What could possibly go wrong… Learn valuable lessons from the real-life experience of veteran gift-planning professionals Dan Clapin, Megan Doyle Ray and Susan McIntosh. Each will present a case where the administration of an estate did not go as smoothly as they would have liked. You’ll learn how they handled these difficult situations, and how you can be prepared if Murphy makes a similar appearance with the next will that crosses your desk.
** CAGP members: please sign in before you register to take advantage of member pricing.
Presented by:
Dan Clapin, ACFRE, Executive Director, The Perley and Rideau Veterans’ Health Centre Foundation
A seasoned, bilingual professional with more than thirty years experience in all aspects of fundraising, donor cultivation and volunteer management. A generalist, with a particular understanding and expertise in Planned Giving and Major Gifts. Dan began his career as a Volunteer School Teacher in Nigeria, CUSO 1978 – 1980, followed by several years working in the NGO sector for developing countries. This was followed by five years as Development Coordinator for the Multiple Sclerosis Society, seven years as Development Coordinator Individual and Planned Giving for the Foundation of the Ottawa General Hospital, and then by fourteen years as Director of Alumni and Development with Saint Paul University.
Dan holds a Baccalaureate, Concentration Social Communications, University of Ottawa; Certificate, Voluntary Sector and Arts Management, York University; Canadian Centre for Philanthropy, Certificate, National Certificate Programme in Voluntary and Non-Profit Sector; National Society of Fund Raising Executives, Certificate Fund Raising Executive, CFRE designation; Canadian Institute for Conflict Resolution, Certificate, Addressing Deep-Rooted Conflict; Association of Fundraising Professionals, Certificate, Advanced Certified Fund Raising Executive, ACFRE designation. Honours and awards include, Class Valedictorian, York University; Certificate of Appreciation, Multiple Sclerosis Society of Canada, Ottawa Chapter; and awarded Association of Fundraising Professionals, Outstanding Fundraising Executive, AFP Ottawa Chapter, Knight of The Order of St. George and Prix d’excellence Finaliste Dirigeant de l’année RGA.
Dan is married to wife Réjeanne, and has two sons François and Olivier. His hobbies include distance running, fishing and reading.
Megan Doyle Ray, Manager of Legacy Giving and Memorial Programs, CHEO Foundation
Megan Doyle Ray is the Manager of Legacy and Memorial Giving for the Children’s Hospital of Eastern Ontario (CHEO) Foundation working with donors who want to leave a lasting mark on children and families by making a gift to CHEO from their assets and/or estate. Her nearly three decades in the charitable sector have also included working for the Canadian Diabetes Association and The Hospice at May Court. She is a graduate of McGill University with a Bachelor of Arts in English Literature and holds a National Certificate in Fundraising Management from the Canadian Centre for Philanthropy.
Megan is active with her professional fundraising associations as the Membership Chair on the Board of the Canadian Association of Gift Planners (CAGP) Ottawa Round Table and Member of the AFP Fundraising Day Committee with the Association of Fundraising Professionals (AFP) and Board Member of the Ottawa Estate Planning Council.
In her spare time she enjoys cycling, yoga, reading historical fiction and time with her family.
Susan McIntosh, Manager, Fund Development, Hospice Care Ottawa
Sue has been the Manager of Fund Development and Communications at Hospice Care Ottawa since March 2015.
She moved to the world of fundraising 12 years ago after her first career in estate planning and administration with various law firms and a 15 year stint with Royal Trust. During her time at The Ottawa Hospital Foundation, her focus was on Planned Giving but in her current role, she’s become more of a generalist. Sue is a past member of the Ottawa Chapter of the CAGP and was also a member of the Ottawa Estate Planning Council.
Her most favourite role is being “Nana” to her granddaughter, Ruby!
The Perley and Rideau Veteran's Health Centre Map
