Planned Giving Learning Event – Port Moody Foundation

Dear Community Ventures Society Family Members,

The Port Moody Foundation has invited the Community Ventures Society to participate in a planned giving evening event on Wednesday, November 8, 2017 at the Old Orchard Hall in Port Moody, from 7 - 9pm. CVS is one of three organizations selected to participate in this event.

The Port Moody Foundation has asked us to invite our members to participate in this event as a way to learn about the concept of planned giving. We ask you to consider the following statement of life circumstance that may apply to some of our members: “We are a married couple in our early 60’s. We hope to retire in four years. Community Ventures Society has supported our adult child for over 15 years and we want to provide some financial support to the organization as a way of leaving a legacy. We want to do it in a way that best protects our estate for our children and grandkids, and at the same time contribute to our community.”

At the event there will be experts on taxation planning and law who will respond to the case statements and make recommendations on more tax efficient way to organize finances to optimize estates, reduce taxes and achieve stated goals. No one will be asked to do anything on the evening: the only objective is to help attendees to better plan financial affairs in light of legal and taxation realities.

Robert Simons, President of the Port Moody Foundation says, “ We know that this kind of event is always popular and we find that people enjoy developing their understanding of law and taxation in the supportive environment of the community. Peoples’ financial matters are always personal and they are better able to organize them when there is an understanding of prevailing opportunities and constraints.

If you have any questions about the event please contact Kevin Lusignan at 604.939.8070 ext. 2020 or Robert Simon, President of the Port Moody Foundation at 604.461.6660. We hope to see you there.

 

Sincerely yours,

 

Kevin Lusignan

Executive Director