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Building Business through Philanthropy with Paul Nazareth

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Coast Lethbridge Hotel & Conference Centre

526 Mayor Magrath Dr. S

Unit 50

Lethbridge, AB T1J 3M2

Canada

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Building Business through Philanthropy: How to Engage Clients in Planning their Charitable Giving

When helping your clients engage in charitable giving practices, careful planning is the key to maximizing both philanthropic impact and personal fulfillment. Paul Nazareth of the Canadian Association of Gift Planners will share his insights into the current landscape of Canadian philanthropy, discussing the tax benefits of charitable giving, and sharing case studies on how to have “the philanthropic conversation” with your clients. As an advisor, you will leave with:

  • Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor.
  • Tips to grow your book of business and connect with new clients through the philanthropic conversation, and how the Community Foundation of Lethbridge and Southwestern Alberta can help.
  • A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements).

This event is presented by the Community Foundation of Lethbridge and Southwestern Alberta. For special ticket requests or other information, please contact us at 403-328-5297 or communications@cflsa.ca

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Date and Time

Location

Coast Lethbridge Hotel & Conference Centre

526 Mayor Magrath Dr. S

Unit 50

Lethbridge, AB T1J 3M2

Canada

View Map

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