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USING BLENDED GIFTS TO ENCOURAGE STRATEGIC PHILANTHROPY

01:06:00

Mar 5, 2020 12:01 PM

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Speakers

Doug Puffer
Senior Consultant @PGgrowth
Doug is a recognized expert in planned giving in Canada with over 26 years of fundraising success in higher education and environmental conservation. Doug takes a scientific, systematic approach to the business of planned giving that speaks to his education and training in biology. He has learned from experience that an honest and artful connection with donors and their advisors will build relationships for charity that result in loyal support and joyful legacy giving. Until recently the Director of Planned Giving for Simon Fraser University, Doug is now Director, Personal and Planned Giving at Carleton University. A national board member for CAGP and a past mentor with the Greater Vancouver CAGP Roundtable, Doug shares his knowledge through his workshops and seminars on legacy marketing, stewardship, international planned giving, and managing gifts of real estate. Doug has also written numerous technical articles and donor stories for Gift Planning in Canada and other publications.
Grant Monck LL.B.
Senior Counsel @PGgrowth
GRANT has over twenty years of experience as a board member, gift planner and senior fundraiser with conservation, education and health organizations across Canada. Grant’s fundraising experience includes working on annual, capital and endowment campaigns, communications and government relations with specific expertise in major gift fundraising and gift planning. Working with staff and volunteer teams has been key to his success. After being called to the law societies of British Columbia and Ontario, Grant’s fundraising career began in 1995 when he developed the planned giving program for the Canadian Cancer Society. Grant then headed the gift and estate planning program for the University of British Columbia. As a member of CAGP, Grant has held the positions of National Education Chair and Chair of the Greater Vancouver Chapter.