{"id":14755,"date":"2023-10-04T08:55:38","date_gmt":"2023-10-04T15:55:38","guid":{"rendered":"https:\/\/peartreecanada.com\/video-resources\/maximizing-strategic-giving-with-bobby-kleinman-gifting-insurance-policies\/"},"modified":"2024-02-01T13:42:38","modified_gmt":"2024-02-01T21:42:38","slug":"maximizing-strategic-giving-with-bobby-kleinman-gifting-insurance-policies","status":"publish","type":"video-resources","link":"https:\/\/peartreecanada.com\/fr\/video-resources\/maximizing-strategic-giving-with-bobby-kleinman-gifting-insurance-policies\/","title":{"rendered":"Maximizing Strategic Giving with Bobby Kleinman: Gifting Insurance Policies"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Maximizing Strategic Giving with Bobby Kleinman:  Gifting Insurance Policies\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/OGcqS9RZYdA?start=1&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/acrobat.adobe.com\/link\/review?uri=urn:aaid:scds:US:ad7448de-543a-3830-8d23-bd2e0529e842\" target=\"_blank\" rel=\"noreferrer noopener\">Download Gifting Insurance Policies Deck<\/a><\/div>\n<\/div>\n\n<div class=\"two-column-content alignfull\" id=\"block_0b72ff5d4966f15fb1873a2533c1602e\">\n\t<div class=\"container\">\n\t\t<div class=\"two-column-content-inner\" data-animation>\n\t\t\t<div class=\"two-column-content-inner-title\">\n\t\t\t\t<div class=\"two-column-content-inner-title-container\">\n\t\t\t\t\t<div class=\"two-column-content-inner-title-inner\">\n\t\t\t\t\t\t<svg width=\"49\" height=\"48\" viewBox=\"0 0 49 48\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M-2.09815e-06 48C6.36519 48 12.4697 45.4714 16.9706 40.9706C21.4714 36.4697 24 30.3652 24 24C24 17.6348 21.4714 11.5303 16.9706 7.02944C12.4697 2.52856 6.3652 1.90276e-07 3.8147e-06 -1.04907e-06L-1.04907e-06 24L-2.09815e-06 48Z\" fill=\"#d04d27\"\/>\n<path d=\"M25 48C31.3652 48 37.4697 45.4714 41.9706 40.9706C46.4714 36.4697 49 30.3652 49 24C49 17.6348 46.4714 11.5303 41.9706 7.02944C37.4697 2.52856 31.3652 1.90276e-07 25 -1.04907e-06L25 24L25 48Z\" fill=\"#d04d27\"\/>\n<\/svg>\n\n\t\t\t\t\t\t\t\t\t\t\t\t<h2>Maximizing Strategic Giving with Bobby Kleinman<\/h2>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t<h3>Gifting Insurance Policies<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t<div class=\"two-column-content-inner-content\">\n\t\t\t\t<p>Discover how to maximize your charitable giving potential through Gifting Insurance Policies. Bobby Kleinman will lead you through these intricate financial instruments, providing valuable insights into tax-efficient strategies and best practices.<\/p>\n<p>For any questions or additional information, please don&rsquo;t hesitate to contact us at <a href=\"mailto:askbobby@peartreecanada.com\" rel=\"noopener\" target=\"_blank\">askbobby@peartreecanada.com <\/a><\/p>\n<td class=\"mcnCaptionBlockInner\" valign=\"top\">\n<table class=\"mcnCaptionRightContentOuter\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionRightContentInner\" valign=\"top\">\n<table class=\"mcnCaptionRightImageContentContainer\" border=\"0\" width=\"176\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionRightImageContent\" align=\"left\" valign=\"top\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table class=\"mcnCaptionRightTextContentContainer\" border=\"0\" width=\"352\" cellspacing=\"0\" cellpadding=\"0\" align=\"right\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<p data-v-6753cd53=\"\"><strong>Robert (Bobby) Kleinman FCPA, FCA.<\/strong>\u00a0Bobby started in philanthropy in August of 1994 by becoming the Executive Director of the Jewish Community Foundation of Montreal (JCF) which is seen to be Canada\u2019s most donor-centred foundation. Previously a Partner in Taxation at Ernst and Young, he is now a Planned Giving Consultant specializing in tax-assisted giving. Bobby has helped many Canadian charities design their planned giving programmes, and has written numerous articles on the subject. He is also Past-President of the Conseil de la Philanthropie du Quebec, the Table Ronde du Quebec of the CAGP, JIAS Canada, JIAS Montreal, and the Mount Royal Tennis Club.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<p><\/p>\n","protected":false},"featured_media":14580,"template":"","content_type":[70,69,71],"topic":[60,58,65,64,61],"class_list":["post-14755","video-resources","type-video-resources","status-publish","has-post-thumbnail","hentry","content_type-flow-through-fr","content_type-philanthropy-fr","content_type-tax-updates-fr","topic-actions-accreditives","topic-dons-de-charite","topic-fiscalite-et-reglementation","topic-philanthropie","topic-relations-gouvernementales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Maximizing Strategic Giving with Bobby Kleinman: Gifting Insurance Policies | PearTree<\/title>\n<meta name=\"description\" content=\"Discover how to maximize your charitable giving potential through Gifting Insurance Policies. 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