Welcome to the Alberta South Chapter!
The Alberta South Chapter is one of 20 active CAGP Chapters across Canada helping champion the growth of strategic charitable giving.
Our Chapter unites gift planning professionals (lawyers, accountants, 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 event called Wills and Estate Planning Seminar designed to encourage people to leave a gift through their will or other planned gifts to a charity of their choice.
Please join us on May 12, 2020 at the Calgary Zoo from 6:30 pm - 8:00 pm. Thanks once again to our sponsors listed below and the Calgary Zoo for being a great host. Looking forward to seeing you next year. To learn more or to stay tuned, please visit our website at www.leavealegacycalgary.com.
Founding Sponsor:
Gold Sponsors
If you have any questions, please feel free to contact Sheelagh Mercier, Chair at smercier@achf.com or 403-955-8837
Thank you. We hope you will consider joining us at our next meeting.
Southern Alberta Chapter Executive
Chair, Sheelagh Mercier
Past Chair, Neil Williams
Treasurer, Ross Young
Secretary, Kathryne Gibson
Education Co-Chairs, Rob Locke & Kevin Davidson (Leave A Legacy Chair)
Member at Large, Social Events
Member at Large, Communications, Karen Filbert
Member at Large, Membership, Shirley Yurchi
Member at Large, Heather Berezowski
Member at Large, 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.
"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.