Why do this?
- This event brings together ALL the elements of philanthropy for your region; charities, advisors ( in tax, financial and estate planning) and the actual donors, often business owners
- With sponsorship, the Chamber can afford to both pay me ( speaking fee ) AND they keep the remainder of the funds raised ( minimum $2,500 to $5,000 average )
- I’ve done this all over Canada, but here is a good example https://bit.ly/AHP_International_PaulNazareth written up by the Association of Healthcare Philanthropy
Advisors and business owners, get information advice that will make them profit, and save them money on their donations to their favourite local causes. For tax, wealth, insurance and estate advisors:
- IROC: I’m the (volunteer) voice of the now $65M+ charity securities donation program: , CanadaHelps securities platform
- MFA-P : I’m a key architect of the 2018 launched Canadian Master Financial Advisor in Philanthropy, and the Advocis collaborative Advisor Philanthropy Course
- Wealth/FEA: Was the staff author of the groundbreaking capital dollar report- “Donor Advised Funds in Canada” and assembled the current nation policy group.
- CALU: Part of the creation of the Canadian Insurance Donation Guides with the CALU community ( and helped CanadaLife launch this https://bit.ly/CharitableInsuranceDonations )
- CPA – Only co-instructor of charity/CFP in-house education and spoken/keynote for CPA BC, CPA Ontario and CPA Nova Scotia
- TEP: Spoken at STEP, over 100 Estate Planning Council sessions, Estate Planning Council of Canada just gave this session, this is my expertise https://www.epc-canada.org/event-6349654
- Charity : I’ve taught for 20 years, previous public courses were in person and ranged from one day, to the 50 hour 5 day course