Details Matter: Ensuring your charity gets the full benefit of its legacy gift - RECORDING

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you receive member pricing.


roger_lee_photo.jpgDetails Matter: Ensuring your charity gets the full benefit of its legacy gift
Presented by: Roger Lee, DLA Piper (Canada) LLP

You are notified that a donor has left your charity a gift in their will. Fabulous news! Champagne flows in the office. Then reality hits: what does your charity need to do to acknowledge the gift, monitor the executor’s progress, and ensure your charity gets the full benefit of the donor’s intended gift? This session will focus on best practices when dealing with executors and how to properly oversee the executor’s administration of an estate. It is not a session on charitable receipting.

Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)
Credit Card Information
 
Billing Name and Address