Join a panel of planned giving professionals as they discuss the complexities of restricted gifts and the difficult—but sometimes necessary—decision to decline a donation. This session will cover how to assess gift terms, align donor intent with organizational mission, and implement policies that support responsible gift acceptance.
Together, they’ll share insights and real-world experiences on how to navigate the complexities of restricted gifts—and when it’s in an organization’s best interest to say no. Their diverse perspectives will offer valuable guidance on balancing donor intent with mission integrity and long-term sustainability.
Buffet Breakfast Included
Panel Participants:
DeWayne Osborn; CPA, CGA, CFP, Vice-President, Chief Compliance Officer and Head of Philanthropic Services, Cardinal Capital Management, Inc.
Florence Carey; Charity Law Lawyer, F I Carey Law Corporation
Laura Asher; MPA, Director, Major Gifts, Price Faculty of Engineering, University of Manitoba
Moderator Mia Dunn, CAGP MB Chapter Chair, & Fund Development Officer, Children's Rehabilitation
When
March 17th, 2026 from 7:30 AM to 9:30 AM
Location
Winnipeg Winter Club
200 River Ave.
Winnipeg, MB R3L 0B2
Canada
200 River Ave.
Winnipeg, MB R3L 0B2
Canada
Contact