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 pm
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!
