Many of us would like to be more generous than our chequing account allows. In this complimentary session, financial advisor Paul Lermitte considers three possibilities: the gains held in investments that have done well, the use of a donor-advised fund, and what takes place within a family when its members decide to give together. There is no cost, no ask, and no follow-up call.

Host: Quentin Fincaryk, Senior Director of Donor Experience, TWU 
Speaker: Paul W. Lermitte, CFP, RFP, FEA, Legacy Family Office