Working your Legacy Program Effectively

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Event Info
Summary:

Tips, Templates, Samples and Examples – Working your Legacy/Bequest Program Effectively

Speaker: Peter Chipman, BBA, CFRE – Director of Planned Giving, Variety – The Children’s Charity

A Gift Planner’s main objective is to build donor relationships, solicit and confirm legacies and other planned gifts. Too often we are bogged down with ‘admin’ and paperwork, leaving less time for building the donor relationship. Peter will share tips, templates, samples and examples of some resources that make it easier to manage a successful gift planning program in a small shop.

Includes hot served luncheon. Registration closes March 4, 2016.

Qualifies for 1.5 CFRE points.

Important note: if you are a member, please log in to see membership pricing.

When

9 March, 12:00pm

Where

805 Gordon St, Union Club of BC, Centennial Ballroom

Victoria,  British Columbia  V8W 1Z6 Canada

Contact

cagpvimemberchair@gmail.com
Phone: (250) 381-5532

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