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
Event Details
Free upon registration
Date and Time
Tue, 12 November 2019
08:00 - 09:00
Location
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.
