BUILDING RELATIONSHIPS

General

Drawing on the collective wisdom of participants, we'll look at key questions that might influence the future of gift planning. As donors transition from Baby Boomers to Gen X and Millennials, how will this impact our industry? How will this impact professional advisors? Will this impact the balance between endowments and DAF’s? What future impact will social enterprises have on our planned giving and charitable infrastructure? What could the future tax regime look like? How might this impact CRA's treatment of charitable giving into the future? Join us for some stimulating crystal ball gazing.

Patrick O'Connor, FEA, TEP, CHFC, CFP, CLU, Blackwood Family Enterprise Services