Gift Planning Fundamentals for Professional Advisors - Empowering Client Philanthropy

Advisors who can effectively help clients engage in effective and fulfilling philanthropy while incorporating the benefits of giving into their financial and estate plan will have deeper client relationships and a competitive marketplace advantage.

Attending the Gift Planning Fundamentals for Professional Advisors will give you:

  • Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
  • Tips to grow your book of business and connect with new clients through the philanthropic conversation;
  • A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage charity sector centres of influence.

This course is ideal for professionals who work in:

  • Estate Law
  • Financial Planning
  • Insurance
  • Financial Investments
  • Personal and Corporate Tax
  • Family Offices

See the Agenda

CE Credits

    Institute accredited CE (6.5 credits) 

This course may be eligible for up to 6 CPD hours. Please check with your local CPA Office.

Contact us with questions about CE credits and application to your industry and business.

Upcoming Presentation

Vancouver, BC
Hosted by the Greater Vancouver Chapter

janice_and_paul_2019.jpgDate: Wednesday, November 6, 2019, 7:30 am – 4:30 pm
Location: Simon Fraser University’s Morris J. Wosk Centre  (Wosk Conference Centre), 580 W. Hastings Street, Vancouver, BC
Presenters: Janice Loomer Margolis, JLM Philanthropy and Paul Nazareth, CAGP
Cost: CAGP Members: $425 / Non-members: $475 (Tax exempt)*

*Includes breakfast, lunch, coffee breaks and materials.

Registration deadline is October 30, 2019

Register Now

Cancellation Policy

  • Up to 14 days before the course: Full refund or credit that is good for up to one year
  • 7 - 14 days before the course: Credit that is good for up to one year
  • Within 7 days of the course: No refund*

*Note: You may transfer your registration to another team member within your organization at any time. There is a $75 administration charge plus any difference between member and non-member pricing, if applicable.

For more information, contact Erin Kuhns, Manager, Education and Training:
1-888-430-9494 Ext. 222 or email

This education session is offered by: