Strategic Giving

From its founding, the Shawnigan Lake School community has been asked to give back to their School under the service-oriented leadership of C.W. Lonsdale – a culture that is alive and thriving today, as shown in this Philanthropy Report. We are grateful to the many benefactors who have given back to the School since its founding in 1916, particularly those that have joined the Legacy Society by leaving a gift in their will. This year I am proud to introduce Robert Sharman '73 (Groves’), who has kindly volunteered to assist the School in expanding its Legacy Program. As an early advocate and contributor to the Legacy Gift program, Robert is volunteering his time to help other families consider their estate plans. As a recently retired Senior Vice President and Senior Wealth Advisor for BMO Nesbitt Burns, Robert not only brings a wealth of experience to this volunteer role but does so with no personal business interest in the discussion, making him a wonderful source of advice. After considering the needs of family, a gift to Shawnigan in your will allows the School to fulfill its mission. This can include attracting and retaining students from a Hilary Abbott & Robert Sharman '73 (Groves') wide cross-section of society as a result of creating an Endowment Fund for a scholarship or bursary. It could be a gift to support library collections. Or perhaps it reflects your passion for the Arts, Theatre, the Chapel or a particular residence, which you remember fondly. A gift in your will is a future gift – a Planned Gift – and should reflect your beliefs. The individuals we proudly display in the list below answered “Yes” to the question we often ask of donors: Have you considered a gift in your will? I encourage you to have a discussion with your loved ones to see if a Legacy Gift is something you and your family might consider. Perhaps the time is right for you to have a conversation with myself or Robert Sharman? If it is, please connect with me to learn how you can help future students enjoy the legacy of a Shawnigan Lake School experience.

Hilary Abbott

Advancement Associate—Legacy Giving habbott@shawnigan.ca • (250) 715-8565

These individuals have indicated that their estate plans include Shawnigan Lake School. † Deceased

Hilary Abbott & Patricia Abbott Doug Anderson '72 Mr. Ian Back '65 & Mrs. Gloria Back The Estate of Patrick B. Ballentine '43 † Andrew Bay '88 Dennis and Patricia Beselt Roland Borsato '72 The Estate of Dorothy-Jane Boyce '33 † Carl Bradley '78 Kaldean Brown '89 John Burr '49 † and Katharine Burr The Estate of the Honourable Mr. Justice Gerald R.B. Coultas '48 † Jim and Sandy Dal Pozzo John Ll.Davies Thomas Davis '66 The Estate of Murray Dawson '69 † Howard Dietrich & Nancy Dietrich Rita Dodge John and Elaine Donaldson John Gibson '62 Tom Goodenough '52 & Sue Goodenough The Estate of Jens B. Gotthardt † The Estate of Lee W. Hanson † Bruce Housser '60 Steve Housser '67 & Anne Housser Norman C. Howrigan Don Ingledew '65 Phil Jarvis Peter and Honey Johnson Michael Keller The Estate of A. Douglas Kingsford † Derek Lester Tom Lui '88 The Estate of Derek Lukin Johnston '28 † Paul Manning '72 † & Jane Manning The Estate of Allan D. Manson '73 † The Estate of James M. Marlow '73 † The Estate of Patsy McAvity † Ian McBean '68 The McIntyre Family Ian Mellor '67 & Leslie MacKenzie Stuart Milbrad '48 Wendy Milne The Estate of James Motherwell '30 † The Estate of Wilbert Murdoch † Robert Murdoch '60 The Estate of Jason Park '05 † Derek Paulson '68 The Estate of W. Thomas Pearce '40 † The Estate of Richard Pearson '76 † The Estate of John (Jack) Reynolds '32 † The Estate of John (Jack) Roaf '25 † David Robertson & Lynn Robertson The Estate of A. Thane Rogers '35 † Matthuw Ronald-Jones '93 and Nicole Ronald-Jones Charles Sauer '62 David Schieldrop '82 Kevin Senior '83 Robert Sharman '73 Don and Susie Smith John W.F. Tribe '50 Mark Wyatt Frank Young '59 Anonymous (8 donors)