Planned Giving: Where Do You Start? Discover Will Power

Register

Presentation in French; Q&A in French and English

Planned giving represents an important opportunity for charitable organizations—but where do you start? How can you identify the right prospects, begin conversations about gifts in wills, and integrate planned giving into your fundraising strategy?

This webinar offers a practical and accessible look at the latest trends in planned giving in Canada and Quebec. Drawing on the most recent research from CAGP, we will explore who is planning to leave a gift in their will, what motivates them to make this philanthropic commitment, and the key barriers that may influence their decision.

Participants will also leave with practical strategies to identify and reach their best prospects, initiate conversations about gifts in wills, and implement simple actions that can be adapted to organizations of all sizes.

Finally, you will discover how Will Power tools and resources can support your organization in developing its planned giving strategy.

What You’ll Learn

• The latest trends in planned giving in Canada and Quebec;
• The profile, motivations, and barriers of people who plan to leave a gift in their will;
• Tips for identifying, reaching, and engaging your best prospects;
• Simple actions organizations can take to benefit from the growing interest in gifts in wills;
• The tools and resources available through Will Power.

Presented by Tara Sandler, Vice President, Education and Partnerships at CAGP, with Sara Kassim-Lakha, Campaign Manager, Will Power.

Who Is This Webinar For?

Level: Introductory / Beginner

This webinar is primarily intended for fundraising professionals and organizations that are looking to begin developing a planned giving program or better integrate gifts in wills into their fundraising strategies.

It is particularly relevant for small and mid-sized organizations that do not have a dedicated planned giving specialist, as well as fundraising professionals who want to build foundational knowledge, better identify prospective donors, and become more comfortable initiating conversations about gifts in wills.

Larger organizations looking to introduce planned giving concepts to team members who are not planned giving specialists may also benefit from this webinar.

Please note: As this is an introductory-level webinar, professionals with advanced expertise in planned giving or those who work exclusively in this area may already be familiar with several of the concepts covered.

Moderator 

Sara Kassim-Lakha
Campaign Manager, Will Power

Sara brings a diverse background in banking, asset management, client relationship management, and business development, where she has built strong relationships with clients, internal partners, and advisors. She also brings a deep commitment to community and social impact, having taken on volunteer leadership roles and participated in initiatives focused on women’s empowerment, newcomer integration, community well-being, and sustainability.

A graduate of McGill University in Cognitive Science and International Development, Sara is excited to bring her experience and passion for meaningful relationships to the charitable sector. Her transition to Will Power reflects her strong belief in the power of community and philanthropy to create meaningful change.

 

 

Speaker 

Tara Sandler
Vice President, Education and Partnerships, CAGP

Since joining CAGP in 2025, Tara has led the development of educational programming, strengthened relationships across the charitable sector and professional advisory community, and helped advance strategic charitable gift planning across Canada.

With more than 15 years of experience in fundraising, education, partnership development, and volunteer engagement, Tara is passionate about creating meaningful learning experiences that foster collaboration, build capacity, and contribute to a stronger philanthropic sector.

Register