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Program Code:
120
Date:
Thursday, April 24, 2008
Time:
9:00 AM to 10:30 AM
EST
SPEAKER
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Malcolm leads philanthropic advisory services planning at Scotia Private Client Group. From 1990 to 2004, he was a gift planner in the charitable sector. He is a Friend of CAGP-ACPDP™ and the Course Director for CAGP-ACPDP™’s Canadian Gift Planning course.
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Description
A testament states a person's "facts, worth or beliefs". In the context of gift planning, a testament is a biography and vision document that accompanies an endowment fund. Malcolm will share his experience with donor biographies to document lives and intentions and to close major planned gifts.