Working your Legacy Program Effectively

 Registration is closed for this event

Tips, Templates, Samples and Examples – Working your Legacy/Bequest Program Effectively

Speaker: Peter Chipman, BBA, CFRE – Director of Planned Giving, Variety – The Children’s Charity

A Gift Planner’s main objective is to build donor relationships, solicit and confirm legacies and other planned gifts. Too often we are bogged down with ‘admin’ and paperwork, leaving less time for building the donor relationship. Peter will share tips, templates, samples and examples of some resources that make it easier to manage a successful gift planning program in a small shop.

Includes hot served luncheon. Registration closes March 4, 2016.

Qualifies for 1.5 CFRE points.

Important note: if you are a member, please log in to see membership pricing.

March 9th, 2016 12:00 PM
805 Gordon St, Union Club of BC, Centennial Ballroom
Victoria, BC V8W 1Z6
Canada
Phone: (250) 381-5532
Email: Email:
Event Fee(s)
Member $ 25.00 + $ 0.00 Tax
Non-member $ 35.00 + $ 0.00 Tax

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