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Mackenzie Exchange Event Series

Client Engagement Series

Giving Back Made Easy: Charitable Giving Workshop

 
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Agenda
*subject to change

 

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Wednesday, November 18, 2020
1:00 pm - 1:05 pmOpening Remarks and Mackenzie Charitable Giving video with Barry McInerney
Barry McInerney, President & CEO, Mackenzie Investments
Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments
1:05 pm - 1:20 pmThe Importance of Giving Back
Antonia Palmer, Board Member, Executive Team: Childhood Cancer Canada, Coast to Coast Against Cancer Foundation
1:20 pm - 1:55 pmThe Opportunity for Donor Advisor Funds in Canada & Mackenzie Charitable Giving Fund Overview
Carol Bezaire, VP, Tax, Estate & Strategic Philanthropy , Mackenzie Investments
1:55 pm - 2:15 pmIncorporating Philanthropic Planning Into Your Practice
Brad Offman, Founder and Managing Partner, Spire Philanthropy
2:15 pm - 2:30 pmIncorporating Philanthropic Planning Into Your Practice - Breakouts
2:30 pm - 2:45 pmQ&A Breakout
Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments