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:

  • basic tax concepts about charitable gifts,
  • 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
  • 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:

Working with CAGP staff to develop a customized gift planning training session for all of our development team resulted in a half day workshop that exceeded the learning expectations of all participants. Our goal was to establish baseline gift planning knowledge and common terminology for all fundraising staff, and it was achieved in a fun and participatory manner. I highly recommend utilizing the expertise of the CAGP staff to enable the gift planning education and aspirations of fundraising staff at any non-profit organization.     

– Barbara Fanning, Director, Advancement Services, Art Gallery of Ontario

Strategic Gift Planning Bootcamp

Major Gift Professionals or Leadership Annual Gift Professionals with three to five years of experience know that a donor-centric approach to fundraising has you engaging with donors who are fully committed and have financial capacity, but perhaps they tell you the gift can’t be made today or in the near future.  The three-day Strategic Gift Planning Bootcamp will equip you with:

  • practical skills and knowledge regarding gift planning vehicles
  • hands on learnings how to introduce gift planning and blended (current and future) gift options
  • tools to identify who is a good prospect for a planned gift
  • tips on working with donors and donor visits.

This course is designed for experienced fundraisers who want to be able to have more comprehensive gift conversations with donors and their advisors. The knowledge gained will allow you to maximize service to your donors while also optimizing current and future revenue for your organization. 

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.

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:

  • the application of key gift planning vehicles (understanding the vehicle, its tax implications and donor profile)
  • identify who are the best prospects for planned giving in your database
  • hands on learnings how to introduce gift planning options
  • tips working with donors and effective donor visits
  • how to set up and manage a gift planning program
  • proven strategies and tactics for marketing planned gifts to your donors and communities
  • donor stewardship
  • gift planner ethics.

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.

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.


Advanced Canadian Gift Planning Summit

The Advanced Canadian Gift Planning Summit is an intensive immersion in the tax, legislative and philanthropic issues related to charitable giving. It builds on Canada's longest running and most authoritative course in charitable planning, the Original Canadian Gift Planning course.

This two-day summit is intended to provide a high level educational opportunity for CAGP Members and other professionals.  It is designed for experienced gift planners, financial, trust and legal advisors who are looking for the next level of skill and knowledge in the philanthropic application of individual and corporate taxation, trusts, estates and financial planning strategies with high net worth donors / clients / philanthropists.


For more information about these courses contact
Erin Kuhns, Manager, Education and Training at

These education sessions are offered by: