Session 5 – Donations of Insurance
Would you like to learn more about how to support your favourite charity through the gift of an insurance policy? What is involved? What are the benefits? Learn about the process and the tax benefits of gifts of insurance from Kam Chari, MBA, CPA, CFP, RFP. Zahid Syed, CLU, MFA-P, will also join us to look at the specifics involved in donating to a Foundation.