Gift Planning in Canada: New Research & New Strategies to Move the Dial Forward

Presenters: Laurie Fox, MBA, CAGP and Ruth MacKenzie, CAGP

CAGP has just undertaken the most recent and comprehensive research on estate planning and legacy giving in Canada, all in preparation for Canada’s new national legacy giving campaign. This session will walk participants through the findings, and what it means for Canadian charities and advisors. We will also introduce participants to the new Will Power campaign – the latest strategy to move the dial forward on legacy giving in Canada.   

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    This session is Institute accredited CE (1.0 credit) 

This session is sponsored by Advocis; The Financial Advisor Association of Canada:

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Buy The Summer School Bundle for a discounted price on ALL the sessions.

Cost for organizations (plus tax):
 Participate in this session with up to 10 of your team colleagues in the office or virtually.
 CAGP Member: $95
 Non-Member: $160

Date

Aug 12 2020

Time

EDT
1:00 pm - 2:30 pm

Cost

$45 for members / $75 non-members

More Info

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Location

Online
Category
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