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

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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