Lunch & Learn for Professional Advisors

Description

As a trusted advisor, you play an important role in helping clients realize and create their personal philanthropic vision. Research shows that only 7% of Canadians would leave money to charity in their Will in the absence of a specific discussion around charitable giving. However, if the issue is raised with them, perhaps when drawing up a Will or financial plan, the figures rises to 27% - more than a three-fold increase.

You can help your clients enhance their legacy by showing them their giving options and by demonstrating to them how they can make a positive impact in their community.

This is one of four Lunch & Learn events being held across Northumberland County for Professional Advisors to learn more about the community foundation, and for information on how to start the giving conversation with your clients.