Philanthropy in Action: Bridging Financial Advice & Planned Giving for Lasting Impact

Sponsored by:

           #meetBMR@thebar

Presentations and panel 2 pm - 4:30 pm

Tapas & networking 4:30 pm - 6:30 pm

Featured speakers include Betty-Anne Howard, CFP & Master Financial Planner – Philanthropy, who will guide advisors through ten essential questions to drive win-win-win outcomes, and an engaging session with Jen Love (Agents of Good) and Jayne Whitfield (University of Guelph) on rethinking donor engagement for lasting legacies.

Enjoy an evening of thought-provoking insights, networking, and great food and drinks while connecting with like-minded professionals who are passionate about making a difference.

Thank you to our sponsors Reh Banji with The Desjardins Discovery Series & Erin Meisner with the Donor Motivation Program who will be onsite to ensure the event reaches 1000’s of podcast listeners!

1. What if YOU were the Answer to Changing the World and Your Donors/Clients Lives:

In a first ever Live Broadcast the Desjardins Discovery Series interviews Betty-Anne Howard to explore the heart and head of the intricate process she commits to with clients and their journey through Estate & Legacy Planning.  Delving into the profound significance of aligning personal values and desires with strategic planning. Betty-Anne and Reh will discuss the importance of starting with your heart, identifying the impact you wish to leave, and understanding how your assets can be a force for good in the world.

They will touch on this exploration by focusing on specific steps and strategies that can help you achieve your estate planning goals. Breaking down the process into manageable steps to form a comprehensive plan that aligns with your values and objectives.

2. Join Jen Love, Partner, Agents of Good and Jayne Whitfield, Senior Manager, Legacy Giving, University of Guelph, and prepare to be inspired to rethink your approach when engaging donors and clients in conversations about legacy giving. Together, we will:

• Explore the profile of legacy donors and share insights into effective communication strategies.

• Help you understand the emotional and psychological drivers that influence people to leave a lasting legacy.

• Share practical tips for implementing a successful legacy giving program, applicable to organizations of all sizes

*Your ticket includes Tapas and 1 drink ticket