The Year Ahead in Gift Planning
When: Friday January 8th, 2021
Time: 12:00 p.m.
Join Malcolm Burrows (Head, Philanthropic Advisory Services, Scotia Wealth Management) for a session on: "The Year Ahead in Gift Planning"
Malcolm is a philanthropic advisor with 30 years of experience, including 13 years with three Toronto charities. He founded and leads Aqueduct Foundation, a public foundation with donor advised funds operated by Scotia Wealth Management. He is head of Scotia Wealth Management’s 100-year-old private foundation services practice.
Malcolm is an active educator, writer and volunteer in the charitable sector. Through the Canadian Association of Gift Planners, he has contributed to the development of new charitable tax incentives, including the elimination of capital gains on gifts of public securities and the “estate donation” rules. His proposal for gifts of private securities and taxable real estate published by C.D. Howe Institute was included in 2015 Federal Budget.
Malcolm is an active volunteer in the charitable sector. Currently, he is President of The Muttart Foundation, an Edmonton-based private foundation, member of the Indigenous and Canadian Curatorial Committee at the Art Gallery of Ontario, and director of Canada Helps. Previously, he served on CRA’s Charities Directorate Technical Issues Working Group, was Co-Editor of The Philanthropist, and a director of both the Canadian and Spanish sections of Doctors Without Borders.
Please register by end of day Thursday January 7th, 2021
A Link will be sent 60 minutes before the event.
For more information contact Abdesh Furmah at info@cagptoronto.org
Member Pricing
Individual Session $30
Bundle $99
Non Member Pricing
Individual Session $35
Bundle $120
As a subscriber to our Session Bundle, you will have access to ALL 4 of the "For the Love of Gift Planning" workshops.
Click on each series date below for more details and individual session registration:
Join David and Jen Love for some reflections and resolutions to set you up for legacy #donorlove in 2021. They'll share insights and trends, stories and case studies to help you sprinkle "legacy glitter" right away and build specific and practical ideas for the coming year.
You'll learn how to find and share amazing stories that resonate with values and emotions, and that will inspire your donors at every vital stage in your relationship.
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Join an expert panel for a discussion around the challenges of confirming planned gifts during a pandemic and how fundraisers and advisors are finding success.
Aneil Gokhale, Director, Philanthropy, Toronto Foundation - Moderator
Michelle Osborne, Executive Director, Gift Planning, University of Toronto
Keith Thomson, The Donor Motivation Program
Dawn Marie Schlegel, Associate Vice-President, Donor Relations & Engagement, Toronto Symphony Orchestra.
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Hear from our expert panel on How to Engage the Next Generation of Donors in a Covid/Virtual World. Many Canadian registered charities have young professionals groups or development programs dedicated towards fostering engagement amongst young patrons.
How has Covid-19 and the increase in online programming affected engagement amongst young professionals and patrons and what is the future outlook of such programs?
The panelists will discuss these topics and more.
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