About Us

Our Mission

To build an understanding of Planned Giving in Simcoe County through the combined efforts of allied professionals and charities.

Our Statement

To be the leading resource for Planned Giving within our region by equipping our community to make charitable gifts happen.

We will achieve our mission and vision by:

• Offering educational opportunities for the general public, charities and allied professionals
• Serving as a qualified resource providing guidance on planned giving
• Encouraging ethical standards

What we do

We will offer Planned Giving seminars and education involving allied professionals and fundraisers, network with other Planned Giving organizations and market ourselves through the media and local venues.

Our group is comprised of allied professionals and fundraisers. See our list of members and supporting organizations.

How we can help prospective donors

The Planned Giving Counsel of Simcoe County will help you contact the people at the charities you choose and provide you with information on financial planners, lawyers and insurance professionals experienced in planned giving.

How we can help charitable organizations

We help charities begin a planned giving program, and provide ongoing advice and assistance to our members.

How we can help allied professionals

We can help allied professionals by providing a forum for the exchange of information related to planned giving. Educational seminars offer ideas on planned giving strategies that allied professionals can then share with their clients.

If you are a professional involved in estate planning or fundraising, we invite you to join us now.