NANAIMO - Untapped Potential: Tools for Building Your Planned Giving Program


Event Info

Presented by Sara Neely and Natasha Benn, Victoria Foundation

In this session, you will learn how to develop, manage and build your legacy program. Sara and Natasha will discuss various types of planned gifts, how to receive and administer bequests, donor stewardship and recognition, tracking and reporting activities and expectancies, and marketing a planned giving program. They will also touch on policy areas that are important to address in today's fundraising environment and practical applications of gift acceptance policies. There will also be time to share best practices.


18 September, 3:00pm to 18 September, 6:00am


Nanaimo Golf Club
2800 Highland Road
Nanaimo,  British Columbia  Canada