Planned Giving
Since 1999, beginning with The Vancouver Opera, The Trowbridge Financial Network has created programs of ongoing donations branded ‘Gift Builder’ where, currently, 64 donors make annual donations of over $1,200,000 to good causes in British Columbia and throughout Canada.
The Canadian Diabetes Association, Cystic Fibrosis, The Greater Vancouver Boys’ and Girls’ Clubs, The BC Sports Hall and Museum, Simon Fraser University, Palliative Care Organizations and The Vancouver Playhouse are among the charities that can count on yearly pledges from ‘Gift Builder’ donors.
Adera Wealth Care continues the ‘Gift Builder’ legacy and also produces major gifts for charities with an innovative concept titled ‘Regeneration’. A third concept enables tax effective enhancement of private family foundations.
