Good Work, Great Partners

Good Work, Great Partners — A learning forum for professionals on strategic gift planning 

This full-day retreat welcomes the participation of professionals involved in helping clients and donors to fulfil their desire to support the charitable causes they love and their need to benefit from effective financial and estate planning.

Our program plan is to include a roundtable with Professional Advisors discussing working with clients about charitable strategies, a presentation giving a deeper dive into Community Centric Fundraising principles, a discussion of learnings and trends from the CAGP National Conference and a workshop on best practices, cross-collaboration and idea-sharing. You are encouraged to bring templates and policies you'd like to share and find out what others are doing that may be similar or different.

Important Information for Registrants:
When you register, please let us know what question for the professional advisor panel do want answered in the "Additional Comments" section of the registration form.

*Limited Bursaries available. Deadline: April 27.
If a bursary is needed, prior to registering, please contact Robert Hamanishi at robert.hamanishi@interiorhealth.ca

Many thanks to our sponsor – Truvera Trust Corporation