Tools for Building Your Planned Giving Program

On behalf of the Vancouver Island chapter of the Canadian Association of Gift Planners, please join us on September 18, 2019 at the Nanaimo Golf Club, for a presentation on:

Untapped Potential: Tools for Building Your Planned Giving Program

Presented by:

Sara Neely, Director of Philanthropic Services, Victoria Foundation

Natasha Benn, Manager of Philanthropic Services, Victoria Foundation

In this session, you will learn how to develop, manage and build your legacy program. Sara and Natasha will discuss various types of planned gifts, how to receive and administer bequests, donor stewardship and recognition, tracking and reporting activities and expectancies, and marketing a planned giving program. They will also touch on policy areas that are important to address in today’s fundraising environment and practical applications of gift acceptance policies. There will also be time to share best practices.

To learn more, and to register, please register here.  Cost: $25 for CAGP members / $40 for Non members

(Includes canapes and one complimentary beverage)