Contact Information
If you have any questions concerning the Canadian Gift Planning course, please contact:
Sharyon Smith, National Program Coordinator at the CAGP-ACPDP™ National Officeeducation@cagp-acpdp.org PH: 613-232-7991 / 1-888-430-9494 ext. 2 FAX: 613-232-7286
Previous Course Comments
--- If you are someone that would like a truly-enlightening Gift Planning education experience, consider this course. Whether beginner, intermediate or advanced in your knowledge of Gift Planning - you will leave with a greater insight regarding many aspects of Philanthropy
--- I have been to many courses and seminars in my 25 year financial services career. This was undoubtedly one of hte most productive 4 days I have spent. I got full value for my CE investment.
--- This is the only place you are going to get an overall and comprehensive review of planned giving specifically for Canada
--- It's nice to know that there is a way that a fundraiser can break into this ever growing profession.
--- Truly the gift planning "boot-camp" - come prepared to learn, and to meet your wonderful current and future peers.
--- This workshop is easily one of the most informative and well organized workshop I have attended. Dynamic teachers, diverse and engaged participants - a must for professionals in this field.
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Canadian Gift Planning Course
Original Canadian Gift Planning Courses
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October 21-26, 2008 - Banff, AB - We have limited availability for this course - to be placed on a Wait List please contact education@cagp-acpdp.org March 3-8, 2009, Banff, AB May 2009, Ontario location, tba October 20 -25, 2009 Banff, AB If you wish to be placed on an Interested Participants List for any of these courses, please contact education@cagp-acpdp.org |
The only week long comprehensive course for Canadian fund development professionals!
The Canadian Gift Planning course, CAGP-ACPDP™’s week-long course, is the longest running and most respected course on Canadian philanthropy. Founded in 1990, this demanding comprehensive seminar provides in-depth education on the full range of gift planning issues: from detailed information on the tax aspects of gift planning to topics such as working with donors, program marketing, stewardship, and ethics.
The course provides an unrivalled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies. No wonder Canadian Gift Planning is known as the "boot camp" of Canadian gift planning.
This comprehensive course in gift planning is suitable for: charity-based gift planners with fewer than five years in the profession, directors of development and executive directors, as well as major gift officers.
Please note that this course is completely comprehensive – covering all aspects of gift planning – from the technical to the “soft” side. You will spend the week with colleagues from across the country – learning from them as well as the two wonderful faculty chosen specifically for this course. Most of all, you need to know that this is a very intense week – a fun and one-of-a-kind experience but where you will be fully immersed in the world of gift planning 24/7.
For some great testimonials from “survivors” and pictures of previous courses, see bottom of page.
This course fills up quickly with only the first 44 registrants accepted for attendance.
Sample Course Agenda for the Week
Some of the topics covered
• Tax Aspects of Gift Planning in Canada • Charitable Bequests & Endowments
• CRT’s & Publicly Listed Securities • Charitable Gift Annuities
• Cultivation of Prospects • Gifts of Life Insurance• Planned Giving Topics
• Recognition of Donors • Stewardship • Marketing
• Starting a Gift Planning Program • Dealing with the Subject of Death
• Ethical & Liability Issues • Group Case Studies
Ce séminaire est offert en anglais seulement.