Your clients are already donating money to charity, you may find that many, if not most of them, are doing it inefficiently for tax, financial and estate planning success. We can help you to improve your clients' strategies and grow your own business.
Philanthropy is a billion-dollar part of the Canadian economy, and on a growth curve that now includes more complexity than ever. Canada’s demographics hold more of their wealth in assets but the charitable sector’s strategy is still stuck in a cash and income mindset. CAGP and the CAGP Foundation are here to help you empower your clients to give more, strategically.
CAGP and Advocis have partnered together to offer Advocis Members the same rate as CAGP Members to access this essential professional development.
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
Upcoming Presentation
ONLINE
Dates: Next dates for 2026 to be confirmed
Times: According to time zone for each day:
Pacific Standard Time: 8:00 a.m. – 12:00 p.m.
Mountain Standard Time: 9:00 a.m. – 1:00 p.m.
Central Standard Time: 10:00 a.m. – 2:00 p.m.
Eastern Standard Time: 11:00 a.m. – 3:00 p.m.
Atlantic Standard Time: 12:00 p.m. – 4:00 p.m.
Location: Online
Presenter:
Cost (tax exempt):
CAGP Members: $560
Advocis Members: $560 (must enter Advocis Member number during registration)
Non-members: $860
See the agenda (2025)
What is included?
- Two half-days of interactive learning
- All the course materials and resources
- Unique networking opportunities with other fundraisers and professional advisors
- 6.5 Institute credits and 6 hours of MFA-P™ recertification credits
CE Credits
Institute accredited CE (6.5 credits)
This course offers 6 hours credit for MFA-P re-certification.
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.
Cancellation Policy
- Within 24 hours of registering: Full Refund; No fee
- 0-7 days of an online event: No Refund; Delegate Transfer permitted; $150 administration fee
- 0-14 days of an event: No Refund; No Delegate Transfer
- 15-30 days before the event: No Refund; Delegate Transfer permitted; $150 administration fee
- 31-65 days before the event: 50% Refund; Delegate Transfer permitted; $150 Administration fee
- 65-90 days before the event: 75% Refund; Delegate Transfer permitted; $150 Administration fee
- 91 days and more before the event: 100% refund; Delegate Transfer permitted; $150 Administration fee
All cancellation and transfer requests must be submitted in writing to education@cagp-acpdp.org.
$150 administration fee will be charged for any changes.
Should registration be transferred to a non-CAGP member, any difference between member and non-member pricing will also be applied.
CAGP Foundation reserves the right to amend or cancel the event.
If an event has to be cancelled or rescheduled, you will be contacted as soon as possible to notify you of the change. You will be offered an alternative date or a full refund.
In the event of cancellation, CAGP does not reimburse travel, accommodation or other costs related to the event.
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:
