Canadian Association of Gift Planners
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Gift Planning Events in Canada and Abroad

On: 9/8/2010
Duration: 1.5 Hours

Putting Passion into Action:
Making Your Charitable Gift a Reality

Maximize Your Gifts to Your Loved Ones

Date:
Wednesday, September 8, 2010

Time:
1:30p.m.-3:00p.m.

Speaker:
Jo-Anne Ryan, Vice-President
Philanthropic Advisory Services
TD Waterhouse Canada Inc.

Jill McAlpine, FCA
Philanthropic Advisory Services, Consultant
PricewaterhouseCoopers LLP

Cost:
FREE

On: 9/10/2010
Duration: 1.45 Hours

Lunch and Learn Friday Series

Rising to the Occasion: Getting the Most Out of Your Donor Visits

Date:
Friday, September 10, 2010

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Yolanda Bronstein, former Director
Mount Sinai Hospital Foundation

Cost:
Members: $25.00
Non-members: $40.00

On: 9/15/2010
Duration: 1.5 Hours

Ottawa RoundTable Launch Event

Come join us for a fun and relaxed afternoon wine & cheese with fellow fundraisers and professional advisors from across the National Capital Region.  You won’t want to miss hearing about the exciting program of educational offerings your Ottawa Roundtable has developed for the coming year – as well as a presentation on the tremendous new benefits now available to members.
 
You’ll also have the chance to enter a draw for a free pass to all of this year’s CAGP-ACPDP Ottawa events!


On: 9/16/2010
Duration: 2.00 Hours

Joint Event with AFP Vancouver

Multi-Channel Fundraising in the 21st Century:
Everything you wanted to know but were afraid to ask!

Date:
Thursday, September 16, 2010

Time:
7:00 a.m. - 9:00 a.m.

Speaker:
Michael Johnston, President and CEO
Hewitt and Johnston Consultants

Cost:
CAGP-ACPDP™ Members, $30.00
Non-members, $50.40

On: 9/16/2010
Duration: 1.5 Hours

Lunch Education Session

Extreme Makeover Required? Putting Your Best Face Forward

Date:
Thursday, September 16, 2010

Time:
12:00 p.m. -1:30 p.m.

Speaker:
Diane Arajas (President, Poise Communications); 
Geoff Hadrill (Marketing and Business Consultant);
Kathy Rogers (Chartered Accountant, Solutions; Practice, BDO Canada LLP
 

Cost:
Members: $50.00
Non-members: $65.00

On: 9/20/2010
Duration: 2.0 Hours

How to Talk with Donors and Prospects about Planned Gifts

Date:
Monday, September 20, 2010

Time: 
3:00 p.m. - 5:00 p.m.

Speaker:
Kathy Hawkesworth
Brian Shea

Cost:
Members: $10.00
Non-members: $15.00

On: 9/21/2010
Duration: 1.75 Hours

Invest in Yourself and Your Future

Date:
Tuesday, September 21, 2010

Time:
11:45 a.m. - 1:30 p.m.

Speaker:
Patricia Lovett-Reid, CFP
Senior Vice President, TD Waterhouse Canada Inc.

Cost:
CAGP-ACPDP™ Members: $25.00
Non-Members: $30.00

On: 9/26/2010
Duration: All Day

Date:
September 26 - October 1, 2010

Faculty:
DeWayne Osborn
General Manager, Lawton Partners

Michelle Osborne
Executive Director, Gift Planning
University of Toronto

Cost:
CAGP-ACPDP™ Members - $1350.00
Non-Members - $1715.00

On: 9/28/2010
Duration: 1.5 Hours

Philanthropy After 5

Date:
Tuesday, September 28, 2010

Time:
5:00 p.m. - 7:00 p.m.
Networking Event

Cost:
CAGP-ACPDP™ Members: $10.00
Non-Members: $15.00

On: 9/30/2010
Duration: 2.0 Hours

The Passion Makeover

Date:
Thursday, September 30, 2010

Time:
12:00 p.m.- 2:00p.m.

Speaker:
Fraser Green, CFRE
Principal, FLA Group


Cost:
CAGP-ACPDP™ Members: $20.00
Non-members: $25.00

On: 10/7/2010
Duration: 2.5 Hours

How to Train Your Dragon: 
Using Our Database for Relationship Management, Reporting and Analysis of Our Planned Giving Program

Date:
Thursday, October 7, 2010

Time:
5:00 p.m. - Registration & Networking, Hors D'Hoeuvres 
      5:30 p.m. - Presentation
         
7:30 p.m. - Adjourn

Cost:
TBA

 

On: 10/13/2010
Duration: 1.5 Hours

Putting Passion into Action:
Making Your Charitable Gift a Reality

Leaving a Legacy: Translating Your Passion For Action

Date:
Wednesday, October 13, 2010

Time:
1:30p.m.-3:00p.m.

