Colleen Bradley

Colleen BradleyColleen Bradley is the President of Planned Giving Solutions Inc. She began her career in the field of financial services specializing in the area of estate and investment planning. While employed at Royal Trust, she completed the Canadian Securities Course and obtained her brokers license. She guided her clients through the estate planning process and offered investment advice that helped them achieve their financial goals. As well, she received education as a trainer and led in-house workshops, seminars and training to all levels including senior management.

In 1989, Colleen began working in the nonprofit sector. As one of the pioneers in Planned Giving, Colleen was employed at the Heart & Stroke Foundation and doubled their planned giving annual revenue over a period of five years at a time when planned giving was in its infancy. In the mid 1990’s, while employed at Easter Seals, the organization received over $300,000 in "today" gifts of securities and annual bequest revenue generated over 3 million dollars.

In 1998, Colleen wished to make a larger impact in the not-for profit sector and chose to open a consulting firm. She recognized that the vital revenue that planned giving provides was also essential to the success of small and mid-size organizations. Her goal is to bring big fundraising ideas to small and medium sized not-for-profits and help point them to a future where planned gifts are a source of revenue. Working with organizations at the local, provincial, national and international levels, her focus has been in the development of cost-effective and results-oriented planned giving programs.

Over the years, Colleen has helped raise over 45 million dollars in planned giving realized revenue. It is from this experience that the Essential Solutions Toolkit© was created.

Colleen is a member of the Canadian Association for Gift Planners - CAGP-ACPDP. She served for six years on the Toronto RoundTable Executive and is a Past Chair. She was also a member of the CAGP-ACPDP National Conference Organizing Committee. She has taught her methodology at Ryerson University of Toronto, Georgian College (Barrie), and at CAGP Conferences.

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