FREE Webinar: Taking Your Securities Donation Program to the Next Level

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Event Info
Summary:

Wednesday, November 4, 2020 at 1:00 pm ET

Taking Your Securities Donation Program to the Next Level
Presenter: Mike Chisholm, Scotia Wealth Management

Securities are now one of the strongest ways major gifts, campaign pledges and other one-time donations are made. But they also have become a way for annual donors to give too. Is your charity doing all they can to maximize this program? Is your finance team efficient and effective in working together with your financial partner (be it broker or advisor) to develop an effective process, while managing the different nuances and mitigating potential risks that can present themselves. Or are they frustrated with the current process. Our speaker has helped several charities grow their programs and has worked with both large major gifts and high volume programs with donors and advisors across Canada.

 

When

4 November, 1:00pm to 4 November, 2:00pm

Where

Online

Canada

Contact

education@cagp-acpdp.org
Phone: 888-430-9494

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