Planned giving donors are special. Some may even say that they're the everyday 'heroes' living amongst us while planning for a better future. They are bridging the gaps between today's needs and those of the future, so we should invest in getting to know these heroes, their stories, and their reasons for giving. Not a single charity in Canada can afford to take their eye off the ball when it comes to creating, managing or expanding your charity’s legacy fundraising program. Alexis and Brock will provide two perspectives on what this means in practice for a small shop generalist and for a big shop specialist. Now is the time to be proactive and consistent with our planned giving messaging so that our donors know and understand we are committed to them and their legacy.

Learning Outcomes:

1. An understanding of what, from your donor’s perspective will strengthen your charity’s ability to secure planned giving commitments. E.g., developing a compelling case for planned gifts, stewardship and relationship management at all stages.
2. An understanding of what, from within your charity will ensure your planned giving program is built on a solid foundation of effective and ethical best practice. E.g., what to measure and why, prospecting for new planned giving donors, influencing organizational culture, prioritizing your time and working with partners and allied professionals.
3. An understanding of how, in the public’s eyes planned giving is understood, considered and where the best opportunities exist for your charity to expand its planned giving revenue.

Alexis Gaiptman, CFRE

Associate Director, Major Gifts, Development

The Montreal Neurological Institute

Alexis Gaiptman, CFRE is the Associate Director of Major Gifts, Development at Montreal Neurological Institute and Hospital (McGill University). She is a proven leader with over 12 years of fundraising experience in healthcare. Her background is in Political Science, Women's Studies and Community Economic Development. She is driven by her passion for growth, ability to embrace new challenges and desire to better our local communities. She is a Director on the board of AFP Quebec and AFP Canada, a dedicated volunteer with AFP GTA, AFP International as well as part of the Executive for the local Montreal CAGP Chapter.

Brock Warner, CFRE, bCRE-Pro

Director, Community Giving and Innovation

War Child

Brock Warner, CFRE is the Director, Community Giving and Innovation at War Child – a charity providing humanitarian aid to children affected by war. His writing on fundraising has been published in Hilborn and was a central figure in Gail Picco’s 2017 book “Cap in Hand: How Charities are Failing the People of Canada and the World” as an example of a fundraiser able and willing to grapple with the large philosophical challenges of fundraising for increasingly polarising social issues. You can follow him on Twitter at @brockwarner, or connect with him on LinkedIn.