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Meeting notes for leave a legacy meeting
The meeting discussed several action items and takeaways from a previous Leave a Legacy event:
1) Feedback from the event was positive and suggested following up with charities to join the network and potential donors identified.
2) Future events could include breakout sessions on topics like tax planning and how charities engage donors. Training partners and volunteers was also discussed.
3) Defining roles within the Leave a Legacy network and committees for tasks like events, partnerships, marketing, and education programs.
Notes from working group Oct 24, 2011
The working group reviewed progress of the Leave a Legacy (LAL) public awareness initiative. They agreed it is important to deliver on promises to partners. It was suggested to have regional champions in major communities served to provide oversight. The group's website www.leavealegacyseo.ca will launch on October 28th. Key areas of focus are partnership promotion and media outreach. Action items were assigned to develop partnership materials, establish social media accounts, obtain media contacts, and identify regional champions.
Notes from leave a legacy session jan 9 2012
The document summarizes notes from a Leave a Legacy working group session on January 9th, 2012. Key discussion points included developing a strategic plan for PSAs across various media platforms by March 31st. The group agreed to try both a glossy magazine-style insert and a newspaper insert to promote the initiative. They also planned two seminar events in May - one in Quinte and one in Kingston - to educate donors. Champions for the initiative were identified for different communities. The group discussed various partnership and outreach strategies and next steps.
Agenda April 30 2012
The document provides an agenda and summary of activities for a working group session on promoting the LEAVE A LEGACYTM program in Southeastern Ontario. It outlines objectives to review progress and plans for May 2012 activities. Details include partnerships secured to date, upcoming educational events in May, proposed social media and media outreach, and plans for the coming year including additional educational sessions and a membership drive.
Afp members nov 2012
This document contains a list of names, email addresses, job titles, and company names. There are over 100 individuals listed from various organizations in Ontario, including Queen's University, hospitals, non-profits, colleges, and other educational institutions. The list includes development officers, directors of philanthropy, executives, managers of fundraising and communications, and others in roles related to advancement, marketing, and community outreach.
Estate planning survey may 2012
The document contains questions about the respondent's assets, values, philanthropic motivations and preferences. It asks the respondent to rank order their obligations for distributing wealth, important values, and associations. It also asks about motivations for estate planning, ideal allocations with no taxes, and statements that reflect their views on inheritance and charitable giving.
Agenda - March 28, 2011 final
The document outlines an agenda for a working group meeting to develop marketing goals and a strategic activity plan for the LEAVE A LEGACY program for 2011/12. Participants are asked to identify a target for the program, share resources and talents, provide planning direction, and accept leadership roles. The agenda includes an introduction, business planning presentation, orientation, group discussion on short-term goals, long-term vision, strengths, challenges, and assigning responsibilities.
Meeting notes for lal sept 11
The Leave a Legacy Southeastern Ontario (LAL-SEO) board met to review past meeting notes and discuss strategic planning. Financially, LAL-SEO is stable with funds from a recent event and annual grants. Over the next month, a core group will define LAL-SEO's mission and goals for the next two years. The board is looking for a new chairperson as the current chair is taking a new role. Upcoming education events were announced and the next board meeting is scheduled.
Recommended
Meeting notes for leave a legacy meeting
The meeting discussed several action items and takeaways from a previous Leave a Legacy event:
1) Feedback from the event was positive and suggested following up with charities to join the network and potential donors identified.
2) Future events could include breakout sessions on topics like tax planning and how charities engage donors. Training partners and volunteers was also discussed.
3) Defining roles within the Leave a Legacy network and committees for tasks like events, partnerships, marketing, and education programs.
Notes from working group Oct 24, 2011
The working group reviewed progress of the Leave a Legacy (LAL) public awareness initiative. They agreed it is important to deliver on promises to partners. It was suggested to have regional champions in major communities served to provide oversight. The group's website www.leavealegacyseo.ca will launch on October 28th. Key areas of focus are partnership promotion and media outreach. Action items were assigned to develop partnership materials, establish social media accounts, obtain media contacts, and identify regional champions.
Notes from leave a legacy session jan 9 2012
The document summarizes notes from a Leave a Legacy working group session on January 9th, 2012. Key discussion points included developing a strategic plan for PSAs across various media platforms by March 31st. The group agreed to try both a glossy magazine-style insert and a newspaper insert to promote the initiative. They also planned two seminar events in May - one in Quinte and one in Kingston - to educate donors. Champions for the initiative were identified for different communities. The group discussed various partnership and outreach strategies and next steps.
