Association of Fundraising Professionals
Fundraising day home

Stocks, Bonds, Securities and Estates

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11:00 am - 12:30 pm (2-2)

Stocks, Bonds, Securities and Estates

Presenters: Yannick Archambault, Senior Vice President & National Director,
BMO Harris Private Banking and Ina Hupponen, Associate Director, Development,
Ontario Institute for Studies in Education (OISE) of the University of Toronto

Learning Outcomes

  • Gain an understanding of charitable gift vehicles such as Stocks, Bonds,
    Securities and Estates
  • Learn how to integrate Gift Planning in a very practical way into your small or
    large gift shop

Canadians have dramatically increased their sophistication in Gift Planning. Learn how the national philanthropic landscape is changing with various available consumer donation products and how to position your charity to reach out to those who believe in your charity’s mission and vision.