News & Events

Federal Budget 2016 - Special Update

CAGP was disappointed to see the Federal Budget 2016 reversing the previously-proposed provisions regarding gifts from the proceeds of the sale of private corporate shares & real estate. In the coming weeks, we will be exploring opportunities to continue advocacy on these provisions. For more information on the Federal Budget's implications for Canada’s charities and nonprofits, we invite you to review the Special Budget Edition of Miller Thomson’s Charities and Not-for-Profit Newsletter.

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REGISTRATION NOW OPEN FOR THE ADVANCED CANADIAN GIFT PLANNING COURSE

June 1-3, 2016
The National Club in Toronto

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MEMBERSHIP HAS ITS BENEFITS!

CAGP is the only Canadian professional association that enables fundraisers and advisors to collaborate and network.

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Charity begins for caring advisors

CHARITY BEGINS WITH CARING ADVISORS

Investment Executive published an article in October 2015 offering three suggestions to help professional advisors develop and deepen the charitable-giving conversations with their high net worth (HNW) clients. The article references CAGP’s research project The Philanthropic Conversation and our Executive Director, Ruth MacKenzie, is quoted throughout.

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Webinar Wednesdays Presents Lea Eustace

Planned Giving + Your Website

Wednesday, May 25, 2016 at 1:00 pm ET

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The Latest

Resources:
The Philanthropic Conversation

Understanding the Financial Advisor Approach and High Net Worth Individual Perspective.

Detailed Report available for download.

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Webinars:
A Guide for Professional Financial Advisors

This guide is based on a series of 10 articles originally published by WealthProfessional.ca in 2015. The articles have been edited and condensed into this review of Canadian facts, insights, and advice for professional financial advisors.

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Blog:
UPDATE: Estate Donations

This article, written by Malcolm Burrows, Head, Philanthropic Advisory Services at Scotiatrust, reviews the rules of estate donations, addresses recent changes and what still needs to be done.

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