The Philanthropic Conversation – A Guide for Professional Financial Advisors eBook– was produced by the Canadian Association of Gift Planners (CAGP) in partnership with GIV3 and Philanthropic Foundations of Canada – as a CAGP member benefit.
It was written in response to findings in the The Philanthropic Conversation Research Report indicating Canadians want financial advisors to help them with charitable giving. However, while advisors believed they were providing this service, clients said these ‘philanthropic’ conversations were not deep and meaningful enough.
The guide contains ten articles based on interviews with financial and philanthropic advisors from across Canada. I was honoured to be asked to participate in this project and would recommend the guide as a wonderful primer for anyone interested building more comfort and confidence in having meaningful conversations about charitable giving.