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UPCOMING Events
A note from the Chair…
Welcome to 2012 and the beginning of an exciting year for the Planned Giving Counsel of Simcoe County. We are pleased to provide our educational platform for your review. At the moment there are three compelling events we hope you will attend. Each event is designed to provide access to top tier guest speakers and a networking opportunity. Our most recent event was a great success and we are confident the next three will exceed your expectations.
We are currently planning our Annual General Meeting for June combined with a special guest speaker. Details will be available soon. As well, plans are underway for the 2012 Guide to Planned Giving. We will certainly look to our constituents for articles and submissions for the 2012 edition.
Warmest regards,
Duane.
Save the date!
PLANNED GIVING 201
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| Date: |
Wednesday, February 22, 2012 |
| Location: |
Lakehead University,
Orillia Campus (Room OA 3007)
500 University Ave.,
Orillia, L3V 0B9 |
| Time: |
11:45am—1:30pm |
| Confirmation |
Seating is limited for this very special event!
P
lease RSVP to info@plannedgivingsimcoe.org or call 722-3347 |
| Cost |
$10 Members / $15 Non-members |
| Details |
A continuation of Planned Giving 101, this session will examine advanced planned giving techniques and options. Counsel Executive members Duane Bentley and Linda Clemow will lead discussion on taxation and attracting high net worth donors. Paul Weber of Lakehead University, Advisor, Advancement & Community Liaison, will join us and discuss the vision and mission of Lakehead's Orillia campus.
From this session we will further enhance our understanding of planned giving and its direct impact on a community within which we live.
Lunch will be served and seating is limited for this very special event!
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TOWN HALL EDUCATION SESSION
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| Date: |
Thursday, March 29, 2012 |
| Location: |
Liberty North Event Facility
100 Caplan Ave., Barrie, L4N 9J2 |
| Time: |
12:00 noon to 1:30 pm |
| Confirmation |
Seating is limited – please RSVP to info@plannedgivingsimcoe.org or call 722-3347 |
| Who should attend |
Fundraising and Development Staff,
Charitable Board Members/Directors,
Professional Advisors |
| Cost |
Call for details |
| Details |
This interactive event will address questions from the audience related to Planned Giving!
Information will be provided on how to help both donors & clients meet their philanthropic dreams in the best possible manner. Every charity, large or small as well as all advisors can participate and hear how others in their field are managing Planned Giving programs in Simcoe County. |
SYMPOSIUM:“Fostering a More Giving Community”
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| Date: |
Tuesday, May 15, 2012 |
| Location: |
Barrie Country Club
635 St. Vincent Street North, Barrie |
| Time: |
8:30am—12:00 noon |
| Confirmation |
Seating is limited – please RSVP to info@plannedgivingsimcoe.org or call 722-3347 |
| Cost |
Call for details |
| Details |
The Counsel is very pleased to welcome Fred Hacker of HGR Graham Partners LLP and, John Lister of Lister & Associates to address professional advisors, charity professionals and volunteer leadership with their thoughts and vision on the future of charitable giving in Simcoe County. In addition to hearing what these respected authorities have to say, there will be opportunity for participants to discuss ideas and provide feedback during brief breakout sessions. To close this half-day session we will welcome a donor who will share their inspirational story about their personal motivation, working with their advisor and charity, to create their own charitable gift plan. |
| Speakers |
Fred Hacker, B.A., J.D., Q.C.,- HGR Graham Partners LLP
Fred was born and raised in Midland and is a fourth generation Midland resident. He attended McMaster University (B.A., Political Science) and the University of To-ronto (J.D.), articling at Fasken & Calvin, Toronto. He was made a Queen’s Counsel in 1985. He is a member of the Canadian Bar Association, American Bar Association and is a Past President of the Midland-Penetanguishene Bar Association.
Fred has been active in community television, charitable work, political organization and community fund raising. He has received numerous awards including the Ontario Bi-Centennial Medal for volunteer activities, the Commemorative Medal for the 125th Anniversary of the Confederation of Canada, in addition to Red Cross, Rotary, and YMCA honours.
John Lister, Lister & Associates
John graduated from Wilfred Laurier University in 1981 with an honours degree in Business. After graduation, he worked for IBM before leaving to travel overseas for four years including volunteering with World University Services of Canada to teach in Africa.
In 1990, John settled in Midland and began his career in philanthropy, founding his own fundraising consulting business in 1994. He has a broad background in philan-thropy and has worked and volunteered with many local charities including the arts, community, conservation, education, healthcare, historical, recreation and social services. He enjoys developing successful operating and capital fundraising campaigns with a focus on building community commitment and effective partner-ships. |
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For more information on any events please contact the Counsel by e-mail
or call 722-3347 (voice mail)
Our Mission:
To build an understanding of Planned Giving in Simcoe County through the combined efforts of professional advisors and charities.
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