Agenda April 30 2012
The document provides an agenda and summary of activities for a working group session on promoting the LEAVE A LEGACYTM program in Southeastern Ontario. It outlines objectives to review progress and plans for May 2012 activities. Details include partnerships secured to date, upcoming educational events in May, proposed social media and media outreach, and plans for the coming year including additional educational sessions and a membership drive.
Afp members nov 2012
This document contains a list of names, email addresses, job titles, and company names. There are over 100 individuals listed from various organizations in Ontario, including Queen's University, hospitals, non-profits, colleges, and other educational institutions. The list includes development officers, directors of philanthropy, executives, managers of fundraising and communications, and others in roles related to advancement, marketing, and community outreach.
Estate planning survey may 2012
The document contains questions about the respondent's assets, values, philanthropic motivations and preferences. It asks the respondent to rank order their obligations for distributing wealth, important values, and associations. It also asks about motivations for estate planning, ideal allocations with no taxes, and statements that reflect their views on inheritance and charitable giving.
Agenda - March 28, 2011 final
The document outlines an agenda for a working group meeting to develop marketing goals and a strategic activity plan for the LEAVE A LEGACY program for 2011/12. Participants are asked to identify a target for the program, share resources and talents, provide planning direction, and accept leadership roles. The agenda includes an introduction, business planning presentation, orientation, group discussion on short-term goals, long-term vision, strengths, challenges, and assigning responsibilities.
Meeting notes for lal sept 11
The Leave a Legacy Southeastern Ontario (LAL-SEO) board met to review past meeting notes and discuss strategic planning. Financially, LAL-SEO is stable with funds from a recent event and annual grants. Over the next month, a core group will define LAL-SEO's mission and goals for the next two years. The board is looking for a new chairperson as the current chair is taking a new role. Upcoming education events were announced and the next board meeting is scheduled.
Moving forward 2013 event
This document outlines 10 suggestions for improving a legacy event focused on helping charities and non-profits. The suggestions include providing speakers and materials for staff and boards, holding more workshops in additional locations, offering volunteer training and mentorship, increasing networking and information sharing between members, raising more public awareness of legacy giving, and sharing membership rosters.
Leave a legacy survey question 1,2 & 3 2013 event
The document contains responses from 25 individuals answering the questions "What did you find most helpful today?" and "How could we as a Leave a Legacy Partnership help you succeed?". Some of the key takeaways mentioned were gaining clarity on how to start a legacy giving program, understanding the various gift options, and appreciating the practical examples and stories shared. To help succeed, respondents requested resources like presentation materials, volunteer training, and continuing educational workshops to keep the momentum going.
May event flyer 2 2013 new
This document provides information about an upcoming seminar on legacy giving and fundraising strategies for local charities. The seminar will take place on May 30th from 12pm to 4:30pm at St. Lawrence College in the Empire Boardroom. The cost is $50 for one attendee, $40 each for two attendees, or $30 each for three or more attendees. Space is limited so those interested are encouraged to register before May 24th. The contact for registration is Dawn Harris at 613-507-5433 or dharris@faithlifefinancial.ca.
Leave a legacy rate sheet 2012
The document provides advertising rate and deadline information for a publication. A full page ad is $775 and the deadline to submit materials is Friday, October 26, 2012. Premium positions like back cover and inside front cover are available for $850 and $800 respectively. The publication has a circulation of over 57,000 homes across communities in Eastern Ontario.
Lal flow chart june 2012
The document outlines the organizational structure for an initiative called "Leave a Legacy of South Eastern Ontario". It includes various coordinator and chair positions such as the Treasurer, Secretary, Program Chair, Marketing & Communication Chair, Partnership Chair, and chairs for coordinating seminars/volunteers, education/training, social media, print media, radio/TV, and membership. It also notes the need to find a co-chair for the Quinte region.
Lal meeting july 25th
The LAL meeting summarized plans for partnership initiatives in the coming year, including a potential insert in the EMC publication in November to raise awareness, a luncheon in late September to promote benefits of partnership, and professional development seminars. Attendees discussed funding these events and how to better engage existing partners through regular communications and online resources. The group reviewed roles and responsibilities and will continue planning fall activities.
Partner List May 2012
This document provides contact information for various organizations and individuals that are partners of Leave a Legacy Southeastern Ontario, an estate planning nonprofit. It lists over 50 partners including nonprofit organizations, financial advisors, law firms, and others that can help connect people with estate planning and leave a legacy through planned gifts. An upcoming panel event is also advertised to discuss estate planning with industry experts.
Leave a Legacy May 2012 flyer
The document announces two panel discussions on estate planning to be held in Belleville and Kingston. The agenda includes a panel discussion on leaving a legacy through effective estate planning and charitable giving, as well as a question and answer session and lunch with the panel members. Industry experts will discuss how attending individuals and their families can update their estate plans to potentially incorporate bequests or gifts in order to create lasting legacies and support charitable causes. The events are free and open to all individuals to encourage taking action to address financial needs and legacy planning.
