Will Power: How to Build Your Business Through Philanthropy (webinar)

Join us March 10, from 1- 2 p.m. ET for this complimentary webinar to learn about business building through philanthropy, and how the new Will Power campaign can help.

You will leave with:

• Insight into the current landscape of Canadian philanthropy and how this affects your clients
• A conversation roadmap to more deeply engage with your clients and add value to them as an advisor
• An understanding of the products that fall into this strategy, and their tax benefits (e.g., life Insurance and estate planning), and
• Ideas on how to grow your book of business and attract new clients through the Will Power campaign.

CE credits: We are applying for one CE credit for this webinar, whether you attend live or on-demand.* The recording will be available until May 31, 2021.
 

Speakers

Paul Nazareth, vice-president, education and development at CAGP, has worked in Canada’s philanthropic sector for over 20 years. Paul has been a philanthropic advisor with a national wealth management firm working with donor-advised funds and has spent over a decade with charities like the University of Toronto, and the Catholic Church of Greater Toronto. He serves as a lead 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 Canada’s national and provincial CPA bodies, Advocis 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.

Laurie Fox has been a die-hard charity sector professional for close to two decades. Most recently, Laurie specialized in gift planning at Toronto General & Western Hospital Foundation and Plan International Canada. It was here that Laurie discovered the power of strategic giving to turn the ordinary into the extraordinary; and its potential to help meet some of society's greatest needs. For the past two years Laurie has been working with CAGP to develop Canada's first national legacy campaign, an effort to promote gift planning among all Canadians.

Host

Cindy David, Chair, CALU Board of Directors

*Pending approval of credentials bodies. Note: CE credits for our on-demand webinars are not available from La Chambre de la sécurité financière.