Are You Meeting the Needs of your Chinese-Canadian Clients and Donors?
Like any community, Chinese-Canadians deserve respect as they develop a plan for their estate. However, too many find misunderstanding when reaching out to professional advisors and fundraisers. If you want to ensure you are supporting your Chinese-Canadian donors and clients this session is for you.
Join us for an exploration of how charities and professional advisers can best serve the goals, and meet the expectations, of Chinese-Canadians considering charitable giving as part of their estate plans.
Our speakers will share a case study on estate planning for a Chinese-Canadian and provide an overview of philanthropy in China. The discussion will empower you to better support Chinese-Canadian clients and donors through the decision making process with respect and understanding.
Featuring
Prof. Jie Cheng (LL.B., LL.M. Ph.D)
Associate Professor
Peter A. Allard School of Law, UBC
Jessica Y. Lo (BSc, JD, TEP)
Estate Planning Manager
Solus Trust Company Ltd.
Joyce Lee (Q.C)
Partner, Vancouver
Deloitte Legal Canada LLP
You are welcome to join us from anywhere in Canada.
However, the event will take place on Zoom from Vancouver at 10AM PST.
This Session is Worth One CFRE Point
Bursaries Available
CAGP Greater Vancouver Chapter acknowledges that our sector has faced a difficult and unprecedented year and many organizations and gift planners are facing financial barriers to professional development. We are proud to offer bursaries to members and non-members to attend virtual chapter events free of cost.
Apply for a bursary
