FREE WEBINAR: Taking Your Securities Donation Program to the Next Level

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Event Info
Summary:

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Taking Your Securities Donation Program to the Next Level
Presented by: Michael Chisholm, Scotia Wealth Management

Securities are now one of the strongest ways major gifts, campaign pledges and other one-time donations are made. But they have also become a way for annual donors to give too. Is your charity doing all they can to maximize this program? Is your finance team efficient and effective in working together with your transfer partner ( be it broker or advisor)  to develop an effective process, while managing the different nuances and mitigating potential risks that can present themselves. Or are they frustrated with the current process. Our speaker has helped several charities grow their programs and has worked with both large major gifts and high volume programs with donors and advisors across Canada.

 

When

13 mai, 1:00pm to 13 mai, 2:00pm

Location

Online-Vancouver Island
Canada

Contact

cabbott@assante.com
Téléphone: 2504756700

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