Gift Planning Fundamentals - Toronto

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Join presenters Paul Nazareth and Jill Nelson, CFRE as they lead you through an unforgettable day of learning and networking.

       Paul Nazareth        Jill Nelson, CFRE

Whether you are new to gift planning or you are in need of a solid refresher, Gift Planning Fundamentals (formerly Gift Planning - All in a Day) is a one day introductory course that will give you the boost you need to thrive in your career. View the agenda.

Topics include:

• 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

Includes breakfast, lunch, coffee breaks and materials.