Canadian Association of Gift Planners
Local RoundTables

Mentoring - Ottawa RoundTable


Mentors

The CAGP-ACPDP™ Ottawa RoundTable offers the Mentoring Program to allmembers.

Mentors and Learning Partners

The Mentoring Program partners CAGP-ACPDP™ newcomers with an experienced gift planner and/or professional advisor.

Each learning partner is matched with a mentor whose knowledge, expertise, professional network and guidance can greatly assist new members of the gift planning field. Mentors and learning partners are matched for a period of one year beginning in the fall.

To take advantage of this opportunity of having someone to guide you on your way to being a successful gift planner, please complete the Learning Partner Application and return to Nadine Fowler, Past Chair, Mentorship via the address on the form.

Many of our new members are successful fundraisers and/or professionals in their own fields. We invite you to become mentors and support a learning partner by giving advice and feedback to questions pertinent to your area of expertise. To help someone benefit from your wisdom and experience, please complete the Mentor Questionnaire and return to Nadine Fowler, Past Chair, Mentorship via the address on the form.

Contact Nadine Fowler Past Chair, Mentorship at (613) 232-9113 or email.

Qualifications

Mentoring benefits not only you but also the gift planning profession by assisting others develop, grow and experience the enriching world of gift planning.

Qualifications and Requirements for a Mentor
  1. Is a CAGP-ACPDP™ member in good standing.
  2. Has a minimum of 3 years of experience in their field of expertise.
  3. Ability to lead by example and share experiences.
  4. Enthusiasm and interest in providing advice, feedback and guidance.
  5. Adheres to the CAGP-ACPDP™'s Standards of Professional and Ethical Practice.
  6. Willingness to adhere to the Mentoring Program's confidentiality agreement.

Job Description for a Mentor

  1. Taking the time to meet and talk with your learning partner in person and follow up either by phone, email or in person on a regular basis. (minimum of one hour per month).
  2. Encouraging your partner to ask pertinent questions and/or share problems with the mentor on which you can provide direction and support.
  3. Assuring your partner of the confidential nature of the information exchanged.
  4. Introducing your learning partner to other planned giving professionals.


Mentor Questionnaire

Please download this word document and save to your computer. Complete and return by email to the address on the form. If you have any questions please email Nadine Fowler, Past Chair, Mentorship.

Learning Partners

A Learning Partner is new to the profession of fundraising, with less than three years of experience and is a member in good standing of the Canadian Association of Gift Planners. As a Learning Partner, you will have the opportunity to choose three key areas of focus for your mentorship, plus work on specific goals and objectives with your mentor.

Qualifications and Requirements for a Learning Partner

1. Is a CAGP-ACPDP™ member in good standing.

2. Has under 3 years experience in gift planning.

3. Is enthusiastic and interested in becoming proficient as a gift planner.

4. Adheres to the CAGP-ACPDP™'s Standards of Professional and Ethical Practice.

5. Agrees to adhere to the Mentoring Program's confidentiality agreement.

6. Provides a list of goals/objectives to their mentor of what they would like to learn.

Download the Learning Partner Questionnaire (coming soon). If you have any questions please contact Nadine Fowler, Past Chair, Mentorship.