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Bequest Administration Essentials - A Deep Dive for Charity Professionals
Gifts from Estates are an increasingly important source of revenue for charities – and also subject to far more stringent legal and financial oversight than gifts from a living individual. Is your charity receiving gifts from Estates? From acceptance & acknowledgment to account review, releases and receipting, this course will cover how to manage your program and stay on the right side of the law & tax rules. We’ll also delve into how to handle delicate conversations with executors, lawyers, family, loved ones, and the important role of recognition for these special gifts, as well as explore future trends and emerging issues like the growing source of bequests from donor advised foundations.
Who is this course suitable for?
- Charity staff
- Bequest administrators
- Finance staff
- Executive Directors of small charities
- Fundraisers whose job description includes estate admin
- Gift processing staff
- Advisors who work on estates which include charitable gifts:
- Lawyers
- Law clerks
- Trust Officers
Four sessions; each session is 2.5 hours
Dates: Thursdays: September 19 & 26 and October 10 & 17, 2024
Times: 1:00 pm - 3:30 pm ET each session
Agenda: Click here to view the 2023 agenda
Cost:
Early Bird Price (April 25 - August 11, 2024)
CAGP Members $700
Non-members $800
Regular Price (August 12 - September 13, 2024)
CAGP Members $750
Non-members $850
Strongly recommended reading to complement the course: Bequest Management for Charities in Canada, 2nd Edition by M. Jasmine Sweatman
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