The Alberta North CAGP Chapter, sponsored by Bryce Liedtke, The Donor Motivation Program, is proud to present Legacy in Action: A Planned Giving Intensive. Now more than ever, donors are able and wanting to build plans to support the organizations they care about well into the future. Equip yourself, your teams, and your organizations to succeed.
In this one-day practical session on all things planned giving, you’ll build practical knowledge and real-world skills to help you excel in legacy giving, even if it’s on the side of your desk in your regular day. You will get:
· Foundation knowledge in legacy giving
· Practical Advice and real-world donor scenarios
· Tools and tips to get started or keep growing
· Learning from local experts in all areas of planned giving
Who will benefit:
· Charity professionals who need to understand the world of legacy giving
· Fundraisers who want to open conversations on future gifts
· Beginners and experienced professionals alike – the agenda is structured to cover foundational knowledge in the morning and dive deeper in the afternoon, with options to select full-day or afternoon-only attendance.
AGENDA*:
7:45–8:15 AM
Registration & Light Refreshments
8:15–8:30 AM
Welcome & Land Acknowledgement
Opening remarks and context for the day
Morning Sessions
8:30–9:30 AM
Gift Planning 101
Presenter: Lisa Dayanandan, CFRE, Edmonton Community Foundation
Planned giving basics – what fundraisers need to know to start meaningful conversations.
9:30–10:15 AM
Three Ps of Planned Giving: Potential, Prospects, and Possibilities
Presenter: Christy Soholt, CFRE, Alberta Cancer Foundation
Understanding the “why now” of gift planning, where to look for prospects, and how to uncover and explain the possibilities to leadership, including the intergenerational wealth shift and sector trends.
10:15–10:30 AM
Break
10:30–11:45 AM
Marketing Gift Planning
Presenter: Laura Svajlenko, YMCA of Northern Alberta Foundation
Hands-on session to develop key legacy messages and integration plans for marketing and communications.
Afternoon Sessions:
11:45 AM–12:30 PM
Networking Lunch
12:30–1:30 PM
Resonating Opportunities: Giving Vehicles in Action (Panel)
Panelists: Matt Mandrusiak, Edmonton Community Foundation, Ian Currie, Canada Gives, Bryce Liedtke, The Donor Motivation Program, TBC
Facilitator: John Sexsmith, Alberta Cancer Foundation
Hear from experts in specific gift planning vehicles on opportunities within, pros and cons, and how to engage donors in giving conversations around these vehicles.
1:30–2:30 PM
Legal and Ethical Considerations in Estate Giving
Presenter: Malkit Atwal, Field Law
What fundraisers need to know about capacity, estate administration, and protecting conversations.
2:30–2:45 PM
Break
2:45–4:00 PM
Having the Conversation:
Presenter: Kathy Fitzgerald, University of Alberta
Discussing gift planning doesn’t need to feel intimidating. Get tips for opening conversations and practice real-world scenarios.
4:00–4:30 PM
Staying Safe: Boundaries & Wellbeing in Legacy Fundraising
Presenter: Holli Bjerland, MA, CFRE, Alzheimer’s Society
How to support yourself and safeguard professional and organizational boundaries when working with legacy donors.
4:30–5:00 PM
Open Room Q&A
Space for final questions, shared insights, wrap-up discussion and networking.
*Agenda and presenters currently being finalized and are subject to change
Proudly sponsored by Bryce Liedtke, The Donor Motivation Program
