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Alberta North CAGP
เข้าร่วมเมื่อ 30 มี.ค. 2021
Gifts of Life Insurance Exploring the Opportunities
We welcomed Ross Young, CA, CFP, FEA from ICP Planning to explain some of the opportunity with life insurance for charitable giving. A way to exponentially grow a donor's contribution, life insurance is a medium that can make a large impact. But with so many nuances it can be tricky to understand or explain to a donor. Ross will broke down the details for us and gave some great scenarios.
มุมมอง: 4
วีดีโอ
Crafting Compelling Legacy Messages
มุมมอง 2424 วันที่ผ่านมา
In this dynamic webinar, Aimee Lindenberger dives into the art of crafting compelling legacy messages that resonate with donors and inspire action. Presented via webinar December 5.
Marketing Legacy Giving to a Millennial Audience
มุมมอง 334 หลายเดือนก่อน
Presented by Charlotte Field and Melanie Scholz, CFRE
NEW RESEARCH IN LEGACY GIVING WITH BLAKELY
มุมมอง 1410 หลายเดือนก่อน
Kimberley Blease, EVP Strategic Solutions & Consultancy from Blakely provided a personal walk-through of Blakely’s newest donor research looking at attitudes towards legacy giving in Canada . She shares hot-off-the-press insights that look at new donor audiences open to legacy, what donor needs drive connection and how legacy can truly make a difference to your donor relationships and inspire p...
What's the Legacy Story in Alberta?
มุมมอง 16ปีที่แล้ว
With research from numerous sources including Stats Canada and CRA, Jennifer Robins from Environics takes us through the changing demographics and financial outlook of our province's population with a look into the progress of the intergenerational wealth transfer tailored to our work.
video1868907854
มุมมอง 13 ปีที่แล้ว
Get Visible with your Video! Jesse Szymanski from Modern muse Media teaches us tips & tricks for the best shots.
2021 Holiday Celebration with Wayne Lee
มุมมอง 173 ปีที่แล้ว
Magic before your eyes, energy through your computer, and the power of positivity, repetition, and goal setting through the unique entertaining and inspiring words from Wayne Lee. Happy Holidays CAGP!
Are you familiar with CEAN?
มุมมอง 443 ปีที่แล้ว
Did you know there is a Certified Executor Advisor Network in Edmonton? Through professional networking and public engagement, the Edmonton Chapter of CEAN exists for the betterment of Estates Literacy, assisting and raising awareness amongst Canadians of this often very misunderstood area of the law. Please join us for a discussion with the CEAN Edmonton Chapter president, Sonia Egey-Samu, as ...
Money Mindset overcoming limiting money beliefs to raise more money than you ever thought possible!
มุมมอง 163 ปีที่แล้ว
Each of us has a very personal relationship with money. As professionals who work with high net worth individuals, we must first understand our own money mindset before we can fully serve our donors and our missions. In this interactive session we’ll discuss the eight main money archetypes, their characteristics, and how philanthropy fulfills a human need for each of them. The learning outcomes...
The Trifecta of Philanthropy and Planned Giving
มุมมอง 383 ปีที่แล้ว
Three brothers working to advance philanthropy and planned giving within Canada will share their insights and experiences in this conversation you won't want to miss! Mike Meldrum is the President and CEO of the Calgary Health Foundation. Bryce Meldrum is the Director of Advancement for the Faculty of Medicine & Dentistry at the University of Alberta. Steve Meldrum is the President of Swell Pri...