Robert Furlonger, (B.A. 70 (Kings), LLB 74)
Q: How long have you been an advisor in this area?
A: Over 30 years.
Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: Yes, for 10 years.
Q: Do you have specialized training in gift planning?
A: I have taken courses from time to time.
Q: What ethical/professional code(s) do you follow in your work?
A: We’re bound by the Law Society’s policies.
Q: Have you made arrangements for a personal planned gift?
A: No.
Q: How are you involved in your community?
A: I have served on many boards over the years. Currently, I sit on the Board of Wellspring Foundation. I am an active volunteer time in the London Lawyers’ Feed the Hungry program. Also, I am involved in professional organizations, including the London Estate Planners’ Council, of which I am a Past President.
Q: Are you a member of the Canadian Association of Gift Planners – locally and/or nationally? (If not, would you like more information about this organization?)
A: No.
