CAGP Waterloo-Wellington is a professional association for fundraisers, lawyers, accountants, and financial advisors involved in charitable gift planning. We provide opportunities for CAGP members and non-members to network, learn more about gift planning, and earn continuing education credits.
Join us for a Lunch & Learn. Enjoy a delicious catered lunch, listen to a professional gift planner or advisor share their expertise in-person, and network with your colleagues for only $35 (unless otherwise noted).
Join us for a Webinar Viewing. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $10.
Anyone with an interest in gift planning is encouraged to attend our events, as the knowledge you gain will help you to better serve your donors or clients.
2019/2020 Events
Wednesday, October 2, 2019
Lunch & Learn
Topic: Using Social Media in Planned Giving – What You Need to Know
Presenter: Christine Kang
Time: 12pm - 1:30pm
Location: The Family Centre, Room 2011, 65 Hanson Avenue, Kitchener, ON N2C 2H6
Tuesday, November 19, 2019
Online Conference Viewing
Fundraising Everywhere
Presenters: Simon Scriver, Gail Perry, John Lepp, Maeve Strathy, and many more
Time: 9am - 4pm
Location: KidsAbility, 7-503 Imperial Road North, Guelph, ON N1K 1X3
Tuesday, December 3, 2019
Holiday Social
Time: 5pm - 7pm
Location: The Bauer Kitchen, 187 King Street South, Waterloo, ON N2J 1R1
Wednesday, February 26, 2020
Lunch & Learn
Topic: Soliciting Business Owners
Presenter: Ryan Fraser
Time: 12pm - 1:30pm
Location: The Family Centre, Room 2015, 65 Hanson Avenue, Kitchener, ON N2C 2H6
Wednesday, April 29, 2020
Webinar Viewing
Topic: How to Land More Appointments with Major and Legacy Gift Donor Prospects
Presenters: Greg Warner
Time: 1pm - 2pm
Location: KidsAbility, 500 Hallmark Drive, Waterloo, ON N2K 3P5
EVENT CANCELLED DUE TO COVID-19
Wednesday, May 13, 2020
Lunch & Learn
Topic: 5 Reasons Why Advisors Don’t Talk About Philanthropy and What You Can Do About It
Presenter: Lynn Whetham
Time: 12pm - 1:30pm
Location: The Family Centre, Room 2011, 65 Hanson Avenue, Kitchener, ON N2C 2H6
EVENT CANCELLED DUE TO COVID-19
Thursday, June 11, 2020
Summer Social
Time: 5pm - 7pm
Location: Fork and Cork Grill, 1458 Weber Street East, Kitchener, ON N2A 2Y5
EVENT CANCELLED DUE TO COVID-19
CFRE Continuing Education Credits
CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Viewing is applicable for 1-1.5 credits in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Executive Committee
Chair & Treasurer: Jessica Wroblewski
Membership & Secretary: Heather Curran
Communications: Rubin Kataki
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"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.