Past Roundtable Meetings &
Events
March 23, 2006
Waterloo-Wellington Round Table Meeting
Topic - New Perspective on Complex Gifts
Speaker - John Jordan, CFP
- Independent Certified Financial Planner
John provided an educational and
very informative session on the use of annuities, life insurance and the
income tax act and how they can be used to not only provide planned gifts
for the future but create a major gift now while providing the donor with
the WIIFM factor - What's in it for me!.
Click here for John's presentation
Click here for the World
Village
January 19, 2006
11:45 - 1:30 PM - Kitchener
Public Library
Waterloo-Wellington Round Table Meeting
Topic - Legal Capacity
Guest Speaker:
Reg Haney from Haney, Haney and Kendall Law Office
-
How
do we protect ourselves, whether as a charity or an allied professional,
against a lifetime gift or bequest being contested?
-
What signs should we be watching for when talking to aging donors,
recognizing that some of us age faster than others?
-
When do we say "No" to a gift or bequest?
-
What other signs should we watch for that would or should cause us to
back away or seek professional advice?
-
How
can we protect ourselves against accusations of undue influence?
September
29,
2005
Waterloo-Wellington Round Table Meeting
Topic - "Dealing with
Death and Estate Issues"
Speaker -
Peter Bjerland -
President of the Lutherwood Child and Family
Foundation
Peter Bjerland, President of the Lutherwood Child
and Family Foundation will provide our CAGP Roundtable
a presentation entitled "Meeting with the family: dealing with death and
estate issues".
Peter has been at Lutherwood for 23 years and has
previous experience in stewardship planning with the Lutheran church
("Stewardship" in the Christian context means using your resources in a
responsible manner - including planning for tithes and gifts) In his role
he has met with countless families as they have made plans to make
bequests to charity. His presentation will include some information on
general issues and themes that families and donors are
feeling about death when making estate plans. He would welcome some
lively discussion after his presentation.
January 20,
2005
Waterloo-Wellington Round Table Meeting
Topic -
Estate administration
issues with charitable gifts.
Speaker -
Elena Hoffstein -
Fasken Martineau (Toronto)
Elena gave a very
informative presentation on many of the issues and pitfalls facing gift
planners when dealing with an estate and the executors and their lawyers.
Click Here for
Elena's
Presentation - MS Power Point format
November 18,
2004
Waterloo-Wellington Round Table Meeting
Topic - "Success from Activity"
Speaker - Janet Ferguson &
Colleen DeJager - London Health Sciences Centre
“Janet and Colleen provided us with an enlightening and motivational
session on how their activity through proactive donor contact results in a
very successful Planned Giving program."
Click here for Janet
and Colleen's Presentation - MS Power Point Format
September 16,
2004
Waterloo-Wellington Round Table Meeting
Topic - "Direct
Marketing"
Speaker -
Laurel Gosnell - Chief Development Officer,
London Health Sciences Foundation
As the Chief Development Officer for
London Health Sciences Foundation Laurel will share their successes in
implementing a direct marketing strategy to cultivate planned gifts. Using
a targeted system, Laura will demonstrate how their program was
implemented, what they achieved, and how their program could be adapted to
meet the needs of any not-for-profit, large or small.
Click Here for Laurel's
Presentation - MS Power Point format
