Gift Planning Fundamentals for Professional Advisors - Empowering Client Philanthropy (Vancouver)

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.

Advisors who can effectively help clients engage in effective and fulfilling philanthropy while incorporating the benefits of giving into their financial and estate plan will have deeper client relationships and a competitive marketplace advantage.

Attending the Gift Planning Fundamentals for Professional Advisors will give you:

• Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
• Tips to grow your book of business and connect with new clients through the philanthropic conversation;
• A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage charity sector centres of influence.

Upcoming Presentation

Vancouver, BC
Hosted by the Greater Vancouver Chapter

Date: Wednesday, November 6, 2019, 7:30 am – 4:00 pm
Location: Simon Fraser University’s Morris J. Wosk Centre  (Wosk Conference Centre), 580 W. Hastings Street, Vancouver, BC
Presenter: Janice Loomer Margolis, JLM Philanthropy and Paul Nazareth, CAGP
Cost: CAGP Members: $425 / Non-members: $475 (Tax exempt)