Talking to Donors about Gifts of Insurance


Event Info

Professional Development Luncheon


Talking to Donors about Gifts of Insurance 


Jack Bergmans and Marlena McCarthy

If used correctly, gifts of insurance can allow donors to give much bigger legacy gifts than ever imagined. Bequest Insurance's certified financial planner Jack Bergmans and fundraising advisor Marlena McCarthy, experts and authors on giving through insurance, will present engaging case studies to illustrate the power of using insurance as philanthropic gifts, and then help you identify and start a win-win dialogue with donors best suited to using insurance as charitable gifts.


Thursday March 8, 2018


12noon - 1:30pm


Ted Rogers School of Management, 55 Dundas St. W., 1-148 (7th Fl. from street level)


12:00 noon  - Hot buffet lunch

12:30pm - 1:30pm - Presentation







As a founding partner of Bequest Insurance, Jack is a leading expert in integrating insurance into financial, estate and legacy planning. Jack and his wife Marlena McCarthy are co-authors of the only two books written on this topic – Ripple Effect for financial advisors, and Multiplying Generosity for fundraisers. Easy to read, these books to demystify and thoroughly explore using insurance in charitable giving, and show how gifts of insurance allow donors to leave more to their charities, family, and pay less tax.

Jack is a Certified Financial Planner and has worked in the investment industry since 1996. He has worked for Manulife Financial, BMO Nesbitt Burns, Altamira Financial Services and National Bank. As a licensed insurance broker, now Jack works independently with individuals and organizations providing financial, investment, and retirement advice. He is also an estate planning and legacy giving specialist.

Jack can periodically be found on a golf course, tennis court or bowling alley. A former restaurant owner, he now puts his creative culinary talents to good use cooking for Marlena and their friends.









Marlena McCarthy thinks of herself first as a writer, and second as a professional fundraiser. After graduating with a Journalism degree and certificate in public relations, she decided to use her skills for good, and has worked with charities for 35 years in marketing, communications, and fundraising.

As Founding Partner and Fundraising and Communications Director of Bequest Insurance, Marlena is most proud of writing the first comprehensive how-to books on integrating insurance into philanthropy.

Marlena McCarthy also has her own business called Done Write Communications, a boutique agency through which she works as independent fundraising consultant and writer for non-profits specializing in direct mail, mid-level donor programs, legacy giving promotion and donor communications. Since 1999, she has worked with more than 135 different charities and foundations.

Her hidden superpower is singing, and she has a fun and cheeky a cappella quartet called Spadina Station. 

Tickets: CAGP members, $55; non-members, $70; or CAGP member exclusive Express Pass or Flex Pass (Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).

This session is included in our Express Pass and Flex Pass packages. However, Express Pass holders and Flex 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.


Please register by Tuesday March 5, 2018

For more information Email:      Website:




8 March, 12:00pm


Ted Rogers School Of Management
55 Dundas Street West, Rm 1-148, (7th Floor from street level)
Toronto,  Ontario  M5G 2C3 Canada