May 12th 2009
Hello my friend,
I am excited to share with you that the first local Foundation has got on board with the Charity Life Direct program. Over the past year there have been a number of exciting changes, one of them being the change in our Underwriter. We are pleased to announce BMO Life Assurance Company is now the new issuer of policies through Charity Life Direct. In the early part of 2009, AIG Life of Canada was bought by BMO.
I am proud to announce the Central Okanagan Foundation has recently aligned themselves with the Charity Life Direct team in an effort to enhance their planned giving program.
We recently attended the annual CAGP (Canadian Association of Gift Planners - CAGP) conference in Niagara Falls, April 22, 23 & 24th. We had a representative from BMO there on hand to answer any questions and the feed back we received was fantastic.
On another note, since recently going through all the hoops with another large Foundation and really breaking down all the details of the program, I am even more energetic to bring this program to the Donor's of Kelowna. The program was 25 years in the making and is still the only one of its kind in Canada.
Big or small your foundation, charity or church has access to this program. It is an effortless process to become part of something truly innovative. Let's enhance your organization's planned giving program together!
Call for an appointment today.
Dustin
www.serviss.ca
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