For the Love of Gift Planning Half Day Summit

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Event Info

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Professional Day Half Day Summit

For the Love of Gift Planning!

Join us for an inspiring and invigorating half-day, full of engaging speakers and content.


DATE: Thursday January 23, 2020

TIME:  8:00 am - 2:30 pm

LOCATION: Miller Thomson, Scotia Plaza, 40 King St. W., Suite 5800, Toronto, ON


Agenda

8:00 - 8:30 am Registration and Breakfast

8:30 - 9:30 am "Gift Planning: Is it the Best or Worst of Times?"

Presented by

Malcolm Burrows, Head, Philanthropic Advisory Services, Scotiabank

9:30 - 10:30 am "When Gifts Go Wrong"

Presented by

Natasha Smith, Associate, Miller Thomson

10:30 - 11:00 am Networking Break

11:00 - 12:00 pm "Engagement Through Cultivation: Using Donor Surveys to Enhance Your Planned Giving Program"

Presented by

Ed Sluga, President and Managing Consultant, PGgrowth

Rodger Wright, Advancement and Strategy, Upper Canada College

 Emma Hendrie, Development Officer, Annual & Legacy Giving, Upper Canada College

12:00 - 12:45 pm Lunch

12:45 - 1:45 pm "Estate Administration Panel"

Presented by

Jill Nelson, Associate VP, Princess Margaret Cancer Foundation

Jasmine Sweatman, Founder, Sweatman Law

Jennifer Corak, Associate, Miller Thomson

Angus Gordon, Manager, Estate Planning, SickKids Foundation

1:45 - 2:15 pm "MFA-P Designation"

Presented by Paul Nazareth, VP, Education & Development, CAGP

2:15 - 2:30 pm Closing Remarks


Malcolm Burrows, Head, Philanthropic Advisory Services, Scotiabank 

malcolm_burrows.jpgMalcolm is a nationally-known philanthropic advisor with 29 years of experience, including 13 years with three Toronto charities. He founded and leads Aqueduct Foundation, a public foundation with donor advised funds operated by Scotia Wealth Management. He is head of Scotia Wealth Management’s 100 year-old private foundation services practice. Malcolm is an active educator, writer and volunteer in the charitable sector. Through the CanadianAssociation of Gift Planners, he has contributed to the development of new charitable tax incentives, including the elimination of capital gains on gifts of public securities and the “estate donation” rules. His proposal for gifts of private securities and taxable real estate published by C.D. Howe Institute was included in 2015 Federal Budget. He was a member of the Technical Issues Working Group of the Charities Directorate of Canada Revenue Agency for seven years and previous co-editor of The Philanthropist journal. Malcolm is President of The Muttart Foundation, an Edmonton-based private foundation, and board member of  Médecins Sans Frontières/Doctors Without Borders (MSF), Barcelona, Spain.


Natasha Smith, Associate, MIller Thomson

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Natasha Smith is a member of the Social Impact Group, with a practice dedicated to providing practical legal advice to charities and non-profits, exclusively.  In an effort to ensure that these organizations achieve their missions and mandates successfully, Natasha assists these entities with a variety of matters including corporate governance and tax compliance. Natasha's practice focuses on helping her clients to determine the best structure for their organization and to navigate the complex regulatory environment in which they operate. Specifically, she provides tailored advice on various issues including incorporation and charitable registration, operating in foreign jurisdictions, structuring complex gift agreements, reporting, and general compliance under legislation governing the voluntary sector. Natasha has experience structuring merger and asset-transfer transactions between non-share capital corporations, advising on social enterprise and social finance ventures, and facilitating corporate re-organizations. Natasha received her Juris Doctorate from the University of Windsor, where she was actively involved in the city's legal community. Natasha served as a project supervisor for Pro Bono Students Canada where she led a team of students in providing not-for-profit entities with assistance in their corporate governance needs. Prior to commencing her law degree, Natasha received a B.A. in communications from the University of Calgary.


Lisa Filgiano, Partner, Miller Thompson

 

Lisa is an experienced estates and trusts litigator, who successfully represents individuals and their families, charities, trust companies and financial institutions in complex estate and trust disputes.  Her extensive experience includes claims of breach of trust and fiduciary duties, will challenges, guardianship proceedings, dependant relief applications, power of attorney litigation, passing of accounts and related proceedings.

 

 

 


 

Ed Sluga, President and Managing Consultant, PGgrowth 

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Ed Sluga, CFRE, is Co-Founder, President and Managing Consultant of PGgrowth Inc Canada's premier Planned Giving consulting firm. Ed is one of Canada's most experienced Planned Giving professionals and is a noted innovator and thought leader in the sector. During his over 25 years of consulting Ed has helped hundreds of organizations develop and benefit from long-term, sustainable and proactive fundraising and Planned Giving programs. Focusing on organizational structures and operations so that they are positioned to experience success for the long-term, Ed's chief motivation is helping organizations achieve the goals of their mission within their communities. Ed has an unmatched perspective on the development and Planned Giving approaches available to organizations. Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor with the Humber College (Toronto) Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course.


