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Greater Niagara Chamber of Commerce

Feel Good Giving… To Causes for Kids

Feel Good Giving… To Causes For Kids

Planned Giving with Clients & Charities to Help Protect & Expand Your Business

Tuesday, May 16th, 2017 – 7:30 am to 9:30 am
Holiday Inn Conference Centre – 327 Ontario Street, St. Catharines
Tickets –  $20/person or $140 for a table of 8
Ticket price includes Breakfast

Keynote Speaker: Keith N. Thomson (FCSI®, CFP®, CIM®) – Co-Founder/Managing Director, Stonegate Private Counsel & National Director, The Donor Motivation Program® – www.philanthropymatters.ca

We will explore:  

  • The five reasons why advisors don’t discuss philanthropy with their clients;
  • Philanthropic techniques to build a “competitive moat” around your business;
  • How to assist your clients to actualize their charitable intentions and build your business at the same time;
  • How to initiate the topic of charitable giving in such a way that your clients will welcome the conversation;
  • How to make your clients’ taxes at death 100% voluntary;
  • How to become an invaluable resource and consulting party to charities and their donors.

Professionals attending (but not limited to): Investment Advisors, Lawyers, Accountants, Charitable Agencies, Funeral Home Directors, etc.

Sponsoring Agencies: Niagara Community Foundation, Kristen French Child Advocacy Centre, FACS, YMCA, Education Foundation of Niagara & The RAFT

Click here to get your tickets today!

Helping good people build smart and caring communities since 2000.  

Date & Time:
May 16, 2017 7:30 am

Price:
20

Location:
Holiday Inn Conference Centre, 327 Ontario St., St. Catharines

Registration:

Register

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