Mentoring & Education
Breakfast
October 11, 2018
8:00 am - Registration, Mentor Meet 'n' Greet & Breakfast
8:30 - 9:30 am - Panel Discussion
Topic:
Ethics and Other Challenging Issues for Gift Planners and Charities
Each day gift planners are faced with tough decisions on serious ethical issues, such as: undue influence, determining mental capacity, adhering to a donor’s final wishes, breaching fiduciary trust and responsibility, and/or blurred lines between professional and personal relationship with donors.
When law, your charity’s governing policies and morality collide – which path do you follow? The field of gift planning presents itself with many ethical minefields and some tough decisions.
Join us for a joint Mentoring/Education Breakfast to learn from our panel of experts who will share stories from the trenches for a peer mentoring and learning experience on important ethical issues in the field of gift planning.
Moderator:
Panelists:
Where:
Cost:
For more informtion contact Becky Fallis at becky.fallis@sunnybrook.ca or 416-480-6100 ext.5871
Sponsored by: