Estate Philanthropy in Canada: the (R)evolution of Estate Philanthropy in Canada

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Event Info
Summary:

The (R)evolution of Estate Philanthropy in Canada - 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. Join us for business development insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it. We will discuss how to have ‘The Philanthropic Conversation’ about how expressing generosity through asset-based giving, financial and estate planning.

Embrace a greater understanding of the important of collaborating across the sectors for the betterment of our clients and donors

Paul will lead you through a comprehensive narrative on how to curate your plan for supporting the profound generosity of your clients and donors.  This session will feature Canadian funding data and resources you can access to help your organization maintain, diversify, and grow your revenue in 2023 and beyond! 

5:30     Registration, Networking, Cocktails
5:45     Buffet Dinner
6:15     Presentation
7:15     Q & A
7:30     Closing Remarks 

paul_nazareth.jpgPaul Nazareth is well regarded for his work in Canada’s philanthropic sector. As Vice President, Education & Development at Canadian Association of Gift Planners (CAGP), his 20 years of experience spans across wealth management, universities, and church philanthropy to serving as a faculty member for the Master Financial Advisor in Philanthropy (MFA-P™) program trademarked by CAGP. Paul writes on philanthropy and regularly speaks about creating a personal legacy through smart, generous giving.

 

 

 

 

 

When

28 March, 5:30pm to 28 March, 7:30pm

Where

Guilford Golf & Country Club
2929 152 St
Surrey,  British Columbia  V3S 3M5 Canada

Contact

ksmart@abundance.ca
Phone: 604 850 9613

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