The Power of Philanthropy in Building Client Relationships

January 19, 2021 @ 9:00 am - 10:00 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
Jan 19th 2021
Via Zoom

Learn how to build trust and deepen your client relationships with “the philanthropic conversation” and set yourself apart as an advisor

Click to RSVP

“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 is a leader in Canada’s philanthropic sector with over 20 years’ experience. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he was most recently VP at CanadaHelps and has been a philanthropic advisor with a national Wealth Management firm working with Donor Advised Funds. Paul is faculty with the advisor educator Knowledge Bureau, speaks with Estate Planning Councils, Advocis and CPA and writes on philanthropy for a variety of publications as well as appearing on national radio and television to speak about creating a personal legacy through charity.

Pam Prior, CPA, CA, TEP,
Partner, Taxation Service, KPMG

Pam is the BC Leader of KPMG’s Non-Profit Organizations Tax Group. She has focused on advising privately held businesses and their shareholders on a wide variety of issues including corporate and personal tax planning and compliance as well as estate and will planning, including structuring tax efficient charitable donations. Pam also assists charities and non-profit organizations with their income tax issues including compliance filings, charitable receipting and other tax issues. Pam has spoken to a wide variety of organizations including CPA, CAGP, STEP and the Canadian Tax Foundation.


RSVP for guests