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Courses
Learn more about each of our courses
Gift Planning Fundamentals | Gift Planning Fundamentals for Professional Advisors | The Original Canadian Gift Planning Course | The Advanced Summit | The Strategic Gift Planning Bootcamp | Bequest Administration Essentials
Gift Planning Fundamentals
Whether you are new to gift planning or you are in need of a solid refresher, the CAGP Foundation's Gift Planning Fundamentals is a one-day introductory course that covers the basics to get your feet wet. After taking this course you will have learned about:
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basic tax concepts about charitable gifts,
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the most common types of planned gifts in Canada (there is not sufficient time to cover all vehicles) and some operational and marketing considerations for each of the vehicles
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how to have a discovery conversation with donors.
This course will provide you with an overview to get you started on the right path, but does not provide the toolkit to start a gift planning program, nor the in depth comprehensive gift conversations. If you are already along that path you should consider one of the following two courses.
This course can also be exclusively tailored to your organizations needs. Here’s what one clients said about their in-house Gift Planning Fundamentals:
Gift Planning Fundamentals for Professional Advisors
Philanthropy is a billion-dollar part of the Canadian economy, and on a growth curve that now includes more complexity than ever. Canada’s demographics hold more of their wealth in assets but the charitable sector’s strategy is still stuck in a cash and income mindset. CAGP and the CAGP Foundation are here to help you empower your clients to give more, strategically.
CAGP and Advocis have partnered together to offer Advocis Members the same rate as CAGP Members to access this essential professional development.
Advisors who can effectively help clients engage in effective and fulfilling philanthropy while incorporating the benefits of giving into their financial and estate plan will have deeper client relationships and a competitive marketplace advantage.
This course is ideal for professionals who work in:
Estate Law | Financial Planning | Insurance | Financial Investments | Personal and Corporate Tax | Family Offices
Original Canadian Gift Planning Course
The Original Canadian Gift Planning course is the longest-running and the most regarded course available on strategic philanthropy in Canada. Charity based fund-raisers or consultants with at least two years of fundraising experience and/or who oversee or are responsible for, gift planning will benefit from this comprehensive five-day course. There have been many professional advisors who have benefited from the course material and the in-depth experience of learning alongside their charity counterparts. The Original course provides in-depth education on the full range of strategic gift planning issues:
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the application of key gift planning vehicles (understanding the vehicle, its tax implications and donor profile)
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identify who are the best prospects for planned giving in your database
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hands on learning on how to introduce gift planning options
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proven strategies and tactics for marketing planned gifts to your donors and communities
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gift planner ethics
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and so much more.....
This course provides an unrivaled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies, while always incorporating adult-learning principles.
Advanced Canadian Gift Planning Summit
The Advanced Canadian Gift Planning Summit is the meeting place for industry-leading expert advisors and fundraisers engaged in philanthropy. It is where philanthropic planning meets tax, finance, insurance, succession and estate planning.
Incorporating interactive and in-depth presentations and discussions on current topics, this gathering of advanced professionals provides a unique opportunity to study the highest level of philanthropic strategy for the biggest and most complex gifts being planned in Canada and globally.
WHO SHOULD ATTEND?
Philanthropic Advisors
Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation
Executive charitable finance staff (CPA)
Trust and Estate practitioners
Professional Financial Advisors
Charitable gift planners with 10+ years of experience
Foundation managers (Community and Private)
Strategic Gift Planning Bootcamp for Major Gift Professionals
Take Your Major Gift Fundraising to the Next Level! Are you ready to enhance your expertise, build confidence, and elevate your career in major gift fundraising? This Bootcamp is a one-of-a-kind opportunity to refine your skills, expand your knowledge, and gain practical tools to secure transformational gifts.
This course is designed to help you unlock new approaches to charitable giving, have blended/hybrid conversations, engage donors in meaningful ways, and create impactful gift plans that make a real difference. Learn how to convert "no" to "not yet". Whether you're looking to deepen your understanding of advanced giving strategies or refresh your skills, this Bootcamp will provide you with the confidence and resources to excel.
This course is tailored for:
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Fundraising professionals with at least two years of experience securing major gifts from individuals.
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Experienced fundraisers seeking to refresh their knowledge of gift planning strategies and techniques.
Through active participation and collaboration, you’ll leave this Bootcamp with the skills, confidence, and resources to secure transformational gifts and make an even greater impact in your work.
For those who want to learn how to set up a program, establish gift acceptance policies, marketing and the technical aspects of gift planning please look into the CAGP Original Canadian Gift Planning course.
Bequest Administration Essentials
A deep-dive for charity professionals. Gifts from Estates are an increasingly important source of revenue for charities – and also subject to far more stringent legal and financial oversight than gifts from a living individual.
Is your charity receiving gifts from Estates? From acceptance & acknowledgment to account review, releases and receipting, this course will cover how to manage your program and stay on the right side of the law & tax rules. We’ll also delve into how to handle delicate conversations with executors, lawyers, family, loved ones, and the important role of recognition for these special gifts, as well as explore future trends and emerging issues like the growing source of bequests from donor advised foundations.
Delivered online over four two-and-a-half-hour sessions, this learning experience offers lectures, homework, group work, handy tip sheets, useful checklists, and in-depth case studies to help you gain a deep understanding of both the legal and technical, as well as the soft skills necessary for great bequest administration.
For more information about any of these courses contact
Erin Kuhns, Manager, Education and Training at ekuhns@cagp-acpdp.org.
These education sessions are offered by:
