We still have a few spots left in CAGP Foundation’s Gift Planning Fundamentals course, coming up on June 11 &
12. Whether you're a seasoned fundraising professional or just beginning your journey, this one-day introductory course will give you the boost you need to thrive in your career. Secure your spot today!
ㅤ Topics
include:
- Current philanthropic trends and tax issues;
- Some common types of planned gifts in Canada;
- How to introduce and discuss planned gifts with your donors ... and more!
ㅤ Who should attend?
Anyone who wants to gain a basic understanding of this strategic approach to fundraising, including:
- Fundraising professionals who wish to add additional gift planning ‘tools and techniques’, and providing value to donors, enabling them to give more by taking advantage of the generous tax benefits
offered by the Canadian Government.
- Board members and/or Executive Directors who’ve heard gift planning is “the way of the future”, and wish to learn more about this area before starting a gift planning program at their charity.
- Professional Advisors who work with clients to achieve their philanthropic goals.
ㅤ
Date: Tuesday, June 11 & Wednesday, June 12, 2024
Time: 12:00 pm - 4:30 pm ET
Location: ONLINE
Presenter:
Paul Nazareth, MFA-P, CAGP
Cost (tax-exempt): CAGP Members: $500 / Non-members: $550
Deadline to register: Friday, June 7, 2024
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