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 open!

Space is limited so register early!



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:

  • Private Shares
    {still in the process of confirming speakers}
  • Charity performed abroad
    Practical Tips and Minefields (Robert Kleinman and Mark Blumberg)
  • Gifts Involving Insurance
    Problems with extended benefits and promises made to donors (Brenda McEachern)
  • Donor Advised Funds
    (Keith Sjorgren Investor Economics and Katherine Dalziel, Masters Student, Philanthropy and Nonprofit Leadership)
  • Case Study presentation
    The Perfected Gift: it may not be what you think! (John Poyser)
  • Group work

…and much more!

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.


You won't want to miss our presenter 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  



                                     Dr. Susan Phillips


keith_sjogren_photo.jpg                     katherine_dalziel_photo.jpg        

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



                                       Jo-Anne Ryan                 

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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.

Early Bird (until August 27, 2018)
Member:  $1299.50
Non-member: $1525.50

Regular (August 28 – October 1, 2018)
Member:  $1412.50
Non-Member:   $1751.50

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. For your convenience, following is a list of nearby hotels.

As of July 16, all of the hotels listed below had availability between October 16 & 18 and prices ranged from $159 - $229 + tax. This could change at anytime.

Best Western Plus Downtown
10-minute drive to Carleton University
377 O’Connor Street
Ottawa, ON K2P 2M2
Phone: 1-800-465-7275

Cartier Place Suite Hotel
10-minute drive to Carleton University
180 Cooper Street
Ottawa, ON K2P 2L5
Phone: 1-800-236-8399

The Metcalfe
10-minute drive to Carleton University
123 Metcalfe Street
Ottawa, ON K1P 5L9
Phone: 1-844-871-6555
(Note: The hotel will be under renovations between 9am & 4pm Monday-Friday)

Ottawa Embassy Hotel and Suites  
10-minute drive to Carleton University
25 Cartier Street
Ottawa, ON K2P 1J2 Canada
Toll Free: 1-800-661-5495
Phone: 613-237-2111

Hilton Ottawa Inn Ottawa Airport
7-minute drive to Carleton University
2400 Alert Rd
Ottawa, ON K1V 1S1
Phone: 613-288-9001

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.


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