Events hosted by OCIC Members & Friends

Modern Day Philanthropy– Efficient gifting Strategies

Event Details

Join Candice Jay, Vice President at CC&L Private Capital Ltd. and Vlad Solokhine, Certified Financial Planner at Lazar-Wealth Succession Strategies, for an education session on strategic philanthropy, planned and legacy giving.

This webinar will focus on starting a planned giving program and bringing your existing program to the next level. You will learn about the legacy giving process through your donors’ eyes and how to make the legacy donation more natural for the donors and more efficient for your charity.

– How to help your donors support your charity and provide generational wealth transfer without compromising their family wealth
– How gifting to charity also alleviates tax bills
– How to efficiently enhance charitable donations using simple techniques
– How to create natural and rewarding strategies that incorporate philanthropy, estate planning, and warm conversations on family legacy.

Following the webinar Candice and Vlad will be happy to stay in contact with your charity, answer your questions, and provide strategic philanthropic education webinars to your donors.

To make the most of your time, webinar registrants should be affiliated with a registered charity, have substantial board giving involvement and have experienced at least one non-cash donation (life insurance, appreciated securities, will bequest, land).

Candice and Vlad have worked with a number of ENGOs predominantly in their home province of Ontario. Wildlands Executive Director Janet Sumner shared her experience: “They have been an incredible help in our journey to include more philanthropic giving for the environment and I offer my full endorsement.”

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