Tuition Fee:
CAGP-ACPDP™ Members - $1350.00
Gold Associates - $1350.00
Non-Members - $1715.00
Not a member? Sign up for a membership and pay the Member price.
Accommodation is not included in the tuition fee - please click here for accommodation details.
All current and applicable taxes included.
Faculty Members
Brad Offman and Helen DeBoer-Daggett will be the faculty members teaching this course. To read each of their biographies, click on their picture.
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
- Advanced 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
View the Sample Agenda for the Week
Original Canadian Gift Planning Course
This course has now been held. The next CGP course will be held in 2013
About the Course...
Beginning in the early 1990’s, Frank Minton and Lorna Somers developed and taught the course in Banff, Alberta. In 1999, the course came under the auspices of CAGP-ACPDP™ and continues to operate to this day as the “boot camp” of Planned Giving education. Not to be considered introductory, the course is comprehensive, intense and set in beautiful, remote locations.As this course has evolved over the years we have added an excellent group of Faculty. We are also pleased to announce this course has received approval for Continuing Education units from both CFRE and The Institute (formerly Advocis).
View the Sample Agenda for the Week
Continuing Education Credits:
Full participation in the Original Canadian Gift Planning Course
is applicable for 20.75 points in Category 1.B Education of the CFRE
International application for initial certification and/or
recertification.
The Institute (formerly Advocis) has approved the Original Canadian Gift PlanningCourse for 19 hours of credits.
The Alberta Insurance Council (AIC) has recognized CAGP as a course provider and allowed 19 credits for the Original Gift Planning Course.