Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy

Submitted by Rica Zara on May 12, 2022 - 12:00am

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Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy

Advocis' partnership with the Canadian Association of Gift Planners provides members discounted access to the Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy course.

Join us for a two-day online course presented by Paul Nazareth, MFA-P, CAGP on Wednesday, May 18th AND Thursday, May 19, 2022. The Empowering Client Philanthropy course is offered over two half days and will provide you with three key benefits:

Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
Tips to grow your book of business and connect with new clients through the philanthropic conversation;
A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage with charity sector centres of influence in your community.

This course has been approved by The Institute for 6.5 CE credits and 6.5 hours of MFA-P™ recertification credits.

Course Fee:

CAGP Members: $425
Advocis Members: $425
Non-members: $475

Register today to reserve your spot!

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