19th Annual CAGP-ACPDP™ Pre-Conference Event presents...
Gift Planning - All in a Day!
8:00AM - 5:15PM
April 17, 2012
Fairmont Empress
Victoria, BC
Information on when the next Gift Planning All in a Day will be up soon.
What is Gift Planning - All in a Day?
Do you want to be more confident in discussing gift planning with your donors and prospects? Do you want to be more informed about the latest gift planning concepts and tools? Perhaps you have Board Members, Gift Planning/Planned Giving Committee Volunteers, or Senior Development staff with a responsibility for gift planning/planned giving programs who also need to learn more?
Who Should Attend?
- Board Members;
- Gift Planning/Planned Giving Committee members;
- Senior development staff with a responsibility for gift planning programs;
- Those organizations who are thinking of developing a gift planning program
Faculty: This course is being taught by two of our faculty members, Janice Loomer Margolis and Norma Cameron.
- Current philanthropic trends and tax issues
- Most common types of planned gifts in Canada
- Initiating and managing a Gift Planning program
- Successful Gift Planning Marketing and Stewardship strategies
- How to introduce and discuss planned gifts with your donors ... and more
Cost:
Member or Gold Associate: $215.00 (plus HST)
Non-Member: $270.00 (plus HST)
This fee includes breakfast, coffee breaks, lunch and all course materials.
Why are we Offering this Course?
As with all CAGP educational offerings, this session has been developed by CAGP's Faculty Members and is evaluated and updated to maintain CAGP's highest educational standards and gift planning best practices.When is a course coming to my city?
This course is often hosted by local RoundTables and it is up to them whether they would like to host a session. If you are interested, contact your local RT by clicking here or by contacting Richelle Richardson at education@cagp-acpdp.org.You can also consider hosting a session within your own organization. Please contact diane@cagp-acpdp.org for more details.
AGENDA for the Day
Credits:
CFRE and The Institute (formerly Advocis) Continuing Education credits are available for this one day Session.
Cancellation Policy:
3 weeks before Session date: cancellation with full refund of fees minus $25 administration fee;
2 weeks before Session date: cancellation with 50% refund of fees;
1 week before Session date: cancellation with 0% refund of fees.
Tuition fees can be transferred to someone within your organization, a $25 administration fee will apply.
Rev'd. Dec.2011