Welcome to the Canadian Association of Gift Planners, Windsor-Essex Chapter.
CAGP Windsor Essex Chapter is a group of dedicated local fundraisers and professional advisors who get together to network, learn from each other and promote and create awareness of the importance of planned giving in the Windsor-Essex region.
We meet as a Chapter five times a year from September to June. Our meetings are held at lunch and are hosted by our members with a great meal provided. Our meetings are used to plan our events, coordinate our LEAVE A LEGACY program and share ideas.Twice a year we are pleased to have speakers come and provide members with information on new and interesting planned giving tools, asset management and estate laws.
The Chapter has partnered with Windsor Life Magazine to promote LEAVE A LEGACY month in May. The insert is an opportunity for the Chapter to present the public with information on ways to leave a legacy and talk about some of the ways local donors have helped local organizations through gifts in their estates with the intent of encouraging others to do the same. Local charities and professional advisors are given an opportunity to promote their planned giving programs in the insert.
For more information on the Chapter, or if you have any questions, please feel free to contact Patricia Valleau, Chair at 519-971-1265 or valleauconsulting@gmail.com.
Thank you.
Chapter Executive:
Chair – Patricia Valleau, CFRE, Principal Valleau Fundraising Consulting
Vice-Chair – Lisa Kolody, Executive Director WindsorEssex Community Foundation
Treasurer – Martin Sobocan, Financial Advisor Sobocan Insurance and Financial Services
Secretary – Katie Mazzuca, Major Gifts Officer University of Windsor
Past-Chair - Kim Willis, Director Communications & Mental Health CMHA Windsor-Essex County
Members:
Member: Remy Boulbol, Manager, Major Gifts VON Canada Windsor-Essex
Member - Melissa East-Aspila, Major Gifts Officer University of Windsor
Member - Tim Jones, Financial Advisor Rock Harbour Wealth Management Inc.
Member - Lisa Koscic, Manager TD Wealth Private Trust
Member - Donna Krumme, Success Coordinator PSA Legacy Consulting
Member - Danielle Moldovan, Manager Major Gifts United Way Centraide Windsor-Essex County
Member - Nancy Parker, Principal, Parker Fundraising Strategies
Member - Pat Soulliere, Planned Giving Consultant The Donor Motivation Program
Member - Peggy Winch, Manager of Fund Development & Community Engagement Alzheimer Society Windsor & Essex County (ASWE)
"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.