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Planned Giving: Where to Start?

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Manage episode 221617108 series 1167453
Content provided by From Our Vantage Point, Podcast by Vantage Point, and Rowan King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by From Our Vantage Point, Podcast by Vantage Point, and Rowan King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Esther Jang, Senior Consultant with Global Philanthropic, returns as a podcast guest to share her passion for planned giving as a key fund development strategy. Whether you are new to this form of giving, or keen to understand it better – this is the podcast for you! Listen in, to learn what planned giving is all about. Discover how to create a truly donor-centred approach and integrate a planned giving strategy with major gift cultivation.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a CPA firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 221617108 series 1167453
Content provided by From Our Vantage Point, Podcast by Vantage Point, and Rowan King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by From Our Vantage Point, Podcast by Vantage Point, and Rowan King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Esther Jang, Senior Consultant with Global Philanthropic, returns as a podcast guest to share her passion for planned giving as a key fund development strategy. Whether you are new to this form of giving, or keen to understand it better – this is the podcast for you! Listen in, to learn what planned giving is all about. Discover how to create a truly donor-centred approach and integrate a planned giving strategy with major gift cultivation.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a CPA firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

  continue reading

81 episodes

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