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For Advisors

Workshops for Advisors

A list of upcoming events

Philanthropy Advising for Advisors: Legacy, Wealth and Community Impact

Via Zoom at 10am Mountain on various dates: April 11th, July 24th , September 19th and November 20th, 2024 .

As our population ages and as the wealth transfer takes hold, philanthropy and legacy conversations are moving from the “to discuss later” column to the, “integral part of our wealth plan” column. What does this mean for advisors who are not experts in philanthropy and social impact? How can you support your clients and provide warm hand-offs to philanthropy advisors in your area?

This one our workshop walks non-philanthropy advisors through some of the tools and resources that we have developed over the years in an effort to support you as you start the philanthropy conversation with your clients.

This is a FREE workshop that will be offered quarterly in 2024 starting April 11th.

Registration is required.

Register today - April 11

Register today - July 24

Register today - Sept. 19

Register today - Nov. 20

Philanthropy 101 – A white labelled course for you and your clients

This seven-part series explores topics that every family foundation struggles with, from governance and inter-generational dialogues to charity assessment and evaluation. We have designed this series to allow for cross-pollination of ideas from participating families in an effort to foster community and leverage the collective wisdom and resources of the group.  

For more information and to book a series for your firm please email:

Read More

Email K&C to book for your firm

Women & Philanthropy – How the re-gendering of wealth is changing the way that money flows in the charitable sector. 

In the world of philanthropy, how do men and women differ?  What kind of philanthropists do women make and how does philanthropy focus on women?  How will these issues affect the future of philanthropy?  

Content sponsored by CAGP Alberta South.

Original workshop offered through TD Private Giving Foundation.

For more information and to book a series for your firm please email:

Email K&C to book for your firm

See what we’ve been up to.  Click to see a list of past Karma & Cents Advisor and Family workshops.   

Are you ready to take the
next step to Philanthropy 3.0?

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333, 11th St. SW
Calgary, Alberta, T2R 1L9

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