Gift Planning Fundamentals

Whether you are new to gift planning or you are in need of a solid refresher, Gift Planning Fundamentals (formerly Gift Planning - All in a Day) is a one day introductory course that will give you the boost you need to thrive in your career.

Original Canadian Gift Planning Course

The Original Canadian Gift Planning course is the longest-running and one of the most respected courses available on philanthropy in Canada. Originally developed in 1990, this comprehensive 5-day course provides in-depth education on the full range of gift planning issues: from detailed information on the tax aspects of gift planning to topics such as working with donors, program marketing, stewardship, and 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.

Strategic Gift Planning Bootcamp

Do you want to take your Major Gift Fundraising to a whole new level? Are you ready to switch your current workout, push yourself beyond your comfort zone and accelerate your career? Is it time to get ‘tight and toned’ when it comes to providing truly donor-centered strategic gift planning, through a carefully structured learning experience?

Advanced Canadian Gift Planning Symposium

The Advanced Canadian Gift Planning Symposium was created to suit the needs of both professional advisors and seasoned gift planning professionals in search of a more technically in-depth course beyond the Original Canadian Gift Planning course. Interactive and comprehensive, this course provides a unique opportunity to explore advanced gift planning strategies and issues.