Complex? We bet you’ve said that multiple times if you are working within the sphere of legacy giving; either while exploring a new gift or working through a realized estate gift. Estate gifts have much more stringent legal and financial oversight than gifts from a living individual. Have you encountered questions where you didn’t know the answers? Do you often wonder where you might go to find out what your options are? If so, we encourage you to join us as we work through two complex estate case studies while exploring helpful tips on handling delicate conversations with executors, family, lawyers and loved ones.
Wednesday, October 23, 2024
12:00 – 1:00 pm
CAGP Members $10, Non-members $15
Via Zoom - a link will be sent to registrants the day before
Presenters
Vicki Hayter is the Director of Legacy Giving at Children's Health Foundation in London supporting Children's Hospital. A CFRE candidate, she is a proven leader with over 20 combined years of Gift Planning and Major Gift experience in healthcare, education and the arts. Vicki is in her second year as Chair of the London CAGP Chapter and at last year’s Strategic Philanthropy Conference, Vicki was named the 2023 Planned Giving Professional of the Year by the Donor Motivation Program of Canada. Vicki is driven by her passion for growth, ability to embrace change and desire to better our local communities.
Crystal Schmalle is the Manger, Legacy Programs for Hospitals of Regina Foundation. She has 12 years of fundraising experience with six years exclusively with planned giving. Crystal proudly holds her CFRE, is the Education Board Chair for the CAGP South Saskatchewan Chapter and has spoken at various events throughout the years. Her passion for philanthropy stems from wanting to make a difference in her community and make a better place for her children and for the generations to come.
