Creating Impact in Your Lifetime and Legacy 

There is a quiet shift happening in how people think about charitable giving. More individuals and families are starting to ask what it looks like to make an impact now, while they can still be part of the decisions and see the outcomes unfold.

Hosted by United Way Simcoe Muskoka in partnership with RBC Dominion Securities, this event brings together perspectives from estate law, accounting, wealth management, and philanthropic planning to walk through how giving during your lifetime can be thoughtfully built into your overall plan. Through a guided panel discussion with subject matter experts, we will explore how charitable giving can be structured both during your lifetime and through your estate, what it means from a tax perspective, how these approaches align within your broader plan, and the decisions families and executors are often left to navigate.

The conversation will continue with real experiences from those who have been part of these decisions firsthand, offering insight into the role of executors, families, and the lasting impact on the communities they support.

You will leave with a renewed sense of possibility and confidence to think about charitable giving differently, not as something to defer, but as something you can thoughtfully shape and be part of now, and carry forward through your estate.

Event Details

Date: Saturday, June 13, 2026
Time: 12:00 p.m. – 3:00 p.m. EST
Location: Barrie Country Club, N, 635 St Vincent St, Barrie
Lunch will be provided. Please indicate any dietary restrictions in the registration form.

Free parking onsite. The event is complimentary, but seating is limited. RSVP today to save your seat!

Speakers Panel

Angus Gordon
Philanthropic Advisory Services
Family Office Services
RBC Wealth Management

Chantal McNeily
Investment and Wealth Advisor
RBC Dominion Securities

Cherie Whiteman
Manager of Events and Community Relations
My Friend’s House