Gifts Involving Registered Plans

Gifts Involving Registered Plans

RRSPs, RRIFs, TFSAs, LIRAs and RESPs. Canada has a number of registered plan types that collectively hold billions of dollars that donors may wish to give to their favourite charities. This webinar outlines the tax and practical issues associated with giving from registered plans.

Malcolm Burrows

For the past 14 years, Malcolm Burrows has been the Head of Philanthropic Advisory Services at Scotia Wealth Management. Prior to that, he was Director of Gift Planning at Sick Kids Foundation, Director of Gift Planning at the Princess Margaret Hospital Foundation, and Senior Development Officer at the University of Toronto. For over 27 years, his personal mission has been to help individuals and families to become more engaged, fulfilled and effective philanthropists.

This session is a Webinar Wednesday. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $5.

CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Wednesday is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.