Secondary Assets may be Philanthropic Gold

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Event Info
Summary:

Presenter: Malcolm Burrows, Scotia Wealth Management

Secondary assets are property that have value but are not essential to a donor’s lifestyle or well-being.  Psychologically, these assets are easier to give, but they aren’t always top of mind and some are complex to receive. This session will focus on identifying secondary assets such as RRIFs, life insurance policies, investment properties and personal property that may have value to your charity and may be easier for the donor to give.

When

27 February, 8:00am to 27 February, 9:00am

Where

560 Victoria Street
KPMG Board Room
Kamloops,  British Columbia  V2C 2B1 Canada

Contact

alisa.coquet@interiorhealth.ca
Phone: 778-220-8050

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