Partner license agreement 08 09
This document outlines the terms of a partner license agreement for use of the "LEAVE A LEGACYTM & Sunrise Design" trademarks. It specifies that all rights to the trademarks are owned by NCPG and licensed to CAGP. It requires partners to submit materials featuring the trademarks for approval and comply with quality standards. The agreement is valid for one year and requires signatures from the partner and local roundtable chair committing to the trademark use requirements.
Notes march 26 2012
This document summarizes the notes from a working group meeting of the Leave a Legacy program in Southeastern Ontario. It provides updates on partnerships, planned activities for promotion in May 2012 including an editorial insert and education events, a potential partnership with EMC, use of social media and plans for the coming year. The goal is to continue expanding partnerships and promoting legacy giving in the region.
Minutes of working group march 28th
This document provides notes from a working group meeting about the Leave a Legacy (LAL) public awareness initiative. The group discussed establishing target audiences such as those over 65 with wills, promoting LAL through social media and partnering with local organizations. Key ideas included having the LAL brand recognized in the community and building partnerships. Next steps included developing a PowerPoint, obtaining promotional resources and comparing website options. The goal is to relaunch LAL in Southeastern Ontario through community events, advertisements and establishing sponsorship packages.
Leave a legacy ad 3c2
Prepare or update your Will to ensure your money is distributed as you intend and consider leaving a gift or percentage of your estate to charities you support through your Will. You can also name charities as beneficiaries of life insurance policies, RRSPs or RRIFs to make a lasting impact with a gift through your estate. Updating financial plans can help charities in Southeastern Ontario continue their important work long after you are gone.
Estate planning survey
The document contains questions about how a person accumulated their assets and their motivations and priorities for distributing their wealth, including through estate planning. It asks about obligations to heirs versus charity, values and motivations around inheritance, and preferences regarding recognition for philanthropic contributions during life and after death. The questions aim to understand an individual's full approach to asset distribution, both lifetime giving and estate planning.
Brainstorming ideas for leave a legacy 2011
The document lists various ideas for promoting and raising awareness of the "LEAVE A LEGACYTM" program, including:
1) Reviving an insert in the local newspaper and developing joint policies and speaker lists.
2) Getting the message out through multiple sources and personalizing it so it's not forgotten.
3) Using social media like Twitter, LinkedIn, and Facebook to spread the word.
4) Encouraging celebrities to include the tagline when signing off on social media.
5) Conducting training for professionals on opening conversations about donations.
Agenda - March 26, 2012
The document outlines plans for the Leave a Legacy working group meeting on March 26, 2012. It discusses upcoming activities like a magazine supplement in May 2012 coordinated by Colleen Fitzpatrick Killorn and panel events in Belleville and Kingston that month. The document also provides an overview of activity since the last meeting in March 2011, including developing partnerships, an online presence, and education events. Finally, it discusses potential next steps like approaching local councils to proclaim May as Leave a Legacy month and expanding media outreach and partnership promotion activities.
More Related Content
More from Leave A Legacy Southeastern Ontario
Moving forward 2013 event
This document outlines 10 suggestions for improving a legacy event focused on helping charities and non-profits. The suggestions include providing speakers and materials for staff and boards, holding more workshops in additional locations, offering volunteer training and mentorship, increasing networking and information sharing between members, raising more public awareness of legacy giving, and sharing membership rosters.
Leave a legacy survey question 1,2 & 3 2013 event
The document contains responses from 25 individuals answering the questions "What did you find most helpful today?" and "How could we as a Leave a Legacy Partnership help you succeed?". Some of the key takeaways mentioned were gaining clarity on how to start a legacy giving program, understanding the various gift options, and appreciating the practical examples and stories shared. To help succeed, respondents requested resources like presentation materials, volunteer training, and continuing educational workshops to keep the momentum going.
May event flyer 2 2013 new
This document provides information about an upcoming seminar on legacy giving and fundraising strategies for local charities. The seminar will take place on May 30th from 12pm to 4:30pm at St. Lawrence College in the Empire Boardroom. The cost is $50 for one attendee, $40 each for two attendees, or $30 each for three or more attendees. Space is limited so those interested are encouraged to register before May 24th. The contact for registration is Dawn Harris at 613-507-5433 or dharris@faithlifefinancial.ca.
Leave a legacy rate sheet 2012
The document provides advertising rate and deadline information for a publication. A full page ad is $775 and the deadline to submit materials is Friday, October 26, 2012. Premium positions like back cover and inside front cover are available for $850 and $800 respectively. The publication has a circulation of over 57,000 homes across communities in Eastern Ontario.
