Planned Giving for Canadians eBookAdditional eBook PurchasesAs an additional service, we now offer Planned Giving for Canadians to the public for purchase. To purchase extra copies of the eBook (in CD-ROM format or for electronic download), fill out the Purchase Order Form and fax in to 1-613-232-7286. |
Benefits
Logilys - ProDon Software
New 2011 Planned Giving for Canadians
RoundTables
Educational Offerings
CGA-Canada PD Net webcasts
LEAVE A LEGACY™
A CHARITABLE GUIDE TO PLANNED GIVING Website
Canadian Donor's Guide
Logilys
Logilys is a Quebec based
computer firm who design and distribute specialized management software,
including ProDon which is a complete and detailed database specially designed
to manage campaigns and fundraising events.
As a partner, Logilys will be offering all CAGP-ACPDP™ members in good
standing a 10% discount on the sale of the ProDon license (standard edition and
Lite-license).
For more information, please visit www.ProDon.ca.
PLANFORGIFTS.COM
Planforgifts.com is a website specifically designed for charities and non-profit organizations who are establishing a new planned giving program or enhancing an existing one. Professional Advisors will find the website useful when communicating with private clients and charities with respect to philanthropic gifts.
This website offers a Planned Giving Strategic Plan and a Toolkit that contains everyday tools for running a successful gift planning program.
All CAGP-ACPDP™ members receive access to this website as part of their membership - where they can learn procedures and gain tools and resources. Click here to visit http://www.planforgifts.com/ to see what this great new CAGP-ACPDP™ member benefit can provide for your gift planning program.
Planned Giving for Canadians
The 2011 update of the revised version of Planned Giving for Canadians has recently been completed by Dr. Frank Minton, Senior Advisor of PG Calc – a longstanding supporter and FRIEND of CAGP.
Planned Giving for Canadians is an integral part of CAGP Membership. Many members of CAGP have relied on the book since it was first introduced in 1994, and they now look forward to the annual updated version of the revised edition that was produced in 2007.
The Canadian Association of Gift Planners is pleased to announce that this latest update of Planned Giving for Canadians is now available for download through the CAGP-ACPDP™ national website Members Only section. Login here to access.
A CHARITABLE GUIDE TO PLANNED GIVING Website
A CHARITABLE GUIDE TO PLANNED GIVING website is a gift planning website is being provided by Lawton Partners. Created by long standing CAGP member, past-Board member and supporter of CAGP, DeWayne Osborn, CGA, CFP, the website features include “Ask the Expert”, online resources and regular email updates from the site.
A CHARITABLE GUIDE TO PLANNED GIVING website is specifically designed as a tool for all gift planners – a site where all technical information, legislation and policy in regards to gift planning in Canada can be found.
In order to access this membership benefit, CAGP members can log into the Members Only section - where they will find access to A CHARITABLE GUIDE TO PLANNED GIVING website. Click here to visit the A CHARITABLE GUIDE TO PLANNED GIVING website.
The Canadian Donor’s Guide
The Canadian Donor’s Guide is an authoritative directory to Canadian fundraising organizations. Professional advisors, their clients, corporations and donor foundations use it for gifting and other donation decisions.
The Canadian Donor’s Guide to fundraising organizations in Canada has launched a Digital Edition. It can be viewed on the Canadian Donor’s Guide website, www.donorsguide.ca. Login to the Members Only section to access the Digital Edition.
In
its partnership with CAGP, Canadian Donor’s Guide offers CAGP-ACPDP™
members in good standing a subscription rate amounting to a 50% discount
off a single copy order of the Canadian Donor’s Guide. Click here to order a print copy.
Well Advised
We are pleased that The Hilborn Group Ltd. is providing CAGP-ACPDP™ members with a 15% discount when they purchase a copy of Sherry Clodman and Dr. Edward Pearce’s book, WELL ADVISED: A Planned Giving Reference Source for Canadian Professional Advisors.
