Jun 06, 2024 | 12 to 1 p.m.

Master the impact of planned giving to maximize donors’ tax benefits

Planned giving is gaining greater ground in our sector. In fact, a growing number of donors are interested in making a planned gift, which offers several tax benefits.

With Chantal Thomas, Senior Manager at National Bank Trust’s Philantra Foundation, discover the importance of the philanthropy culture of planned giving within any organization, regardless of size, the different planned giving products and, above all, how to implement a planned giving program. Join us! 

Presented by:

Chantal Thomas

Senior Manager of Philantra and private foundations
National Bank Trust

Chantal Thomas holds an MBA and a certificate in Financial Planning from HEC-Montréal and a Pl. Fin designation from the Institut québécois de planification financière. She has a certificate in philanthropy from Indiana University’s Lilly Family School of Philanthropy. Active for 30 years in philanthropy, she is now the Senior Manager of Philantra and private foundations at the National Bank Trust. In this capacity, she is a member of the institution’s team of experts that respond to the philanthropy needs of Wealth Management clients.

  

 

Register
Register

In videoconference

Rates

AFP member rate : 35 $ plus tax
Non-member : 55 $ plus tax

Additional information

Conference offered in French. Q&A period in French and English.

A Zoom link will be sent the day before the webinar.