Events

Introducing Philanthropy to Clients –Who, Why, How and When?

The Community Foundation for Ireland is delighted to announce the return of Dame Stephanie Shirley, a philanthropist who has already given away over £50 million of her wealth. This is a special opportunity for trusted advisors seeking to broaden their knowledge on philanthropy and how it relates to clients. It will be of interest to those in tax, estate planning, probate and other areas. Dame Steve, the UK’s first Philanthropy Ambassador will outline the pivotal role of advisors in growing the awareness, scale and ambition for philanthropy in Ireland and elsewhere. The Community Foundation is delighted to be partnering with The Institute of Certified Public Accountants and The Irish Tax Institute for this event.

When: Monday, October 17. Registration from 5pm, Start 5.15pm, finishing 6pm
Where: Institute of Certified Public Accountants, 17 Harcourt Street, Dublin 2

To Book: Call Niall on 01 874 7354 or email: .(JavaScript must be enabled to view this email address) before Tuesday, October 11th

Dame Stephanie Shirley has an amazing life story and is passionate about philanthropy and the vital role advisors have to play in its development – and in better serving their clients. She has convened many meetings of professional advisors in the UK who she describes as ‘pivotal’ in this process.

She originally arrived in Britain during World War II as an unaccompanied child refugee. In 1962, Dame Steve founded a software company, F.I. Group and was concerned with creating work opportunities for women with dependents. Indeed until the introduction of the Equal Opportunities Act in 1975, F.I. only employed women. She also adopted the name "Steve" to help her in the male-dominated business world. Dame Stephanie was awarded an OBE in 1980 and was made Dame Commander (DBE) in 2000. She has donated over £50million of her wealth from the sale of F.I. Group, to charity during retirement and has established her own foundation with a focus on autism.

We will also have a panel discussion and feature Irish case studies to illuminate how different types of clients can be more strategic with their wealth and how and when it is appropriate for advisors to ‘have that philanthropy discussion’. The panel  features Eamonn Siggins, Chief Executive of The Institute of Certified Public Accountants; Tina Roche, Chief Executive of The Community Foundation for Ireland; Martin Phelan, Partner and Head of William Fry Tax Advisors and Deputy President, Irish Tax Institute and Eoin Kennelly, Director, Kennelly Tax Advisers.

To Book: Call Niall on 01 874 7354 or email: .(JavaScript must be enabled to view this email address) before Tuesday, October 11th