Bequest Management for Charities: A Primer on Estate Administration


Event Info

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.

jasmine_and_jill.jpgJasmine Sweatman literally “wrote the book” to help charities understand their rights and responsibilities in accepting gifts from estates and protecting their interests. In this full day course, Jasmine and Jill will guide you through the legal and  practical realities of making it work in your busy charity.  Look forward to lively discussion as we work on real cases and provide tips, and protocols for you to take back to whip your bequest management program into shape.  Whether your responsibilities lie in gift planning, finance, governance or legal, you will benefit from this intensive day with two experienced practitioners. Note that the focus will be on Common Law jurisdictions.

Date: Wednesday, May 23, 2018 - 7:30 am - 5:00 pm
Faculty: Jasmine Sweatman and Jill Nelson, CFRE
Location: The Perley and Rideau Veterans' Health Centre, 1750 Russell Road, Ottawa, Ontario
Cost: CAGP Members: $350 (plus tax) / Non-members: $400 (plus tax)


23 May, 7:30am to 23 May, 5:00pm


The Perley and Rideau Veterans' Health Centre, 1750 Russell Road
The Games Room (for the workshop)
Ottawa,  Ontario  K1G 5Z6 Canada