Uncovering The Philanthropic Impulse: Approaches And Strategies That Will Deepen The Client Relationship

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Event Info

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Professional Development Luncheon

 


 

 

April 25th, 2019

12:00 - 12:30 p.m        Registration, Networking and Lunch

12:30 - 1:30 p.m          Presentation by Peter Hobb and Serena Hak 


Uncovering The Philanthropic Impulse: Approaches and Strategies That Will Deepen The Client Relationship


  • Learn more about how to provide a value add component in your client relationship by managing their charitable vision and assets.
  • Familiarize yourself with insights and tools to assist you in helping clarify the types of causes one can impact through strategic philanthropy.
  • We will explore case studies and highlight key elements and factors that might indicate the need to initiate the conversation.
  • Tax strategies and benefits will be illustrated to demonstrate how you can build your brand as you help facilitate and customize a win-win experience that redirects personal tax obligations to a cause important to your client.

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Peter Hobb

A leader at the firm since 1983, Peter is focused on service excellence. In addition to being a partner, he heads Collins Barrow Durham Consultants Inc., working closely with clients to help them identify opportunities and develop business strategies to grow their businesses profitability.

Peter has been published in CA Magazine and local newspapers and has appeared on local television reviewing topics ranging from building a successful business to income tax planning. Additionally, he often presents on these topics to small and medium sized business owners and advisors. 

Peter became a Chartered Professional Accountant in 1976 and a Certified Financial Planner in 1999. Before moving to the Durham Region, he worked at a national firm of Chartered Accountants in Toronto and conducted accounting research with the Canadian Institute of Chartered Accountants. Peter is the past Chair of the Planned Giving Committee at the Memorial Hospital Foundation in Bowmanville and currently serves as Chair of Finance. He also holds a Bachelor of Technology in Business Management from Ryerson University.


Serena Hak

serena_portraits.jpgSerena started her philanthropic journey at Free The Children in 2009, and has since become an Associate at Stonegate Private Counsel and a Partner at The Donor Motivation Program® Canada.  The Donor Motivation Program® is a national organization committed to engaging donors in the philanthropic conversation.  She is passionate about breaking down the barriers between the for-profit and non-profit sectors. Through her current role as CAGP (Canadian Association of Gift Planners) GTA Chair, she hopes to set an example of a collaboration and innovation, in order to foster new ideas and partnerships. She is also involved with the George Hull Centre for Children and Families, The Toronto Foundation, and The Stop Community Food Centre. Outside of work, she loves trotting around Toronto with her beagle, Bogart.


 

Location: University of Ontario Institute of Technology, SIRC Building, 50 Conlin Rd West, Oshawa

Tickets: CAGP members - $55; non-members - $70; CAGP member exclusive Season's Pass

 (Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).

This session is included in our Season's Pass package. However, Season's Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque or cash at the door.

Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!

Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.

**SEATING IS LIMITED**

Please register by April 23rd, 2019

 

 

 

When

25 April, 12:00pm to 25 April, 1:30pm

Where

University of Ontario Institute of Technology, SIRC Building, 50 Conlin Rd. W.

Oshawa,  Ontario  L1H 7K4 Canada

Contact

info@cagptoronto.org