To build an understanding of Planned Giving in Simcoe County through the combined efforts of professional advisors and charities.
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|
|Past Chair||Andrew Lorriman Wealth Management Consultant|
|Vice-Chair||Katelyn Lees Associate Manager, Philanthropy & Community Engagement|
|Private Sector Liaison||Robyn H. Latchman CFP, CLU, EPC Financial Planner|
|Charitable Sector Liaison||Linda Muzynski Manager of Fund Development|
|Treasurer||Tonya Pearce Partner|
|Secretary||Jessica Rawn Foundation Specialist|
|MembershipDirector||Nicole Kraftscik Development Officer, Major Gifts
Orillia Soldiers’ Memorial Hospital Foundation
|Marketing Director||Lisa Spinks-Smith Development Manager|
|Social Media & Communications||Sam White Fund Development Coordinator
|Executive Member at Large||Glen Shaw Financial Advisor|