Welcome to the Alberta South Chapter!
The Alberta South Chapter is one of 19 active CAGP Chapters across Canada helping champion the growth of strategic charitable giving.
Our Chapter unites gift planning professionals (lawyers and financial advisors), fundraisers, and charitable organizations from the region to help local donors achieve their highest philanthropic goals and wishes.
The Chapter hosts educational luncheons and half/full day sessions where members connect with colleagues and hear from expert speakers. We encourage anyone with an interest in gift planning to attend our luncheons to hear from local professionals in the field.
Our Chapter also hosts an inspiring Leave A Legacy program designed to encourage people to leave a gift through their will or other planned gifts to a charity of their choice. To learn more, please visit www.leavealegacycalgary.com.
If you have any questions, please feel free to contact Rob Locke at 403-705-3235 or robl@kerbycentre.com
Thank you. We hope you will consider joining us at our next meeting.
Southern Alberta Chapter Executive
Chair, Neil Williams
Treasurer ,Ross Young
Secretary , Kathryne Gibson
Education Co-Chairs, Rob Locke, Sheelagh Mercier, Kevin Davidson
LEAVE A LEGACY Chair, Carla Gervais
Sponsorship Chair, Cindy Neufeld
Membership Chair, Patti Dolan
Communications Chair, Conor Tapp
Member at Large / Social Events, Alen Okanovic
Member at Large, Heather Berezowski
Member at Large / Communications, Susan Deike
"CAGP has made more major contributions to the development of charitable tax incentives and charitable policy in Canada than any other professional organization. The Government and public servants view CAGP as a knowledgeable, balanced, and credible voice on philanthropy and charities, especially charitable giving issues.
"CAGP has been my place to go to learn, innovate and connect with leading experts in strategic philanthropy who are willing to share their expertise and explore new ideas. The quality of education I've received and the network and relationships I've built through CAGP are incomparable and have always proven to be
"Becoming a member of CAGP has been one of the best business and personal decisions I've made in my twenty-year career working in financial services. It has resulted in my having much more meaningful conversations with both my clients and prospective clients about their philanthropic goals and the impact they'd like to have on the world. This in turn has enhanced my relationship with them and resulted in magnifying their charitable gifts.