Please join us for a special roundtable discussion about ethics in planned giving and fundraising. Five industry professionals will bring their expertise and perspectives to the discussion, and will answer your questions about this vitally important topic.
Date: Wednesday, April 13
Time: 12:00 - 1:00
Via Zoom - link to be sent to registrants on April 12
Cost: FREE
Panelists
Nora Yeates, CFRE
CEO, Cancer Foundation of Saskatchewan
Nora Yeates has been involved in the nonprofit and charitable sector for the past 25 years. As Administrator for the Town of Craik followed by a Director position with the Saskatchewan Regional Parks Association, Nora then stepped into the charitable sector beginning with the Canadian Cancer Society. Since then Nora has worked with the Hospitals of Regina Foundation, the University of Regina and in 2018 became the CEO of the Cancer Foundation of Saskatchewan.
Nora is a graduate of the University of Saskatchewan – College of Commerce in Marketing and Quantitative Analysis, has completed the Community Shift Leadership Program at the Ivey School of Business and is a Certified Fundraising Executive.
Nora believes in community involvement. She is an advocate for the Association of Fundraising Professionals and has volunteered at both the local and national level for more than ten years.
Kurtis Krug
Financial Security Advisor, Freedom 55 Financial
President, CAGP Saskatchewan South
I reside in Regina and live with a wonderful wife, two great children and a “warrior princess” rescue dog. I have been a professional financial advisor for over 35 years. For many years I have focused my profession on being a Philanthropic Advisor – helping donors with their charitable decisions and helping charities with their fundraising efforts.
I specialize in philanthropic endeavours such as legacy gifts, financial donations in kind, and donor advised funds. I also provide financial/retirement/estate planning, life insurance and investment products, group benefits and living benefits.
In my spare time I enjoy walking and hiking with my family and family holidays that involve nature hikes. I support many local, regional and national charitable and non-profit organizations with volunteer and financial contributions. Some of my volunteer activities are with the Kidney Foundation of Canada (national vice president), the Diocese of Qu’Appelle (chairman of the board of trustees), and REZYSA (Regina East Zone Youth Soccer Association – president).
I am enjoying my time on the board of the CAGP Saskatchewan South Chapter, working alongside caring individuals who are making a difference in our community, and I appreciate all of the wonderful ways CAGP can support South Saskatchewan charities and donors.
Yolanda Benoit
Senior Manager, Will & Estate Gifts, BC SPCA
As Senior Manager, Will & Estate Gifts at The BC SPCA since March 2013, Yolanda works with supporters, professional advisors and executors, passionately exploring, determining and facilitating the final legacies of donors, many of which are complex and challenging, as well as those with legal claims. Previously, she spent over 10 years raising funds in the healthcare sector. Yolanda is a director on the CAGP National Board and a member of the Vancouver Chapter, the Fraser Valley Estate Planning Council, and an Associate Member of STEP, where she earned her Certificate in Estate and Trust Administration. She pursues her passion of gift planning and estate administration thanks to the support of her husband, two sons and dog, Digger!
Jeffrey Norwig
Partner, McDougall Gauley LLP
Jeffrey’s primary practice areas are estate planning, estate administration, residential and commercial real estate, and corporate governance. Jeffrey has provided comprehensive legal advice in these areas and has presented on these topics to many organizations.
Jeffrey is a board member of the South Saskatchewan Chapter of the CAGP and also a board member of the Regina Estate Planning Council.
Jeffrey was born and raised in on a farm in Wolseley, Saskatchewan. He obtained his Bachelor of Administration (with Distinction) from the University of Regina in 2004 and his Bachelor of Laws from the University of Saskatchewan in 2005.
Bev Cooper
Senior Development Officer, Royal University Hospital Foundation
For me, it’s always been about people, learning their stories and building solid relationships along the way. Connecting people with each other can only lend itself to positive interactions and meaningful engagement. I enjoy creating opportunities for like-minded individuals to belong and to come together for a common cause.
My fundraising career began with McGill (Planned & Major Giving) in the mid-90s. Love brought me to Saskatchewan where I spent the next 21 years developing a proactive gift planning program that raised over $80M in PG expectancies. I joined Royal University Hospital Foundation in December 2020 as its Senior Development Officer where I help people turn their feelings into purposeful acts of helpfulness and hope.
I look forward to a great discussion! Thank you CAGP Saskatchewan South for hosting us.
