Beat the winter blues away and join us for an inspiring and invigorating morning, full of engaging speakers and content. Due to the success of last year's inaugural event, we are bringing back "For the Love of Gift Planning" half day summit.
Date: Thursday, January 25th, 2018
Time: 8:00 a.m. - 1:30 p.m. (Breakfast and Lunch will be served)
Location: Miller Thomson, Scotia Plaza, 40 King Street West, Suite 5800
Charitable fundraisers and professional advisors, come and learn from seasoned professionals on the following topics:
- Malcolm Burrows ( Head, Philanthropic Advisory Services, Scotia Wealth Management) will teach us "How to have the Planned Giving or Estate Planning Conversation."
- Amanda Stacey (Partner, Norton Rose Fulbright Canada LLP) will explain "Which Planned Giving Vehicle is Best for Your Donor/Client" since there is no one size fits all for high net worth individuals.
- A Panel discussion on "Advisors & Charities: How to work Together with Clients/Donors to maximize planned giving" with Aneil Gokhale (Director, Philanthropy, Toronto Foundation), Jag C. Gandhi (Partner, Miller Thomson), Alexandra (Ali) Spinner (Partner, Tax Group of Crowe Soberman LLP), David O'Leary (World Vision Canada & Kind Wealth)
- And from Queen's University, Linda Pearson (Executive Director, Gift Planning) and Carmen Vanderlinde (Senior development Officer, Gift Planning) will share their successes in Managing a Gift Planning Program within a Comprehensive Campaign.
Agenda
8:00 - 8:30 a.m. Breakfast
8:30 - 9:30 a.m. Malcolm Burrows
9:40 - 10:40 a.m. Amanda Stacey
10:50 - 11:50 a.m Aneil Gokhale, Jag C. Gandhi,
Ali Spinner and David O'Leary
12:00 - 12:30 p.m. Lunch
12:30 - 1:30 p.m. Linda Pearson and
Carmen Vanderlinde
Cost:
CAGP Members: $120 Early Bird Special. $150 after January 19th, 2018.
Non-Members: $180 Early Bird Special. $230 after January 19th, 2018.
Flex Pass and Express Pass Holders: Use Education 2 Sessions and get 2 for FREE.
Event Sponsor:
