Business Building & Giving
How to engage clients in the philanthropic conversation.
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 and estate planning can help shape that vision.
*This event has been postponed to the fall of 2020
Quality Hotel & Conference Centre, Abbotsford, BC
36035 N Parallel Rd, Abbotsford, BC V3G 2C6
Breakfast at 7:00am
Program at 7:30am-9:15am
Which professional advisors should attend:
- Financial Planners
- Wealth Advisors
- Trust Officers & Administrators
You will learn:
- A conversation roadmap to more deeply engage with current clients and add value to them as a philanthropic advisor
- The uniqueness of the “giving opportunity” in Abbotsford specifically
- 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.)
- And so much more…
Paul Nazareth is a leader in Canada’s philanthropic sector with over 20 years’ experience. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he was most recently was VP at the charity CanadaHelps where he worked with Community Foundations and over 20,000 charities. He has been a philanthropic advisor with a national Wealth Management firm working with Donor Advised Funds, spent over a decade with charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. Paul is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, on the Advisory Council of the Carleton Masters in Nonprofit Leadership program, lead faculty instructor on Advisor Education with Knowledge Bureau as well as tax and advisor communities like Advocis, CPA and Estate Planning Councils. Paul writes on philanthropy for a variety of publications as well as appearing on national radio and television to speak about creating a personal legacy through charity.