News & Events

NEXT Webinar - Details Matter: Ensuring your charity gets the full benefit of its legacy gift

November 28, 2018 - 1:00 EST

 

Presented by: Roger Lee, DLA Piper (Canada) LLP

You are notified that a donor has left your charity a gift in their will. What does your charity need to do to acknowledge the gift, monitor the executor’s progress, and ensure your charity gets the full benefit [...]

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NEW - Doing Good for Business Research Report

This qualitative research closely examines those professional advisors that are managing to navigate those meaningful philanthropic conversations with their clients and asks: How has the incorporation of philanthropy impacted the business and practice of professional advisors, and what is the value proposition of this inclusion?

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GIFT PLANNING DESIGNATION FOR FINANCIAL ADVISORS

In collaboration with Knowledge Bureau and Spire Philanthropy, CAGP will partner with the well-established MFA™ program to offer the “Strategic Philanthropic Services Specialist” designation. This highly specialized designation will earn achievers the knowledge and philanthropic skills to develop gift planning strategies for individuals and families. [...]

More information

New blog post is up: A new Gift Planning Designation for Advisors? Why this IS a big deal.

The partnership between the Canadian Association of Gift Planners and The Knowledge Bureau is a watershed moment for CAGP and a seminal moment for charitable gift planning in Canada. HERE’S WHY... by Brad Offman

 

Most charities, especially large ones, do a credible job of promoting planned giving. In large part because of CAGP’s wide array of outstanding training programs, [...]

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The Latest

Resources:
26th Annual National Conference on Strategic Philanthropy

Dates: April 10 - 12, 2019

Location: Fairmont The Queen Elizabeth, Montréal, Québec

REGISTRATION opens November 21st

CONFERENCE SCHEDULE

DETAILS

Webinars:
Original Canadian Gift Planning Course - Registration is Open!

Dates: February 4-8, 2019

Location: The Banff Centre,
Banff, Alberta

CE Credits: 31.75 CFRE

AGENDA

DETAILS

Blog:
Gift Planning Fundamentals - registration is open!

Date: Wednesday, February 27, 2019

Location: Courtyard Marriott Toronto Downtown, Toronto, Ontario

CE credits: 7 CFRE / 7 Institute

AGENDA

DETAILS