GROSZ, Sherri: B.A., CFPⓇ, CAFA®

Sherri provides charitable gift planning services and consultations for individuals, couples, families and businesses.  She can facilitate charitable donations of publicly traded securities, private company shares, life insurance, and more.  Charitable gift planning is often part of a will & estate plan and she is happy to assist you in creating or updating your plan.  Sherri will consult with your team of advisors (e.g. accountants, lawyers and/or financial planners) to provide the best charitable giving solution for your situation including type of gift, timing and she will assist with any paperwork required.  There is no fee for a consultation; simply contact Sherri or any of the Abundance Canada staff for assistance.  Abundance Canada is a national public charitable foundation and provides services to anyone interested in making charitable gifts.  Sherri is also available to lead seminars on the topics of wills, estate and charitable gift planning for groups including churches.

Before coming to work for Abundance Canada in 2006, Sherri worked for an agricultural co-operative for 13 years, most recently as their store manager. In 2013, Sherri received the Certified Financial Planner designation. She is a graduate of the University of Waterloo with a B.A. in Sociology and is a member of the Canadian Association of Gift Planners (CAGP).

Expertise:   Charitable gift planning, will & estate planning, charitable giving in farm transitions

Member: FP Canada