Encouraging Bequests While Avoiding Legal and Ethical Issues
Posted by Mark Blumberg on 10/07/2008 | comments (0) | forward to a friend
Published under Charity Law In Canada | Canadian Planned Giving
Published under Charity Law In Canada | Canadian Planned Giving
I recently delivered a presentation to a number of international development charities in Ottawa entitled “Encouraging Bequests While Avoiding Legal and Ethical Issues”. It covered issues such as the CRA Fundraising Policy and its effect on planned giving and bequests, 15 steps to create a basic planned giving program with or without money, 18 legal concerns with bequests to avoid, and 6 ethical issues with bequests and planned giving to be aware of. A copy of the presentation is in PDF here.
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