Workshop Sessions

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*Workshop Sessions Sign Up Coming Soon

Workshop sessions provide a depth and variety of topics for all levels of experience and expertise. Here are some of the proposed workshop session topics:

Gift Planning: The Heart of a Successful Campaign

Mental Capacity and Incapacity: What the Gift Planner Should Know

Leading to the Right Ask by Building Relationships through Story Listening

Public Securities

Integrating Major and Planned Giving

Donor Case Studies: Designing Charitable Gifts to Meet the Needs of Your Donor

Pre-conference Sessions - Tuesday April 21

Intro to Gift Planning - All in a Day!

8:00 a.m. to 6:00 p.m. Breakfast, lunch breaks and reception included
Breakfast 8:00 a.m.
Session begins at 9:00 a.m.
Reception at 5:00 p.m.

Are you new to gift planning and looking to learn about the basics? Or perhaps, you would like a “refresher” - to review all the concepts and tools before you attend the more detailed workshops at the Conference? This year, we invite you to join two CAGP faculty members for a full day of pre-conference learning and networking. You will begin the day by reviewing Canadian trends and tax issues, move right into a review of the most common gifts in Canada and conclude with marketing, stewardship and donor recognition. To complete the day, you will attend a reception with your new-found colleagues enabling you to compare notes and share even more new ideas. All in a day!

Certified Senior Advisor (CSA®) Fast Start

7:30 a.m. - 4:45 p.m. Includes breakfast, lunch and 2 coffee breaks
Registration and breakfast at 7:30 a.m.
Sessions at 8:00 a.m.
Luncheon at 12:00 p.m.
Sessions at 1:00 p.m.

The CAGP-ACPDP™ are pleased to team up with the Canadian Academy of Senior Advisors to offer a pre-conference learning session that can move you towards a designation as a Certified Senior Advisor.

Why CSA?
The unique thing about CAGP-ACPDP™ is that many of our members are already specialists in their field and come from all walks of life. But what we have in common is that many of us are dealing with seniors – people who are making their final wishes.

What is a CSA?
A Certified Senior Advisor is a professional dedicated to providing the highest quality of service possible to their Boomer and Senior Clients. CSA’s learn about the physical, social and psychological aspects of aging, understand how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality, and most importantly, the ethics of dealing with older clients.

All CSA’s must pass a certification exam and sign a Code of Professional Responsibility- placing their clients best interests in the forefront at all times. These commitments are monitored by an independent Board of Standards, dedicated to preserving the integrity of the CSA designation.

Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. This certification is suited to those working in the profession of gift planning and for this reason, the CAGP-ACPDP™ has teamed up with the Canadian Academy of Senior Advisors to offer you the opportunity to take the CSA Fast Track training option prior to the CAGP Annual Conference. To find out more about this unique opportunity, visit http://www.canadacsa.com/fast_start.php where you can register for the one-day course.