WELL ADVISED was designed with professional advisors in mind. Whether they be directly involved with gift planning or indirectly by promoting charitable giving to their clients, WELL ADVISED is a must-have for estate and financial planning advisors, insurance agents, lawyers and securities brokers. Click here to access the order form.
LEAVE A LEGACY
If you wish to use the LEAVE A LEGACY™ logo and slogan in your own organization, please click here to access the Right of Use Agreement for CAGP-ACPDP™ members. Please click here to download a LEAVE A LEGACY™ Product Order Form. A special thanks to our national LEAVE A LEGACY™ development sponsors Great-West Life, London Life, and Canada Life for their longstanding involvement with the LEAVE A LEGACY™ program!
Code of Ethics
Membership with CAGP-ACPDP™ requires that all members follow the CAGP-ACPDP™’s Code of Ethics.
RoundTables
Membership with CAGP-ACPDP™ provides membership benefits through local RoundTable activities: mentoring, idea sharing, networking, education, seminars and workshops.
To view local RoundTable networking opportunities with professionals in gift planning in your area, please click here.
PLANNER
Periodic and timely communications, including the monthly
CAGP-ACPDP™ PLANNER newsletter. Click here to access the most recent version.
News Updates
Updates on legislation affecting the technical issues of gift planning, educational materials, articles, resources, and research findings.
Click here to see what's new?
Government Relations News
Effective advocacy and lobbying with the Federal government on tax implications and legislation to ensure that gift planners have the proper tools and clarity to provide complete and current service to their donors.
Please click here to access the latest news release.
Education
Reduced rate for Annual National Conference and National educational activities, and local RoundTable events.
Educational credits from the annual conference, courses, Advanced Symposium and selected local educational offerings can be applied to many professional designations (i.e. CFRE, Advocis).
To access the Educational Offerings brochure, click here.
Members Only Section of the CAGP Website
The members only section of the website The Members Only section of the website provides secure access to various resources and current and archived editions of the PLANNER; provides up-to-date information on RoundTables; access to CAGP's Membership Directory; Ask an Advisor feature and Members Forum (message board); and access to My Profile (your up-to-date member account information).
*CAGP-ACPDP™ is not in any way responsible or legally liable for the content, advice, recommendations and potential outcomes found or interpreted from content provided on these partners websites.
Revised November 2011
Logilys
Logilys is a Quebec based
computer firm who design and distribute specialized management software,
including ProDon which is a complete and detailed database specially designed
to manage campaigns and fundraising events.
As a partner, Logilys will be offering all CAGP-ACPDP™ members in good
standing a 10% discount on the sale of the ProDon license (standard edition and
Lite-license).
For more information, please visit www.ProDon.ca.
PLANFORGIFTS.COM
Planforgifts.com is a website specifically designed for charities and non-profit organizations who are establishing a new planned giving program or enhancing an existing one. Professional Advisors will find the website useful when communicating with private clients and charities with respect to philanthropic gifts.
This website offers a Planned Giving Strategic Plan and a Toolkit that contains everyday tools for running a successful gift planning program.
All CAGP-ACPDP™ members receive access to this website as part of their membership - where they can learn procedures and gain tools and resources. Click here to visit http://www.planforgifts.com/ to see what this great new CAGP-ACPDP™ member benefit can provide for your gift planning program.
Planned Giving for Canadians
The 2011 update of the revised version of Planned Giving for Canadians has recently been completed by Dr. Frank Minton, Senior Advisor of PG Calc – a longstanding supporter and FRIEND of CAGP.
Planned Giving for Canadians is an integral part of CAGP Membership. Many members of CAGP have relied on the book since it was first introduced in 1994, and they now look forward to the annual updated version of the revised edition that was produced in 2007.
The Canadian Association of Gift Planners is pleased to announce that this latest update of Planned Giving for Canadians is now available for download through the CAGP-ACPDP™ national website Members Only section. Login here to access.
