Creative Impact: Maximizing Philanthropic Investment

Thank you to everyone who attended and partnered on the Creative Impact: Maximizing Philanthropic Investment event! Please watch this space for more events, and check out our partners below!

Ali Bandali, our President & CEO, and Dan Pallotta looking at the camera

SUNESIS

Sunesis serves entrepreneurial and intermediate energy companies and has been doing so since 2004. We love working with organizations whose environments are challenging and constantly evolving. We are committed helping them find practical ways to manage their risks so that they become more efficient and impactful in demanding times.

Lori Caltagirone

 

DEBOSKI & CO.

Our passion is assisting entrepreneurs to be positioned for a successful transition of their business and their wealth to the people and philanthropic objectives that are important to them.

Our expertise is the design and placement of insurance-based financial planning that accomplishes these objectives.

Deboski & Co. has been serving clients in Western Canada for over 30 years.

Chris Day, Partner 

Ben Fortier, Partner

Dustin Daniel, Partner

 

KARMA & CENTS 

At Karma & Cents ™ we support family foundations and family enterprises in attaining their social and legacy objectives.

Read our six-step Guide to Giving for Creative Impact to walk you through the in’s and out’s of setting up a strategic philanthropy plan and values-based legacy planning.

 

SCOTIA WEALTH MANAGEMENT

Our mission is to help remove the financial stressors in your life. We want to make sure you squeeze maximum happiness from your spending, buy the right portfolio, pursue the goals you really care about and avoid major money mistakes.

Eric Bennet

 

Event Details

“It’s time to re-think charity. It’s time to give charity the big-league freedoms we really give to business. The fight for these freedoms must be our new cause, because without them, all of our causes are ultimately lost. ⁠”⁠ — Dan Pallotta

Join us for an inspirational morning with Dan Pallotta, presenting his flagship talk Uncharitable. Attendees will come away with tools to help with philanthropic planning when considering charities that fit their social vision and objectives. Guests will also hear from a panel of two local philanthropists who will share their own giving perspectives and learning. Presented in collaboration with some of Calgary’s top financial experts, guests will leave inspired and equipped with innovative strategies to amplify their impact. This is a must-attend event for anyone looking to maximize their charitable impact.

Breakfast 8:00 am – 9:00 am

Program runs from 9:00 am to noon

Dan

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