CAGP Blog

GIFT PLANNING DESIGNATION FOR ADVISORS AVAILABLE

Together with Knowledge Bureau and Spire Philanthropy, we are pleased to announce that all three online courses in the MFA-P™ -  designation program are now available.  The program, which has been written and tested over the past year, will allow advisors to obtain specialized professional credentials that enable them to provide formal gifting plans for individuals and families interested in strategic philanthropy.

This past Thursday, June 20^th, the Special Senate Committee released Catalyst for Change: A Roadmap to a Stronger Charitable Sector, the long-awaited report of its findings and recommendations, stemming from a mandate to study Canada’s charitable and non-profit sector and the many challenges it faces.  

Project Management seems to be a bit of a buzzword these days. It may be the new ‘innovation’ or ‘synergy’, but the way author Sharon Hartung applies project management techniques to dealing with estate planning in her book Your Digital Undertaker, is nothing short of brilliant...

We’re pleased to provide another update on Don Johnson’s continued advocacy efforts for the removal of capital gains tax on charitable donations of private company shares and real estate, and to share his recent letter to Prime Minister Justin Trudeau and Finance Minister Bill Morneau, as well as the Finance Minister’s reply to Mr. Johnson.

On February 27, 2019, CAGP CEO Ruth MacKenzie was part of an esteemed group of speakers who were invited to speak on the topic of IMPACT at Carleton University.  Watch the video now. 

The partnership between the Canadian Association of Gift Planners and The Knowledge Bureau is a watershed moment for CAGP and a seminal moment for charitable gift planning in Canada. HERE’S WHY... by Brad Offman

Insurance Policy donations -  MORE than just paperwork…

My very first official engagement with CAGP was at this year’s 25th National Conference on Strategy Philanthropy in Winnipeg. In a nutshell – I was both impressed, and relieved. Let me unpack that statement a little. 

I have never been to a CAGP conference. In fact, until 2 years ago I had not idea what the acronym CAGP stood for. With just one CAGP conference, I have become a groupie and a donor. Let me tell you why: