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.

You won't want to miss the opportunity to join our session to hear from:

  • Jim Kennedy, Financial Planner, W.J. Kennedy Financial Associates
  • Kam Chari, Consultant, Ansa Financial Solutions Inc.
  • Zahid Syed, Principal and Insurance Advisor, Orooj Financial
  • Glenn Gumulka, CEO, The Community Foundation of Mississauga

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