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The Advanced Philanthropy Series

Presented by the  


The most advanced discussion on strategic philanthropy in Canada

Each Monday in November 2020

These advanced conversations around strategic philanthropy are too vital to postpone, philanthropy must continue to advance, even more so in these turbulent times.

Our national body of volunteers has curated a series of five intellectual offerings designed for the most advanced practitioners in charity and advisory. 

These engaging discussions are not webinars, they are opportunities to engage and discuss the most pressing legal and governance issues in Canadian philanthropy, so we can continue to advance the knowledge base and create better solutions for our clients and donors.

 

WHO SHOULD ATTEND?

  • Philanthropic Advisors

  • Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation

  • Executive charitable finance staff (CPA)
  • Trust and Estate practitioners
  • Professional Financial Advisors
  • Charitable gift planners with 10+ years of experience
  • Foundation managers (Community and Private) 

Event Speakers

Benoît Fontaine

Executive Director, KBF CANADA

TIM GREENGOE, BA, MBA, CFP, CLU, CHS

ESTATE PLANNING SPECIALIST WITH RBC WEALTH MANAGEMENT FINANCIAL SERVICES

Brenda Lee-Kennedy, CPA

tax partner with PwC’s Not-for-Profit Sector Services Group and Family Business Services Planning Group

Schedule


2

November

Monday

Presenters: Brenda Lee-Kennedy & Brenda McEachern

Session Title: The Philanthropy of Private Business Shares

9

November

Monday

Presenter: Amanda Stacey

Session Title: Charitable giving using Trusts – Tackling the complexities 

16

November

Monday

Presenters: Benoit Fontaine (Yvonne Chenier will be available to answer some questions)

Session Title: Cross-Border Philanthropy: Supporting Charitable Projects Outside of Canada

23

November

Monday

Presenter: John Poyser

Session Title: The Court’s View of Mental Competency – it may not be what you thought!

30

November

Monday

Panellists: Tim Greengoe, Brenda McEachern, Cody McMullin, & Sara Neely

Session Title: Teams in the Trenches

Location


ONLINE - DIRECT TO YOUR DESKTOP

Every Monday in November, from 1pm EST

Sponsors


CAGP is grateful to our sponsors:

Get your ticket

Purchase individual sessions or bundle the whole experience together to get the full benefit and save on overall costs.

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  • Sponsors

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