AFP Greater Toronto Chapter Fundraising Day 2013 - Planned Giving Institute - June 5, 2013

March 10, 2013 | By: .(JavaScript must be enabled to view this email address) Mark Blumberg
Topics: Canadian Charity Law, Planned Giving and Canadian Charities

On June 5, 2013, Trevor Clark and myself will be delivering the “Planned Giving Institute” for AFP Toronto’s Fundraising Day.

Here is a brief description of the 3 hour presentation:

Planned Giving Institute: Program and Development

Wednesday, June 5, 2013 8:30 am -12:00 pm
Mark Blumberg, LL.M., TEP , Trevor Clark, CFRE
The Planned Giving Institute will help you to introduce current practices in establishing a strong gift planning program in your organization. Whether you are a sole practitioner in a small office or a development staff member in a larger team, you will learn how to lay the groundwork for a successful planned giving program, integrated it with your organization’s current programs, and engaging key internal and external advocates and learning from others who have overseen the creation of a dynamic planned giving program from the ground up. Using lecture, panel and case presentations, Trevor Clark and Mark Blumberg will discuss bequests and planned giving.
Learning Outcomes
• Learn what you need to know about planned giving to begin a new program or kick start an existing one
• Understand how to become successful without being a gift planning expert
• Take away practical tools and techniques for integrating gift planning into your organization’s development activities, sustaining the program and measuring its success.

For further information on Fundraising Day 2013 at the Metro Toronto Convention Centre and registration see:

Do you require legal advice with respect to Canadian or Ontario non-profits or charities?


Charity Lawyer Mark Blumberg

Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.
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