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. We will share insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it. You will also see brand new 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:
- Conversational tools to more deeply engage with clients and add value to their philanthropic planning
- How to grow your book of business and engage new clients through the philanthropic conversation
- A better understanding of many new trends in philanthropy ( advised funds, crowdfunding, social-impact movements etc.)
NOTE: This special presentation has limited capacity - please register now to avoid disappointment.
Cost: $45
Special bonus for CAGP members: upon registration, you can request a code to bring one [1] non-member as your guest at no additional cost! Simply forward your confirmation email to aimee@refocuscommunications.com to recieve your special guest pass code. Note: your guest still must register to attend.
Presenter: Paul Nazareth is a leader in Canada’s philanthropic sector with over 18 years’ experience. Currently the Vice President, Education & Development at 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.
