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Call for Session Proposals for the
23rd Annual CAGP National Conference
Scaling New Heights: Ideation, Integration, Innovation
We are looking for workshop speakers and session ideas for the CAGP National Conference in Banff April 6-8, 2016. Our theme for the conference is Scaling New Heights: Ideation, Integration, Innovation. The conference is a showcase for gift planners, fundraisers and professional advisors to exchange information, knowledge and ideas on all aspects of the gift planning process.
Click here for more details
CAGP Submission to the Department of Finance:
Recommendations for Changes to the New Estate Administration Rules
CAGP has been an active voice on the issue of the new estate administration rules, set to come into effect in January, 2016.
Under the leadership of our Government Relations Committee, CAGP has made a submission to the Department of Finance to highlight how Canadaâ€™s charities will be impacted by the new legislation and to recommend adjustments that would address any challenges charities might be facing as a result. A copy of our submission can be accessed here.
To further inform our members and others in the charitable sector on these changes and the potential impact, we also offered a free webinar on the topic, which took place on March 23rd. Click here in order to download the recording and the PDF of the presentation.
If you have further concerns about this new legislation or have accounts of how your charity will be impacted, please write to Ruth MacKenzie, Executive Director of CAGP at firstname.lastname@example.org and give strength to our voice in discussions with the federal government.
2014 Annual Report
The Philanthropic Conversation:
Understanding the Financial Advisor Approach and High Net Worth Individual Perspective
*Available only in English
Over the past few months, CAGP has been working with BMO Harris Private Banking, Give3 and Philanthropic Foundations of Canada on an exciting research project, The Philanthropic Conversation: Understanding the Financial Advisor Approach and High Net Worth Individual Perspective. The project explores the nature of the philanthropic conversation in Canada and assesses the opportunity for Canadian financial advisors to lead philanthropic discussions with their high net worth clients.