A Special Virtual Event for Financial Advisors, Accountants and Estate Planning Lawyers
The Power of Philanthropy in Client Relationships
Are you talking to your clients about philanthropy? Advisors who don’t are missing a golden opportunity to create long-term, high-value relationships and build business.
Learn how to have “the philanthropic conversation” with your clients and set yourself apart as an advisor.
Join us for the Power of Philanthropy in Client Relationships with Paul Nazareth
Thursday, March 14
10:00 AM PT/1:00 PM ET
Paul will discuss:
- 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.
Paul Nazareth is Vice President, Education & Development at the Canadian Association of Gift Planners (CAGP). 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 to teach donation strategy in tax, financial and estate planning. Previously, he was a philanthropic advisor with a national wealth management firm in a Trust Company.
Paul has more than 10 years of experience with charities large and small, and is a recognized expert in legacy giving and strategic philanthropy. Paul writes on philanthropy for a variety of publications and regularly appears on national radio and television to speak about the intersection of philanthropy and generosity.
Paul is on the board of several charities including the Circle on Indigenous Philanthropy. He is also a member of the Advisory Council of Carleton University’s Masters in Philanthropy and Non-profit Leadership Program.