Our mission:

To build an understanding of Planned Giving in Simcoe County through the combined efforts of professional advisors and charities.

Our vision:

To be the leading resource for Planned Giving within our region by equipping our community to make charitable gifts happen.


We will achieve our mission and vision by:

• Offering educational opportunities for the general public, charities and allied professionals
• Serving as a qualified resource providing guidance on planned giving
• Encouraging ethical standards

Click here for a full list of our members.

​Click here to become a member now.

Planned Giving Council Executive

The Planned Giving Council of Simcoe County is run by a dedicated group of volunteers.

Chair Rebbeca Truax Director of Philanthropy

RVH Foundation

Past Chair Andrew Lorriman Wealth Management Consultant

National Bank Financial

Vice-Chair Katelyn Lees Associate Manager, Philanthropy & Community Engagement

Barrie Public Library

Private Sector Liaison Robyn H. Latchman CFP, CLU, EPC Financial Planner

Latchman Insurance Brokers Limited

Charitable Sector Liaison Linda Muzynski Manager of Fund Development

Grove Park Home

Treasurer Tonya Pearce Partner

Powell Jones LLP

Secretary Jessica Rawn Foundation Specialist

CNIB Barrie

MembershipDirector Nicole Kraftscik Development Officer, Major Gifts

Orillia Soldiers’ Memorial Hospital Foundation

Marketing Director Lisa Spinks-Smith Development Manager

Women & Childrens Shelter of Barrie

Social Media & Communications Sam White Fund Development Coordinator

Hospice Simcoe

Executive Member at Large Glen Shaw Financial Advisor

Walton Financial Group Inc.