Focus: Strategic Philanthropy
Nicola is the Chief Executive Officer and Founder of BenefAction Foundation, a national charitable Public Foundation which specializes in Planned Giving. BenefAction helps Canadians and their Advisors harness the advantages of strategic giving. It has built a reputation as a valuable resource for investment, legal and tax professionals who want to integrate charitable giving into their client's financial, estate and succession plans.
Prior to starting BenefAction, Nicola spent 20 years in the financial services industry holding a number of senior roles. She has a M.Sc. in Economics from the London School of Economics and a B.A. from McGill University. She is a Certified Fund Raising Executive; a MFA Succession & Estate Planning Specialist; a graduate of the Advanced Canadian Gift Planning Course offered by the Canadian Association of Gift Planners; the author of a book called Master Your Philanthropy and of an online course called Investment Strategies in Charitable Giving. She is also Past President of the Rotary Club of Westmount and a Director of the Le Manoir, a home for independent seniors living in Westmount (QC).