About The Author
Dewayne Osborn is the General Manager, Chief Compliance Officer, and in-house expert on charitable and planned giving at Lawton Partners. He joined the firm in 2000.
DeWayne received the 2003 Certified General Accountants Association of Manitoba Sharing Expertise Award. The association cited his ongoing dedication to numerous charities, as well as his leadership in furthering greater awareness and acceptance of planned giving as examples of a CGA member who has significantly advanced the social and economic life of the community.
in 2011, DeWayne received the innaugural CAGP-Manitoba Friends award as well as the National 19th annual CAGP-ACPDP Friends awards. These awards recognizes individuals and organizations that exemplify the spirit and vision of CAGP-ACPDP™. Furthermore, a "Friend of CAGPAmi(e) de l'ACPDP" must have:
- practiced or operated in an exemplary and ethical manner;
- exemplified vision, talent and dedication to CAGP-ACPDP™ and society;
- made a significant contribution to CAGP-ACPDP™ or to gift planning in Canada.
In 2003 Certified General Accountants Association of Manitoba Sharing Expertise Award. As a Certified Financial Planner and Certified General Accountant with more than a decade of experience serving in senior positions of not-for-profit organizations, DeWayne has become one of Canada's leading authorities on planned giving. He is a much-sought-after speaker, consultant and advisor on the complexities and tremendous financial and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities, life insurance products, wills and bequests.
Purpose of the Web site
This subscription (see below for rates) based Web site is designed to provide technical information that can be easily updated on a broad number of issues and problems commonly associated with planned giving programs. It is not designed to replace sound financial and legal advice. Rather, it is intended to provide the non-financially oriented fundraiser with enough information to actively solicit planned gifts.
My experience has been that it is a good idea to have all your technical materials for planned giving in one place and to review them often. That is the central purpose of this Web site. For example, a comprehensive set of Canada Customs and Revenue Agency bulletins, brochures, and other technical material, as well as a question and answer page have been provided. This material is being updated on an ongoing basis, and links to supporting documents, as well as definitions to terms used in the practice of planned giving are provided throughout the Web site and all subscribers will be notified by email when significant changes or new material has been made.
The laws and regulations governing planned giving are constantly changing and their application may vary depending on the circumstances. Therefore, while the information in this Web site should be useful, no representation is made that it is complete. Appropriate professional advice should be obtained prior to implementing the strategies outlined in this or any other Web site.
Organization of the Web site
This Web site is designed to minimize the time required to find information.
Key points through out the Web site are highlighted with links to definitions. Further, links to the original technical materials are provided for the reader to peruse at their leisure.
The first three chapters deal with general issues with regard to planned giving (i.e. where to begin a program, suggestions as to how to establish a planned gifts committee, formulate policies, marketing issues, etc.). The middle five chapters deal with the common gift instruments including a section on key requirements for each type of gift. This special information is provided in each section and is designed to give the gift planner a "hit" list of key information needed to do a particular planned gift. The final chapterss deal with Federal and Provincial budget updates, special issues (i.e. cross border gifts), and opportunities for planned gifts.
Rates and Other Information
| Basic Rate (not including GST): | $150 per year |
| Two-Year Subscription (not including GST): | $250 |
For group discounts, click here and tell me how many users you have and I will give you a quote.
All subscribers are required to submit a user name and password for access to most of the technical materials in this Website. Passwords must be renewed annually to continue to have access to restricted areas of the Website.
Disclaimer of Liability
The author, nor anyone associated with the production of this Web site accept any form of liability for its contents nor any consequences arising from its use.
DeWayne Osborn
