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Leave a Lasting Legacy: A Planned Giving Luncheon

  • 139 Water Street , Saint Andrews, NB E5B 1A7 (map)

Date: Wednesday, May 28, 2025

Time: 12:00-2:30 PM

Location: Sunbury Shores Arts and Nature Centre, 139 Water St, Saint Andrews, NB

Registration Fee: $25.00 (lunch included)

Description: Learn about potential tax benefits, estate-planning considerations, and the profound difference you can make by including the Nature Trust in your will. This is also a wonderful opportunity to meet like-minded community members and enjoy a delicious lunch.

Seats are limited. Reserve your spot early to discover how you can help safeguard our province’s natural treasures for generations to come.

Visit out website to learn more about planned giving and the Nature Trust of New Brunswick: https://www.naturetrust.nb.ca/en/planned-giving

Guest Speakers

Lydia LaPointe - CLU, Chartered Financial Consultant

A professional financial advisor for over 30 years, Lydia brings a wealth of knowledge in the areas of Estate Planning, Charitable Giving, and Life Insurance. She works with charities and individuals to help clients achieve financial security for life, tax efficient wealth transfer at death and increased support to community charities. 

Jennifer Donovan, J. Donovan Law Group - B.A., LL.B

From the mighty Miramichi, Jennifer relocated to Fredericton in 2001 to attend law school at UNB. After being called to the Bar in 2005, Jennifer became a partner in 2007 at the young age of 27. Jennifer is known for her excellent courtroom skills and representing her clients with a fierce and focused style. She will be speaking on"How to include a charitable gift in your will". 

Later Event: May 29
Volunteer Training Day