Presentations

We are available to make instructional presentations across Canada for groups such as:

• Governing boards 
• Members of planned giving or finance committees 
• Other volunteers who assist with the cultivation of planned gifts 
• Colleagues and staff 
• Donors and prospects 
• Allied professionals  

In each case, the format of the presentation will be custom suited to your needs. 

For example, we can conduct a multi-day training session, deliver a formal address and/or provide a concise briefing at a meeting where planned giving is just one of the items on the agenda. Sample topics include: 

1. The Instruments of Giving

Charitable Bequests
          An Introduction to Charitable Bequests (overview) 
          Charitable Bequests: The Centerpiece of Every Planned Giving Program
          Planning Your Estate

Gifts of Life Insurance 
          An Introduction to Giving through Life Insurance
          Marketing the Life Insurance Gift

Gifts of Retirement Accumulation Funds
          Using RRSPs and RRIFs for Charitable Giving

Charitable Gift Annuities
Charitable Gift Annuities (overview)
And You Thought Gift Annuities Were Simple
Charitable Gift Annuities: Recent Developments & Creative Uses
Establishing and Administering an Endowment Program 

Charitable Remainder Trusts
Charitable Remainder Trusts (overview)
A Trust for All Seasons

Presentations to Allied Professionals
Charitable Giving and Your Role as an Estate Planner
How Professional Advisors Can Benefit Their Clients, Their Communities, and Themselves with Charitable Gifts
Update on Recent Developments Affecting Gift Planning
Planned Giving in a Bear Market
Plans for Accumulating and Distributing Retirement Plans

Presentations at Donor Seminars
How to Manage Your Assets to Achieve Personal and Philanthropic Goals
Tax Breaks You Can Feel Good About
Does Your Estate Plan Still Make Sense?
The Role of Charitable Giving in Estate Planning
Strategies for Accumulating and Distributing Retirement Funds
Leaving a Legacy Through Planned Giving
Gift Plans that Benefit Both Donors and the Community
Estate Planning:  How to Make it Work
Gifts by Canadians to American Charities

Ethics
Moral Authority in Gift Planning
Donor Centered Planned Giving
Ethical Issues in Planned Giving
Compensation of Gift Planning and Financial Services Professionals

Marketing and Donor Relations
Identifying Planned Giving Prospects
Marketing Planned Gifts Through the Internet
After the Gift:  When the Real Work Begins
How to Discuss End of Life Issues with Donors

Administration of Planned Giving Programs
Establishing and Administering a Planned Giving Program
Issues in the Administration of a Planned Giving Program 
Building, Marketing and Managing Endowments

Various Subjects
Supporting Organizations
Dealing with Difficult Situations
Planned Gifts for Younger Donors
Planned Giving: Things Every Executive Director Needs to Know
Advanced Planning Techniques
Some Types of Planned Gifts and Their Applications
Trends in Planned Giving
Questions From the Field

Note: In recognition of the fact that considerable time must be devoted to preparing materials in advance of a presentation, fees for seminars lasting a given period of time are usually somewhat higher than they would be for an equal amount of consulting time.

Accordingly, if all or substantially all of an entire day must be devoted to a speaking engagement, our professional fee will be $1,500 - $2,000, depending on time and location.  Fees for presentations which consume less time are negotiable. 

In addition, reasonable expenses for transportation, lodging, and meals are reimbursed by clients. (Where applicable, airfare costs can sometimes be split between charities if more than one client can be visited as part of one overall trip.) The cost of miscellaneous expenses such as courier charges and high volume photocopying may also be passed on to clients.