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Incorporating Charitable Giving Services Into Your Practice
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, reviews the fundamentals of providing charitable giving advice.

Charitable giving is a growing area in financial advisory services, but where do you begin? Here's help on how to identify which clients are interested in including charitable giving in their plans, recognizing the right charitable strategies for your clients and understanding the key available structures. Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, explains some of the building blocks in offering charitable giving advice.

Notre conférencier d'honneur Malcolm Burrows
Malcolm Burrows is a nationally recognized philanthropic planner and has worked extensively as a volunteer on tax and policy issues relating to the charitable sector. Since 2004, he has served as head of philanthropic advisory services at Scotia Private Client Group, Canada's largest national service provider to private foundations and operator of Aqueduct Foundation. Previously, he was director of gift planning with SickKids Foundation and Princess Margaret Cancer Foundation.
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