Understanding Your Planned Giving Prospects

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Summary:

Understanding Your Planned Giving Prospects

We all know the importance of building and maintaining a planned giving pipeline to ensure a healthy revenue stream for your charity for years to come. To do so, you need to have a clear understanding of those in the community who may leave a bequest to your charity. What motivates them? What inspires them? Jane will share her knowledge of how to focus your efforts to encourage charitable bequests.


jane_jamieson_photo.jpgJane Jamieson

Jane is a senior fundraising professional with comprehensive knowledge of all development programs. She has had her CFRE certification since 2003.

Her fundraising consulting business focuses on advancing exceptional fundraising through inspired leaders. Through training, coaching and mentoring, Jane helps fundraising staff and volunteers build their results. She has expertise in leadership giving, estate giving and annual programs. She also writes compelling cases for support and fundraising copy. She is currently consulting at KidsAbility in Waterloo.

Jane held progressive positions for 20 years at Grand River Hospital Foundation, and personally raised over $15M through leadership and planned gifts. As Director of Development, her fundraising team consistently met its annual revenue goal of $5M. As lead for the planned giving program, she generated an average of $1M annually through long term donor cultivation. 

Jane currently volunteers at St. Mary’s Hospital Foundation for Pete Viol’s Canadian Heartbeat Tour and WLU’s Athletic Department as an advisor to its Football Legacy Fund.


This session is a Lunch & Learn. Enjoy a delicious catered lunch, listen to a professional gift planner or advisor share their expertise in-person, and network with your colleagues for only $25.

When

24 January, 12:00pm to 24 January, 1:00pm

Where

The Family Centre, Room 2011, 65 Hanson Avenue

Kitchener,  Ontario  N2C 2H6 Canada

Contact

cagp.ww@gmail.com

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