke Foundation of Canada

Estate gifts can be transformative for charities—but they often come with unexpected complexities. In this fast-paced, engaging one-hour session, we’ll explore the essentials of estate taxes, tracing the journey from death to distribution through the eyes of the beneficiary. You’ll gain practical insight into how to review an estate’s administration with confidence, understand key documents, and recognize common tax-related considerations.
This session offers a national overview of estate taxation with highlights of key provincial differences that may influence estate administration and gift outcomes. While not offering legal or tax advice, it provides valuable context to help you better steward estate gifts and support donors’ final wishes.

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