Philanthropy and Financial Services, Dublin

organised by The Institute of Banking
Event Details

Free upon registration


Date and Time

Tue, 12 November 2019

08:00 - 09:00


Location

The Institute of Banking
IFSC
1 North Wall Quay
Dublin 1

Event Details

Free upon registration


Date and Time

Tue, 12 November 2019

08:00 - 09:00


Location

The Institute of Banking
IFSC
1 North Wall Quay
Dublin 1

Event details
+

The event will cover

  • Why and how it is important for advisers to have an insight into philanthropy options for clients

  • Wealth management and incorporating philanthropy into estate planning

  • Scale of inheritance in Ireland based on detailed research and the Potential for Philanthropy in Ireland

  • Impact of philanthropy on a charity and on the donor looking at donor motivations

  • Charity Opportunities for giving in Ireland tax efficiently

  • Case study with LGBT.ie

If you are not a member with us and wish to register for this event give us a call on 01 6116500.

1 CPD hour for;

  • Professional Banker

  • Chartered Banker

  • Certified Bank Director

0.5 CPD hours for;

  • QFA (relevant to Savings & Investment category only)

  • APA (relevant to Savings & Investment category only)

  • Grandfather (relevant to Savings & Investment category only)

  • Registered Stockbroker (relevant to Savings & Investment category only)

Mike Gaffney, Niall O'Sullivan and Paula Fagan

Mike Gaffney - Mike is a Chartered Accountant, works with KPMG and is also a Fellow of the Irish Tax Institute. He is also Chairperson of The Community Foundation for Ireland.

Niall O Sullivan – Fund Development Advisor, The Community Foundation for Ireland.

Paula Fagan - CEO of LGBT Ireland. LGBT.ie are recipients of funds from The Community Foundation for Ireland and other philanthropic donations.

speaker