Advanced Canadian Gift Planning Symposium

The Advanced Canadian Gift Planning Symposium
will take place at Carleton University in Ottawa, ON 
October 17-18, 2018


Registration is now open!

The agenda will be posted very soon.

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.

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.

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.


October 17-18, 2018


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

Early Bird (until August 3, 2018)
Member:     $1150 + $149.50 (HST) = $1299.50
Non-member: $1350 + $175.50 (HST) = $1525.50

Regular (August 4 – October 1, 2018)
Member:     $1250 + $162.50 (HST) = $1412.50
Non-Member:    $1550 + $201.50 (HST) = $1751.50

We are working on finalizing the agenda. Please visit this page again soon for the agenda and more details!

Accommodation is not included in the stated price. Attendees are responsible for securing their own accommodation. For your convenience,a list of recommended Ottawa hotels and the approximate commute time to Carleton University will be posted shortly.

CE Credits

cfre_conted_logo18.jpgFull participation in the Advanced Canadian Gift Planning Symposium is applicable for up to 15 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.



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

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:

Register Now

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