Did you know that donating publicly traded securities in kind can be one of the most tax-efficient ways to support your legacy goals? Make your giving more impactful with tax-efficient strategies and tools tailored for savvy donors. This presentation explores how to maximize your philanthropic goals using donor-advised funds, planned giving strategies, and charitable tax benefits.
Whether you’re building a strategy for now or the future, this session offers actionable insights to help you give with purpose and confidence.

Presentation takes place at the Canmore Public Library, Friends Program Room.