The Top 10 Planned Giving Challenges and How To Overcome Them

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Event Info
Summary:

The Top 10 Planned Giving Challenges and How To Overcome Them

This presentation uncovers the latest up-to-date research and insights on the challenges you face as a professional fundraiser and as a nonprofit organization, including what your donors are thinking and how you can respond in a timely fashion.

You will learn:

  • The 10 Planned Giving Challenges Professionals Face Today … And How To Respond
  • The Most Effective Planned Giving Tools And Strategies Today … And Why They Work
  • How Do You Find Pools Of Willing And Able Donors With Limited Resources
  • Why your Charity is last with your Donors Wealth Priorities AND How To Move It Higher
  • What The Media Is Telling Your Donors And How To Mitigate The Damage
  • The One Message That Will Get Your Donors To Take Action
  • What Boards Are Unknowingly Doing To Sabotage Your Planned Giving Efforts
  • Why Your Website Is Not Working … And What To Do About It
  • The Easiest (And Cheapest) Method To Grow Your Endowment

keith_thomson_photo.jpgKeith Thomson

As a Certified Financial Planner based in Toronto, Keith Thomson is a founding member and Managing Director of Stonegate Private Counsel, a division of CI Private Counsel LP, which is a partnership that specializes in handling the affairs of high net worth families and businesses.

Keith Thomson began his career in 1985 as a financial advisor with McLeod Young Weir. He is a Fellow of The Canadian Securities Institute (FCSI®) which places him in the top 5% of all financial advisors in Canada. He is a licensed Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) with a specialized focus in philanthropy. Keith has had numerous articles featured in such publications such as The Globe and Mail and CPA Magazine, the latter being read monthly by over 90,000 Chartered Professional Accountants.

Keith currently serves on the boards of the Canadian Association of Gift Planners whose mission is to champion the growth and development of strategic charitable gift planning in Canada and of Seva Canada whose focus is to restore sight and prevent blindness in the developing world. For over five years he was Chair of The African Medical and Research Foundation and has also served on the boards of The Power Plant Contemporary Art Gallery and The Toronto Foundation. For over two decades Keith has funded his own family foundation and donates annually a minimum of ten percent of all his business income to charitable organizations locally, nationally and internationally. To learn more about his philanthropic initiatives please visit Philanthropy Matters.


This session is a Lunch & Learn. Enjoy a delicious catered lunch, listen to a professional gift planner or advisor share their expertise in-person, and network with your colleagues for only $25.


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CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Wednesday is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

When

29 March, 12:00pm to 29 March, 1:00pm

Where

The Family Centre, Room 2011, 65 Hanson Avenue

Kitchener,  Ontario  N2C 2H6 Canada

Contact

cagp.ww@gmail.com

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