Business Building through Philanthropy: How to Engage Clients in Planning their Charitable Giving

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Event Info

For many high net worth clients, charitable giving is something they are already doing, but, as always, planning is the key to multiplying both philanthropic impact and their personal fulfillment. Paul Nazareth from the Canadian Association of Gift Planners will share insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it.

We will discuss and share case studies of not just tax benefits but more importantly how to have ‘The Philanthropic Conversation’ about personal legacy through asset-based giving and estate planning can help shape that vision. As an advisor, you will leave with:

  • A vehicle to more deeply engage with current clients and add value to them as a philanthropic advisor
  • How to grow your book of business and engage new clients through the philanthropic conversation and how CAGP South Sask can help
  • A better understanding of many new trends in philanthropy ( Donor Advised Funds, crowdfunding, social-impact movements etc.)

What: Lunch & Learn

Who: Paul Nazareth, CAGP VP Education & Development

When: February 21, 2019

Where: United Way of Regina, 1440 Scarth St

Time: 11:30-1:30

Cost: $20 for members, $30 for non-members

Paul Nazareth is a leader in Canada’s philanthropic sector with over 19 years’ experience. As Vice President, Education & Development of the Canadian Association of Gift Planners, he most recently was VP at the charity CanadaHelps. Paul has been a philanthropic advisor with Scotia Wealth and spent over a decade with charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. He is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, a speaker in every Province with the Association of Fundraising Professionals, a national faculty instructor with CAGP as well as technical and tax leaders like Advocis, CPA and Estate Planning Councils. Paul writes on philanthropy for a variety of publications as well as appearing on national television speaking about charitable giving.

When

21 February, 11:30am to 21 February, 1:30pm

Where

United Way of Regina
1440 Scarth Street
Regina,  Saskatchewan  Canada

Contact

towens@sk.cancer.ca