News & Events

Strategic Gift Planning Bootcamp for Major Gift Professionals

Dates: October 4-7, 2016
Location:  Hotel Eldorado, Kelowna, BC (on Okanagan Lake)
Faculty:  Norma Cameron, CFRE & Janice Loomer Margolis


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Charity begins for 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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Gift Planning Fundamentals

This one-day CAGP signature course can be held in-house, targeted and adapted specifically to your audience. Should your company or organization wish to present a Gift Planning Fundamentals course to your staff and/or volunteers, please contact Erin Kuhns, Professional Development Coordinator at

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The Latest

FRANK Talks 2016: The Business of Charity

Seven short, powerful, thought-provoking presentations about the convergence, divergence and confluence of business and charity. Named in recognition of Frank Minton’s contributions to gift planning in Canada.

Sponsored by Miller Thomson.


A Guide for Professional Financial Advisors

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



New Membership Benefit!

CAGP is excited to announce a new membership benefit – 20% off The Philanthropic Mind by Chuck English & Mo Lidsky. Make sure to log in to your member profile to access purchasing instructions.

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