Bequests in Canada: 16 Steps to Creating a Planned Giving Program

Posted by Mark Blumberg on 04/01/2008 | comments (0) | forward to a friend
Published under Charity Law In Canada | Canadian Planned Giving

Here is a copy of a presentation I recently delivered on promoting bequests to charities.  As charities seek to diversify or increase revenue, bequests become an even more important potential source.  It covers some of the advantages and disadvantages with using bequests, whether an organization should create a bequest program, 16 steps to setting up a planned giving program that emphasizes bequests, as well as legal, ethical, and practical issues to keep in mind. 

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