Planned Giving Programs - Exploring Basics

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Event Info
Summary:

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

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Presenter: Monica Sigurdson CFRE

Monica Sigurdson has been involved in the non-profit sector for over 10 years, with six of those having been spent within the social finance sector in Manitoba. Currently she enjoys her role with iDE Canada as Director of Philanthropy. Her experience includes securing a multimillion dollar deal with the Federal Social Finance Fund, building and launching Canada’s first Rent Guarantee Program and building fundraising programs including Planned Giving Programs. A proven nonprofit leader in fund development, program building and general management, she holds an EMERIT Event Coordination Certificate, Robertson Career College Diploma as well as her CFRE designation. Monica also serves on a variety of Boards including the Manitoba Chapter of Canadian Association of Gift Planners. In her free time, she’s an avid nature enthusiast as well as a Basketball Coach.

 

When

18 février, 8:00am to 18 février, 11:00am

Location

Winter Club
Winnipeg,  Manitoba  Canada

Contact

syakabowich@abundance.ca
Téléphone: 2048135450
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