Getting Started and Finding a Champion or Advocate
"The focus on bequests may seem like a stale idea, but it could never be more relevant than it is today. The wave is coming."
It's like planting an apple orchard. You have to invest in the seedlings and nurture the trees until they bear any fruit." Frank Minton, gift planning extraordinarie and mentor to most senior Canadian gift planners. Frank is also author of the definitive
gift planning book Planned Giving for Canadians
In this unit you will learn if your organization is ready to begin, discover gift planning vocabulary, find out how to obtain internal support (an advocate) and find a simple step-by-step chart outlining the various steps you need to take. There are also
tips on getting an advocate or champion from within your organization to help you.
"The G2 Toolkit is one of the best distance-learning resources. Units are structured so I can start at the beginning and learn in an orderly progression, or I can jump to any single unit when I need specific information. In every section there are template
documents that I can use with only minor changes." Betsy Rose, Garry Oak Ecosystems Recovery Team