PGIV Giftabulator EN

Giftabulator: Optimize the client relationship through smart philanthropy

FIRSTNAME,

Your alma mater extends the following invite to you in your capacity of professional advisor.

In the spirit of continuing education and alumni engagement, Concordia’s Planned Giving team is hosting a lunch-and-learn featuring our newly developed Giftabulator tool.

Thursday, November 9, 2023

12 - 1:30 p.m.
1500 De Maisonneuve Blvd. W.
GM 801-04 (Guy-De Maisonneuve Building)

Clients are frequently unaware of the tax implications of their planning or lack thereof. In this presentation, Bill Petruck, the developer of Giftabulator, will demonstrate how the tool can help them visualize their philanthropic options regardless of the province in which they reside.

We hope you will find this adds value to your client service proposition.

RSVP by November 6 >

Lire en français >

Bill Petruck is known for his expertise in managing multi-disciplinary and complex projects for capital and endowment projects. He combines this experience with private funders and their philanthropic interests in supporting organizational and program development.

In 1997, Bill founded FUNDING matters Inc. and developed Giftabulator as an AI platform to illustrate smart, tax-efficient charitable giving from all assets and stages involving financial and philanthropic planning for current and estate giving.

Bill is a graduate of the University of Toronto and a lifelong learner in helping charities and individuals give philanthropically to benefit society.

Concordia University
University Advancement
1455 De Maisonneuve Blvd. W., Montreal
Quebec H3G 1M8 CANADA

Charitable registration number: 10696 6591 RR0001

You received this message because you are a graduate or a friend of Concordia University.

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