Engaging Your Board in Planned Giving
Scheduled for 28 Feb 2013 Register Now
Session Description:
One of the key building blocks to a sustainable and successful Planned Giving Program is the commitment by your Board to its basic principles. Securing this commitment is the most important first step that any Planned Giving professional can take. Through this presentation, discover the positioning of the program and strategies available to ensure that your board commits the necessary patience, staff-time, resources…and gifts.
Presenters:This session features Planned Giving Experts from PGgrowth.
With over 60 years of combined experience in Planned Giving, they are noted leaders in the field. They understand what it is like to do the work to gain the privilege to sit across from a donor to ask them to include a gift of support in their estate plan. We understand that donors wish to make a real difference – a transformational difference – in their community.
Colleen Bradley
Colleen Bradley, PGgrowth’s Technical Support Consultant, began her career with Royal Trust, specializing in the area of will & estate and investment planning. At Royal she guided her clients through the will planning process, offered investment advice that helped them achieve their financial goals, and consistently exceeded the annual new business target of 15 million dollars.
In 1990, Colleen joined The Heart and Stroke Foundation, Ontario where she developed a proactive Planned Giving program. In her five years there, Planned Giving annual revenue doubled, and later at The Easter Seal Society she created a comprehensive Planned Giving program that took annual planned giving bequest revenue to over 3 million dollars.
Through her consulting firm, Colleen has worked with a wide range of Canadian charities, among them The Lung Association, Friends of the Earth, Council of Canadians, Ontario March of Dimes, The Toronto Hospital Foundation, Canadian Liver Foundation, Canadian Hearing Society, Centennial College, Milton District Hospital Foundation, The Conservation Foundation of Greater Toronto, Save The Children Canada, Community Home Services for Seniors, Canadian Mental Health Association, and L’Arche.
A member of the CAGP-ACPDP, Colleen is a Past Chair of the Toronto Round Table.
Ed Sluga
Ed Sluga, PGgrowth’s Program Director, is one of Canada’s most experienced Planned Giving professionals. For over 15 years, he has helped hundreds of organizations from across the country develop and benefit from long-term, sustainable and proactive fundraising and Planned Giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed’s chief motivation is helping organizations achieve the goals of their mission within their communities.
With an unmatched perspective on the development and Planned Giving approaches available to organizations, Ed was the associate publisher of the industry-leading manual Planned Giving: Making it Happen written by the late Dr. Edward Pearce and Sherry Clodman, the editor of Canadian Gift Planning Journal, and the co-author of Worthy and Prepared.
Serving international, national, regional and local not-for-profits, Ed has also provided expertise and support in various areas of organizational development, major gift and fundraising. These include: strategic planning, organizational vision development, program creation and implementation, capacity audits and program building, action and marketing plans, professional advisor programs, marketing and communication strategies and implementation and development program audits.
Scheduled for 28 Feb 2013 Register Now