Business Building & Giving with Paul Nazareth

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GPRC - Douglas J. Cardinal Performing Arts Centre

10726 106 Avenue

Grande Prairie, AB T8V 4C4

Canada

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Event description
Business Building & Giving: How to engage clients in the philanthropic conversation.

About this Event

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. 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.)

Paul Nazareth is a leader in Canada’s philanthropic sector with over 19 years’ experience. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he was most recently was VP at the charity Canada Helps. He has been a philanthropic advisor with Scotia Wealth and spent over a decade with charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. He is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, a member of the Advisory Committee at the Carleton University Masters in Non-Profit Leadership, national faculty instructor with CAGP and the Knowledge Bureau as well as a regular speaker with advisor groups like Advocis, CPA and Estate Planning Councils. Paul writes on philanthropy for a variety of publications as well as appearing on national television to speak about creating a personal legacy through charity.

Date and Time

Location

GPRC - Douglas J. Cardinal Performing Arts Centre

10726 106 Avenue

Grande Prairie, AB T8V 4C4

Canada

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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