Date & Time:
Tuesday,  March 3, 2026 at 5:30 pm  In-Person

Topic:
Helping Clients Decide: Donor Advised Funds vs. Private Foundations

We'll explore the key differences between private foundations and donor advised funds and when to recommend one over the other. You'll hear from Lori Duffy, Senior Trusts and Estates Advisor, McCarthy Tétrault, Brad Jesson, Principal, Family Office Advisory, Northwood Family Office and Aneil Gokhale, Director Philanthropy, Toronto Foundation. Whether you're advising on charitable legacies or complex financial strategies, you'll learn actionable insights to better guide your clients.

Speakers:
Aneil Gokhale , Director, Philanthropy, Toronto Foundation
Lori Duffy, Senior Trusts and Estates Advisor, McCarthy Tétrault
Brad Jesson, Principal, Family Office Advisory, Northwood Family Office

Program:
5:30 - 6:00 pm  Networking
6:00 - 7:00 pm  Plated Dinner
7:00 - 8:00 pm  Speaker Presentation

Location:  Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto

Registration:
To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

Registration deadline: noon on Tuesday, February 24, 2026

Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register.

Guests:
Guest fees are $135 plus HST.

If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.