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Webinar Wednesdays Archives
Please check the Webinar Wednesdays page under Professional Development for webinars from 2016 to present.
2015 Webinars
CRM2, Now You Will Know What your Advisor is Paid
Presented by: DeWayne Osborn
Originally broadcast on December 2, 2015
Giving Through a Power of Attorney
Presented by: Jasmine Sweatman
Originally broadcast on October 28, 2015
Donor Profiles; Donor Trends
Presented by: Paul Nazareth
Originally broadcast on September 30, 2015
Working with a Financial Advisor, Especially for Mutually Effective Business Development Purposes
Presented by: Chris Chipman
Originally broadcast on June 24, 2015
The Philanthropic Conversation: Understanding the Financial Advisor Approach and High Net Worth Individual Perspective
Presented by: Ruth MacKenzie
Originally broadcast on May 27, 2015
Leveraging the Invaluable Middle Donor
Presented by: Mark Trask & Janice Moro
Originally broadcast on April 29, 2015
Special Webinar: Canada’s New Estate Donation Rules – Understand; Get Ready
Presented by: Brenda Lee-Kennedy, Doug Puffer & Ruth MacKenzie
No cost
After viewing the webinar, please click here to complete a short evaluation.
Originally broadcast on March 23, 2015
Sponsored by:
WRITING FOR FUNDRAISERS: Make your donor communications sing!
Presented by: Lisa MacDonald
Originally broadcast on March 25, 2015
State of the Legacy Nation
Presented by: Fraser Green
Originally broadcast on February 25, 2015
Words that work: What surveys from 12,000 people tell us about the words and phrases that encourage planned giving
Presented by: Russell N. James III, J.D., Ph.D., CFP®
Originally broadcast on January 28, 2015
2014 Webinars
Interview with CRA's Director of Compliance and Audit - Charities Directorate
Presented by: Blaine Langdon & DeWayne Osborn
Originally broadcast on November 26, 2014
Demystifying the Canadian Private Corporation
Presented by: Robert Kleinman FCPA, FCA
Originally broadcast on October 29, 2014
Volunteers - Making Your Legacy Program TAKE OFF!
Presented by: Sherry Booth
Originally broadcast on September 24, 2014
Making the Case for Planned Giving: Effectively Reporting Successes and Return on Investment
Presented by: Malcolm Berry
Originally broadcast on June 25, 2014
New Rules on Estate Donations
Presented by: Malcolm Burrows
Originally broadcast on May 28, 2014
When Good Gifts Go Bad (and How to Avoid it) –Navigating Donor-Restricted Gifts and Testamentary Giving
Presented by: Elena Hoffstein and Katie Ionson
Originally broadcast on April 30, 2014
Social Media Strategy for Real People
Presented by: Paul Nazareth
Originally broadcast on March 26, 2014
Interview with a Wealth Manager: How to Provide Value to Philanthropic High Net Worth Clients
Presented by: Jamie Townsend & DeWayne Osborn
Originally broadcast on February 26, 2014
Donations of Real Property: Are you ready for the big ones?
They are never, ever small.
Presented by: Doug Puffer
Originally broadcast on January 29, 2014
2013 Webinars
Can Insurance Create Lifelong Donors?
Presented by: Brenda McEachern
Originally broadcast on November 27, 2013
Stewardship - From up close & personal to reaching out across the miles & personal
Presented by: Yolanda Bronstein
Originally broadcast on October 30, 2013
Gifts from Holding Companies
Presented by: Malcolm Burrows
Originally broadcast on September 25, 2013
Planning for Success: Gift Planning in Comprehensive Campaigns
Presented by: Cheryl Stevens
Originally broadcast on August 28, 2013
Professional Advisors: Should we be cultivating them? If so, how do we do it?
Presented by: Brad Offman
Originally broadcast on July 31, 2013
Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 2
Presented by: Fraser Green
Originally broadcast on June 26, 2013
Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 1
Presented by: Fraser Green
Originally broadcast on May 29, 2013
Life Insurance 101: The Do's and Don'ts
Presented by: DeWayne Osborn
Originally broadcast on April 24, 2013
Planned Giving Off the Side of Your Desk
Presented by: Paul Nazareth
Originally broadcast on March 27, 2013
How to Gather, Write and Publish Your Donor Stories
Presented by: Leah Eustace
Originally broadcast on February 27, 2013