Are you a member in good standing with CAGP? ______________ Since: ________________________ What are the sizes of the gift planning departments that you have worked for? Small (<3) Medium (3-10) Large (10+) Multi-Level     How many years have you worked in or with the charitable sector? (Please indicate sector and the number of years). Health Education Social Service Religious Professional Advisors - Lawyer, Financial Planner, Life Cultural/Arts Insurance. (Please specify) Other 4. How much of your current job involves gift or legacy planning? <25% 25- 50% 50-75% 75%+   5. Choose up to 3 areas of learning, with #1 indicating your greatest interest for learning: How to Start a Gift Planning Bequest & Estate Administration Program Communication /Marketing Charitable Gift Annuities Securities (Stocks, Bonds, Donor Development Please circle type: GICs, Mutual Funds) (Moves Management) Re-Insured or Self-Insured Endowments Taxation Issues Prospect Research Life Insurance/ RRSP /RRIF Gift-in-Kind / Property/ Real Stewardship / Recognition Estate Private Family Foundation Charitable Remainder Trusts/ Volunteer Development / Donor Advised Funds Gifts of Residual Interest Management What is your preferred method of communication in terms of your mentoring relationship? Face-to-face Telephone E-mail How much time do you require from a Mentor? 1 hour / month 2 hours/ month 2+ hrs./ month  8. What do you hope to achieve through the program? _________________________________________________ Please return to: Emelita Ervin, Chair, Mentoring Committee Email: Fax: 416-675-5074
Are you a member in good standing with CAGP? ______________ Since: ________________________ What are the sizes of the gift planning departments that you have worked for?  Small (<3)  Medium (3-10)  Large (10+)  Multi-Level How many years have you worked in or with the charitable sector? (Please indicate sector and the number of years). Health Education Social Service Religious Cultural/Arts Professional Advisors - Lawyer, Financial Planner, Life Insurance. (Please specify) Other 4. How much of your current job involves gift or legacy planning? <25%  25- 50%  50-75% 75%+ 5. Choose up to 3 areas of learning, with #1 indicating your greatest interest for learning: Bequest & Estate Administration How to Start a Gift Planning Program Communication /Marketing Charitable Gift Annuities Please circle type: Re-Insured or Self-Insured Securities (Stocks, Bonds, GICs, Mutual Funds) Donor Development (Moves Management) Endowments Taxation Issues Prospect Research Life Insurance/ RRSP /RRIF Gift-in-Kind / Property/ Real Estate Stewardship / Recognition Private Family Foundation Charitable Remainder Trusts/ Gifts of Residual Interest Volunteer Development / Management Donor Advised Funds What is your preferred method of communication in terms of your mentoring relationship? Face-to-face Telephone E-mail How much time do you require from a Mentor? 1 hour / month  2 hours/ month 2+ hrs./ month 8. What do you hope to achieve through the program? _________________________________________________ Please return to: Emelita Ervin, Chair, Mentoring Committee Email: Fax: 416-675-5074
23_ApplicationFormLearningPartner2017-18.docx