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1 KAIZEN CONFERENCE Gift Planning Fundamentals Advancing Gift Planning May 31 June 1, 2016 St. John s College 92 Dysart Road Winnipeg MB TUESDAY MAY 31, 2016 GIFT PLANNING FUNDAMENTALS TIME PRESENTER TOPIC DESCRIPTION ROOM 7:30 8:00 AM 8:00 10:00 AM Registration & Breakfast Unit 1: Overview Canadian Philanthropic Trends in Planned Giving Canadian Charity Law and Basic Tax Concepts Donations of Cash Donations of Securities 10:00 10:15 Refreshment/Networking Break 10:15 12:30 PM Unit 2: Planned Giving Vehicles Including Tax treatment, Receipting and Administration Bequests & Estate Administration Donations of Registered Assets (RRSP/RRIFs/TFSA) Charitable Life Insurance Charitable Gift Annuities Donor Advised Funds Gifts in Kind 12:30-1:30 PM Working Lunch

2 1:30-2:45 PM Unit 3: Current Gift Planning Cycle and Marketing Strategy Current Techniques and Trends, including: Marketing & Identification Cultivation & Solicitation Visits and Interpersonal skill development Gift Closure and Administration Recognition and Stewardship 2:45 3:00 PM Refreshment/Networking Break 3:00 3:45 PM Case Studies: Report and Discussion 3:45 4:30 PM Unit 4: Your Gift Planning Program Working with Professional Advisors in Law, Accounting, Finance & Insurance Starting and Growing a Program: Board, Management sponsorship Evaluating a Program and Ongoing Management/ Staffing 4:30 4:45 PM Questions/Evaluations 4:45 5:00 PM Closing Discussion 2

3 KAIZEN CONFERENCE Gift Planning Fundamentals Advancing Gift Planning May 31 June 1, 2016 St. John s College 92 Dysart Road Winnipeg MB WEDNESDAY JUNE 1, 2016 TIME PRESENTER TOPIC DESCRIIPTION ROOM 7:30 8:30 AM Registration & Breakfast Plenary Session 8:15 9:30 AM Frank Minton Lessons Learned and Challenging Issues From the man who literally wrote the book on planned giving in Canada Frank will share the practical lessons he s learned in the practice of planned giving, then move into how we can adapt to trends affecting planned giving today.

4 Breakout Sessions (Choose One) 9:35 10:35 AM Chris Chipman Option 1 The Role of the Trust Officer With Respect to Estates Kathryne Cardwell Option 2 The Art of Conversation Attendees will learn how to market with a financial advisor in the trust industry as well as gain insight into working with other financial advisors. We have a similar target market so let s work it together! Additionally, attendees will be given insight as to how a trust company does estate work including some of the functions they can perform and how it may benefit a charity. If you thought getting in the door was the hard part, you were wrong. Combining practical tips with recent research, this session will help you plan and manage your planned giving calls and ensure conversations go in the right direction knowing that in planned giving, the right direction could take several years to travel! 10:35 10:50 AM Debra Zoerb Option 3 How to Create Meaningful Opportunities to Attract, Retain and Respect Your Volunteer Corps Refreshment/Networking Break Folklorama produces the world s largest and longestrunning multicultural festival thanks to the commitment and dedication of over 20,000 volunteers. Volunteer management such as retention, succession planning, recruitment and orientation are key. This session will share highlights of Folklorama s own volunteer programs that may benefit your own consideration in the development and ongoing evolution of your volunteer management practices. 4

5 Breakout Sessions (Choose One) 10:50 11:50 AM Milan Legris Option 1 The Use of Life Insurance and Registered Gifts in Gift Planning Jane Helbrecht Option 2 Millenials: Engaging the Next Gen Donors and Volunteers Buffy Cowtan Option 3 Demystifying Social Media: Making Online Networks Work for Your Non-Profit in 20 Minutes a Day. The federal budgets of 2014 and 2015 have significantly changed the landscape in insurance and retirement planning products. Due to the changes in testamentary trusts and the new Graduated Rate Estates, insurance will likely play an increasing role as will estate planning and the timing of charitable donations.the session will help planned giving professionals identify opportunities to build upon their gift legacy gifts and unlock potential legacy assets to be available for use today. Many not-for-profit organizations are encountering challenges with an aging donor and volunteer base. Organizations are now looking to engage Millennials as they look for new ways to maintain or grow their organizations moving forward. Individuals now have the ability to work with and support organizations from all over the world that align with their personal priorities and beliefs. How can local charitable organizations leverage Millennials through new approaches to compete with the increased competition for donations and volunteer time? As non-profits, most of us face the same familiar obstacles: tight budgets, limited staff, and never enough time to get everything done. With so many other demands on your time, the fast-changing world of online networks can seem like a a waste of valuable resources but with a focused strategy and a small daily investment you can harness social media to build connections, raise awareness, and engage a huge network of potential donors who want to communicate with YOU. 12:00 1:15 PM Rick Frost Awards Lunch Philanthropy in Manitoba 5

6 Plenary Session 1:20 2:20 PM Beth Proven, Leslie Weir, Joan Blight Stewardship/Trust Stewardship is important, but great stewardship is critical! You re going to know your planned giving donors for a long time before receiving their biggest gifts. How do you make sure these special people feel appreciated and thanked? How do you show them their gifts make a difference? Experts Joan Blight, Beth Proven and Leslie Weir share their insight, experience and research in this interactive panel session. Breakout Sessions (Choose One) 2:25 3:15 PM Florence Carey Option 1 Estate Planning Understanding the recent tax changes, and how they will impact your donor and your charity Kim Jasper/Elizabeth Glaseman Option 2 Red River College Case Study: Engaging Donors through a Marketing Campaign How do we identify and cultivate donors in ways that result in meaningful opportunities for stewardship? Traditionally, engaging donors is done through activities such as gift acceptance/management, acknowledgement, recognition, and reporting. As fundraisers, we often leave marketing to brand management specialists such as internal marketing departments or out-sourced ad agencies (if we even have the budget to resource this area at all). But what if we could blend marketing and donor relations in a way that created new conversations and possibilities for relationships? Red River College embarked on such a campaign in the spring of One year later, they re sharing their award-winning idea, its risks and rewards, and what it means for the College s future in donor relations. 6

7 3:15-3:30 PM Refreshment & Networking Break 3:30 4:15 PM Moderator: Leilani Kagan Panel: Mark Evans Mark Evans Local philanthropist and fundraiser Mark will share his personal journey and how this has shaped his family's approach to philanthropy and fundraising. Leilani Kagan of TDS Law will participate in a discussion with Mark to bring forward topics that will assist fundraisers and advisors working with donors. 4:15 4:30 PM Closing Remarks 4:30 5:00 PM CAGP AGM Wine and Cheese 7