Bequest Administration Essentials - Fall 2024

CAGP Members: Please be sure to sign in before continuing to register. 

Bequest Administration Essentials is now full but we do have a waiting list and we'd be happy to add you to it. Please email Erin Kuhns at ekuhns@cagp-acpdp.org and you'll get a response very shortly!

Bequest Administration Essentials - A Deep Dive for Charity Professionals

Gifts from Estates are an increasingly important source of revenue for charities – and also subject to far more stringent legal and financial oversight than gifts from a living individual. Is your charity receiving gifts from Estates?  From acceptance & acknowledgment to account review, releases and receipting, this course will cover how to manage your program and stay on the right side of the law & tax rules. We’ll also delve into how to handle delicate conversations with executors, lawyers, family, loved ones, and the important role of recognition for these special gifts, as well as explore future trends and emerging issues like the growing source of bequests from donor advised foundations.

Who is this course suitable for?

• Charity staff
  • Bequest administrators 
  • Finance staff 
  • Executive Directors of small charities
  • Fundraisers whose job description includes estate admin
  • Gift processing staff
• Advisors who work on estates which include charitable gifts:
  • Lawyers
  • Law clerks
  • Trust Officers

Four sessions; each session is 2.5 hours

Dates: Thursdays: September 19 & 26 and October 10 & 17, 2024 

Times: 1:00 pm - 3:30 pm ET each session

Agenda: Click here to view the agenda 

Cost:

Early Bird Price  (April 25 - August 11, 2024)
CAGP Members $700
Non-members $800

Regular Price (August 12 - September 13, 2024)
​CAGP Members $750
Non-members $850

Strongly recommended reading to complement the course:  Bequest Management for Charities in Canada, 2nd Edition by M. Jasmine Sweatman

More details