BUILDING RELATIONSHIPS

General

With more than 1.85 million widowed people in Canada, this panel will provide practical tips to help guide planned giving professionals in their work and conversations with widowed donors. With love, compassion and humour, we will create a safe space to explore issues of death, grief, and spousal loss and speak candidly about the role of planned giving in creating a legacy for deceased loved ones.

Moderator: Janice L. St Denis, CFRE, McMaster University

Panel: Charlotte Paul, Perspective Wealth Management of Raymond James; Holly Wagg, CFRE, Good Works; Donor Panelist TBC