The Future of Planned Giving - The 10 Critical Planned Giving Challenges and How to Overcome Them
Thursday, April 4, 2019
7:00am – 9:00am
Vancouver Public Library, 350 West Georgia Street, Vancouver, BC, V6B 6B1
7:00 - 7:30 am - Registration, breakfast and networking
7:30 - 8:45am - Welcome and Presentation
8:45 - 9:00am - Q & A
Presented by Brad Willems, from the Donor Motivation Program, this session is designed to uncover the challenges that face the planned giving community in Canada. We'll cover both the internal and external barriers that many nonprofits face on a daily basis, such as a lack of board support or a short term focus, as well as competition and media scrutiny.
We'll discuss the evolving donor base for planned giving, specifically how the "boomers" are impacting the community, and provide valuable feedback as to what donors are responding to in the market plus key opportunities for planned giving professionals to engage with their target audience to secure a gift for their organization.
You'll leave with a better idea of the challenges you are facing and have an opportunity to develop a comprehensive planned giving strategy with the presenter.
Our Expert Speaker
The Donor Motivation Program
For 30 years Brad Willems has assisted families in implementing tax and financial strategies that maximize their inheritances and philanthropic intentions. He is a sought-after speaker, financial educator and author, having appeared on Global TV and PBS where he has discussed a variety of topics, including planning initiatives available to families and business owners.
Brad has authored the book, “No Shortcuts: Ideas for Focused Results in a Distracted World.” Brad puts into practice his strong belief in giving back and making a difference by acting as a lead sponsor and champion assisting Big Brothers Big Sisters of the Fraser Valley to raise in excess of half a million dollars over the last decade. He is a former board member of the Abbotsford Airport Authority and the current board chair of his local church. Brad is also a founding member of the Abbotsford Estate Planning Council and is currently a member of the Canadian Association of Gift Planners. Brad is passionate about redirecting every possible dollar of “social capital” (also known as tax dollars) to the organizations that work towards creating a better community, both locally and globally. As a result of his expertise, Brad has helped his audiences redirect over $3 million to the non-profit sector.
This education session is worth 2 points towards CFRE accreditation or re-certification.
Member - $35.00 + GST = $36.75
Non-Member - $60.00 + GST = $63.00
Please note Refund / Cancellation Policy:
- All cancellations 3 weeks prior or greater = $10 or 10% processing fee (whichever is greater)
- All cancellations between 2 weeks prior to 48 hours prior = $10 or 50% processing fee (whichever is greater)
- All cancellations within 48 hours prior = zero refund