As a professional advisor, you have a unique opportunity to partner with the University of Lethbridge and guide your clients in leaving a lasting legacy. Without your knowledge and expertise, your clients may not be aware of the range of giving possibilities available to them.
We encourage you to use the following pages as resources when discussing planned giving with your clients. We are happy to answer any questions you may have and invite you to contact us:
Kathy MacFarlane, CFRE
Manager - Development Programs
Phone: (403) 329-2582