Webinar Wednesdays Archives

Below you will find the following archived webinars:

 

lease check the Webinar Wednesdays page under Professional Development to access webinar recordings from September 2018 to present. 

2017-2018 Webinars

Ask an Advisor - Your questions, DeWayne’s answers
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on June 27. 2018

Marketing and Making the Case: Essential tools for building a successful gift planning program
Presented by: Denise Fernandes, Plan International Canada
Originally broadcast on May 30. 2018

Gifts Involving Registered Plans
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on April 25, 2018

Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University
Originally broadcast on March 28, 2018

Stewarding Planned Giving Donors through Listening
Presented by: Heather Powers, Centraide of Greater Montreal
Originally broadcast on February 28, 2018

Gift Planning Metrics
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 31, 2018

Donor Advised Funds: A Strategic Philanthropic Journey
Presented by: Aneil Gokhale, Toronto Foundation
Originally broadcast on November 29, 2017

FREE WEBINAR
Planned Giving for Small Shops
Presented by: Paul Nazareth, CanadaHelps
Originally broadcast on November 8, 2017
Click here to view the webinar on YouTube

Nine Actions to Increase Legacy Gifts
Presented by: Gwen Chapman, DonorFocus 360
Originally broadcast on October 25, 2017

The Power of Collaboration: Advisors and Gift Planners Working Together
Presented by: Ross Young, CA, CFP, FEA,  Secure Capital Management
Originally broadcast on September 27, 2017

2016-2017 Webinars

Tax Event Gifts
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on June 28, 2017

Non-Real Property Valuation - What you need to know!
Presented by: Amanda Salvatori CPA, CA, CBV, MNP and DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management, Inc.
Originally broadcast on May 31, 2017

FREE WEBINAR
Building a Business Case for Planned Giving for Your Board
Presented by: Colleen Bradley, Planned Giving Solutions
Originally broadcast on May 17, 2017
Click here to view the webinar on YouTube

Let's Talk About Death, Baby
Presented by: Janice St-Denis, CFRE, McMaster University
Originally broadcast on April 26, 2017

Planned Giving for Pennies - How to jumpstart your bequest program
Presented by:: Kimberley MacKenzie, Kimberley MacKenzie & Associates
Originally broadcast on April 5, 2017

The Philanthropic Flow - A Truly Donor-Centred Approach to Philanthropy
Presented by: Norma Cameron, CFRE, The Narrative Company
Originally broadcast on February 22, 2017

Estate Administration: Receipts and Releases
Presented by: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
Originally broadcast on January 25, 2017

Government Relations for Your Charity - A Practical Toolkit
Presented by: Grant Monck, Fundraising Consultant Services
Originally broadcast on November 30, 2016

Insurance Gifts - Are You Really Getting a Gift?
Presented by: DeWayne Osborn CPA, CGA, CFP, Lawton Partners
Originally broadcast on October 26, 2016

Craft the Perfect Ask
Presented by: Ryan Fraser, Quiet Legacy Planning Group &
Kate Hodgson, 9to5 Narrative
Originally broadcast on September 28, 2016

 

The following webinars are no longer available for purchase, however, please contact the Manager, Education and Training if you have any questions about any of them:

2016 Webinars

How to Train Your Executor
Presented by: Kris Love, Solus Trust Company Limited
Originally broadcast on June 29, 2016

Planned Giving + Your Website
Presented by: Leah Eustace, Good Works
Originally broadcast on May 25, 2016

Do the Right Thing? When Ethics and Values ​​Collide
Presented by: Ligia Peña, CFRE, Greenpeace International
Originally broadcast on April 27, 2016

Estate Donations & GREs: The Next Chapter
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on March 30, 2016

The Personal Philanthropy Project: The Untapped Potential of Affluent Canadians
Presented by: Michèle Benoit, Project Manager, Imagine Canada
Originally broadcast on February 24, 2016

Working with a Litigator: Dealing with Litigation Efficiently and Avoiding Disputes If You Can
Presented by: Eric N. Hoffstein, TEP, Partner, Minden Gross LLP
Originally broadcast on January 27, 2016

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

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

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