Advanced Canadian Gift Planning Summit

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

in Toronto, Ontario


More information will be available soon.


Below is the information from the Summit that took place in Ottawa in 2018:

Sponsored by:


Quick Links

About the Symposium

CAGP produces a complete slate of educational offerings designed to accommodate every level of knowledge and experience.  This symposium 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 donors / clients.

Highlights of this year’s Advanced Symposium include:

  • Charity performed abroad
    Practical Tips and Minefields—learnings from actual experiences (Robert Kleinman and Mark Blumberg)
  • Special Senate Committee on the Charitable Sector
    A changing landscape?  Yes/No.  An interactive conversation with the Committee's Deputy Chair about some of the issues currently before the Committee (The Honourable Ratna Omidvar)
  • The Graduated Rate Estate and Testamentary charitable gifting
    Newish regime: Benefits and Traps—lessons from the trenches (M. Elena Hoffstein)
  • Gifts Involving Insurance
    This may not be the case.  Trends and issues with structured life insurance gifts (Brenda McEachern)
    This session is sponsored by Cardinal Capital Management, Inc.
  • What’s wrong with endowments today?
    A more practical approach to endowment funding, especially for faculty positions in a university setting. (Doug Puffer)
  • How Public Policy fits Philanthropy
    Self-regulation has become much more important due to various scandals and changing policy (Susan Phillips)
  • Donor Advised Funds Project
    Be the first to hear the results of the inaugural Canadian comprehensive report on Donor Advised Funds. (Keith Sjorgren, Katherine Dalziel, and Karen Hudson)
  • Out-of-the-Box Gifts
    These include gifts of private company shares, private REITS, and gifts involving potential private benefit and recognition. (Jo-Anne Ryan and Troy McEachren)
  • Case Study presentation
    A discussion of cases where the courts have ruled that a gift was perfected  (John Poyser)
    This session is sponsored by Cardinal Capital Management, Inc.
  • Group work

 See the Agenda for more details

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 donors / clients.

The Experience

CAGP's Advanced Canadian Gift Planning Symposium 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.


You won't want to miss our stellar presenters at this year's Symposium:

bobby_kleinman_photo.jpg                               mark_blumberg_photo.jpg            

Robert Kleinman FCPA, FCA                   Mark Blumberg LL.B., LL.M., TEP 



                 The Honourable Ratna Omidvar, C.M., O.Ont.


elena_hoffstein_photo.jpg                               brenda_mceachern_photo.jpg                    

M. Elena Hoffstein, BA, MA, JD, TEP         Brenda McEachern, LLP, TEP  


  doug_puffer_photo.jpg                        susan_phillips_photo.jpg

       Doug Puffer, B.Sc.                                    Dr. Susan Phillips


keith_sjogren_photo.jpg                     katherine_dalziel_photo.jpg        

         Keith Sjögren                    Katherine Dalziel , B.Sc., M.B.A. CPA (CMA)                                  


   karen_hudson.jpg                   jo-anne_ryan_-_new.jpg

             Karen Hudson                                  Jo-Anne Ryan                 

troy_mceachren_photo.jpg                        john_poyser_photo.jpg

Troy McEachren LL.B., TEP                            John Poyser

Are you unsure about where to begin or which course is right for you? We have two recommendations for you:

Our Professional Development Roadmap is 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.


October 17-18, 2018

Pricing (Tax exempt)

Pricing includes tuition and meals for the two days. Accommodation is not included. Please see a list of hotel suggestions below.

Member:  $1412.50
Non-Member:   $1751.50

Registration closes on Wednesday, October 10, 2018.

Click here to view the agenda.


Carleton University
1125 Colonel By Dr,
Ottawa, ON K1S 5B6


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

CE Credits

cfre2018.jpgFull participation in the Advanced Canadian Gift Planning Symposium is applicable for 14.5 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.

The Institute Logo.jpg  Institute Accredited CE (4.5 credits)

Law Society credits available upon request.

Cancellation Policy for Participants - Please read carefully

Before June 30, 2018 - Full refund, less $200 administration fee
July 1 – August 15, 2018 - 50% refund
After August 15, 2018 - There is no refund

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

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

Read what our past attendees had to say:

“The Advanced Canadian Gift Planning Course provided me with up to date tools and knowledge that will enable me to have even more in depth conversations with donors in order to provide the very best guidance to them in their gift planning journey.”  
        - Sue Hardy, Manager, Office of the President  St. Joseph's Health Care Foundation (London)

“This course was an excellent investment for our charity.  I am bursting with new ideas, and ways to apply these to our donor relationships.”
      - 2016 Attendee

Contact us

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

This education session is offered by: