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 and share case studies of not just tax benefits but more importantly how to have ‘The Philanthropic Conversation’ about how personal legacy through asset based giving, financial and estate planning can help shape that vision including new insights from the estate and financial planning community including a major new resource on donations of charitable life insurance.
Invitation notes, you will leave with:
- A conversation roadmap to more deeply engage with current clients and add value to them as a philanthropic advisor
- How to grow your book of business and engage new clients through the philanthropic conversation and what products fall into this strategy (ie. Life Insurance, securities ) and how you can partner with the Community Foundation
- A better understanding of many new trends in philanthropy ( Advised funds, crowdfunding, social-impact movements etc.)
- More information about the advisor designation MFA-P; Master Financial Advisor in Philanthropy as well as professional development programs in your area of work ( tax, insurance, estate planning )
Paul Nazareth has worked in Canada’s philanthropic sector for over 20 years. Currently, Vice President, Education & Development at the Canadian Association of Gift Planners (CAGP), and was previously VP at the charity CanadaHelps. Paul has been a philanthropic advisor with a national wealth management firm in a trust company and spent 15 years working with charities from Universities to Churches. Paul is on the board of several charities and on the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program. He serves as faculty for the Master Financial Advisor in Philanthropy (MFA-P) program led by CAGP, Knowledge Bureau and Spire Philanthropy, and is a frequent instructor for the tax and advisor community through organizations like CPA, Advocis, STEP and Estate Planning Councils. Paul writes on philanthropy for a variety of publications and regularly appears on national radio and television to speak about creating a personal legacy through charity.
For more information or to register visit – https://www.canadahelps.org/en/charities/community-foundation-of-northwestern-alberta/events/business-building-giving-how-to-engage-clients-in-the-philanthropic-conversation