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Many organizations are struggling with the decision to start a plan giving program. Many are actively engaged in various forms of fund raising and plan giving never seems to get on top of the "pile" of things to do. This interactive session will present an overview of various forms of planned giving programs that can be run with volunteers, part-time staff, and/or full-time staff. Things you need to know, structures you need to build, donated property you can readily accept, timelines to be expected, and controls you need to put in place will all be discussed. Most importantly, your questions will be answered. So bring them on May 14!
About DeWayne Osborn:
Lawton Partners’ General Manager, Chief Compliance Officer and in-house expert on charitable and planned giving, DeWayne is one of Canada’s leading authorities on planned giving. DeWayne's professional knowledge as a Certified Financial Planner (CFP) and Certified General Accountant (CGA), has made DeWayne a highly sought-after public speaker and consultant on the financial complexities and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities and life insurance products.