Recorded: 2025-03-12
Qualifies for 1.0 CPD hour

Explore the transformative potential of including charitable gifts in wills and estate plans. This presentation will delve into the benefits for clients, their families, and their communities. Learn how to guide clients in aligning their values with impactful giving strategies, ensuring their legacy supports causes they care about while maximizing tax advantages. Gain insights into the pivotal role you can play in fostering meaningful philanthropic conversations.

Presenters – South Saskatchewan Community Foundation:

Adam Hicks, Director of Finance and Strategic Operations
Trina Owens, Manager of Engagement
Abby Schneider, Philanthropic Advisor
Joshua Toth, Community Engagement Catalyst
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This content has been prepared for use in conjunction with a CPD program hosted by the Law Society of Saskatchewan. Reproduction of any portion of the program content, for purposes other than personal use, without the express written consent of the Law Society is strictly prohibited. The presenters have assumed that viewers will exercise their professional judgment regarding the correctness and applicability of the program content. The Law Society can accept no responsibility for any errors or omissions and expressly disclaims any such responsibility.
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This transcript has been generated by an automated speech recognition system and may contain misspellings, mistranslations, or errors. It may be incomplete or inaccurate due to inaudible passages or speech recognition errors. It is provided as-is without any warranties or guarantees of accuracy. The Law Society of Saskatchewan does not assume any responsibility or liability for the use or interpretation of this transcript.