Canadian Association of Gift Planners
Home : CAGP : Education

Gift Planning - All in a Day

The interest for this one day session has been overwhelming. To date we have either held or are planning to hold this event in the following areas:

Ottawa – November 25, 2010 - 

Vancouver – October 25, 2010 (by invitation only)
Toronto – April 12, 2011 (Pre event to the Annual Conference)

Recent events:
London – April 16 – event has been held
Edmonton – May 11 – event has been held
Toronto – June 15 – event has been held
Vancouver – June 28 (by invitation only) event has been held
Victoria – June 29 (by invitation only) event has been held
Toronto – July 20 (by invitation only) event has been held

If you are interested in attending or hosting “Gift Planning – All in a Day” in your organization or community, please contact Sharyon Smith at education@cagp-acpdp.org.

Why Are We Offering this Course?

In response to the overwhelming success of our pilot ‘All in a Day’ session preceding last year’s national conference,
CAGP-ACPDP™ is pleased to announce that it is taking it “on the road.”   As with all CAGP educational offerings, this session has been developed by CAGP’s Faculty Members and will be evaluated and updated to maintain CAGP’s highest educational standards and gift planning “best practices”. 

What is “Gift Planning - All in a Day”?
Do you want to be more confident in discussing gift planning with your donors and prospects?

Do you want to be more informed about the latest gift planning concepts and tools?

Perhaps you have Board members, Gift Planning/Planned Giving Committee Volunteers, or Senior Development staff with a responsibility for gift planning/planned giving programs who also need to learn more?

Then why not join CAGP-ACPDP™ faculty members for a full day of learning, including:

· Current philanthropic trends and tax issues
· Most common types of planned gifts in Canada
· Initiating and Managing a Gift Planning program
· Successful Gift Planning Marketing and Stewardship strategies
· How to introduce and discuss planned gifts with your donors …and more.

AGENDA for the Day

Faculty and Credits: 

Joshua Thorne
Manager, Philanthropic Advisory Services
Scotia Private Client Group
Toronto, Ontario

This course is being taught primarily by Joshua Thorne, one of our CAGP-ACPDP™ Education faculty members. In some locations, he will co-present with local, experienced CAGP members.

CFRE have pre-approved continuing units for this session and you will receive a Tracker Form after completion.

Full participation in CAGP-ACPDP™ Gift Planning All in a Day is applicable for 8.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.”



Who Should Attend?
· Board members,
· Gift Planning/Planned Giving Committee members,
· Senior development staff with a responsibility for gift planning/planned giving programs,
· those returning to the Gift Planning profession.

Costs: 
The cost of the full educational day is $190 per member and $240 per non-member (plus applicable taxes). This fee includes  all materials including a binder, handouts, breakfast, lunch and two coffee breaks.

Cancellation Policy:
3 weeks before Session date: cancellation with full refund of fees minus $25 administration fee;
2 weeks before Session date: cancellation with 50% refund of fees;
1 week before Session date: cancellation with 0% refund of fees.

Tuition fees can be transferred to someone within your organization, a $25 administration fee will apply.

For further information please contact Sharyon Smith, National Programs at education@cagp-acpdp.org

Ce séminaire est offert en anglais seulement.

Aug.23, 2010