Debunking the Myth - Shedding Light on Donor Advised Funds - CANCELLED

Professional Development Day Lunch

Wednesday March 25, 2020  CANCELLED

**** This event has currently been cancelled due to the current situation around COVID-19, all those who have purchsed event tickets will be refunded. Please keep posted for communications from GTA Chapter Executive to reschedule this event.****

12:30 p.m. - Registration, Networking & Lunch

12:30 p.m. - 1:30 p.m. - Presentation

Debunking the Myths 

Shedding Light on Donor Advised Funds

The Charitable Sector is seeing more and more options when it comes to how donors give to their favourite organizations. Perhaps the most influential (and controversial) change is the rise of Donor Advised Funds (DAFs) in Canada.  Donors using DAFs find an ease to strategic charitable giving, while still allowing them to maximize tax deductions. Yet while the use of DAFs may be increasing quickly, there is also a lot of apprehension from the Canadian charitable sector as we seek to understand the long-term impact of Donor Advised Funds. 

This session will aim to provide:

1. An overview of the Donor Advised Fund Landscape In Canada.
2. A breakdown of the most common Myths and Trends with Donor Advised Funds from industry leaders. 
3. A live Q&A period with Maya Ahmad, Aneil Gokhale, and Janine Purves discussing:
   
   1. How charities can proactively work with Donor Advised Funds and advisors to strengthen the donor relationship. 
   2. How advisors look to the vehicle of Donor Advised Funds and incorporate them into their Wealth Planning advice.
   3. How Donor Advised Funds have provided a new opportunity for organizations to engage with the next generation of donors.

This presentation will be facilitated by Karen Hudson and Serena Hak.

Karen Hudson is VP, Growth Initiatives for Benefaction Foundation, a registered charitable Public Foundation helping high net worth Canadians incorporate strategic giving into their wealth management plans to accomplish their philanthropic goals in a tax-smart manner.

Prior to joining Benefaction, Karen had a successful 20-year career in the wealth management industry with a focus on market research and advisor practice management. Karen graduated from Queen’s University with a Bachelor of Commerce (Honours).

Karen is the incoming Vice-Chair for the GTA Chapter of the Canadian Association of Gift Planners (CAGP); Co-Chair of Halton Gives, the civic movement celebrating Giving Tuesday in the Halton region; and co-author of the first comprehensive study of donor advised funds in Canada, published in 2018.

Serena Hak is an Associate at Stonegate Private Counsel where her focus has been on philanthropy. As the Executive Director of The Donor Motivation Program®, she is committed to working with the Planned Giving community across the country and hopes to create opportunities for Canadians to reach their philanthropic intentions through strategic planning.

Serena is truly passionate about breaking down the barriers between the for-profit and non-profit sectors. She has been featured in The Globe and Mail and National Post’s Guide to Charitable Giving and is a frequent speaker with the Association of Fundraising Professionals (AFP) and the Canadian Association of Gift Planners (CAGP). She has volunteered with the CAGP for 8 years now and since 2017, is Chair for the Greater Toronto Area Chapter.

In 2018, she set up the Hak Foundation through the Vision 2020 program at the Toronto Foundation. Serena is the Co-Chair of the Stop Community Food Centre’s What’s On The Table event and is working with organizations to leverage current resources to create meaningful impact for this grassroots organization. In past years, she has dedicated her time to the George Hull Centre for Children and Families and the Cabbagetown We Read program. Outside of work she is an avid traveler and loves trotting around Toronto with her beagle, Bogart.

Tickets: CAGP members - $55; non-members - $70; CAGP member exclusive Season's Pass

 (Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).

This session is included in our Season's Pass package. However, Season's Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque at the door.

Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!

Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.