Gift Planning Case Clinic: Real Scenarios. Real Solutions.

Got a complex, puzzling, or unique gift planning file sitting on your desk? You don't have to solve it alone.

Join CAGP Atlantic for an interactive, real-world virtual learning session on Thursday, November 26 from 12-1pm AST.

What to expect:
We will walk through a curated selection of real-life gift planning scenarios submitted by you and your fellow CAGP members. Veteran practitioners Toni Croft and Geoff Graham will share their expert insights, break down how they would approach each situation, and offer practical solutions you can apply to your own donor conversations.

Got a scenario to share?
We want to hear from you! If you have a challenging case, a unique gift structure, or a sticky situation you’d like the panel to tackle, submit your scenario to Karen.Theriault@nshealth.ca by November 19 for a chance to have it featured live during the session

Meet your panelists: 

Toni Croft: Toni's career spans 37 years in the Philanthropy world. She was privileged with wonderful mentors and prides herself on stewardship. Her career began at Saint Mary's University - Annual Fund, IWK Foundation, Juvenile Diabetes Research Foundation, CNIB, and for the last 17 years Canadian Red Cross Society, focusing of Legacy Giving.

Geoff C. Graham, CFRE: Geoff is Senior Director, Charitable Giving, at the QEII Health Sciences Centre Foundation, where he oversees the annual giving and gift planning portfolios. While gift planning remains his primary passion, he values an integrated approach to fundraising that raises awareness of philanthropy and increases the visibility of strategic charitable giving opportunities for supporters. With more than 32 years of experience in philanthropy, Geoff has worked across annual giving, donor relations, gift planning, major gifts, campaign fundraising, and gift policy. He has led and managed fundraising portfolios at the IWK Foundation, Scripps Research Institute, the University of California San Diego, Scripps Health Foundation, and the Moores Cancer Center at UC San Diego. Geoff previously served as Chair of the national board of the Canadian Association of Gift Planners (CAGP) and has held numerous leadership roles with the Association of Fundraising Professionals in both San Diego and Nova Scotia. He has also served in leadership positions with CAGP’s Atlantic Chapter.