Blurred Lines – Professional Boundaries and the Donor Relationship


Event Info

As planned giving professionals we are taught and encouraged to grow our donor relationships. We have phone conversations, send handwritten notes, and often visit their homes. Somewhere along the line, you may find the line between professional and personal gets blurred. By establishing boundaries early-on you can avoid an uncomfortable situation while successfully maintaining a long- term, professional, and mutually respectful relationship with your donors.

Join your fellow CAGP members, and potential members, as we chat candidly about this important topic. Hear from Bruno Perrier, MSW, Manager, Community Engagement and Volunteer Relations, Roger Neilson House. Bruno will share his experience coaching and supporting volunteers to establish boundaries with the vulnerable families they support.


Bruno Perrier - Manager of Community Engagement and Volunteer Relations at Roger Neilson House


Bruno holds a Master of Social Work from l’Université du Québec en Outaouais. He is the Manager of Community Engagement and Volunteer Relations at Roger Neilson House. In this role, he has the privilege of collaborating with key community partners. He also leads a team of exceptional volunteers, providing supervision, support and training, on topics such as communication; grief and bereavement; self-care and professional boundaries. Prior to joining the Roger Neilson House team, Bruno worked as a social worker at CHEO, including as the Professional Practice Leader. Earlier in his career, he worked as a Child Protection worker at the Children’s Aid Society.


30 September, 11:30am to 30 September, 12:30pm