Being at the Table: Strategic gift planning partnerships with your donor
Monday, April 17, 2023, 11:30 am to 1:30 pm at the Union Club in Victoria, BC
Join us for an educational offering hosted by the Victoria Foundation.
What does it mean to be at the table? What skills do you need to have to talk about legacy giving with your donors? How can we be proactive and advocate with our donors to be philanthropic advisors? This seminar is a panel presentation of our experts in strategic philanthropy.
In this seminar you will learn:
- How to have advanced donor conversations—that is, to work directly with donors to think through their philanthropic dream and structure that gift using their asset base, finishing by creating a plan that can be shared with their financial advisor to put into action.
- What we miss out on as fundraising professionals when we show up unprepared.
- How to partner with the donor to lead toward strategic philanthropy gifts.
This is an in-person event at the Union Club (805 Gordon Street) in Victoria, BC.
Lunch will be served at 11:30 am with the program beginning at noon.
The cost to attend is $40 per person. Price includes presentation and lunch.
Registration closes end of day on April 10. Limited seats are available.
If you have accessibility requirements, please contact us before registering at [email protected]
Please read our cancellation & refund policy.