Gift Planning Events in Canada and Abroad
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On: 9/8/2010 Duration: 1.5 Hours
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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
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On: 9/10/2010 Duration: 1.45 Hours
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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
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On: 9/15/2010 Duration: 1.5 Hours
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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!
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On: 9/16/2010 Duration: 2.00 Hours
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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
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On: 9/16/2010 Duration: 1.5 Hours
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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
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On: 9/20/2010 Duration: 2.0 Hours
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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
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On: 9/21/2010 Duration: 1.75 Hours
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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
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On: 9/26/2010 Duration: All Day
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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
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On: 9/28/2010 Duration: 1.5 Hours
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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
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On: 9/30/2010 Duration: 2.0 Hours
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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
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On: 10/7/2010 Duration: 2.5 Hours
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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
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On: 10/13/2010 Duration: 1.5 Hours
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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
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On: 10/19/2010 Duration: All Day
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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
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On: 10/19/2010 Duration: All Day
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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
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On: 10/21/2010 Duration: 1.5 Hours
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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
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On: 11/12/2010 Duration: 1.75 Hours
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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
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On: 11/25/2010 Duration: All Day
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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.
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On: 1/14/2011 Duration: 1.75 Hours
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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
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On: 3/11/2011 Duration: 1.75 Hours
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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
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On: 5/6/2011 Duration: 1.75 Hours
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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
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On: 6/10/2011 Duration: 1.75 Hours
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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
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On: 9/9/2011 Duration: 1.75 Hours
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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
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