Planned Giving Program? Why NOW is the Time: Resources
Thank you to Paul Nazareth for a wonderful session and for providing some great resources! See the resources mentioned during the webinar below:
Gift Planning education:
USA: https://charitablegiftplanners.org
Canada: https://www.cagp-acpdp.org
CAGP Resources:
Free bequest one pager for small charities https://bit.ly/CAGP_FreeOnePageBequest
Free webinar, planned giving for small shops https://youtu.be/IeZtLgo_i2s
To be part of the bequest campaign Will Power https://www.cagp-acpdp.org/en/will-power
CAGP textbook for finance and fundraising http://bit.ly/CanadianGivingTexbook
To get free updates on planned giving from CAGP https://bit.ly/GetFreeUpdatesfromCAGP
A history of CAGP philanthropic advocacy & influence of tax policy in Canada https://bit.ly/CanadianPhilanthropy_CAGP
New data on Wills and bequests in Canada https://bit.ly/CAGP_LegacyReport
Resources for Professional Advisors:
Having the philanthropic conversation http://bit.ly/ThePhilanthropicConversation_CAGP
Quick guide for Advisors to having this conversation http://bit.ly/AGuidetoGiftPlanning
CAGP : Showing Advisors why philanthropy = profit: Doing Good for Business http://bit.ly/AdvisorsAndPhilanthropy
Professional advisor philanthropy designation http://bit.ly/PhilanthropyDesignation (10% discount for CAGP Advisor Members)
Advisor competency roadmap https://bit.ly/AdvisorRoadmapCAGP
How can CAGP help advisors? https://www.cagp-acpdp.org/en/professional-advisors
Contact Paul Nazareth:
VP, Education & Development. Canadian Association of Gift Planners (CAGP)
Toll-Free: 1.888.430.9494 x226
www.cagp-acpdp.org
Mobile & Text: 416.554.7542
Email: pnazareth@cagp-acpdp.org
LinkedIn: https://www.linkedin.com/in/paulnazareth/
Twitter: https://twitter.com/UinvitedU
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