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Giving Back

Royalene Reed became a single mother to four young children after her divorce in the mid-1980s. Cheerful and outgoing today, she recalls with painful clarity her shame, loneliness and helplessness after losing her entire support system when she chose to end her...

When You Can’t Take It With You

Anthea Law Stevenson, Vogel & Company LLP For the past three years, I have enjoyed presenting at the annual Leave a Legacy event on estate planning, wills, probate, and executor’s duties. These presentations have allowed me to share legal information with members...

Founding professor leaves lasting legacy

Helen Stadelbauer was instrumental in shaping the University of Calgary Art Department. A strong believer in housing developmental art, studio art and art history under one department, She was a founding member of the art department and a staunch supporter throughout...

Imagine Canada Pleased With Federal Budget Measures Relating To Charities

Ottawa, February 11, 2014 – Imagine Canada, the national umbrella for Canadian charities, is pleased with a number of measures announced in today’s federal budget. The budget emphasizes the federal government’s belief “that the charitable sector plays an...

Bequests

The most common type of legacy gift is a charitable bequest or gift by Will. This may be a cash donation or even a gift of property such as real estate, a work of art or publicly listed securities. A bequest to a charity is very easy to put in place and can be...

Securities

A gift of securities provides an innovative and creative way to make a charitable gift and can include stocks, bonds and mutual funds. Federal incentives introduced in early 2006 have made it very attractive to donate publicly listed securities that have appreciated...

Life insurance

A gift of life insurance is made when you name a charitable organization as the beneficiary of the policy. This means that the charity would receive the insurance proceeds when you pass on.There are a number of ways to make a gift to charity through life insurance....

Annuities

A gift of annuity is made when you make a contribution of cash or other property to a charitable organization in exchange for a guaranteed lifetime income (or for a stated interval of time). It is an agreement or contract between you and your charity. Upon death, the...

Charitable remainder trusts

A gift of trust is made when you decide to make a charitable organization the secondary beneficiary to an irrevocable trust. The primary beneficiary (or the income beneficiary) includes you, and if applicable, your spouse. Throughout your lifetime, or for a stated...

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About Leave A Legacy

LEAVE A LEGACY™, an initiative of the Canadian Association of Gift Planners (CAGP-ACPDP™), is the collaborative effort of donors, charities, not-for-profits and professional advisors.

The Alberta South Chapter is one of 20 active CAGP Chapters across Canada helping champion the growth of strategic charitable giving. Our Chapter unites gift planning professionals (lawyers, accountants, and financial advisors), fundraisers, and charitable organizations from the region to help local donors achieve their highest philanthropic goals and wishes.

The Chapter hosts educational luncheons and half/full day sessions where members connect with colleagues and hear from expert speakers. We encourage anyone with an interest in gift planning to attend our luncheons to hear from local professionals in the field

Our Team

Sheelagh Mercier

Sheelagh Mercier

Chair

Kevin Davidson

Kevin Davidson

Education, Co-Chair

Neil Williams

Neil Williams

Past Chair

Susan Deike

Susan Deike

Communications

Ross Young

Ross Young

Treasurer

Shirley Yurchi

Shirley Yurchi

Memberships

Rob Locke

Rob Locke

Education, Co-Chair

Heather Berezowski

Heather Berezowski

Member At Large

Our Sponsors

Here are the list of companies and organizations who enable our success