How to Engage Clients in the Philanthropic Conversation
|Mark your calendar today! Plan to attend this valuable September 15th workshop designed for professional advisors, with guest speaker Paul Nazareth from the Canadian Association of Gift Planners. |
Who should attend? Financial, legal, accounting, and insurance professionals working in estate planning and seeking to grow their business will benefit from this dynamic workshop presented by Saskatoon Community Foundation with Saskatoon Estate Planning Council.
|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. However, planning is the key to amplifying both philanthropic impact and their personal fulfillment.
Paul Nazareth from the Canadian Association of Gift Planners (CAGP) will share insight into the current landscape of Canadian philanthropy and where your clients are already engaged here in Saskatchewan, Canada and globally.
We will discuss and share case studies–more than just tax benefits–more importantly, how to have ‘The Philanthropic Conversation’.
Learn how you can engage your client in conversations about personal legacy, asset based giving, and estate planning so you can share and shape your client’s vision.
Learn how a community foundation can be your partner in serving your client’s philanthropic intentions.
You will leave with:
– A conversation roadmap to more deeply engage with current clients and add value for them as a philanthropic advisor;
– Ways to grow your book of business, engage new clients through the philanthropic conversation, and identify which products fall into this strategy (life Insurance, securities, etc.);
– A better understanding of new trends in philanthropy (advised funds, crowdfunding, social-impact movements etc.) and new data on giving, wealth and inheritance in Canada; How the community foundation movement is evolving to meet these trends and needs as your partner, empowering your clients’ philanthropic vision, and supporting your business health and growth.
|Paul Nazareth has worked in Canada’s philanthropic sector for over 20 years. Currently Vice President, Education & Development at the Canadian Association of Gift Planners (CAGP), he was previously VP at CanadaHelps. Paul has been a philanthropic advisor with a national wealth management firm in a trust company and spent 15 years working with charities from universities to churches. Paul serves on boards for several charities and on the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program. He serves as faculty for the Master Financial Advisor in Philanthropy (MFA-P) program led by CAGP, Knowledge Bureau and Spire Philanthropy, and is a frequent instructor for the tax and advisor community through organizations like CPA, Advocis, STEP and Estate Planning Councils. Paul writes on philanthropy for a variety of publications and regularly appears on national radio and television to speak about creating a personal legacy through charity.|
|Save the date: |
Wednesday, September 15, 2021
10:00am to 12:00pm
This virtual workshop will be available for you to participate from your home or office.
RSVP to our office:
Sandra Isteevan, Office & Finance Assistant
Phone: (306) 665-1756
For more information, contact:
Jen Pederson, Philanthropic Advisor
Phone: (306) 665-9880