Lal flow chart june 2012
The document outlines the organizational structure for an initiative called "Leave a Legacy of South Eastern Ontario". It includes various coordinator and chair positions such as the Treasurer, Secretary, Program Chair, Marketing & Communication Chair, Partnership Chair, and chairs for coordinating seminars/volunteers, education/training, social media, print media, radio/TV, and membership. It also notes the need to find a co-chair for the Quinte region.
Lal meeting july 25th
The LAL meeting summarized plans for partnership initiatives in the coming year, including a potential insert in the EMC publication in November to raise awareness, a luncheon in late September to promote benefits of partnership, and professional development seminars. Attendees discussed funding these events and how to better engage existing partners through regular communications and online resources. The group reviewed roles and responsibilities and will continue planning fall activities.
Partner List May 2012
This document provides contact information for various organizations and individuals that are partners of Leave a Legacy Southeastern Ontario, an estate planning nonprofit. It lists over 50 partners including nonprofit organizations, financial advisors, law firms, and others that can help connect people with estate planning and leave a legacy through planned gifts. An upcoming panel event is also advertised to discuss estate planning with industry experts.
Leave a Legacy May 2012 flyer
The document announces two panel discussions on estate planning to be held in Belleville and Kingston. The agenda includes a panel discussion on leaving a legacy through effective estate planning and charitable giving, as well as a question and answer session and lunch with the panel members. Industry experts will discuss how attending individuals and their families can update their estate plans to potentially incorporate bequests or gifts in order to create lasting legacies and support charitable causes. The events are free and open to all individuals to encourage taking action to address financial needs and legacy planning.
Partner license agreement 08 09
This document outlines the terms of a partner license agreement for use of the "LEAVE A LEGACYTM & Sunrise Design" trademarks. It specifies that all rights to the trademarks are owned by NCPG and licensed to CAGP. It requires partners to submit materials featuring the trademarks for approval and comply with quality standards. The agreement is valid for one year and requires signatures from the partner and local roundtable chair committing to the trademark use requirements.
Notes march 26 2012
This document summarizes the notes from a working group meeting of the Leave a Legacy program in Southeastern Ontario. It provides updates on partnerships, planned activities for promotion in May 2012 including an editorial insert and education events, a potential partnership with EMC, use of social media and plans for the coming year. The goal is to continue expanding partnerships and promoting legacy giving in the region.
Minutes of working group march 28th
This document provides notes from a working group meeting about the Leave a Legacy (LAL) public awareness initiative. The group discussed establishing target audiences such as those over 65 with wills, promoting LAL through social media and partnering with local organizations. Key ideas included having the LAL brand recognized in the community and building partnerships. Next steps included developing a PowerPoint, obtaining promotional resources and comparing website options. The goal is to relaunch LAL in Southeastern Ontario through community events, advertisements and establishing sponsorship packages.
Leave a legacy ad 3c2
Prepare or update your Will to ensure your money is distributed as you intend and consider leaving a gift or percentage of your estate to charities you support through your Will. You can also name charities as beneficiaries of life insurance policies, RRSPs or RRIFs to make a lasting impact with a gift through your estate. Updating financial plans can help charities in Southeastern Ontario continue their important work long after you are gone.
Estate planning survey
The document contains questions about how a person accumulated their assets and their motivations and priorities for distributing their wealth, including through estate planning. It asks about obligations to heirs versus charity, values and motivations around inheritance, and preferences regarding recognition for philanthropic contributions during life and after death. The questions aim to understand an individual's full approach to asset distribution, both lifetime giving and estate planning.
Brainstorming ideas for leave a legacy 2011
The document lists various ideas for promoting and raising awareness of the "LEAVE A LEGACYTM" program, including:
1) Reviving an insert in the local newspaper and developing joint policies and speaker lists.
2) Getting the message out through multiple sources and personalizing it so it's not forgotten.
3) Using social media like Twitter, LinkedIn, and Facebook to spread the word.
4) Encouraging celebrities to include the tagline when signing off on social media.
5) Conducting training for professionals on opening conversations about donations.
Agenda - March 26, 2012
The document outlines plans for the Leave a Legacy working group meeting on March 26, 2012. It discusses upcoming activities like a magazine supplement in May 2012 coordinated by Colleen Fitzpatrick Killorn and panel events in Belleville and Kingston that month. The document also provides an overview of activity since the last meeting in March 2011, including developing partnerships, an online presence, and education events. Finally, it discusses potential next steps like approaching local councils to proclaim May as Leave a Legacy month and expanding media outreach and partnership promotion activities.