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Thursday, June 2 • 14:10 - 15:10
3-1: The Power of Planned Giving LIMITED

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Fundraising is a multi-tasking, multi-platform job where current dollars are needed most and fiscal goals often trump all.  Where can planned giving strategy fit in an environment like this?

Paul Nazareth has worked in charity teams big and small, was a philanthropic advisor in a Canadian bank and now works for Canada’s largest online charity, CanadaHelps.  We will discuss what a proactive and reactive program looks like and small things a charity can do to right away to ensure more planned gifts, even when a full time staff person is not possible.

Alberta examples will be cited and information on key partners in law, accounting, insurance and advised funds will be highlighted. This will get you set for planned giving this year!
Speakers
avatar for Paul Nazareth

Paul Nazareth

Vice President, Community Engagement, Canada Helps
CanadaHelps is North America’s largest online charity bringing donors and charities together since 2000. As Vice President of Community Engagement, Paul’s team works directly with over 18,000 charities across Canada. He has been a philanthropic advisor with the Scotiabank Group... Read More →

Thursday June 2, 2016 14:10 - 15:10 MDT
AGA: Ledcor Theatre
  Breakout session

Attendees (13)