Legacy Beyond the Will
Estate planning is not only about distribution. It can also reflect personal values and community impact. This workshop explores how charitable gifts may be integrated into an estate plan in clear, practical terms. We review common structures such as specific bequests, residual gifts, contingent gifts, and beneficiary designations, and explain why coordination with advisors supports clarity.
The session is designed to be informative and reflective, with time for questions throughout. You are encouraged to bring a notebook and to engage at your own pace. You are not required to share personal details, and you are not expected to decide anything during the session.

2026 Dates to be Announced
This is a community education session offered by St. Joseph's Foundation of Thunder Bay. The material is presented in a guided, educational format and may include perspectives drawn from legal, financial, or estate-planning practice, without providing individualized advice.
The session is designed to be respectful, non-intrusive, and accessible. Participants are asked not to share personal, financial, or family details during the workshop and to reserve private situations for conversations outside the session.
This workshop is provided for general education and information only. It is not legal, financial, or tax advice and does not replace guidance from a qualified professional.
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- St. Joseph's Heritage – Georgian Room
63 Carrie Street, Thunder Bay, ON
*** All materials are now in professional review ***







