A Charitable Guide to Planned Giving

A "Get-To-It" Guide by DeWayne Osborn CPA, CGA, CFP®

DeWayne Osborn


Resource Centre

Helpful documents, research articles, PowerPoint presentations and much more.

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Chapter revisions in process

Published: October 24th, 2018

Ocotber 22, 2018, the primary chapters that are being revised include Bequests and Life Insurance.  These chapters are being updated to include information and resources pertaining to the latest regulations, helpful tools, new opportunities (e.g. transers of corporately owned life insurance) and so forth.  Work is scheduled for completion on Friday October 26, 2018.  Thank you for your patience.