Place Categories: Alberta and CalgaryPlace Tags: All farms, Charitable giving, Donor advised funds, Establish and manage Fa, Flexible gifting accounts, Gift planning, ily Foundation Funds, Processing charitable bequests, Processing in-kind gifts of securities, Public foundation, Succession Planning, and Wealth Transfer
Prior to joining Abundance Canada in 2014, Peter served in the corporate world spanning 22 years with Dell Inc., Royal Bank of Canada and Ambrose University, in areas of project and team management, customer experience and support, global quality and process management and information technology. He is married, with two adult children in university, and is actively involved in the community through various programs provided by Centre Street Church in Calgary.
Services and Expertise:
Peter is a Gift Planning Consultant with Abundance Canada, a national, faith driven, donor advised charitable foundation, where he serves the province of Alberta by providing seminars to groups and congregations, as well as private consultations. Through Abundance Canada, Peter can facilitate charitable donations of publicly traded securities (currently the most tax efficient way to donate to a charity), private company shares, life insurance, investments with beneficiary designations, and more.
Peter is a member of the Canadian Association of Gift Planners (CAGP) and is available to lead seminars on the topics of Will & Estate Planning and Charitable Gift Planning for groups. He also meets with individuals, couples and families to assist with Will & Estate Planning, Charitable Gift Planning, and to show how a Gifting Account can be used to setup your own private Family Foundation. There are no fees for providing seminars or private consultations.
Peter can serve as your resource for your team of advisors (accountant, lawyer, financial planner), to provide the best option for charitable giving for your situation, including the type of gift, and he will assist with the paperwork required to process a charitable donations.
Through Abundance Canada you can streamline and simplify your charitable giving throughout your lifetime and with your legacy through your estate. We believe that generosity changes everything.
Please contact Peter at 403-999-9432, or email firstname.lastname@example.org, or contact anyone from the Abundance Canada team at 1-800-772-3257 to explore how we may be able to assist.
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