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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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Thursday, November 19, 2020
9:00 am - 9:05 amOpening Remarks and Mackenzie Charitable Giving video with Barry McInerney
Barry McInerney, President & CEO, Mackenzie Investments
Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments
9:05 am - 9:20 amThe Importance of Giving Back
Antonia Palmer, Board Member, Executive Team: Childhood Cancer Canada, Coast to Coast Against Cancer Foundation
9:20 am - 9:55 amThe Opportunity for Donor Advisor Funds in Canada & the Mackenzie Charitable Giving Fund Overview
Carol Bezaire, VP, Tax, Estate & Strategic Philanthropy , Mackenzie Investments
9:55 am - 10:15 amIncorporating Philanthropic Planning Into Your Practice
Brad Offman, Founder and Managing Partner, Spire Philanthropy
10:15 am - 10:30 amIncorporating Philanthropic Planning Into Your Practice - Breakouts
10:30 am - 10:45 amQ&A Breakout
Mike Evans, Vice President, National Sales Initiatives, Mackenzie Investments