Page 17 - GEORGES TREE SDA EBOOK

“WONDERFUL!” exclaimed James. “I always knew that George had good ideas and that was his best. Tell me, Charles, how did he figure that out?”
“Last year, as part of Philanthropy Week, George’s university invited its current and retired faculty and staff, as well as its alumni to attend a seminar on gift planning. George asked me to go with him. There must have been thirty of us, some you know well. Jerome was there, along with Bridget and Claude, Clare and John. Mary was there as well.
“The speaker, a gift planning specialist, demonstrated various methods to donate to Canadian charitable orga- nizations and foundations. Some of these strategies even allow people to leave their children more money, thanks to gifts made upon dying. There’s no magic about it. Well-prepared steps and small clauses that are part of the Canadian tax code can make an enormous difference. Do you follow?”
“And after the seminar George decided to meet the planned giving specialist?” asked Ann.
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