Today’s donors are navigating more complexity than ever—balancing financial realities, personal values, and a desire to create meaningful impact. For charities and advisors, success depends on understanding the full picture behind donor decisions.
This workshop brings a connected perspective to modern philanthropy. It begins by challenging common myths about donor behaviour and reframing giving as part of a broader financial and personal decision-making process. It then explores how evolving tools, strategies, and expectations are reshaping donor–charity relationships. Finally, it introduces a practical, values-based approach to help donors clarify what matters most and move from intention to action.
Together, these three sessions equip participants with the insights and tools to better engage donors, align priorities, and support more confident, impactful giving.
Session 1: What We Get Wrong About Our Clients & Donors
Debunking the Top 5 Myths About Financial Planning & Generosity
Presenter: Serena Hak, Associate Principal – CI Private Wealth
Session 2: Navigating Donor - Charity Relationships in Changing Times
Presenters: Jill Nelson, Senior Consultant, Jeff O’Hagan, Senior Consultant – Global Philanthropic Canada
Session 3: What Matters Most: A Values-Based Approach to Philanthropy
Presenter: Aneil Gokhale, Director, Philanthropy – Toronto Foundation
For more information on the sessions and biographies on the speakers, please check out our event page: https://cagptoronto.org/event/breakfast-learning-a-morning-of-insights-in-legacy-giving/.
2nd Floor
Toronto, ON
Canada
| Member | $ 100.00 + $ 0.00 Tax |
| Non-Member | $ 150.00 + $ 0.00 Tax |