Ethics and Other Challenging Issues for Gift Planners and Charities

 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: 

• Tony Lee, Chief Development Officer, Christian Children's Fund of Canada 

Panelists:

• Jill Nelson, Associate Vice-President, Estate Giving, Princess Margaret Cancer Foundation 
• Audrey Miller, Founder, Elder Caring
• Terrance S. Carter, B.A., LL.B., TEP Managing Partner, Carters Professional Corporation  

Where:

• St. Andrew's Centre, 73 Simcoe Street (at King Street, SW corner of St. Andrew Subway station)

Cost:

• FREE! (Limited seating, advance registraton required)

For more informtion contact Becky Fallis at becky.fallis@sunnybrook.ca or 416-480-6100 ext.5871

Sponsored by:                                                                                   

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