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

Cost (Tax exempt):
CAGP Members: $425
Non-members: $475
Includes breakfast, lunch, coffee breaks and materials.


CE Credits

    Institute accredited CE (6.5 credits) 

Attendance to this course will provide you with 6.5 credits in continuing professional development for your Law Society of BC reporting.

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 Presentations

Calgary, Alberta
Hosted by the CAGP Southern Alberta Chapter

paul_nazareth_photo_2018-cropped.pngDate: TBC - 7:30 a.m. - 4:30 p.m.
Location: TBC
Presenters: Paul Nazareth, CAGP
Cost (tax exempt):
CAGP Members: $425
Non-members: $475

 


Halifax, Nova Scotia
Hosted by the CAGP Nova Scotia Chapter

paul_nazareth_photo_2018-cropped.pngDate: TBC - 7:30 a.m. - 4:30 p.m.
Location: TBC
Presenters: Paul Nazareth, CAGP
Cost (tax exempt):
CAGP Members: $425
Non-members: $475
 


Kitchener, Ontario
Co-hosted by the following CAGP Chapters:
Waterloo-Wellington Chapter
Niagara/Golden Horseshoe Chapter
London Chapter

paul_nazareth_photo_2018-cropped.pngDate: Fall 2020 (excact date TBC)
Location: TBC
Presenters: Paul Nazareth, CAGP
Cost (tax exempt):
CAGP Members: $425
Non-members: $475

 


Winnipeg, Manitoba
Hosted by the CAGP Manitoba Chapter

paul_nazareth_photo_2018-cropped.pngDate: TBC - 7:30 a.m. - 4:30 p.m.
Location: TBC
Presenters: Paul Nazareth, CAGP
Cost (tax exempt):
CAGP Members: $425
Non-members: $475

 


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 ekuhns@cagp-acpdp.org


This education session is offered by:

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