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11/09/2015
Why CAGP? Information and Networking Session

17/09/2015
Making the Case for Legacy Gifts

Welcome to CAGP

 

 Join us for another FANTASTIC
Strategic Gift Planning Bootcamp for Major Gift Professionals
October 7-9, 2015

Registration Deadline: September 11, 2015
 



Strathmere, North Gower, Ontario
(half an hour outside of Ottawa)

Attendance in Bootcamp will:

  • equip participants with practical skills and knowledge regarding charitable gift options (and gift planning) from a donor-centred perspective;
  • sharpen their ‘antenna’ in knowing how to maximize service to their donors while maximizing revenue for their organizations;
  • provide opportunities to apply the learning through a variety of individual and group-based learning activities.

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 Canada’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 rmackenzie@cagp-acpdp.org and give strength to our voice in discussions with the federal government.


2014 Annual Report

We are thrilled to release the 2014 Annual Report. You can find the report here and also on the CAGP website. Happy reading...and don't forget to give us your feedback!

Just Announced - we have a new look!

We are proud to share with you CAGP's new logo, launched at the Annual General Meeting this past Thursday, April 23rd, by the CAGP Board and Executive Director.



Click here for more information

Visit www.cagpconference.org for more information.
                       


                           

The Philanthropic Conversation:
Understanding the Financial Advisor Approach and High Net Worth Individual Perspective

Executive Summary Now Available!
                          

        

*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.

Click here to access the Executive Summary report on the research. To receive a copy of the full Summary Report, please contact Ruth MacKenzie, Executive Director at rmackenzie@cagp-acpdp.org.                            

EN | FR