Education

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The Banff Centre

The Banff Centre's newest meeting facility, the Kinnear Centre will host the Advanced Course. This building includes 17 fully-equipped meeting rooms of varying sizes, the Maclab Bistro, the Paul D. Fleck Library & Archives on the Bourgeau Mountain valley side.

The Banff Centre, 107 Tunnel Mountain Road,
Box 1020 Banff, Alberta T1L 1H5 Phone: 403-762-6100
Toll Free: 1-877-760-4595 www.banffcentre.ca

The Banff Centre, Banff, AB

Transportation and Shuttle Information

Book with Banff Airporter by clicking here!

How to Book with 10% Discount on Banff Airporter

Driving from Calgary International Airport*

*Please note the Banff Centre is located in the Banff National Park. If you are driving to the Banff Centre, you will be required to purchase a Park Pass when you enter the Park.

If you have any questions, please feel free to contact education@cagp-acpdp.org or 888-430-9494 ext 2.

ADVANCED Course Faculty Members

Malcolm D. Burrows

Head, Philanthropic Advisory Services
Scotia Private Client Group

Susan Manwaring
Partner
Miller Thomson LLP.

ADVANCED Canadian Gift Planning Course
September 20 - 25, 2011

CONGRATULATIONS TO OUR COURSE GRADUATES!

Click here for a list of our course graduates!

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

Sample Agenda for the Week updated July 22, 2011

Continuing Education Credits:

Full participation in the Advanced 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.

Advocis has approved the Advanced Canadian Gift Planning Course for 19 hours of credits. Credits are now being managed for Advocis by The Institute.

The Alberta Insurance Council (AIC) has recognized CAGP as a course provider and allowed 19 credits for the Advanced Gift Planning Course.

Registration - Part 1: Course Tuition

CAGP-ACPDP™ Members - $1450.00; Gold Associates - $1450.00; AFP Members - $1450; Non-Members - $1715.00 all current and applicable taxes included.

CAGP-ACPDP™ Membership - Sign up for a membership and pay the Member price.

CANCELLATION POLICY PLEASE READ CAREFULLY
- Cancellation after the date of August 20, 2011: you will be charged 100% tuition + 1 night accommodation.
- Cancellation after the date of June 20, 2011 but before August 20, 2011: you will be charged 50% tuition.
- Cancellation at any time before June 20, 2011 you will receive full refund of paid tuition less $200 administrative costs
OR you may have the option of transferring your tuition to someone within your organization, administrative costs would apply.

Registration - Part 2: Accommodation at the Banff Centre

Accommodation fee includes your guestroom plus wireless internet access, 3 full meals a day, parking and access to the Sally Borden Recreation Centre. It does not include: 5% GST on bedroom and meals, 5% Alberta Hotel Tax on bedroom, 18% gratuity on meals and $7.00 service charge per person per night. These taxes total approximately $35.00. Accommodation at the Banff Centre is required to attend this course.

Guestroom Rates:
Single Superior Accommodation: $248.50 per person per night (Tues-Sat)

Double Superior Accommodation (if you wish to room with another delegate) 2 delegates/2 beds: $168.50 per person per night (Tues-Sat)

Pre/Post Conference Accommodation (three days before or after, subject to availability): $130.00 per night + Taxes (accommodation only)

CAGP-ACPDP™ automatically books your accommodations with The Banff Centre. You are responsible for full payment upon departure. Please note: A cancellation policy will apply - the rate above is a package rate provided to attendees of this course. A minimum stay of 5 nights at The Banff Centre is a component of the Advanced Gift Planning Course.