Planned Giving in the Independent School: A Case Study

A college or university campus

Join PGgrowth Senior Consultant and Philanthropy Officer of Lakefield College School Theresa Butler-Porter and David Fisher, Manager, Legacy Giving, Trinity College School as they discuss the importance of planned giving in the advancement program of independent schools.

This FREE WEBINAR will also outline actual program by-the-numbers results with practical steps taken to achieve them at Trinity College School – most carried out throughout the pandemic. This session will show how any independent school can establish and launch a planned giving program to take advantage of this incredibly important program of fundraising.

Your presenters

Theresa Butler-Porter, Senior Consultant at PGgrowth

A philanthropy professional with over 25 years of experience Theresa has worked for top organizations such as United Way of Peterborough, Trent University and the Peterborough Regional Health Centre Foundation. She has been at Lakefield College School Foundation for the past 16 years. Theresa has also been a Senior Consultant with PGgrowth for 4 years and is always willing to share her expertise and creativity, Theresa is well-known in the independent school sector as a popular and enthusiastic presenter and has spoken at events across Canada. Contact Theresa at 705-772-0843 or at [email protected].

David Fisher, Manager, Legacy Giving at Trinity College School

David Fisher started his advancement career as the Director of Alumni and Parent Relations at Trinity College School. He spent five years working at University of Ontario Institute of Technology in advancement services and then returned to Trinity College School where he is responsible for legacy giving, donor reporting, and prospect management. Contact David at 905-885-3217 ext. 1235 or at [email protected].

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