Many donors or potential donors report that their advisors have not had meaningful discussions with them about their charitable goals.
This presentation will provide information to assist you in conversations with your client, leading to more purposeful choices and enhanced client relationships.
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This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 44 minutes.
You may also be interested in other presentations from LESA’s Refresher 2022: Wills and Estates. Click here for the full list of presentations.
Conference Chair
Justice S.D. Hillier, Court of Queen’s Bench of Alberta
Session Co-Chairs
Justice C.M. Jones, Court of Queen’s Bench of Alberta
Lois J. MacLean QC, Rand & Company LLP
Presenter
Kathy B. Hawkesworth, Edmonton Community Foundation