Launching an Estate Giving Program

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What needs to be done to launch an Estate Giving Program? Establish a Committee (which meets very infrequently) Prospective Membership: • Two Board members • Long term loyal donor (who has identified that they have made a estate gift) • Local general practice or estates lawyer • Bank or Account Manager • Accountant • Financial […]

How do I prepare my charity for an Estate Giving Program?

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With approval to proceed we would recommend that the staff member responsible for the program join the Canadian Association of Gift Planners .  CAGP has a chapters across Canada and attending local chapter seminars/education events  will both increase your knowledge base and connect you with other individuals and organizations doing similar work. We would recommend […]

Why are donors interested in estate gifts?

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What motivates a donor to make an Estate Gift? Estate giving donors want to make a difference! While many individuals might want to be a major donor, many cannot afford to do so in their own lifetime. However, they recognize that a bequest gift can allow them to make a significant impact. Most estate gift […]