Workshops & Retreats
Come learn with us!
Upcoming Workshops and Retreats
Karma & Cents is a one-stop shop for all your philanthropy and social capital management needs providing up-to-date resources and case studies for individuals, families, family businesses and their advisors.
Through our workshops we bring together industry experts to provide unique learning opportunities for our participants.
DAFs at the Advisory Table:
Bringing Donor Advised Funds into the Wealth Management Conversation
Oct. 6, 2026 – 10:30am MST
DAF assets under management have grown to $17.3 billion across the country and Canadian charities received $2 billion in donations in the last fiscal year alone.
Are you ready to have that conversation with your clients, or will they (and their assets) go elsewhere?
Join Karma & Cents and Transform Philanthropy for a free 60-minute webinar: DAFs at the Advisory Table – Bringing Donor Advised Funds into the Wealth Management Conversation
Get a practical framework for spotting philanthropic opportunities, a clear look at how the advisor-DAF provider partnership works (without giving up assets under management), and live Q&A.
What you’ll learn
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- What DAFs are, and why more clients are choosing one over writing a direct cheque.
- How the Advisor → DAF Provider → Charity relationship works, and why your clients’ investable assets don’t have to leave your management.
- How to recognize the “ideal referral moments” in a client’s life that signal a DAF conversation.
- The difference between an Endowment Fund and a Flow-Through Fund, and which fits which client.
- The most common myths advisors have about DAFs, and why they don’t hold up.
See what we've been up to
Click to see a list of past Karma & Cents Advisor and Family workshops
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