Sarah Morkin
Planned Giving Manager - London Regional Partner @The Donor Motivation Program Canada
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WORK HISTORY
Planned Giving Manager - London Regional Partner @The Donor Motivation Program Canada
London, ON, CA
The Donor Motivation Program works in collaboration with charities to grow their planned giving programs with tools and processes that offer donors valuable engagement and education on financial & estate planning strategies. Our ultimate goal is to help charity professionals increase the number of meaningful planned giving conversations with their donors, while empowering donors with tools that align their values within estate planning conversations. My role within the London area is to optimize impact within charities by supporting teams throughout the program, providing training and guidance on the proprietary tools and processes. I\'m the fibre-optic line connecting charities and donors to financial advice that generates meaningful legacy gifts.
EDUCATION
The Canadian Association of Gift Planners
Gift Planning Fundamentals
Fanshawe College
Business, Business/Commerce, General
Trauma of Money
Certification
Fanshawe College
Human Resources Management, Human Resources Management and Services
Advocis®, The Institute for Advanced Financial Education
LLQP, Insurance
SKILLS
ABOUT SARAH MORKIN
Experienced Director Of Operations with a demonstrated history of working in the…
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