Funding Trends for Environmental Charities: Major and Planned Gifts – The Secrets of “How” and “Why”
Event Details
*A recording of the webinar will be made available to all those who register. The recording will only be available until November 10, 2019.
In 2019, every major gift is a planned gift. It requires discussion with donors and planning to have the funds sent to the charity, including a conversation between a donor and their advisor about the best way to give for current taxes and hopefully, including in an estate plan. David Love is one of Canada’s most experienced and well known environmental fundraisers with a history of framing stories for social good that fuel fundraising. Paul Nazareth is one of Canada’s foremost gift planning educators of charities, donors and advisors on how to fund social good. This webinar will focus on the “why”, where David will share how to craft your donor discussion and what journey you need to take them on and the “how” where Paul will highlight how to ensure your leadership, fundraising and finance staff ( which may all be you ) are primed to activate, receive, receipt and administrate the next generation of donations. You will raise more by attending!
About Paul Nazareth
Paul Nazareth is a leader in Canada’s philanthropic sector with over 19 years’ experience. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he was most recently was VP at the charity CanadaHelps. He has been a philanthropic advisor with Scotia Wealth, spent over a decade with charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. Paul is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, on the Advisory Council of the Carleton Masters in Nonprofit Leadership program, a speaker in every Province with the Association of Fundraising Professionals, a faculty instructor on Advisor Education with Knowledge Bureau as well as tax and advisor communities like Advocis, CPA and Estate Planning Councils. Paul writes on philanthropy for a variety of publications as well as appearing on national radio and television to speak about creating a personal legacy through charity.
About David Love
David raised his first dollar for the environment in 1969. His current obsession is helping environmental and social justice organizations reap the benefit of the coming legacy tsunami. Whenever he can, he works with his daughter’s direct response company, Agents of Good, where he is affectionately known as “The Godfather of Good.” He relishes working with these champions of donor-centered fundraising. He worked at WWF-Canada for 20 years and he’s still there one day a week supporting their legacy program – a program he started in 1982. He learns more about legacy fundraising every day.
In 2013, his colleagues in the AFP Greater Toronto Chapter recognized his efforts by awarding him their lifetime achievement award. Far from marking the end of David’s career, this inspiring recognition spurns him on to be a better fundraiser every day. He does that by continuing to put donors first.
URL: https://sustainabilitynetwork.ca/product/funding-trends-for-environmental-charities-major-and-planned-gifts-the-secrets-of-how-and-why/
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