Planned Giving 101 - 8:30am - 4:30pm

This seminar is designed for staff and volunteers who are responsible for integrating charitable gift planning into your organizations development programs. Guest presenters Barb Giba, George Jacob and Pauline Terry facilitate.

$99 per person, includes lunch

Program content

• What Is Planned Giving?
• Bequests - Bequest types, prospects, partners
• Other Legacy Gifts - Life Insurance, Annuities, Charitable Remainder Trusts, RRSP RRIF transfers
• Gifts of Securities
• Having a Planned Giving Conversation with a Donor
• Creating a Planned Giving Program
• Balancing your fund development responsibilities to include planned giving

Barb Giba

As Executive Director of Development at the University of Calgary’s Faculty of Medicine, Barb is responsible for the development and implementation of an annual $30M+ fundraising plan. While a Co-Director of the Reach! campaign, Barb has had the fortunate experience of joining and leading a $300M+ collaboration with other health organizations.

Barb’s entered into a Planned Giving role at the Calgary Health Trust in 2004. Her prior experience as a financial planner provided an understanding of the personal, financial and legal implications of legacy gifts to charitable organizations. She has helped to develop and has seen the outcomes of donor investments large and small - simple to complex.

Pauline Terry, CFP
Future Focus Financial Planners

Pauline has been a financial planner for the past 19 years, helping clients to achieve financial success in all areas of life including planning for post secondary education, retirement and estate management. Pauline specializes in Estate planning and gift giving which allows her clients to give back to the community while reducing their taxes at death. She loves what she does!

George Jacob

George Jacob is the Director of Leadership Giving at the Multiple Sclerosis Society of Canada, Alberta & Northwest Territories Division.
A graduate of Carleton University, George transitioned to the charitable sector and to fundraising by first completing the Voluntary, Non-Profit Sector Management program at Mount Royal University. Over the past 12 years, he has held increasingly senior positions with organizations that include the Calgary Zoo and United Way of Calgary.

His primary focus at the MS Society is to grow support through major gifts for immediate needs of clients and research experts, as well as planned gifts including bequests that will help sustain the organization for the future.

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Lunch Presentation - 12 noon

Planned Giving and Your Practice: Seize the Opportunities!

For years you have heard about planned giving, and perhaps now your clientele is asking for information on this growing trend in philanthropy. Guest speaker DeWayne Osborne is one of Canada’s leading authorities on planned giving and will discuss actual gifts that have transpired across Canada; examples that you can use in your practice to add true value to your client relationships. A great session for financial advisors.

$30 per person

Dewayne Osborn is the General Manager, Compliance Officer, and in-house expert on charitable and planned giving at Lawton Partners. He joined the firm in 2000.

DeWayne received the 2003 Certified General Accountants Association of
Manitoba Sharing Expertise Award. The association cited his ongoing dedication to numerous charities, as well as his leadership in furthering greater awareness and acceptance of planned giving as examples of a CGA member who has significantly advanced the social and economic life of the community.

As a Certified Financial Planner and Certified General Accountant with more than a decade of experience serving in senior positions of not-for-profit organizations, DeWayne has become one of Canada's leading authorities on planned giving. He is a much-sought-after speaker, consultant and advisor on the complexities and tremendous financial and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities, life insurance products, wills and bequests.

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Planned Giving Public Forum - 5:00pm - 7:30pm

To register call: 403 328 5297

An opportunity to invite all of your donors and prospects to a free, pressure-free evening to hear a panel of experts speak about things to consider when including a charity in their will; or using other effective gift planning tools such as gifting RRSP’s or RRIF’s, gifts of life insurance and other options. You will have the opportunity to ask questions and visit the booths set up by professional advisors, charities and other applicable businesses/organizations.

Speakers:

Dean Gallimore

FCA, Canadian Institute of Chartered Accountants.
CBV, Canadian Institute of Chartered Business Valuators.
Bachelor of Mgmt, University of Lethbridge.
Partner with KPMG LLP in Lethbridge, working primarily in the tax and valuation areas.
Founding Chair of the Planned Giving Advisory Committee at U of L.

Community Involvement:

Speaker at numerous professional development seminars,
including:

• Alberta Agriculture Tax Update for Professionals
• Legal Education Society of Alberta
• KPMG's Budget Breakfast

Lottie Austin

Lottie Austin joined the team at CIBC Wood Gundy five years ago as an Estate Planning Specialist. She holds a wealth of Insurance and Estate Planning experience, gained over the past fifteen years, while working at leading IDA-member firms. She holds degrees from Mount Allison University, The University of Maine and The University of Lethbridge. Lottie is a member in good standing in the following professional organizations:

• Financial Planners Standards Council
• Canadian Institute of Financial Planners
• Advocis
• Manulife National Advisory Board
• Society of Trust & Estate Practitioners.

Her involvement in her community has included executive positions in The Rotary Club, The Lethbridge Community Foundation, The University of Lethbridge Singers and The Crohn’s & Colitis Foundation. She is active on the Committee of Planned Giving of The University of Lethbridge and is Co-chair of the Conservatory Capital Campaign for The University of Lethbridge

Barrie Broughton

Barrie was born in Lethbridge, raised in Calgary and attended university in Edmonton. He has practiced since 1978 as a tax and corporate commercial lawyer. Aside from corporate reorganizations and commercial transactions his practice is focused on owner-manager businesses, wills, succession and estate planning. He co-founded a local manufacturing company in 1980, and maintains the family's agricultural interests.

Since 1993 Barrie has also worked as a mediator and arbitrator in selected practice areas. He is a member of the Law Society, the Canadian Bar Association, the Canadian Tax Foundation, and is a member of the Society of Trust and Estate Practitioners. He is also active in community work including the Lethbridge College, the University of Lethbridge, and the Rehabilitation Society of Southwestern Alberta to name a few.

Forum Displays

Use this opportunity to promote your organization/business to those attending Planned Giving 101 and the public Donor Forum, with booths being set up for the entire day to allow those attending any portion of the day a chance to browse.

Please ensure your material is in place in the morning and remains in place until the close of the Forum.

Regular Rate $100
Silver Sponsor $50
Gold Sponsor no charge

To register as an exhibitor at the Donor Forum or for more information please contact:
Kathy MacFarlane, Committee Chair at 403 317 2838.

Click here to download registration form

The attached letter can be customized and forwarded to your guests to encourage their attendance. Please note the RSVP is for tracking number of attendees only; we are not asking for your guests’ names or which organization has invited them.

When Terry Whitehead (BA '94) thinks back on his time at the U of L, a myriad of memories emerge - writing for the student campus newspaper, performing as Alonso in Shakespeare's The Tempest, serving as Students' Union president and hosting a show on CKUL - just to name to few.

"My time at the U of L was a very formative period in my life. My education and campus involvements shaped my world view and inspired me to be a life-long student," says Terry. As a way to ensure that both current and future students are given the same opportunities to explore their creativity, Terry supports the Play Right and Short Fiction prizes, and has designated the U of L as a beneficiary of two life insurance policies.

"I'm grateful for the education and life experience I gained as a student. Giving to the U of L has been an easy and affordable way to say thank you. Planned giving is my small way of helping ensure that the U of L will continue well beyond my days."