Soliciting Business Owners

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Event Info

Soliciting Business Owners

Business owners are a unique group of donors with tremendous opportunities, tempered with many gatekeepers, and a scarcity of time. Learn the secrets to crafting a brilliant ask and knowing what information you need to be armed with to make the biggest impact.


ryan_fraser_photo.pngA financial planner by trade, Ryan Fraser is the author of Driven By Purpose: 32 Short Stories on Building your Wealth and Transforming your Legacy.

Ryan is a nationally known financial planning and philanthropy expert, with an extensive background as a leader, volunteer and founder of many charitable organizations. His firm, Quiet Legacy Planning Group Ltd., specializes in working with individuals who wish to incorporate their personal value system into their financial planning experience.

He is past president of the Estate Planner Council of London and a past chair of the Canadian Association of Gift Planners (CAGP) London Roundtable. He was founding President of The Secrets of Radar Museum, and has served extensively in leadership positions on boards and committees of numerous not-for-profit organizations including Brain Tumour Foundation of Canada, London Heritage Council, Trillium Plus Music and Letters, and many others.

Ryan’s extensive commitment to the not-for-profit sector has also been twice recognized by the Province of Ontario, which awarded him the Ontario Volunteer Service Award in both 2009 and 2015. He is a graduate of both the University of Michigan and the University of Western Ontario, where he was awarded the University Gold Medal.

Beyond his passion for philanthropy and finance, he is also an award-winning astrophotographer, whose works have been featured by Canada’s national astronomy magazine SkyNews, and also featured on CTV News. Ryan’s wife Bridget and their three children, Brennan, Liam and Haydn are his inspiration for philanthropy and community service.


This session is a Lunch & Learn. Enjoy a delicious catered lunch, listen to a professional gift planner or advisor share their expertise in-person, and network with your colleagues for only $50.


2019_cfre_ce_provider.jpgCAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn is applicable for 1.5 credits in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

When

26 février, 12:00pm to 26 février, 1:30pm

Location

The Family Centre, Room 2015, 65 Hanson Avenue
Kitchener,  Ontario  N2C 2H6 Canada

Contact

cagp.ww@gmail.com