Webinar Viewing: A Gift Acceptance P&P Tune Up

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Event Info

A Gift Acceptance P&P Tune Up

THIS IS A GROUP WEBINAR VIEWING IN CAMBRIDGE, ONTARIO. YOU WILL NOT RECEIVE A LINK TO WATCH THE WEBINAR AT YOUR HOME/WORK.

With the plethora of legislative changes over the past 5 – 7 years, have your organization’s policy and procedures kept pace? Do you offer a slate of options for your donors that maximize their potential to help your organization? Do you have policies, but they have not been refreshed in years? Are you 100% confident that the policies you use in your program are actually compliant given recent changes in the rules? If you answered yes to any of these questions, or you simply need confirmation that you have covered all the bases for a good P&P, then this is the session for you.


DeWayne Osborn

dewayne_osborn_photo.jpgLawton Partners’ General Manager, Chief Compliance Officer and in-house expert on charitable and planned giving, DeWayne Osborn is one of Canada’s leading authorities on planned giving.

As a Certified Financial Planner and Certified General Accountant with more than a decade of experience serving in senior positions of not-for-profit organizations, DeWayne has become one of Canada’s leading authorities on charitable giving. He is a much sought after speaker, consultant and advisor on the complexities and tremendous financial and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities, life insurance products, either today or through the will. He has created a unique web based technical resource for advisors and charities that is dedicated to charitable giving – with a focus on planned giving. DeWayne’s clients include small to medium charities, as well as financial organizations such as Great West Life/London Life/Canada Life, the Certified General Accountants Association of Canada, as well as large Universities and foundations right across Canada.

DeWayne is currently a Faculty Member of CAGP as well as member of the CAGP National Education Committee as well as Past-Chair of the National Board of Directors. DeWayne received the 2011 Friend of CAGP Manitoba and Friend of CAGP Awards and the 2003 Certified General Accountants Association of Manitoba Sharing Expertise Award.


This session is a Webinar Viewing. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $10.


2019_cfre_ce_provider.jpgCAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Viewing is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

When

29 May, 1:00pm to 29 May, 2:00pm

Where

KidsAbility, 887 Langs Drive

Cambridge,  Ontario  N3H 5K4 Canada

Contact

cagp.ww@gmail.com