Gift Planning Fundamentals

“This is a wonderfully comprehensive overview of the science of planned giving, condensed in a clear and concise way into one day.  Highly recommended for those considering a career in planned giving or to fundraisers looking to expand their understanding of this type of fund development.” - 2017 Attendee

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

Topics include:

  • Current philanthropic trends and tax issues
  • Some common types of planned gifts in Canada
  • How to introduce and discuss planned gifts with your donors ... and more

Includes breakfast, lunch, coffee breaks and materials.

We recommend reading our Professional Development Roadmap, a helpful guide for gift planners and fundraisers in their journey to becoming a successful charitable gift planner.


cfre_conted_logo18.jpgFull participation in Gift Planning Fundamentals is applicable for 7 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification!

    Institute accredited CE (7.0 credits)  

This course can be exclusively tailored to your organization.

Upcoming Presentations


Vancouver, British Columbia
Hosted by the Greater Vancouver Chapter

janice_and_grant_2017.jpgDate: Tuesday, March 6, 2018 - 7:30 am - 5:00 pm
Faculty: Janice Loomer Margolis and Grant Monck
Location: BCIT Downtown Campus, 555 Seymour Street, Vancouver, V6B 3H6
Cost: CAGP Members: $350 (plus tax) / Non-members: $400 (plus tax)
Register Now

Winnipeg, Manitoba
Pre-Conference Session

paul_and_jill_2017.jpgDate: Tuesday, April 10, 2018 - 7:30 am - 5:00 pm
Faculty: Paul Nazareth and Jill Nelson, CFRE
Location: Fairmont Winnipeg, 2 Lombard Place, Winnipeg, MB
Cost: CAGP Members: $350 (plus tax) / Non-members: $400 (plus tax)

Register Now

St. John's, Newfoundland
Hosted by the Newfoundland and Labrador Chapter

Paul_Nazareth.jpgDate: Friday, June 15, 2018 - 7:30 am - 5:00 pm
Faculty: Paul Nazareth
Location: Pippy Park Golf Course, 460 Allandale Road, St. John's, Newfoundland A1B 3T2
Cost: CAGP Members: $350 (plus tax) / Non-members: $400 (plus tax)

Register Now



Need a little more convincing? Read what our past attendees had to say:

“If you want to know what the rules are and the trends - this session is great.” - 2017 Attendee

“The knowledge and practical experience by the presenters far exceeded my expectation. ” - 2017 Attendee

"I learned so much in this one-day course that I felt I had a week's worth of information.  The presenters were excellent and very engaging.  It was well worth the time and money." - Marie Miller, Queen's University

"The CAGP Gift Planning Fundamentals course was everything I needed as a new planned giving fundraiser to plan and market a brand new gift planning program and to gain confidence in soliciting gifts from our valued donors.  As a small town fundraiser, I know that some of the gift planning tools will rarely, if ever, be utilised or desired from our donors, so I also appreciated that the most advantageous and commonly used tools were focused on in the course.  Thank you very much to the planners, hosts and of course, the presenters for volunteering their valuable time preparing and presenting the content."  - Chelsea McIntyre, District Memorial Hospital Foundation

Gift Planning Fundamentals Cancellation Policy

  • Up to 14 days before the course: Full refund or credit that is good for up to one year (364 days)
  • 7 - 14 days before the course: Credit that is good for up to a year
  • Within 7 days of the course: No refund*

*Note: You may transfer your registration to another team member within your organization at any time at no cost with the exception of any difference between member and non-member pricing, if applicable.

For more information, contact Erin Kuhns, Manager, Education and Training:
1-888-430-9494 Ext. 222 or email