How can thoughtful financial planning help you support the causes that matter most, both today and for generations to come?
Join IG Private Wealth Management, Multifaith Housing Initiative, and Beechwood Cemetery Foundation for an informative session exploring charitable and legacy giving strategies and how philanthropy can become part of a well-designed financial and estate plan.
This engaging discussion will provide an overview of key approaches to charitable giving, including the use of tax reduction strategies, charitable foundations and other financial planning tools that allow donors to support the organizations and communities they care about in a thoughtful and tax-efficient way.
The session will focus on practical planning considerations for individuals and families interested in incorporating philanthropy into their long-term financial and estate strategies. Participants will gain insight into how charitable giving can align with personal values, support family planning goals, and create a lasting legacy of community impact.
While the discussion will cover a range of charitable planning concepts, the session is designed to spark reflection and conversation about how individuals can thoughtfully integrate generosity and purpose into their overall life and financial plans. This event reflects a shared commitment to building stronger communities through collaboration, thoughtful planning, and lasting legacy.
Event Details Date:
- Tuesday, April 21, 2026
- Time: 1:30 p.m.
- Location: Beechwood Cemetery, Ottawa
- Livestream available
Whether you are beginning to think about legacy giving or looking to refine an existing philanthropic plan, this session will offer valuable insights into how strategic giving can support both personal goals and meaningful community impact.
