DATE: Wednesday, October 5, 2016
LOCATION: Alumni Hall (VC 112), Victoria College, University of Toronto, 91 Charles Street West, Toronto, ON M5S1K6 ~ MAP
TIME: 8:00 - 8:30 am: Continental breakfast and networking ~ 8:30 – 10:00 am: Presentation
COST: Members: $35.00 Non-Members: $45.00 (+ HST)


Many charities are wary of introducing “gift planning” because they think they need to hire an expert to talk to donors about the tax advantages of planned gifts. In fact, most prospective donors want to talk with your charity about WHY they want to make a gift, and WHAT it will accomplish, not HOW.

The best news is that sensitive communication around these life and death issues can be learned.
Though interaction, case studies based on real life situations, and information, you’ll get some practice in having the conversations. This session will help you understand the key concerns of our elders so you can have meaningful conversations that lead to a confirmed gift. You will learn effective, relevant and inexpensive marketing activities, and will leave feeling confident about welcoming your supporters to consider a planned gift to your charity.

Participants will leave having learned:

  • Keys to comfortable legacy conversations
  • Basics of stewarding the legacy promise over time
  • How gift planning can fit in your charity

Jill Nelson, CFRE

Associate Vice-President, Estate Giving

The Princess Margaret Cancer Foundation

In a fundraising career spanning 25 years, Jill has worked for a variety of charities, large and small.  For the last 14 years she has specialized in planned giving, at the Canadian Cancer Society Ontario Division and at The Princess Margaret Cancer Foundation where she is Associate Vice-President, Estate Giving. Jill loves to learn and does so by doing and sharing. She is on the CAGP’s Faculty for “Gift Planning Fundamentals” and “Original Gift Planning” courses.