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."
*A recording of the webinar and the slides will be made available to all those who register.
Candice Jay has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice’s ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients—including women, entrepreneurs and families—achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice’s practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.
Vlad Solokhine has been working in the financial services industry since 1994. He has had the privilege of working in an insurance company, a major bank, a mutual funds company, and in a non-profit financial institution. This diversified career gave him a unique opportunity to get hands-on experience in all four major areas of financial planning: lending, investing, risk management, and day-to-day banking. In his practice Vlad focuses on comprehensive financial planning for families, estate planning, helping people with disabilities, and philanthropy.