The Will and Planned Giving Vehicles: 2 full-day workshops with Colleen Bradley   Attend one or both days in-person or online

Join us for one workshop or both, either in-person or via webcast - two information-packed, practical full-day sessions for Canadian gift planners with Colleen Bradley, President, Planned Giving Solutions Inc.

Colleen gets rave reviews every time she teaches; don't miss this opportunity to build your skills with one of Canada's planned giving pioneers!  See Colleen's bio.

Listen to Podcasts: Colleen discusses Planned Giving topics with Ed Sluga. Listen here

The Will: what fundraisers need to know       Tuesday August 9, 2011   9 am to 4 pm est
Colleen will explain the what, when, who, how and why of wills, as it pertains to fundraising. By the end of the session you will understand the process, enabling you to help your donors make appropriate planned gifts. You will learn about:

• the key elements of Will preparation
• who should prepare the Will and why; what happens without a will
• how to choose an Executor
• what Probate is
• the two types of Power of Attorney
• benefits of a charitable bequest to the donor and the estate/ family
• the steps and timeframes for bequest administration

Download or view the Agenda here.     See Registration details below.

Planned Giving Vehicles: the backroom nitty gritty   Wed Aug 10, 2011  9 am to 4 pm est

During this fast-paced session we'll explore the various methods of making planned gifts. By the end of the day you will understand the options available, enabling you to help your donors make appropriate decisions about their gifts. You will learn about:

• Life insurance gifts
• RRSPs and RRIFs
• Charitable remainder trusts
• Charitable gift annuities
• Residual Interest gifts
• Endowments and Designated gifts

The benefits of each vehicle to the donor and an overview of the procedures for each will be discussed.

Download or view the Agenda here.    See Registration details below.

Your in-person workshop registration includes breakfast, lunch, snacks and a detailed resource kit of tools and reference materials to help you apply what you have learned.

Attend in-person one day or both: Early Bird $227/ $397 plus HST until June 3rd; $277/ $477 after
Paid subscribers to CF&P or GPIC receive a 25% discount!

Special Bonus included with your registration:
A 1 yr subscription to Gift Planning In Canada, Hilborn's monthly e-newsletter covering all aspects of the Canadian gift planning sector. A $257.00 value!

Register for one or both in-person workshops:

Your webcast workshop registration includes:
1. a detailed resource kit of tools and reference materials to help you apply what you have learned
2. online participation in the live training including technical support
3. three months of online access to the archived training

If you are unable to attend in person or prefer to join us online, we will be webcasting these workshops live on June 13^th and 14^th.  You will be able to see the video transmission, power point slides, and ask questions of the presenter, as well as chat with others watching online. You will also have access to the complete archives for your use for 3 months.

To participate all you need is a computer with a fast internet connection, but registration is required. Technical support is provided.

Attend via webcast one day or both:
Single webcast attendee Early Bird $227/ $397 plus HST until June 3rd; $277/ $477 after
Webcast Group attendance: Early Bird $327/ $497 plus HST until June 3rd; $377/ $577 after
Paid subscribers to CF&P or GPIC receive a 25% discount!

Special Bonus included with your registration:
A 1 year subscription to Gift Planning In Canada, Hilborn's monthly e-newsletter covering all aspects of the Canadian gift planning sector. A $257.00 value!

Register for one or both webcast workshops:Register for Webcast Now!

 
These workshops are presented with the generous support of