Planned Giving Commitee
The KGH Foundation Planned Giving Committee is comprised of representatives from the professional community and Foundation Board Members that have volunteered their time and expertise to further the Planned Giving program for the benefit of the community it serves.
The Committee will make recommendations to the Board of the Kelowna General Hospital Foundation with a focus on developing an active planned giving program that upholds the interests of our donors. Together the Committee develops annual objectives, guidelines and policies for implementing and operating a program of excellence.
Peter C.T. McPherson – Chair, Planned Giving Committee
Professional Organizations/Memberships: Peter is an active member of the Kelowna community, currently serving as a director of the Kelowna Visual & Performing Arts Centre Society. He has served as Chair of the Board of Directors of the United Way of the Central & South Okanagan/Similkameen, President of the Kelowna Estate Planning Society, director of the Okanagan Science & Technology Council and director of Project Literacy Kelowna Society. He is a member of the Kelowna and Canadian Bar Associations. Peter complements his legal training with continuing legal education studies such as the Tax Practice Course from the Canadian Institute of Chartered Accountants and trade-mark law coursework offered by the Intellectual Property Institute of Canada. Peter is fluent in French.
Past Memberships: Peter served as an associate in a respected national law firm and completed a work exchange program with a leading New Zealand law firm.
Grant V. Delcourt, C.A.
Profession: Wealth Management and Chartered Accountant
Firm: Delcourt Wealth Management – Scotia McLeod
Professional Organizations/Memberships: Member of the Institute of Chartered Accountants of British Columbia; Licensed Investment Advisor with Investment Industry Regulatory Organization of Canada; Licensed Life Agent with Insurance Council of British Columbia; Director of Kelowna General Hospital Foundation; Member of Kelowna General Hospital Planned Giving Committee; Member and Chair of Kelowna Charitable Advisors Roundtable; Member of Kelowna Estate Planning Society; Member of UBC Okanagan Athletic Committee; Director and 2nd Vice of Kelowna Skating Club; Chair of B.C. Skating Sections Fundraising Committee.
Past Memberships: Member of Kelowna Tax Discussion Group; Chair of Kelowna General Hospital Planned Giving Committee.
Quote: The legacy you leave is the life you live!
Stanley Thomas Rule
Firm: Sabey Rule LLP
Professional Organizations: Canadian Bar Association; Past Chair – Okanagan Wills and Trusts Subsection, Canadian Bar Association; Member and Past President, Kelowna Estate Planning Society; Member, Society of Trust and Estate Practitioners (STEP)
Other Memberships: Member, Kelowna General Hospital Foundation Planned Giving Committee, Past Director B.C. Association of Community Response Networks
Other: Author of “Rule of Law” web blog on wills, estates, trusts and estate litigation
Profession: Tax advisor specializing in owner managed corporate tax planning, and estate planning/charitable gift structuring. Len has provided tax advice to many clients making significant donations of cash and shares to public and private foundations.
Firm: BDO Canada LLP
Education: MBA – University of Alberta, 1985
Professional Organizations/Accreditations: Lecturer and/or tutor at the CICA In Depth tax course and the CICA Income Tax Practice course, member Kelowna Estate Planning Society, member of the Society of Trust & Estate Practitioners, (STEP)
Married to Francine with 4 children, ages 10 to 20.
Hobbies/Special Interests: Camping, hiking, skiing and landscaping
Profession: CA – Chartered Accountant and TEP – Trust and Estate Practitioner
Firm: Corbett Family Enterprise Consulting Inc.
Professional Organizations/Memberships: Bachelor of Commerce from the University of Alberta. Member of Chartered Accountant of BC and Alberta, Canadian Tax Foundation, STEP (Society of Trust and Estate Practitioners), Kelowna Estate Planning Society, CAFE (Canadian Association of Family Enterprise) and KPMG Succession and Estate Planning Group.
Quote: Bill has thirty-five years of experience in providing tax, succession, estate and financial planning advice to individuals and businesses. He has applied his succession and estate planning specialist learning and experience to assist many clients in resolving conflict and working through asset transitions. Giving is included in his values, and KGH has a very worthwhile need.
Mark E. Rogers, CLU, CHS
Profession: Advisor – Estate and Business Succession Planning
Firm: TD Waterhouse Insurance Services Inc.
Professional Designation and Accreditation: Member of Advocis – The Financial Advisors Association of Canada provides a platform of knowledge, advocacy and education to enhance the professionalism of financial advisors and planners in the best interest of the consumer.
Member of CLU Institute: The CLU is Canada’s premier wealth transfer and estate planning designation.
Member of CALU: CALU represents the interests of Advocis and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance.
Since 1987 Mark has focused his practice on providing professional advice in the areas of wealth transfer and estate planning for individuals, business owners and professionals. Mark is able to provide unbiased, objective solutions to suit your situation. Mark has completed numerous professional development courses and has been a Faculty Member for the Continuing Education Program of Advocis.
Robert James Herperger (“Jim”)
Firm: FH&P Lawyers LLP
Professional Organizations/Memberships: Kelowna Bar Association, Canadian Bar Association, Law Society of British Columbia, Board Member CBA Lawyers Benevolent Society.
Past Memberships: Sunrise Rotary Club, Central Okanagan Foundation, Executive Member of the Canadian Bar Association – BC Branch
Quote: Our population is aging; taxes alone cannot support good quality health care in our community.