Do you have an "UNplanned giving program"? Cash is king and even large charities have left this vital revenue stream strategy unstaffed and unsupported. It's time for a hard look at what's wrong and a hard restart - come to this session to hear about what's working in the best Planned Giving programs at all sizes of charity in every corner of Canada. No calculator or tax designation needed, you'll leave finally feeling like you can refresh your program so it works!

Learning Outcomes:

1. Why PG programs are not working.
2. How to build a practical reactive program that closes gifts
3. How to understand the issues involved in asset based gifts

Paul Nazareth

VP, Education and Development

Canadian Association of Gift Planners (CAGP)

Paul Nazareth is a Canadian Planned giving expert with over 18 years’ experience in the sector. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he has most recently been VP at the charity CanadaHelps as they scaled in donations to now over $160M a year. Paul has been a philanthropic advisor with Scotia Wealth and spent over a decade with charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. He is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, a speaker in every Province with the Association of Fundraising Professionals, a national faculty instructor with CAGP and writes on philanthropy for a variety of publications as well as appearing on national television to speak about philanthropic trends.