FCPA, Consultant, E.D. of Estates & Trusts
Consultant, The Jewish Community Foundation of Montreal
Robert (Bobby) has been working in the planned giving field since August 1994. His previous work experience was 18 years in the firm of Ernst & Young, with his last position, Partner and Director of Tax of the Westmount, Quebec office. Robert has been influential in introducing planned giving strategies to Canadians. He is Past-President of the Centre de Philanthropie du Québec and the Quebec Table of the Canadian Association of Gift Planners (CAGP), Jewish Immigration Aid Services and The Mount Royal Tennis Club. He has published numerous articles on taxation and gift planning and is the author of the JCF Gift Planning Handbook—a critical resource consulted by professionals in estate planning and charitable giving. He is an incredible asset to the Jewish Community Foundation.