Fraser Valley Estate PLanning Council

The (R)evolution of Estate Philanthropy in Canada

TO REGISTER, EMAIL JILL AT coordinator@fvepc.com
CAGP MEMBERS REGISTER HERE: Estate Philanthropy in Canada: the (R)evolution of Estate Philanthropy in Canada | CAGP (cagp-acpdp.org)

Event: Fraser Valley Estate Planning Council (FVEPC) & Canadian Association of Gift Planners (CAGP) Annual Crossover Event
Date: March 28, 2023
Location: Sandman Signature Hotel, 8828 – 201 Street, Langley, V2Y 0C8
Time: 5:30-7:30pm

5:30: Registration, Networking & Cocktails
6:00: Welcome & Buffet Dinner
6:45- 7:30: Presentation

Speaker: Paul Nazareth, VP, Education & Development, Canadian Association of Gift Planners

Topic: The (R)evolution of Estate Philanthropy in Canada

For many high-net-worth clients, charitable giving is something they are already doing, but, as always, planning is the key to multiplying both philanthropic impact and their personal fulfillment. Join us for business development insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it. We will discuss how to have ‘The Philanthropic Conversation’ about expressing generosity through asset-based giving, financial and estate planning.

Speaker Bio: Paul Nazareth is well regarded for his work in Canada’s philanthropic sector. As Vice President, Education & Development at Canadian Association of Gift Planners (CAGP), his 20 years of experience spans across wealth management, universities and church philanthropy to serving as faculty member for the Master Financial Advisor in Philanthropy (MFA-P™) program trademarked by CAGP. Paul writes on philanthropy and regularly speaks about creating a personal legacy through smart, generous giving.

Dinner Fee: Included in FVEPC membership. Guest price is $75. Discounted fee for CAGP members is $50.

Sponsored By:

September Sponsor - Wilson Rasmyssen LLP

Fraser Valley Estate PLanning Council

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    The (R)evolution of Estate Philanthropy in Canada
    28 Mar 23

    Fraser Valley Estate Planning Council (FVEPC) & Canadian Association of Gift Planners (CAGP) Crossover Event

    Speaker: Paul Nazareth, VP, Education & Development, CAGP Foundation

Fraser Valley Estate PLanning Council

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