Planned Giving Strategist 12 Years Experience in Planned Giving - former Director for Canadian Cancer Society, BC & Yukon Expertise in Budgeting, forecasting, promotion and administration of Planned Giving Can support your small or large organization with all aspects of establishing a PG program, policy development, infrastructure, marketing tools, 1-pagers for Senior Teams/Board, presentations, scripts and performance management tools. Developer of the Planned Giving Registry

I believe every Canadian should have an updated Will which includes a legacy to their favourite charity(s)! We make that happen by providing an opportunity to meet a local lawyers through our Free Wills Month campaigns or Canadian Free Wills Network.Donors 55+ who prefer meeting a local lawyer appreciate the opportunity to discuss their Estate plan to ensure their wishes are written for their families, friends and favourite charity(s).

Oversaw the promotion and estate management of Planned Giving Program: Deferred and Current Gifts to the Society for the province.All Wills and other Planned Gift documents for all of BC and Yukon were handled in our Vancouver office.

From 1997 to 2002, worked in the Trust Service Centre - a call centre for over 1500 ongoing Estate and Trust files from Winnipeg to Vancouver. Over 3,000 beneficiary inquiries annually and prepared discretionary applications for encroachment requests, managed investments and prepared annual reports to beneficiaries and senior management. From 1982 to 1997 provided administrative support to Senior Trust Officers on immediately distributable estates, agency accounts and Trusts.