We would like to announce the next Financial Planning Seminar. Presenter: Doug Puffer from University Advancement. Title: Life Time Piece of Mind Gift Annuity: Contribution of Capital and a Lifetime of Income for the Donor. Time and Place: Tuesday, March 22, 2011 at 12:00 Noon at the Halpern Centre on the Burnaby Campus. Doug Puffer will
discuss the Gift Annuity Program recently introduced at SFU.
A very real concern among seniors is that giving a
large gift today will affect their income for the future. This unique financial
plan enables retirees to make a gift to SFU while enjoying higher income and
the added security of guaranteed tax-favorable income for life. He will describe how it frees up
investment and money management concerns, provides tax-free income, provides a
charitable gift for income-tax purposes, and improves with time. Marv Wideen – wideen@sfu.ca (604) 461 0376 Tom O’Shea – oshea@sfu.ca (604) 551 5542 Phillip Mah – pmah@sfu.ca (604) 438 1941 For SFURA All members of the SFU community are welcome to attend this event: the talk is free and no registration is required. |