Partners
CAGP-ACPDP™ Partnerships
As one of the many benefits of CAGP-ACPDP™ membership, CAGP, in cooperation with its partners below, is pleased to extend to new and existing members several reference resources to guide them in their planned giving endeavors. In addition to CAGP’s own publication, the PLANNER, members are extended exclusive discounts on other Canadian gift planning publications.
"GEORGE'S TREE, The story of a well planned gift"
PLANFORGIFTS.COM
Planned Giving for Canadians
A CHARITABLE GUIDE TO PLANNED GIVING Website
Canadian Donor's Guide
Well Advised
PLANFORGIFTS.COM
PLANFORGIFTS.COM ***Complimentary access for CAGP members as of May 2008***
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. The Toolkit provides basic gift and estate administration guidelines as well as templates, sample letters, gift acceptance policies, marketing strategies and much more. Download the documents you want when you need them and watch this site for regular new additions of useful planned giving materials. All CAGP-ACPDP™ members receive access to this website as part of their membership - where they can learn procedures and gain tools and resources. Login to the Members section to access.
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 2009 ***Originally released on CD-Rom***
The 2009 update of the revised version of Planned Giving for Canadians has recently been recently 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 book has always been a very important reference for gift planners in Canada. Dr. Minton created the book Planned Giving for Canadians back in 1997 when there were very few resources in gift planning for Canada, and it remains one of the main resources for CAGP members.
The book was originally co-authored by Dr. Minton and Lorna Somers, and the two of them together published hard-copy editions in 1994 and 1997.
Since many changes in tax law occurred after the 1997 edition, Dr. Minton produced a substantially revised edition in 2007 that incorporated all changes up to that date. He updates the book annually to keep it current. Publication is now electronic to make it easier to do annual updates as well as perform key word searches.
An important feature of the 2009 update is the inclusion of French translations of many of the gift agreements, forms, and other documents that appear in the appendices. These, like the English versions, can be downloaded and used by a charity.
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 to the Members section to access.
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 1997 and have been anxiously awaiting the revised version. This book has always been a very important resource for gift planners in Canada. Dr. Minton created the book Planned Giving for Canadians back in 1997 when there were very few resources in gift planning for Canada. To this day it remains one of the single main resources for CAGP members.
This new online download format will allow for easier updates and additions. CAGP-ACPDP™ members will automatically receive emails outlining annual updates to the publication. Providing this download is just another way CAGP-ACPDP™ has increased member benefits over the past few years.
| As an additional service, we now offer Planned Giving for Canadians to the public for purchase. To order copies of the eBook (in CD-ROM format), fill out the Purchase Order Form and fax in to 1-613-232-7286. |
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. “The idea of the website is to have all technical materials for planned giving in one place – items such as a comprehensive set of Canada Customs and Revenue Agency bulletins, brochures, a question and answer page and definitions to terms used in the practice of gift planning” stated DeWayne Osborn, author of the website. The content is updated on an ongoing basis and all subscribers are notified by email when significant changes or new material has been made.
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. Login to the Members section to access.
Click here to visit the A CHARITABLE GUIDE TO PLANNED GIVING website.
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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. 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.
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. The Digital Edition of the Canadian Donor’s Guide is an exact replica of the 2009 print edition, which was released inearly June. Login to the Members section to access the Digital Edition.
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Well Advised
We are also pleased to announce that in addition, 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 Allied Professionals. WELL ADVISED was designed with allied professionals 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.
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CAGP-ACPDP™ is pleased to be able to join in partnership with all of our partners in order to offer further benefits that are only available to CAGP-ACPDP™ members. If you would like more information on these and other CAGP member benefits, please contact the CAGP National Office directly at: 1-888-430-9494 and ask for our National Membership Coordinator, Anne Williams.