A CHARITABLE GUIDE TO PLANNED GIVING Website
A CHARITABLE GUIDE TO PLANNED GIVING website is a gift planning website is being provided by Lawton Partners. Created by long standing CAGP member, past-Board member and supporter of CAGP, DeWayne Osborn, CGA, CFP, the website features include “Ask the Expert”, online resources and regular email updates from the site.
A CHARITABLE GUIDE TO PLANNED GIVING website is specifically designed as a tool for all gift planners – a site where all technical information, legislation and policy in regards to gift planning in Canada can be found.
In order to access this membership benefit, CAGP members can log into the Members Only section - where they will find access to A CHARITABLE GUIDE TO PLANNED GIVING website. Click here to visit the A CHARITABLE GUIDE TO PLANNED GIVING website.
The Canadian Donor’s Guide
The Canadian Donor’s Guide is an authoritative directory to Canadian fundraising organizations. Professional advisors, their clients, corporations and donor foundations use it for gifting and other donation decisions.
The Canadian Donor’s Guide to fundraising organizations in Canada has launched a Digital Edition. It can be viewed on the Canadian Donor’s Guide website, www.donorsguide.ca. Login to the Members Only section to access the Digital Edition.
In
its partnership with CAGP, Canadian Donor’s Guide offers CAGP-ACPDP™
members in good standing a subscription rate amounting to a 50% discount
off a single copy order of the Canadian Donor’s Guide. Click here to order a print copy.
Well Advised
We are pleased that The Hilborn Group Ltd. is providing CAGP-ACPDP™ members with a 15% discount when they purchase a copy of Sherry Clodman and Dr. Edward Pearce’s book, WELL ADVISED: A Planned Giving Reference Source for Canadian Professional Advisors.
WELL ADVISED was designed with professional advisors in mind. Whether they be directly involved with gift planning or indirectly by promoting charitable giving to their clients, WELL ADVISED is a must-have for estate and financial planning advisors, insurance agents, lawyers and securities brokers. Click here to access the order form.
LEAVE A LEGACY
If you wish to use the LEAVE A LEGACY™ logo and slogan in your own organization, please click here to access the Right of Use Agreement for CAGP-ACPDP™ members. Please click here to download a LEAVE A LEGACY™ Product Order Form. A special thanks to our national LEAVE A LEGACY™ development sponsors Great-West Life, London Life, and Canada Life for their longstanding involvement with the LEAVE A LEGACY™ program!
Code of Ethics
Membership with CAGP-ACPDP™ requires that all members follow the CAGP-ACPDP™’s Code of Ethics.RoundTables
Membership with CAGP-ACPDP™ provides membership benefits through local RoundTable activities: mentoring, idea sharing, networking, education, seminars and workshops.
To view local RoundTable networking opportunities with professionals in gift planning in your area, please click here.
PLANNER
Periodic and timely communications, including the monthly
CAGP-ACPDP™ PLANNER newsletter. Click here to access the most recent version.
News Updates
Updates on legislation affecting the technical issues of gift planning, educational materials, articles, resources, and research findings.
Government Relations News
Effective advocacy and lobbying with the Federal government on tax implications and legislation to ensure that gift planners have the proper tools and clarity to provide complete and current service to their donors.
Please click here to access the latest news release.
Education
Reduced rate for Annual National Conference and National educational activities, and local RoundTable events.
Educational credits from the annual conference, courses, Advanced Symposium and selected local educational offerings can be applied to many professional designations (i.e. CFRE, Advocis).
To access the Educational Offerings brochure, click here.
Members Only Section of the CAGP Website
The members only section of the website The Members Only section of the website provides secure access to various resources and current and archived editions of the PLANNER; provides up-to-date information on RoundTables; access to CAGP's Membership Directory; Ask an Advisor feature and Members Forum (message board); and access to My Profile (your up-to-date member account information).
*CAGP-ACPDP™ is not in any way responsible or legally liable for the content, advice, recommendations and potential outcomes found or interpreted from content provided on these partners websites.
Revised November 2011
Click here to become a
CAGP-ACPDP™ Member today!