Join us in this entry level planned giving session. We will explore what's required to run a successful planned giving program off the side of your desk, with minimal finances and time. We’ll also explore community resources to help you along the way including program building tools.
Learning Outcomes:
1. Overview of Planned Giving
2. Suggested forms and policies
3. Marketing tools and tips
4. Simple prospecting tips
5. Legacy Society formats
There is time allotted in the session to ask questions and explore advancing your planned giving program.
Breakfast Buffet
Registration and Breakfast @ 8 a.m.
Special Thanks to our Event Sponsors:
Filmore Riley LLP
GiftPact Foundation
Janzen Wealth Management Group of RBC Dominion Securities
ONYX Financial
United Way Winnipeg