Leveraging "Leave a Legacy Calgary" for Planned Giving Success

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Event Info

CAGP is again proud to host the free Leave A Legacy Calgary™ event on May 9th for the public on behalf of our charity partners. On February 21, we are offering a FREE workshop for fund development professionals and Board members on how you can take full advantage of this very popular public-facing event.

As a busy development professional or Board member tasked with marketing a full menu of giving options, you know you ‘should’ be engaging more planned giving prospects, but where do you start? Simply, start here. Join us February 21 to kick-start your opportunity to take a tangible step forward with your planned giving program, and have much of the heavy lifting done for you.

The May Leave a Legacy event is a ‘Wills Workshop’ for generous Calgarians interested in estate planning and, specifically, leaving a charitable bequest in their will. This popular event traditionally attracts 300 prospective planned giving donors. You will have the opportunity to invite friends of your charity to be inspired by a donor speaking about the ‘why’ of estate giving, and be informed by a lawyer and accountant clarifying the ‘how’ of estate giving. If you choose to sponsor the event, prospects will also be able to visit your booth and learn more about how they can align with your mission through an estate gift. The event is at the Calgary Zoo the evening of Thursday, May 9.

The professional development workshop on February 21 will take the stress out of preparing to maximize the value of your participation. You will be provided a handbook including a marketing plan template, a sample invitation, and a follow-up plan, as well as hints on focusing your communications for planned gifts. By attending the workshop, you will be better prepared to have the legacy giving conversation, in a way that is well-received by your prospective donors.

Presented by:

Neil Williams
Neil has been a development professional since 1994, earned CFRE certification in 2003, and is an experienced and innovative planned and major gifts officer. Neil is considered a leader and mentor in Calgary’s development community, having chaired the local Chapter of the Canadian Association of Gift Planners and many of its events, and was a founding member of the committee that brought CAGP’s Leave A Legacy marketing program to Southern Alberta. Neil has presented at AFP, CAGP and CASE conferences since 2007. 

Neil’s passion is helping those new to planned giving cultivate the values-driven programs and broad skillset demanded by today’s ever more sophisticated donors, transforming traditional bequest-based programs by integrating cutting edge ideas, processes and programs. “There is no greater honor in life,” says Neil, “than helping a donor express their deepest values through giving in a way that is most meaningful to them.”

Neil has managed planned giving and other programs in both Calgary and Kelowna. He has been offering services as a Senior Consultant with PGgrowth Inc. since 2016.

When

21 February, 7:45am to 21 February, 9:15am

Where

Kerby Centre, 1133 - 7 Ave. SW
Dining Hall (Private room)
Calgary,  Alberta  Canada

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