Partners and Discounts
CAGP-ACPDP™ Partnerships
As one of the many benefits of CAGP-ACPDP™ membership, CAGP-ACPDP™, in cooperation with its partners below, is pleased to extend to members several reference resources to guide them in their planned giving endeavors.
Featured Partner 2011-2012
Partners
PLANFORGIFTS.COM
Planned Giving for Canadians
A CHARITABLE GUIDE TO PLANNED GIVING Website
Discounts
Apprendre à recevoir
Canadian Free Wills Networks
GEORGE'S TREE, The story of a well planned gift
Canadian Donor's Guide
Well Advised
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. 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 2011
The 2011 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.
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.
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 is a gift planning website provided by Lawton Partners. Created by long standing CAGP member, past-Board member and supporter of CAGP, DeWayne Osborn, CGA, CFP. 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. Login to the Members
section to access.
Click here to visit the A CHARITABLE GUIDE TO PLANNED GIVING
website.
Apprendre à recevoir
CAGP-ACPDP members get a special discount on François Mercier's book Apprendre à recevoir. Find out more here.
Canadian Free Wills Network
CAGP-ACPDP™, in partnership with The Canadian Free Wills Network, has implemented a program that applies the concept that offers Free Wills to a charity’s known supporters and donors. The Canadian Free Wills Network arranges with charities to pay for Wills, using a network of lawyers (and notaries, in Quebec) who have agreed to take a heavily discounted fee. The program covers simple and updated Wills (as defined by the lawyer/notary).
A CAGP-ACPDP™ Charity Member can subscribe to the Canadian Free Wills Network - for a 12-month membership for $4000 – which reflects a discount of $500 for CAGP-ACPDP™ Members. The membership fee pays for the maintenance of the network of lawyers/notaries and for the administration of the program.
GEORGE’S TREE
GEORGE’S TREE, The story of a well planned gift - a unique gift planning tool created by CAGP-ACPDP™ member - Alain Lévesque from DeVimy Group Inc. Special 15% CAGP Member discount off the regular rate!
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.
Login to the Members
section to access the Digital Edition.
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.