Making Professional Advisors Part of Your Team to Help Donors Take Action and Make Larger Gifts
In this webinar we will share how charities can incorporate professional advisors into their donor conversations. This collaboration will help your donors give more strategically and efficiently, resulting in larger gifts. Professional Advisors can also help donors remove obstacles that are keeping them from making gifts, as well as adding charities to their estate plans. We will also explain what professional advisor qualities make for the best partners.
Presented by: Raman Johal, Partner, Practice Group Co-Leader, Commercial Litigation, Gowling WLG (Canada) LLP and Rich Widdifield CFP®, Senior Financial Planner, CI Assante Wealth Management Ltd. and Planned Giving Consultant, The Donor Motivation Program®
Originally broadcast on June 17, 2026
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