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Planned Giving: Where to Start?

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Manage episode 221617108 series 1167453
内容由From Our Vantage Point and Podcast by Vantage Point提供。所有播客内容(包括剧集、图形和播客描述)均由 From Our Vantage Point and Podcast by Vantage Point 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

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84集单集

Artwork
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Manage episode 221617108 series 1167453
内容由From Our Vantage Point and Podcast by Vantage Point提供。所有播客内容(包括剧集、图形和播客描述)均由 From Our Vantage Point and Podcast by Vantage Point 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

  continue reading

84集单集

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