September Kick-Off: Gift Planning In Real Life: Beyond Theory, to Practical Application with Jill Nelson and Jeff O’Hagan

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Event Info
Summary:

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We’re starting off our CAGP year with an engaging session for all levels of fundraisers, focusing on the most effective practices to attract and grow planned gifts. This is NOT a session about tax smart giving methods or the best direct marketing campaign, but delves into the fundamental issues and beliefs that limit or free you and your organizations. With a combined 50 years in major and gift planning, Jeff O’Hagan and Jill Nelson have seen a lot – and distilled their experience into top principles that you can apply to make the most impact. Bonus: they love to tell the stories to illustrate why these are important. And they want to hear your pain points and help find solutions for your unique organization. Together we'll identify the opportunities (and obstacles) unique to your organization: big or small; in social services, health, higher ed or the arts; new to gift planning or long established. You’ll leave inspired, with clarity about gift planning, your own checklist of actions to implement over the next 12 months, and an inspiring network of like-minded fundraisers. -- But wait... there's more! We took our Membership and Will Power questions to the CAGP National team and they’ve answered. We’re pleased to announce that our session will also include a brief presentation from Tara Sandler, on how to get the most of your CAGP Membership, and Laurie Fox, who will provide an update on Will Power’s September Campaign Launch. * Registration closes September 11th, 2025 * Lunch is provided, please contact us if you have any allergies or dietary restrictions

 

When

12 September, 11:30am to 12 September, 1:30pm

Where

Innovation Works - Solutions Lab
201 King St
London,  Ontario  N6A 1C9 Canada

Contact

sarah@quietlegacy.com
Phone: 226-884-5545

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