Gift Planning - Your Questions Answered - Round Table Discussion

 Registration is closed for this event
Please join your colleagues in CAGP Saskatchewan South on October 20th for a FREE virtual round table discussion based on questions you have been wondering about, share your experiences, and build a network of like-minded individuals.

When: October 20th, 2021
Time: 12:00 pm – 1:00 pm

The link to this online event will be emailed to registrants before the event

Some topics you might have questions about:

The Conversation

Estate administration

Legacy marketing material

Making legacy a priority

How to talk to leadership about legacy

Ethics

Taxes

Advisor Donor Relationships

Non-traditional gifts (i.e.) donor advised funds, real property

 

Some examples of questions you might have:

What sorts of tools are others using to expand their planned giving program? Suggestions on what worked well ?

What if my charity is not listed in the will, but the executors feel that our charity should receive the gift?

How do I transition from asking from an annual or major gift donor to a planned giving conversation?

Has anyone used Legacy marketing at non legacy events?

How do I build a portfolio of advisors to send donors to for advice? Should we be referring donors to a group of advisors for advice?

 

October 20th, 2021 12:00 PM   through   1:00 PM
Online - Saskatchewan South
Canada

Download iCalendar entry for this event.  iCalendar feed for this event.

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Gift Planning - Your Questions Answered - Round Table Discussion


You can also share the below link in an email or on your website.
https://www.cagp-acpdp.org/en/civicrm/event/info?id=1216&reset=1
;