From a personal story to experienced professional advice, come learn about the financial and community benefits of charitable giving.
Please join us for a free, morning workshop focused on charitable giving during your lifetime and through your estate. You will hear from a community member who shares his personal story about his mother’s charitable legacy and from experienced professionals who offer understanding about the financial benefit of giving. Together the group offers up-to-date information on the topic, inspiration, and an informal workshop approach that invites your questions.
This seminar will feature presentations from Kathryn Jones, Senior Manager at Grant Thornton, Natalie Walker, Associate Wealth Advisor with Coastal Community’s Private Wealth Group, and Terry Farrell, Editor of the Comox Valley Record
When? Thursday, November 17, 2022, 10:30am – noon
Where? Stan Hagen Theatre, North Island College, 2300 Ryan Road, Courtenay
Tickets? The workshop is free to attend, but registration is required to support limited seating. Register here or call the Comox Valley Community Foundation office at 250-338-8444 or Comox Valley Healthcare Foundation at 250-331-5957 to reserve your seat.
This event is jointly presented by the Comox Valley Healthcare Foundation and the Comox Valley Community Foundation and hosted with the North Island College Foundation at the Stan Hagen Theatre (2300 Ryan Road).
About the Speakers
• Terry Farrell will speak personally about his mother who was a visionary in how she set up her estate and whose actions will make a difference in the lives of families in Edmonton for perpetuity. He shares his family’s story with the hope that others will feel a similar urgency to create positive impact around causes close to their hearts.
• Kathryn Jones is a chartered accountant and a North Island College Bachelor of Business alumna. She has over a decade of experience working as an accountant in the Comox Valley and was named as one of Vancouver Island’s Top 20 Under 40 in 2017, recognition for her exceptional professional and community work.
• Natalie Walker has over 19 years of experience helping clients meet their financial and lifestyle goals by providing comprehensive wealth management advice. Natalie and her family, including two children, love the active lifestyle and healthy living that the Comox Valley is famous for.
About the Hosts
Together, the Comox Valley Healthcare Foundation and the Comox Valley Community Foundation are working to raise awareness about the importance of talking with your family regarding your wishes and having an up-to-date Will.
• Comox Valley Healthcare Foundation raises funds to enhance quality healthcare in our community, focusing on three interconnected areas of healthcare delivery: acute care at the Comox Valley Hospital, Island Health delivered community healthcare, and non-profit long-term care homes in our region. For more information about how you can support healthcare in the Comox Valley, please visit www.cvhealthcarefoundation.com or call 250-331-5957.
• Comox Valley Community Foundation has awarded $5 million to over 175 local non-profits and 250 students in the form of grants and scholarships. As a funder, we support all not for profit and charitable organizations in our community so that they may respond to the pressing and ever-evolving needs and priorities of our citizens. For more information about how you can help build our community’s fund, please visit www.cvcfoundation.org or call 250-338-8444.
Jessica Aldred, Executive Director
Comox Valley Healthcare Foundation
Susan Auchterlonie, Executive Director
Comox Valley Community Foundation