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Business Building & Giving: How to Engage Clients in the Philanthropic Conv...

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Delta Hotels by Marriott Regina

1919 Saskatchewan Drive

Regina, SK S4P 4H2

Canada

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Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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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.)

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Date and Time

Location

Delta Hotels by Marriott Regina

1919 Saskatchewan Drive

Regina, SK S4P 4H2

Canada

View Map

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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