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UID:CiviCRM_EventID_1475_8956e17444ee51ed2535655e1f22898a@www.cagp-acpdp.org/en
SUMMARY:Bequest Administration Essentials - Fall 2024
DESCRIPTION:CAGP Members: Please be sure to&nbsp\;sign in&nbsp
 \;before continuing to register.&nbsp\;\n \n \n Be
 quest Administration Essentials is now full but we
  do have a waiting list and we&#39\;d be happy to 
 add you to it. Please email Erin Kuhns at ekuhns@c
 agp-acpdp.org and you&#39\;ll get a response very 
 shortly!\n \n \n Bequest Administration Essentials
  - A Deep Dive for Charity Professionals\n \n Gift
 s from Estates are an increasingly important sourc
 e of revenue for charities &ndash\; and also subje
 ct to far more stringent legal and financial overs
 ight than gifts from a living individual. Is your 
 charity receiving gifts from Estates?&nbsp\; From 
 acceptance &amp\; acknowledgment to account review
 \, releases and receipting\, this course will cove
 r how to manage your program and stay on the right
  side of the law &amp\; tax rules. We&rsquo\;ll al
 so delve into how to handle delicate conversations
  with executors\, lawyers\, family\, loved ones\, 
 and the important role of recognition for these sp
 ecial gifts\, as well as explore future trends and
  emerging issues like the growing source of beques
 ts from donor advised foundations.\n \n Who is thi
 s course suitable for?\n \n \n 	Charity staff\n 	\
 n 		Bequest administrators&nbsp\;\n 		Finance staf
 f&nbsp\;\n 		Executive Directors of small charitie
 s\n 		Fundraisers whose job description includes e
 state admin\n 		Gift processing staff\n 	\n 	\n 	A
 dvisors who work on estates which include charitab
 le gifts:\n 	\n 		Lawyers\n 		Law clerks\n 		Trust
  Officers\n 	\n 	\n \n \n \n Four sessions\; each 
 session is 2.5 hours\n \n Dates:&nbsp\;Thursdays: 
 September 19 &amp\; 26 and October 10 &amp\; 17\, 
 2024&nbsp\;\n \n Times:&nbsp\;1:00 pm - 3:30 pm ET
  each session\n \n Agenda:&nbsp\;Click here to vie
 w the agenda&nbsp\;\n \n Cost:\n \n Early Bird Pri
 ce&nbsp\; (April 25 - August 11\, 2024)\n CAGP&nbs
 p\;Members $700\n Non-members $800\n \n Regular Pr
 ice (August 12 - September 13\, 2024)\n ​CAGP&nb
 sp\;Members $750\n Non-members $850\n \n Strongly 
 recommended reading to complement the course:&nbsp
 \;&nbsp\;Bequest Management for Charities in Canad
 a\, 2nd Edition by M. Jasmine Sweatman\n \n More d
 etails
CATEGORIES:Courses
CALSCALE:GREGORIAN
DTSTAMP;VALUE=DATE-TIME:20240919T130000
DTSTART;VALUE=DATE-TIME:20240919T130000
DTEND;VALUE=DATE-TIME:20241017T153000
LOCATION:Online - National\n Canada\n 
ORGANIZER:MAILTO:education@cagp-acpdp.org
URL:https://www.cagp-acpdp.org/en/civicrm/event/info?reset=1&id=1475
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