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Venue: Room 234 - 2nd Floor clear filter
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Wednesday, June 11
 

8:30am MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 1
Wednesday June 11, 2025 8:30am - 10:30am MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential

This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Moderators
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Speakers
avatar for Jeff Evans, CFP

Jeff Evans, CFP

Planned Giving Consultant, The Donor Motivation Program
Jeff has had the privilege of guiding individuals, families, and business owners with their financial affairs for over 25 years. During this time he has developed a passion and an expertise for educating and motivating Canadians with strategic financial planning strategies. These... Read More →
avatar for Tammy Kyte

Tammy Kyte

Executive Director, GiveWise Foundation Canada
Tammy Kyte merges her deep-rooted passion for authenticity and the transformative power of generosity with an entrepreneurial spirit honed over 15 years of leading a family home building business. Fueled by her passion for innovation, she is dedicated to fostering generosity through... Read More →
avatar for Jaya Mootoo

Jaya Mootoo

Equity Seeker, Jaya Mootoo Consulting
Let me introduce myself to all the new kids in town! My name is Jaya Mootoo! Nice to meet you! "I am a detail-oriented and driven professional consultant and speaker, poised with an entrepreneurial flare for seeing potential, identifying opportunities and reaping results." (Like that... Read More →
avatar for Lynne Boardman

Lynne Boardman

Managing Director, Harvey McKinnon Associates
Lynne Boardman has been working in fundraising for 20 years – in Canada and the UK. She's worked with wonderful organizations representing a myriad of different causes, from overseas development to health care, environmental causes, human rights, homelessness organizations and Indigenous... Read More →
avatar for Daniel Goldgut

Daniel Goldgut

Co-Founder & CEO, Epilogue
Daniel Goldgut is the Co-Founder and CEO of Epilogue Wills, Canada’s leading online estate planning platform. A former tax and estate planning lawyer, Daniel recognized the need for a simpler, more accessible way for Canadians to create Wills and Powers of Attorney. In 2019, he... Read More →
avatar for David Kravinchuk

David Kravinchuk

Philanthropy Firebrand, The Common Good fundraising agency
I firmly believe philanthropy's power belongs to everyone. So, I spend my days helping donors-next-door achieve their dream of building a better future.I'm thrilled to work with clients across Canada and internationally, inspiring donors to unleash their desire for meaningful change... Read More →
avatar for Tess Conrad, CFRE

Tess Conrad, CFRE

Founder and Principal Consultant, Full Potential Fundraising
Tess is a seasoned fundraising professional with 10 years of experience and has held her CFRE (Certified Fund Raising Executive) since 2021. She also holds a Certificate in Fundraising Management from BCIT, and a BFA in Theatre Performance from SFU. She’s a high achiever with a... Read More →
Wednesday June 11, 2025 8:30am - 10:30am MDT
Room 234 - 2nd Floor

11:00am MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 2
Wednesday June 11, 2025 11:00am - 12:30pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 11:00am - 12:30pm MDT
Room 234 - 2nd Floor

1:30pm MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 3
Wednesday June 11, 2025 1:30pm - 3:00pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 1:30pm - 3:00pm MDT
Room 234 - 2nd Floor

3:30pm MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 4
Wednesday June 11, 2025 3:30pm - 5:00pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 3:30pm - 5:00pm MDT
Room 234 - 2nd Floor
 
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