Conference 2008 Exhibitor Biographies
BIPS LLC - Blackbaud Inc. - Canadian Revenue Agency - Carters Professional Corporation / Fasken Martineu DuMoulin LLP - CFRE International - Charity Life Direct - Charity Village.com - CIDEL Trust Company Ltd. - FLA Group - Foyston, Gordon & Payne Inc. - The Green Legacies Project - Industrial Alliance Pacific - Investors Group - LEAVE A LEGACY™ - Legacy Leaders Inc - Mackenzie Financial Services Inc. - Meritas Financial Inc. -
Miller Thomson LLP - PlanGiv Management Services - RBC Dominion Securities - Scotia Private Client Group - Solus Trust - TD Financial Group - T.E. Investment Counsel - Vancouver Aquarium
BIPS LLC
Non-profits of all sizes use BIPS to efficiently track, collect and report Bequests and Planned Gifts. Managing the process can be difficult, time consuming and tedious. BIPS makes it simple by: projecting future planned gifts, calculating present values, streamlining collections with easy to use proactive steps, generating cash flow analysis, creating letters from templates. BIPS LLC info@bipster.com 888-588-2477.
Blackbaud Inc.
Blackbaud is the leading global provider of software and related services designed specifically for nonprofit organizations. Best known for its flagship fundraising solution, The Raiser's Edge®, Blackbaud also offers products and consulting services for financial management, web site management, prospect research, and business intelligence.
Canada Revenue Agency – Charities Directorate
The mission of the Charities Directorate of the Canada Revenue Agency (CRA) is to promote compliance with the income tax legislation and regulations relating to charities through education, quality service, and responsible enforcement.
Carters Professional Corporation / Fasken Martineu DuMoulin LLP
Carters Professional Corporation and Fasken Martineau DuMoulin are both leading firms in the area of charity and not-for-profit law and provide a full range of related legal services across Canada and internationally. Contact Carters Professional Corporation at info@carters.ca or toll free 1-877-942-0001 and Fasken Martineau DuMoulin at info@fasken.com or toll free 1-800-268-8424.Description to be provided
CFRE International
CFRE International is the internationally-recognised organisation whose sole mission is dedicated to setting standards in philanthropy through certification of fundraising executives. CFRE International offers the only professional baseline credential available to fundraising professionals worldwide. Candidates demonstrate the knowledge, skills and commitment to the highest standards through a comprehensive application and written exam.
Charity Life Direct
Charity Life Direct was developed to help Charities and Foundations deal with the never-ending challenge of raising funds for today and the future. Charity Life Direct, in conjunction with AIG Life of Canada, developed a guaranteed quick pay, life insurance policy. Charities or individual donors may purchase this policy online, without medicals or doctors’ visits. We can be reached at marketing@charitylifedirect.com. Visit our website at www.charitylifedirect.com.
Charity Village.com
Canada's famous supersite for the non-profit sector since 1995. Thousands of pages of jobs, online courses, news, funding sources, how-to articles, discussions, suppliers, volunteer opportunities, event listings, books, and other resources for fundraisers, managers, staffers, donors and volunteers. Our vision is to help Canadian charities and nonprofit organizations achieve their dreams of making the world a better place. We achieve this by providing highly accessible tools and inspiration that help people in the nonprofit sector move themselves and their organizations forward more efficiently and effectively. In short, we are all about energizing change. We think this is summed up in our slogan…Dream big. Make it happen.
CIDEL Trust Company Ltd.
CIDEL Trust Company Ltd. is a privately owned company licensed exclusively in Alberta as a non-deposit taking trust company. Trust and philanthropic services are tailored to fit the unique needs of high net worth families. Services range from acting as Corporate Trustee to providing Executive Director Services for Charitable Foundations.
For more than twenty years, FLA Group has been one of Canada's leading consulting firms, providing direct marketing services to the charitable sector. Today, FLA Group is the global leader at utilizing market research to leverage charitable bequests from very ordinary direct mail donors. Their new book, Iceberg Philanthropy, was published in November 2007 and is available at amazon.com.
Foyston, Gordon & Payne Inc.
Foyston, Gordon & Payne is a value style investment manager that has served foundations and endowments for over 20 years. Our disciplined investment process emphasizes quality and the preservation of capital. We manage over $500 million for more than 30 foundations and endowments, including universities, hospitals, religious organizations and charities.
The Green Legacies Project seeks to build the capacity of Canada’s 1800+ charitable environmental organizations to increase green giving through gift planning. Project partners include The Ecological Gifts Program (Environment Canada), Tides Canada Foundation, and national organizations. Watch for the launch of a new website and training program in 2008.
