Webinar - Tuesday, April 14, 2020

WEBINAR
Tuesday, April 14th @ 11:00 AM - 12:00 PM Mountain Time

Using Community Foundations to Advise Clients in These Unprecedented Times

Increase your Expertise in Advising Clients on Philanthropy & Gifting Strategies.

Do you want to add client value with tailored estate gifting strategies that are tax effective and create family harmony? Do you have clients with succession planning challenges? Can you comfortably discuss with your client families a philanthropy vision in sync with their values? Are you time-starved in having in-house expertise needed in this growing area of planning services?

• Calgary Foundation acknowledges that the needs emerging from the COVID-19 pandemic are critical and time-sensitive. They know many of these charitable needs will only increase over the medium and longer-term.
  
  

• Allison Shultz, VP Capacity Building will give a comprehensive overview of the current crisis in the charitable sector and how Calgary Foundation is addressing the funding gaps and supporting critical needs.
  
  

• In these unprecedented times, Calgary Foundation will continue to meet its purpose – For Community, Forever, For Everyone. Janeen Webb, VP Donor Engagement, will discuss how the Calgary Foundation can support Financial Planners as a valued resource in their strategy work with clients on gifting and philanthropy in this changing world.  Your community’s public foundation will demonstrate how they can be of service to you and your clients in the presentation.
  
  

• The Foundation stewards significant assets (1 billion) under the watchful eye of a team of 16 top investment managers across the globe; an in-house CIO; a core investment Board sub-committee and an Advisor Engagement committee comprised of experts in Insurance, Investment, Tax Law, and Financial planning.
  
  

Attend this presentation by Janeen Webb and Allison Schulz to learn how you can access these support resources from the Calgary Foundation.

Event Time: 11:00 AM - 12:00 PM Mountain Time

Cost: $0 - This is a free webinar for our members and guests.

Russell Todd, R.F.P. (Retired),
Program Chair

 

SPEAKER BIOGRAPHY

Janeen Webb - As Vice-President, Donor Engagement at the Calgary Foundation, Janeen brings a wealth of charitable and philanthropic knowledge to her role.  Janeen equips lawyers, accountants, financial planner and other professional advisors with the tools and knowledge to help clients create meaningful philanthropic plans.  Janeen has dedicated most of her 15-year career to inspiring and informing Calgarians around their charitable goals.  Prior to her role at the Foundation, Janeen worked for over 10 years at Inn from the Cold, where she directed all facets of resource development and donor relations for the organization.  In 2013, Janeen was named the Outstanding New Fundraiser of the Year by the Association of Fundraising Professionals and has played a major role in advancing donor stewardship and donor relations in the Calgary not for profit community.

Allison Shulz, Vice President Capacity Building is a seasoned fundraising professional with 20 years of experience in planning and integrating comprehensive development strategies.  Leading non-profit engagement, Allison collaborates with team members to assist charitable organizations to optimize the multiple benefits of having a relationship with the Calgary Foundation.  This proactive relationship management approach assists organizations to build long term revenue generation strategies to support working capital requirements through diversified funding streams.

 

Last updated: 06 Apr 2020 10:32 AM