Planned giving fundamentals Part III: Gift transfers and administration

This webinar has a special focus for finance staff and gift administrators at community foundations. What are the trends and key administrative strategies to accepting bequests in 2019 after the major change to the estate laws of Canada? Tips on accepting and administrating current gifts like securities and deferred gifts like life insurance will also be discussed. This session will exponentially increase your team’s capacity to support your leadership to foster major gift and planned giving growth at your Community Foundation.