The Power of Philanthropy in Building Client Relationships
June 7, 2022 @ 9:00 am - 10:30 am
The Power of Philanthropy in Building Client Relationships
Beyond technical expertise, what sets you apart as an advisor? With an increasingly competitive market, why would clients choose your firm to help them make deeply personal and complex decisions about the financial future of their family? It’s simple, trust.
Trust, and strong relationship building skills, are what sets you apart in a crowded sector.
Join us for:
The Power of Philanthropy in Building Client Relationships
June 7th, 2022
9-10:30AM
Terminal City Club
837 Hastings St W Ste 100,
Vancouver, BC
Learn how to build trust and deepen your client relationships with “the philanthropic conversation” and set yourself apart as an advisor.
“While most advisors are confident that they are having the “philanthropic conversation” with their clients, recent studies show that most clients disagree.”
Experts Paul Nazareth and Pam Prior have honed their skills at diplomatically holding the philanthropic conversation to drive relationship building within the financial and philanthropic sectors.
Join us us for their workshop on how to leverage philanthropic conversations to deepen your client relationships; driving new business and stronger client retention.
In this session, you will learn:
- How to uncover what makes charitable giving personally meaningful to your clients.
- How to strategically use asset-based giving and estate planning to build a plan that maximizes your clients’ philanthropic impact and personal fulfillment.
- How that plan will help you retain clients for life and build relationships with the next generation.
Our session will be most valuable to professionals who are consulted for advice on financial and legal manners such as Estate lawyers, accountants, financial advisors etc. The event is free, and all are welcome to attend.
Meet our experts:
Paul Nazareth, MFA-P
VP Education & Development at the Canadian Association of Gift Planners
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), and was previously Vice President, at the charity CanadaHelps. Paul has been a philanthropic advisor with a national wealth management firm in a Trust Company and also spent over a decade with charities large and small. Paul is on the board of several charities including the Circle on Indigenous Philanthropy, on the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program and he serves as a lead faculty for the Master Financial Advisor in Philanthropy (MFA-P) program led by CAGP, Knowledge Bureau and Spire Philanthropy. Paul is a frequent instructor with advisor networks like CPA, 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.
Pam Prior, CPA, CA, TEP, MFA-P
Partner, Taxation Service, KPMG
Pam is the BC Leader of KPMG’s Non-Profit Organizations Tax Group. Over the past 15 years, she has been supporting charities and non-profit organizations with their compliance filings, charitable receipting and other tax issues. Since joining KPMG’s tax group in 1990, Pam has advised privately-held businesses and their shareholders on a wide range of matters including corporate and personal tax planning and compliance as well as estate and will planning, including structuring tax-efficient charitable gifts. Pam has given presentations and authored papers for many professional organizations including CPA, CAGP and STEP as well as a variety of non-profits including estate planning councils and charitable foundations.
