Gift Planning – Your Questions Answered

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Event Info

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Have you been thinking about specific, planned giving questions and wished you had a network of people to reach out to? If you answered yes, this is the luncheon for you.

Please join us on January 29, 2020 for a round table discussion based on questions you have been wondering about, share your experiences, and build a network of like-minded individuals.

When: January 29, 2020
Time: 11:30 am – 1:00 p
m

Where: Canadian Cancer Society, 1910 McIntyre Street
Cost: Free, Bring your brown bag lunch

PLEASE NOTE: this event was originally scheduled for January 15. If you had registered, you do not need to register again.

Some topics you might have questions about:

Estate administration

Legacy marketing material

Ethics

Events

Taxes

Advisor Donor Relationships

Non-traditional gifts (i.e.) donor advised funds, real property

 

Some examples of questions you might have:

What sorts of tools are others using to expand their planned giving program? Suggestions on what worked well ?

What if my charity is not listed in the will, but the executors feel that our charity should receive the gift?

How do I transition from asking from an annual or major gift donor to a planned giving conversation?

Has anyone used Legacy marketing at non legacy events?

How do I build a portfolio of advisors to send donors to for advice? Should we be referring donors to a group of advisors for advice?

Register today!

When

29 January, 11:30am to 29 January, 1:00pm

Where

Canadian Cancer Society
1920 McIntyre Street
Regina,  Saskatchewan  S4P 2R3 Canada

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