The Surroundup, Videos
BEING KIND COMES BACK TO YOU
- by Gillian Stovel Rivers, MA, CFP®, CEA
- December 19, 2024
Watch this month’s Surroundup video to learn more about who we are talking about this holiday season.
Once again, this year Surround plans to honour the work we are privileged to do with and for our clients with a significant contribution to The Surround Foundation – a charitable donor advised fund we run through one of Assante’s partners called Benefaction.
This holiday season, the Surround team marks the sixth anniversary of The Surround Foundation by recognizing and supporting charities near and dear to each team member’s heart.
Explore Surround’s chosen charities for the 2024 holiday season by clicking on the links below.
Tracy
The Daily Bread Food Bank
Astrid
Backstreet Paws Rescue
Andrew
Ancaster Memorial Arts Centre
Adil
Save The Children
Gillian
The Trans Canada Trail
We hope you enjoy knowing a little more about what each team member at Surround is wanting to give back to his holiday season.
Want to know more about how we help clients talk through their family’s annual giving plans? Just ask!
We would be happy to have a conversation about philanthropy with you in the new year. There are so many wonderful ways to share this part of your family’s values with your kids and grandkids, not to mention the powerful tax planning strategies that go along with a custom-made strategic giving plan.