Ask an Advisor

As a CAGP member you have access to Ask an Advisor, an online tool where you can submit technical, legal or ethical questions on gift planning. Submit your questions about tax regulations surrounding charitable gifts, policies and procedures, gift illustrations, tax receipts, and inquiries regarding gift acceptance. With questions submitted anonymously to our expert advisor, you can be confident that the answer you receive will be informative and correct.

DeWayne Osborn, CPA, CGA, CFP with Cardinal Capital Management, Inc., offers this online tool as a 'first stop for gift planners or professional advisors to confirm the context of any situation regarding a planned gift', ensuring you are equipped with the right information on challenging or complex issues. The Ask an Advisor tool provides:

• The opportunity to submit gift planning questions of technical, legal or ethical context.
• Confidence to understand the context of a gift and situation, so that you can work with and facilitate the needs of your donor or professional advisor.
• An excellent learning tool.
• The confidence to deal with complex gifts or circumstances.
• Access to an online virtual community of gift planning professionals.

We make our best effort to respond to your questions within one week.

Please use the form below to submit your question. Be sure to include the province where you and/or the donor reside. *All questions are anonymous*.

Disclaimer: Any information provided through Ask an Advisor should be considered general in nature and should not be relied upon as a substitute for professional advice. Users should seek the guidance of a qualified financial or legal professional before making decisions based on information provided through Ask an Advisor.