ADVANCED Canadian Gift Planning Course

ADVANCED Canadian Gift Planning Course
September 22-27, 2009, in Whistler, British Columbia.
Thank you for your interest, this Course has now been held.

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Advocis and CFRE Continuing Education credit are available for this Course.

Advocis Breakdown: Technical 13 hours, General 2.5 hours, Ethics 3.5 hours = 19 hours.

CFRE: “Full participation in CAGP-ACPDP Advanced Gift Planning Course is applicable for 31.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.”

Description
CAGP-ACPDP™ is pleased to repeat one of its newest addition to their Educational offerings – The ADVANCED Canadian Gift Planning course. The ADVANCED Canadian Gift Planning course is aimed toward suiting the needs of both professional advisors and seasoned gift planners. Interactive and in-depth, the course provides a unique opportunity to explore the issues with experienced gift planners.

Who Should Attend
Have you taken the Canadian Gift Planning course in the past and feel as though it is time to update your knowledge? Have you been thinking that it is time to dig out the binder and have another look? If you have, then this revised and more technically in-depth version of the Original Canadian Gift Planning course is for you. Find out what has changed and learn about the advanced gift planning strategies and issues.

Perhaps you are a professional advisor, accountant, insurance agent or estate planner involved in charitable giving. This course is specifically geared towards your needs in terms of deepening your knowledge of charitable gift planning in Canada. CAGP-ACPDP™’s ADVANCED Canadian Gift Planning course is an intensive immersion in the tax and philanthropic issues related to charitable giving.This new and innovative course builds on Canada's longest running and most authoritative course in charitable planning, the Original Canadian Gift Planning course.

The Experience
This course was developed and will be taught by Malcolm Burrows and Susan Manwaring. Malcolm Burrows is Head, Philanthropic Advisory Services, Scotia Private Client Group, Executive Office. Susan Manwaring is Partner, Miller Thomson LLP.

If you have any questions concerning the ADVANCED Canadian Gift Planning course, please contact: Sharyon Smith, National Program Coordinator at the CAGP-ACPDP™ National Office education@cagp-acpdp.org
PH: 613-232-7991 / 1-888-430-9494 ext. 222 FAX: 613-232-7286

Ce séminaire est offert en anglais seulement.

AGENDA for the Week, updated September 29, 2009

Course Comments (Sept. 2009)

‘Terrific intensive course for busy advanced professionals!’

‘I would highly recommend this course to gift planners. Malcolm and Susan are dynamic facilitators with a thorough understanding of the relevant topics, and the challenges we face.’

‘The Advanced Gift Planning Course truly benefits anyone who strives to be a better gift planner by imparting knowledge and best practices that is useful and practical with every interaction with a donor/client.’

‘The Advanced Gift Planning course is excellent for experienced gift planners. I learned many new concepts that I will use in the next year and for years to come. The review of gift planning tools was valuable and the assignments and group work cemented the learning. The opportunity to mingle with other experienced gift planners was extremely helpful.’