Whether you are new to gift planning or you are in need of a solid refresher, Gift Planning Fundamentals is a one day introductory course that will give you the boost you need to thrive in your career. View the agenda.
Topics include:
- Current philanthropic trends and tax issues
- Most common types of planned gifts in Canada
- Initiating and managing a Gift Planning program
- Successful Gift Planning Marketing and Stewardship strategies
- How to introduce and discuss planned gifts with your donors ... and more
Includes breakfast, lunch, coffee breaks and materials.
