Advisors know clients want to give back—but many feel uncertain about the best structures or don’t have time to dive deep into charitable planning. In this session, learn how Donor Advised Funds (DAFs) simplify philanthropy for advisors and clients alike—offering impact, flexibility, and expert support. You’ll discover how partnering with a Community Foundation can strengthen client relationships and add real value to your practice.

As trusted partners, Community Foundations provide the expertise, administrative support, and local knowledge that allow advisors to offer more without adding to their own workload. By introducing clients to Donor Advised Funds (DAFs) through a Community Foundation, advisors can:

·       Confidently address clients’ charitable goals without needing to be technical experts.

·       Strengthen client relationships by connecting them to meaningful, high-impact giving opportunities.

·       Position themselves as strategic connectors, enhancing the value they bring to high-net-worth clients.

Join us for this engaging session as we explore how advisors can seamlessly integrate philanthropy into estate planning through Community Foundation DAFs. You’ll leave with practical insights, fresh language to use with clients, and a clear sense of how philanthropy can become a differentiating part of your practice.

Moderator: Neil Parmar, Board Member for Community Foundations of Canada

Panelist 1: Aneil Gokhale, Toronto Foundation

Panelist 2: Danielle Gibbie, Annauma Community Foundation

Panelist 3: Adam Hicks, South Saskatchewan Community Foundation

Panelist 4: Diane Silva, London Community Foundation

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information