Multiplying Generosity using Insurance in Legacy Giving

Fundraiser Marlena McCarthy and Certified Financial Planner Jack Bergmans will talk about the substantial benefits of using insurance in legacy giving. Using case studies, you will gain new respect for the many creative ways donors can increase their legacy gifts, decrease their taxes, and leave more to their loved ones by using life insurance and insurance products in legacy planning.
 

Marlena McCarthy

Marlena McCarthy has worked with charities since 1982 in marketing communications and fundraising. As Founding Partner and Fundraising and Communications Director of Bequest Insurance www.bequestinsurance.ca Marlena works with charities to help create income streams from gifts of life insurance and insurance products by creating simple yet gripping promotional materials. Marlena also is as a fundraising consultant and writer for non-profits as President of Done Write Communications (www.donewrite.com) specializing in planned giving promotion, direct mail fundraising, mid-level donor programs, and donor communications materials. Marlena is married to Jack Bergmans, and they have co-authored the only books that focus on giving through insurance: Multiplying Generosity: Creatively using insurance to increase legacy giving for fundraisers, and Ripple Effect: Growing your business with insurance and philanthropy for professional advisors.

Marlena McCarthy
Fundraising and Communications Director/Founding Partner Member, CAGP & AFP
Phone: (416) 699-0536  - Toll free: (888) 708-3134 Ext. 3

marlena@bequestinsurance

LinkedIn  https://www.linkedin.com/in/marlenamccarthy
 

Jack Bergmans

As a founding partner of Bequest Insurance, Jack is one of Canada’s leading experts in integrating insurance into financial, estate and legacy planning. Jack is a Certified Financial Planner and has been in the investment industry since 1996. As a licensed insurance broker, he works with individuals and organizations providing independent financial, investment and retirement advice, and is also an estate planning and legacy giving specialist. Jack has previously worked in various financial planning roles with Manulife Financial, BMO Nesbitt Burns and Altamira Financial Services.

Jack Bergmans
Certified Financial Planner/Founding Partner
Life Insurance & Estate Consultant
Member, Canadian Association of Gift Planners
Phone: (416) 356-4511 Toll free: (888) 708-3134 Ext. 2

jack@bequestinsurance.ca   

LinkedIn http://www.linkedin.com/in/jackbergmanscfp


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SPECIAL DRAW for those attending for the following books

Multiplying Generosity and Ripple Effect

http://hilborn-civilsectorpress.com/products/multiplying-generosity-and-ripple-effect

The value of the set is $54.95. (Books will also be available for sale)

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