Business Building & Giving:
How to have the “Philanthropic Conversation” about personal legacy through asset based giving and estate planning with your clients.
Do you work in the field of accounting, estate planning, insurance, financial & investment planning or family wealth? Are you providing philanthropic advice to clients or to charitable organizations? This webinar is for you!
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. Paul Nazareth from the Canadian Association of Gift Planners will share 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 personal legacy through asset based giving and estate planning can help shape that vision.
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.)
- Information about the new advisor designation MFA-P; Master Financial Advisor in Philanthropy as well as professional development programs in your area of work (tax, insurance, estate planning )
Date: Monday, June 7
Time: 9:30am – 11:30am
Place: Zoom webinar
This is a free webinar and will be recorded. Special thanks to Doug MacDougald, Chair and Dennis DesRosiers, SPCF Past Chair for sponsorship of this presentation.
About Paul Nazareth
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.