Speaker:
Rached L. Blumfeld, Partner
Miller Thompson LLP

Jeff Sniderman
Estate Planning Specialist and Vice-President
CIBC Wood Gundy Financial Services Inc.
Cost:
FREE

On: 10/19/2010
Duration: All Day

Annual RoundTable Conference

Illuminating the Fundraising Scope for Tomorrow

Date:
Tuesday, October 19, 2010

Time: 
8:00 a.m. -4:00 p.m.

Cost:
Early Bird (by October 1)
Members: $110.00
Non-members: $130.00
Board Members/Fundraising Volunteers: $50

After October 1 -
Members: $130.00
Non-members: $150.00
Board Members/Fundraising Volunteers: $60


On: 10/19/2010
Duration: All Day

Date:
October 19 - 24, 2010

Faculty:
Norma Cameron, CFRE
Owner/Princial, The Narrative Company

Joshua Thorne
Manager, Philanthropic Advisory Services
Scotia Private Client Group

Cost:
CAGP-ACPDP™ Members - $1350.00
Non-Members - $1715.00

On: 10/21/2010
Duration: 1.5 Hours

Breakfast Education Session

Transparency, Accountability and Trust in Canada’s Charities

Date:
Thursday, October 21, 2010

Time:
8:00 a.m. - 9:30 a.m.

Speaker:
Dr. Cathy Barr, Vice President
Imagine Canada

Cost:
Members: $35.00
Non-members: $45.00

On: 11/12/2010
Duration: 1.75 Hours

Lunch and Learn Friday Series

Once Upon a Time...Connecting Through Stories

Date:
Friday, November 12, 2010

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Leah Eustace, CFRE
FLA Group (Ottawa)

Cost:
Members: $25.00
Non-members: $40.00

On: 11/25/2010
Duration: All Day

The CAGP-ACPDP™ National Office is pleased to announce a new educational offering coming to your community for the first time!

What:
Gift Planning - All in a Day

Where:
Chimo Inn, 1199 Joseph Cyr Street,
Ottawa, Ontario

Time:
 7:30a.m. Registration and Continental Breakfast
8:00a.m. Session starts
5:00p.m. Session ends

Cost:
CAGP-ACPDP™ Members: $190.00 (plus HST)
Non-Members: $240.00 (plus HST.) 

This fee includes all materials including a binder, handouts, breakfast, lunch and two coffee breaks.  

On: 1/14/2011
Duration: 1.75 Hours

Lunch and Learn Friday Series

Networking as Part of Your Job and Program Success

Date:
Friday, January 14, 2011

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Paul Nazareth, Manager, Planned Giving
Catholic Archdiocese of Toronto

Cost:
Members: $25.00
Non-members: $40.00

On: 3/11/2011
Duration: 1.75 Hours

Lunch and Learn Friday Series

Capacity: When to Continue Discussions

Date:
Friday, March 11, 2011

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Rachel Blumenfeld & Michael Kerr
Miller Thomson, LLP

Cost:
Members: $25.00
Non-members: $40.00

On: 5/6/2011
Duration: 1.75 Hours

Lunch and Learn Friday Series

Special Event with Guest Host and Keynote Speaker

Date:
Friday, May 6, 2011

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Lorna Somers, Vice President, McMaster University Foundation & Senior Campaign Director
(Co-author, Planner Giving for Canadians)

Cost:
Members: $25.00
Non-members: $40.00

On: 6/10/2011
Duration: 1.75 Hours

Lunch and Learn Friday Series

Charity Law Highlights

Date:
Friday, June 10, 2011

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Terrance S. Carter, B.A., LL.B.
Carters Professional Corporation

Cost:
Members: $25.00
Non-Members: $40.00

On: 9/9/2011
Duration: 1.75 Hours

Lunch and Learn Friday Series

Effective Marketing for Your Program: One Provem Method

Date:
Friday, September 9, 2011

Time:
11:45 a.m. -1:30 p.m.

Speaker:
Keith Thomson, CFP, CIM, Managing Director
Stonegate Private Counsel

Cost:
Members: $25.00
Non-members: $40.00