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Meet the Advisor Engagement Committee.
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Both globally and locally, we are living through massive changes in our communities. The pandemic and the Black Lives Matter movement are shining a light on some of the most glaring inequities in our societies – leaving many of us with more questions than answers.
 
As an advisor, you might be having conversations with clients who have a deep desire to learn more and do more, specifically through their charitable giving. Yet, there is often a gap in knowledge about charitable giving among financial planning experts, as shown in both recent national surveys and surveys conducted by the Calgary Foundation.

We aim to bridge this gap with the newly formed Advisor Engagement Committee, whose six members bring together a wealth of expertise. The Committee's role is to educate peers on how to introduce philanthropy into their practices, and to suggest Calgary Foundation's extensive gift-planning services as one option in their suite of client offerings.

I hope you'll explore the opportunities below to get to know the Committee as they talk about who they are, and how they encourage and experience philanthropy in the course of their work.

Sincerely, 

Meet the Calgary Foundation’s Advisor Engagement Committee
Upcoming Webinar: Join us on July 8th 

What's it like to work alongside the Calgary Foundation?

Hear from one of our professional advisor partners, Cory Gagnon.

We inspire philanthropy, support the charitable sector and build a permanent endowment to address the current and future needs of people in our community.
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