Advanced Canadian Gift Planning Summit

The next Advanced Canadian Gift Planning Summit
will be on May 28-29, 2020

in Toronto, Ontario

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Registration will open on January 20, 2020

 


Quick Links

About the Summit

CAGP produces a complete slate of educational offerings designed to accommodate every level of knowledge and experience.  This summit is intended to provide the most comprehensive educational opportunity available to CAGP Members and others.  It is designed for professionals who have a good understanding of individual and corporate taxation, trusts, and the use of financial planning strategies with high net worth clients / donors.

Highlights of this year’s Advanced Summit will be posted soon!


We recommend reading our Professional Development Roadmap, a helpful guide for gift planners and fundraisers in their journey to becoming a successful charitable gift planner.

This Course Descriptions document contains a brief description of each of our 4 courses in one place, to help you decide which is the right fit for you at this point in your career.


Who Should Attend

This course is designed for:

  • fundraising professionals
  • gift planners
  • high net worth fundraisers
  • wealth managers
  • trust and estate practitioners
  • financial advisors 
  • philanthropic advisors

In following adult learning principles, the course encourages participants to take an active rather than passive role in learning and teaching one another. Participants should have a track record of building and sustaining relationships with clients / donors.

The Experience

CAGP's Advanced Canadian Gift Planning Summit is an intensive immersion in the tax, legislative and philanthropic issues related to charitable giving. This innovative course builds on Canada's longest running and most authoritative course in charitable planning, the Original Canadian Gift Planning course.

 


Dates

Thursday, May 28 (8:00 a.m. – 8:00 p.m.) & Friday, May 29, 2020 (8:00 a.m. – 5:00 p.m.)

Registration Fees (Tax exempt)

Prices include registration fees and all meals for the two days*.
Accommodation is not included. Please see a list of local hotel suggestions below.

Early Bird Price (until April 27, 2020)
CAGP Member: $1450
Non-member: $1675

Regular Price (April 28 – May 20, 2020)
CAGP Member: $1550
Non-member: $1775

*Meals include breakfast, lunch and breaks for both days plus dinner on May 28th.


Location

Ryerson University
Podium Building
350 Victoria St., 2nd Floor
Toronto, Ontario

Important Information from Ryerson University

Food Allergies
The Food Services Department are committed to assist our customers with food allergies, to make informed food choices by providing accurate and timely ingredient information to the best of our ability. It is however the responsibility of the client and their guests to inform the Food Services Department of any known allergies and special dietary need. Food Services will gladly work with the client to the best of their ability to satisfy your dietary needs. However, they cannot guarantee that products are completely free of ingredients that may cause an allergic reaction. Please note that in some cases the Food Services Department may not be able to accommodate specific dietary requests.

Smoking
Signs have been posted across campus to advise community members and visitors that smoking is prohibited within 9 metres of all building entrances.


Transportation & Parking

There are TTC stations within a 5-minute walk from the Advanced Summit location.

Please visit the Ryerson University website for parking information and pricing.


Accommodation

Accommodation is not included in the stated price. Attendees are responsible for securing their own accommodation.


CE Credits

cfre_conedlogo-2020.jpgFull participation in the Advanced Canadian Gift Planning Syummit is applicable for up to 14 credits in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification.

Law Society credits available upon request.


Cancellation Policy – Please read carefully

Should you have to cancel your registration for the Advanced Canadian Gift Planning Summit, please be aware of the following cancellation policy:

Registration Fees
Before February 29, 2020 – Full refund (less a $250 admin fee)*
March 1 – March 31, 2020 – 50% refund (less a $250 admin fee)*
After March 31, 2020  – No refund*

*IMPORTANT: Registration is transferable within your organization at any time, subject to a $150 administration fee.

All cancellations must be received in writing.

CAGP Foundation reserves the right to amend or cancel the event.

If an event has to be cancelled or rescheduled we will contact you 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 a cancellation, we will not reimburse travel, accommodation or other costs related to the event.

If you have any questions, please contact Erin Kuhns, Manager, Education and Training at 1-888-430-9494 Ext. 222 or email: ekuhns@cagp-acpdp.org.


Read what our past attendees had to say:

“A very high level gathering of the minds with sessions that address current issues and trends.  If you are in the gift planning industry, the CAGP Advanced (Summit) is a MUST attend.”
       -  Attendee

“This course was an excellent investment for our charity.  I am bursting with new ideas, and ways to apply these to our donor relationships. ”
        - Attendee


Contact us

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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