real estate / informal network / trust services / insurance agents / real estate agents / advice and services / stock broker / life insurance / insurance products / legal services / energy / /
Person
Mark Blumberg / / /
Position
Involve Professional Advisors / estate planning lawyer / insurance agent / free advice professional advisors / advisor / advisors / same professional advisor / professional advisor in a planned giving committee / professional advisors in gift planning / accountant / stock broker / estate planning lawyer / investment advisors / BC estate lawyer / professional advisor / Professional Advisors / planned giving officer / lawyer / Involve Professional Advisors in Canadian charities By / /
Planned Giving and Professional Advisors: The Why and How to Involve Professional Advisors in Canadian charities By Mark Blumberg (July 3, 2013) Professional Advisors have an important role to play in assisting charities