
Legacy Leverage: Harnessing Life Insurance for Fundraising Success
🗓 April 30, 2025
🕐 1:00 – 3:30 PM
📍 YWCA Regina – 2817 12th Ave
🎟️ Early bird pricing until April 16!
- AFP Members: $12
- Non-Members: $17
Regular pricing (April 17–29): Members $17 | Non-Members $23
Discover how life insurance can transform your fundraising strategy and amplify your philanthropic impact. In this engaging session, we’ll break down the essentials—from understanding the differences between term and whole life policies to exploring creative donation options such as charity-owned insurance and personal policy gifting. Hear real-world case studies and success stories from seasoned experts, including David Sare and Grant Karst, as they demonstrate how these strategies can provide tax planning benefits and secure lasting legacies.
Speakers:
· Grant Karst – Financial planner & philanthropist
· David Sare – Insurance expert, Thrive Wealth
- Adam Hicks – Director of Finance & Strategic Ops, SSCF
🎤 Includes Q&A, case studies, and live polling.
Legacy giving made simple: turn insurance into lasting impact.
Grant Karst has been a financial planner for 45 years. He sold his business in 2020 and now works for the new owners focusing on insurance strategies, estate planning and philanthropy. This focus, along with his belief in the work of the Community Foundation, prompted him to volunteer on the board. As a business owner, Grant supported the Regina United Way literacy program by providing libraries in elementary school classrooms. He volunteered on the Regina Symphony Orchestra board for two terms and started his family foundation at the South Saskatchewan Community Foundation which he hopes will encourage philanthropy for his children and grandchildren.
With over 25 years of experience in financial services and retail, David Sare has provided comprehensive advice on insurance, investment, and lending products. He currently specializes in life and health insurance solutions at Thrive Wealth Strategies aimed at protecting individuals, families, businesses, and their wealth. His commitment to excellence in the industry is underscored by his service on a national life insurance advisory council, as well as his membership in Advocis and the Million Dollar Round Table.
Adam Hicks joined the South Saskatchewan Community Foundation in 2022 and is currently the Community Foundation’s Director of Finance & Strategic Operations. He comes to the Community Foundation from a ten year career with the Government of Saskatchewan in various management roles focused on finance, asset management, IT, procurement, and a safety portfolio. Adam is a Chartered Professional Accountant and holds the ICD.D Director Designation along with a PMP Designation. He is a passionate community volunteer and advocate.
