Webinar Viewing: Insurance Gifts without the Headaches

Insurance Gifts without the Headaches

THIS IS A GROUP WEBINAR VIEWING IN CAMBRIDGE, ONTARIO. YOU WILL NOT RECEIVE A LINK TO WATCH THE WEBINAR AT YOUR HOME/WORK.

Insurance gifts are a powerful part of your planned giving toolkit, but it can often be overwhelming and difficult to understand what the best options are for you as a charity. Ryan will discuss what types of structures are ideal as charitably owned gifts, and how to evaluate risk when deciding to accept a gift. He will also discuss the importance of performing an insurance audit on your existing policies to prevent future problems. Finally, Ryan will look at common insurance structures that are more appropriate for donor-owned gifts, where the charity is a beneficiary.

Ryan Fraser

A Financial Planner by trade, Ryan Fraser is a nationally known Planned Giving expert, with an extensive background as a leader, volunteer and founder of many charitable organizations. His firm, Quiet Legacy Planning Group Ltd., specializes in working with individuals who wish to incorporate their personal value system into their financial planning experience.

He is president of the Estate Planner Council of London, and past chair of the Canadian Association of Gift Planners (CAGP) London Roundtable. He was founding President of The Secrets of Radar Museum, and has served extensively in leadership positions on boards and committees of numerous not-for-profit organizations including Brain Tumour Foundation of Canada, London Heritage Council, Trillium Plus Music and Letters and many others.

This session is a Webinar Viewing. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $10.

CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Viewing is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.