Hear what Others have had to say...

-- This has been by far the best course I've ever attended. I consider this to be a life-changing experience in my professional world. I fell in love with planned giving, CAGP and look forward to fostering my relationship with the faculty and my student colleagues. September 2011 Course Graduate

- Excellent course! Well prepared, well presented, extremely comprehensive. Thank you! September 2011 Course Graduate

--- 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

--- In the course of my two careers, I have been to several 3-5 day intensive programs of this nature. I say with no hesitation that this was the best one yet, because it was so totally relevant to the work I do everyday. And expanding my professional network by 25 people was a great bonus.

--- I have been to many courses and seminars in my 25 year financial services career.  This was undoubtedly one of the 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.

Original Canadian Gift Planning Course

Description

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 course 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 unrivaled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies.

View a Sample Agenda for the Week

Who Should Attend

This comprehensive course in gift planning is suitable for charity-based gift planners as well as professional advisors, accountants, insurance agents and estate planners involved in charitable giving. 

The Experience

This course is completely comprehensive that covers 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 two outstanding Faculty selected specifically for their expertise. Please be assured you will be part of a very intense educational offering--a fun and one-of-a-kind experience where you will be fully immersed in the world of gift planning.

For some great testimonials from "survivors" of previous courses, see items at right of page.

This course fills up quickly with only the first 44 registrants accepted for attendance.

 Ce séminaire est offert en anglais seulement.

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

Continuing Education Credits

The Institute (formerly Advocis) and CFRE Continuing Education credits are available for this Course. 

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Rev. Dec.2011

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