Rodger Wright, Advancement and Strategy, Upper Canada College

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Rodger Wright has been in school for as long as he can remember. After university, he immediately began his teaching career at Upper Canada College and went on from there to head two independent schools in Canada - Trinity College School in Port Hope and Collingwood School in West Vancouver.  After 44 years as an educator, he retired in the summer of 2016 for three weeks (a lovely three weeks!) before being recruited back to UCC to assist with strategy, major gift philanthropy and legacy giving. 

 

 

 

 


Emma Hendrie, Development Officer, Annual & Legacy Giving, Upper Canada College

 

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Emma is a member of Upper Canada College's Advancement department and is responsible for leading alumni annual giving and supporting the legacy giving program at the College. She works closely with the alumni community to deepen their engagement with UCC and to align their own philanthropic vision with that of the schools to support the strategic vision. Emma has also helped launch the redevelopment of UCC's planned giving program "Our Third Century". Prior to joining UCC, Emma worked at The Bishop Strachan School as a member of their Admissions team.  

 

 


Jill Nelson, Associate VP, Princess Margaret Cancer Foundation

jill_nelson.jpgIn a fundraising career spanning over 25 years, Jill has worked for a variety of charities, large and small. For over 16 years she has specialized in planned giving, at the Canadian Cancer Society Ontario Division and at The Princess Margaret Cancer Foundation where she is Associate Vice-President, Estate Giving.  Jill is an active volunteer with CAGP and is currently on the CAGP National Board, the Education Committee, and the program committee for CAGP’s National Conference on Strategic Philanthropy. She is Faculty for the Original Gift Planning Course (known as the “Banff course”) and Gift Planning Fundamentals. Jill received the Jasmine Sweatman Award from the GTA Chapter in 2011, and is a “Friend of CAGP”.

 


Jasmine Sweatman, Founder, Sweatman Law

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Jasmine Sweatman, founder of Sweatman Law, a firm providing legal services in the areas of litigation and resolution of disputes involving estates, powers of attorney and guardianship, wills, trusts, planning for wealth preservation, and families with special needs; the administration of estates, trusts, and residential real estate. She is also a founding principle of Sweatman Charity Consultants, specializing in advising charitable organizations in bequest management and charitable giving. Jasmine was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2004. She has been recognized by Lexpert® as a leading practitioner in Estates and Trusts and Charities, and has been peer rated and listed by The Best Lawyers in Canada in the specialty of Estates and Trusts since 2009. Jasmine has authored Powers of Attorney and Capacity: Practice and Procedure (Carswell, 2014) and, along with contributors, Bequest Management for Charities in Canada (LexisNexis: 2nd edition 2017). She is also the editor of the O’Brien’s chapter on Powers of Attorney and authors with other members of the firm the Powers of Attorney chapter of the annual publication on Key Developments in Estates and Trusts Law in Ontario (Canada Law Book). 


Jennifer Corak, Associate, Miller Thomson

 

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Jennifer Corak’s practice focuses on trust, estate and incapacity planning, including the planning and preparation of Wills, trusts and powers of attorney for property and personal care for high net-worth individuals, blended families, and families that have individuals with disabilities.  Jennifer’s practice also involves estate administration and business succession planning. In addition, she has experience working on corporate re-organizations and estate freezes.

 
 

Angus Gordon, Manager, Estate Planning, SickKids Foundation

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Angus Gordon is Manager, Estate Planning at SickKids Foundation. He is responsible for the management of all Estates and Trusts which benefit the Hospital while providing stewardship to families. He provides financial estate projections, works on internal policy and strategic projects for the Gift & Estate Planning team and legal department, as well as managing a small donor portfolio. Prior to joining SickKids, he spent 4 years as a Trust Officer at RBC where he learned about estate administration and received his MTI designation. He is currently working towards earning his TEP designation with STEP Canada. Now, at the Foundation, his role allows him to be involved with a cause that resonates personally and helps donors create meaningful legacies. Angus serves on the Health, Safety and Wellness Committee, & the Diversity & Inclusion Committee at SickKids and for the past 3 years has been a member of the CAGP Leave a Legacy committee, becoming co-chair in 2020. Angus is an avid runner, recently completing his 2nd marathon and loves to read and travel in his time off.   

 

Paul Nazareth, VP Education & Development, Canadian Association of Gift Planners

Paul Nazareth is a leader in Canada’s philanthropic sector with over 20 years’ experience. Currently the Vice President, Education & Development at the Canadian Association of Gift Planners, he was most recently was VP at the charity CanadaHelps. He has been a philanthropic advisor with Scotia Wealth working with Donor Advised Funds, spent over a decade with charities like the University of Toronto and the Catholic Archdiocese of Greater Toronto. Paul is on the board of several charities, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, on the Advisory Council of the Carleton Masters in Nonprofit Leadership program, faculty instructor on Advisor Education with Knowledge Bureau as well as tax and advisor communities like Advocis, CPA and Estate Planning Councils across Canada. Paul writes on philanthropy for a variety of publications as well as appearing on national radio and television to speak about creating a personal legacy through charity.

 

 


Tickets: CAGP members - $150; non-members - $230; 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 or cash 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.

**SEATING IS LIMITED**

Please register by Jan 20, 2020

When

23 January, 8:00am to 23 January, 2:30pm

Where

Miller Thomson,40 King St. W.,Suite 5800

Toronto,  Ontario  M5H 3S1 Canada

Contact

info@cagptoronto.org