Estate and Planned Giving Professional Partners
The TRU Foundation Professional Partner Program
The program and materials are designed for Estate and Planned Giving Professionals to provide information about charitable giving to clients as they plan their estates. As a valued TRU Foundation Professional Partner, you will have access to printed gift information sheets that explain the many options available for charitable giving to the University. This partnership will help provide your clients with a diverse range of philanthropic ways to make a lasting impact in their community.
As another partnership benefit, you will be invited to estate planning seminars that provide information relevant to changes in the field as well as special events where you can learn more about TRU and become personally aware of giving opportunities at TRU for your clients’ consideration.
TRU Foundation Professional Partner Commitment FormThis list of financial and legal advisors has joined our Professional Partner program to date is:
| Lorianna Bennett | Paul & Company |
| Leah Card | Fulton & Co. |
| Starr Carson | KPMG |
| Eric Davis | TD Wealth |
| Jeff Glaicar | Glaicar Sanford Wealth Partners |
| David Hughes | Forward Law LLP |
| Leslee Lucy | Sunlife Financial |
| Brian McLeod | BMO Harris Private Banking |
| Leni Reichor | KPMG |
| Dan Sanford | Glaicar Sanford Wealth Partners |
| Allan Schock | CIBC Wood Gundy |
| Ryan Scorgie | Forward Law LLP |
| Surander Singh | Investors Group |
| Christopher Warner | MD Financial Management |
| Wayne Girodat | Sunlife Financial |
| David Page | D.W. Page Wealth Management Ltd. |
| Lili Seery | Edward Jones Investments |
| Norman Cooper | RBC Dominion Securities |
Contact Karen Gamracy at 250-371-5715 with any questions.