A Primer on Charitable Bequest Administration

In this full day course, you will be guided through the legal and practical realities of accepting gifts from estates, protecting their interests and making it work in your busy charity. Look forward to lively discussion as we work on real cases and provide tips, and protocols for you to take back to whip your bequest management program into shape. Whether your responsibilities lie in gift planning, finance, governance or legal, you will benefit from this intensive day with experienced practitioners. Note: There will be reference made to both civil and common law.

View the Agenda

Sponsor: RBC Estate and Trust Services





Tuesday, April 9, 2019
Location: Fairmont The Queen Elizabeth, 900 René Lévesque Blvd. W, Montreal, Quebec
Carmela Guerriero, IQPF, TEP, MBA, RBC Wealth Management
Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
M. Jasmine Sweatman, LL.B., Sweatman Law
Cost: CAGP Members: $400* / Non-members: $450*
*Plus GST & QST

Full participation in A Primer on Charitable Bequest Administration is applicable for 8 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification. Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification!

If you have any questions about this course, please contact Erin Kuhns at ekuhns@cagp-acpdp.org.