8:45-9:45 am – Panel Discussion
Topic:
How To Work Together: Planned Giving Professional, Donors & Advisors
Do you cringe when you hear a donor say, " I have to talk to my financial advsor before I can commit to a legacy gift"? Financial Professionals can be key to unlocking not only larger gifts but deeper relationships between charities and donors. This session showcases how the relationship between a gift planner, financial professional and a donor all benefitted by working together and will challenge participants to cultivate relationships not only with donors but their financial professionals to better serve the needs of the donor, the charity and it's constituents, and financial professionals.
Presenters: Joan Cosby, The Donor Motivation Program®
Lesley Mansfield, Halton Learning Foundation
Colin Bain, former principal
Where: St. Andrew’s Centre, 73 Simcoe Street (at King Street, SW Corner of St. Andrews Subway station)
Cost: $10 Members, $15 non-members, CAGP member exclusive Season's Pass
This session is included in our Season's Pass package. However, Season's Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque or cash at the door.
Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!
Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.
**SEATING IS LIMITED**
Please register by October 8, 2019
For more information contact Marisa Barlas at barlas@yorku.ca or 416-650-8221.or info@cagptoronto.org
