The (R)evolution of Planned Giving in Canada - with Paul Nazareth

The (R)evolution of Planned Giving in Canada

What do you think about when you hear “planned giving”? Do the words “legacy” and “taxes” come to mind? Strategic philanthropy, where generosity meets planning has been stuck at the side of your desk for too long. Spend some time with the Canadian Association of Gift Planners for an update on tax and giving, generosity in Canada, how the methodology and tactics of planned giving have been overthought – and what you can do to raise more in 2022. We will also share what’s coming. From Canada’s biggest bequest campaign, Will Power, which exists to create $40 Billion in new bequests by 2030 (and how you can ensure your cause and organization is one of the beneficiaries ) to understanding many sector shifts. From online technology, digital transactions, donor-advised foundations and the complexity that comes with changes in the idea of currency and management of capital.

We are pleased to offer this event in person, and virtually.  Please register as normal below, and in your confirmation email there will be an additional link to sign up for the ZOOM event if you prefer to join us that way, instead.

About Paul Nazareth, Vice President, Education & Development at the Canadian Association of Gift Planners

Paul Nazareth has worked in Canada’s philanthropic sector for over 20 years. Currently, Vice President, Education & Development at the Canadian Association of Gift Planners (CAGP), and was previously Vice President, at the charity CanadaHelps. Paul has been a philanthropic advisor with a national wealth management firm and also spent over a decade with charities large and small. He is on the board of several charities including the Circle on Indigenous Philanthropy, on the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program and he serves as faculty for the Master Financial Advisor in Philanthropy (MFA-P) designation in Canada, co-created by the Knowledge Bureau, CAGP and Spire Philanthropy. Paul is the co-host of “The Intersection Podcast”, writes on philanthropy for a variety of publications and regularly appears on national radio and television to speak about generosity in Canada.  

Canadian Association of Gift Planners (“CAGP”) COVID-19 Policy

The 2019 Novel Coronavirus or COVID-19 is an extremely contagious virus that spreads easily through person-to-person contact and can cause serious illness, long-term health complications, and/or death. Symptoms of COVID-19 include fever, cough, loss of taste or smell, and shortness of breath, among others.

CAGP is committed to providing a safe experience for all our delegates when attending a CAGP event.  We prioritize the health, safety and social well-being of all delegates, guests, sponsors, speakers, volunteers, and staff.  We continue to monitor guidance from Public Health for regulations and guidelines. 

CAGP will continue to monitor the Public Health orders and instructions with respect to our Annual Conference and will communicate any and all updates with registered delegates.   

We have also implemented the following safety measures for all CAGP events:

Vaccination

• All delegates must be fully vaccinated against COVID-19.  “Fully vaccinated” means that a participant has received a full series of a vaccine that is authorized by Health Canada, or any combination of such vaccines, and that a minimum of 14 days have passed since they received their final COVID-19 vaccination. 

• Upon request, all delegates must show event organizers proof that they are fully vaccinated against COVID-19.  This proof must be in a form approved by a provincial Public Health authority. 

• If a delegate is unable to provide proof that they are fully vaccinated against COVID-19, they must show proof of medical exemption.  Acceptable proof of medical exemption varies by province.  Delegates are responsible for ensuring that their proof of medical exemption complies with Public Health requirements in the province where the event is being held. 

Public Health Compliance

• All delegates are asked to review the Public Health authority information that is applicable in their home province, and in the province where the event is being held, before attending any CAGP event.  Each delegate is responsible for their own health and safety and must ensure that they comply with the appropriate Public Health requirements.  The latest information from Public Health authorities in each province is available online. 

• No delegate may attend a CAGP event if they are experiencing any symptoms of COVID-19, if they have an active case of COVID-19 at the time of a CAGP event, or if they have been directed to self-isolate by a Public Health authority. 

Number of Delegates

• CAGP will limit registration to ensure that local Public Health requirements for physical distancing can be maintained

Physical space

• Event meeting spaces will be set to ensure that local Public Health requirements for physical distancing can be maintained” Networking opportunities will also allow for physical distancing.

Masks

• CAGP will enforce masking requirements in accordance with applicable local Public Health requirements

Sanitation stations

• CAGP will work with the event venue to ensure there are hand sanitizer stations throughout the meeting spaces for delegates.

No contact greetings

• CAGP recommends waves and elbow bumps at this time.

Event scheduled food and beverage

• CAGP will be working with the event venue to create a safe eating experience for all delegates.

As the situation changes, CAGP will continue to review and modify these precautions, and may choose to eliminate some safety measures if it is safe to do so.