Industrial Alliance Pacific
Industrial Alliance Pacific has its head office in Vancouver and has more than $3 billion in assets under management. The company is part of Canada's fifth largest life insurance organization and is owned by Industrial Alliance Insurance and Financial Services Inc., of Quebec City, with total assets under management for the Industrial Alliance Group in excess of $44 billion.
Investors Group
Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Deferred Profit Sharing Plans, life and disability insurance, Guaranteed Investment Certificates and mortgages.
LEAVE A LEGACY™
LEAVE A LEGACY™ National Development Sponsor – Great-West Life, London Life and Canada Life
Great-West Life, London Life and Canada Life are the proud National Development Sponsor of LEAVE A LEGACY™. Thanks to the Key to Giving™, the corporate citizenship program of Great-West Life, London Life and Canada Life, we now have funds to enable local communities to support LEAVE A LEGACY™ initiatives. Thanks to Great-West Life, London Life and Canada Life, LEAVE A LEGACY™ is hosting an exhibit booth at the annual CAGP-ACPDP™ conference. Be sure to stop by!
Founded in 1995, Legacy Leaders is a pioneering company trusted by North American non-profit organizations that want to get the most from planned giving products and services. The company focuses on the implementation of bequest, annuity, and life insurance solicitation programs. http://www.legacyleaders.com%20
Mackenzie Financial Services Inc.
Mackenzie helped create an employee-run charitable foundation in 1999,which is still going strong. In 2006, Mackenzie gave investors a way to fulfill their own philanthropic goals with the Mackenzie Charitable Giving Fund. Mackenzie is one of the largest money managers in Canada and works with more than 30,000 advisors to manage more than $60 billion on behalf ofinvestors.
Socially Responsible Investing (SRI) allows clients to align their investments with their social, ethical, and environmental concerns. Meritas offers Canada's most comprehensive screening guidelines, coupled with some of the world's best investment management firms. Other organizations are aligning their investments with their mission statement, please come see as at our booth to learn how yours can too.
Miller Thomson LLP
Miller Thomson LLP enjoys a reputation as one of Canada’s most respected national business law firms. Comprising more than 500 professionals located in 9 offices across the country, the firm offers a complete range of business law, advocacy and personal legal services to corporations, financial institutions, entrepreneurs, governments, not-for-profit organizations and individuals.
PlanGiv Management Services
PlanGiv offers a range of gift planning services to people who manage charities across Canada. This year, we’re pleased to introduce our newest offering – outsourced Endowed Fund Administration Services. Visit our booth to learn more about how we can help you better serve donors and attract more planned legacy gifts.
RBC Dominion Securities has been serving private investors since 1901. Today, more than 500,000 clients across Canada entrust us with their wealth. We provide customized wealth management solutions, both advisory and discretionary, to help high net worth clients achieve their goals. RBC Dominion Securities is a unique business within RBC Financial Group, “Canada’s Most Respected Corporation” as named by a KPMG Ipsos-Reid survey for four years.
Scotia Private Client Group
Scotia Private Client Group has a strong tradition of providing individuals and charities with a full range of gift planning services including our “instant office” services for ongoing administration. As the largest provider of expert services to private foundations, our offices across Canada support over 425 foundations with endowments exceeding $1.5 billion.
Solus Trust
Solus Trust Company Limited is an independent trust company providing a full range of fiduciary services to individuals in B.C. More specifically, we act as executor of estates, trustee of trusts or attorney under a power of attorney. We can also act as agent for someone appointed in those capacities.
TD Financial Group
Whether it'screating wealth, preserving it, or passing it on to future generations, TD Waterhouse can help. We are especially proud of our pioneering role in introducing donor-advised funds to the Canadian marketplace. The Private Giving Foundation, offered exclusively through TD Waterhouse, is the first donor-advised fund offered by a Canadian financial institution and is asimple,effective way to build a philanthropic legacy.The Foundation has already had a significant impact, with over $5 million disbursed to Canadian charities sinceits launch in Fall2004. For more information, please visit our exhibit booth orwww.tdwaterhouse.ca/privategiving
T.E. Investment Counsel’s roots were established over 35 years ago and today we are represented as a part of T.E. Wealth with offices from coast to coast across Canada. TEIC provides totally independent and objective investment assistance specializing in the development of customized investment solutions surrounding policy development, governance, manager searches as well as independent performance measurement. Quite simply, our professionals bring extensive knowledge, expertise and “process assistance” in helping organizations meet their investment goals and objectives. (www.teic.com).
Vancouver Aquarium
For over 50 years, the Vancouver Aquarium has been engaging, amazing and inspiring millions of people across Canada and around the world. Through display and interpretation, education, research and direct action, the Aquarium is dedicated to effecting the conservation of aquatic life and connecting you to actions that make a difference in our world, for the benefit of today's and future generations.