Charitable Giving

30 Sep 2020
5:30 pm - 6:10 pm

Charitable Giving

This session explores the opportunities that advisors have when discussing charitable giving with their clients. Many clients are looking for ways to give back to their communities and create their legacy – something that takes planning and good advice. Advisors can add value in these discussions of how and why their clients can incorporate philanthropy for tax and estate planning reasons. The session also will introduce the concept of donor-advised foundations and highlight the Mackenzie Charitable Giving Program.


Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on to complete the transaction. *non-member registrations are subject to approval