Gift Planning Fundamentals

Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation's Gift Planning Fundamentals is a one-day introductory course in person, or two half-days online, 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

Who should attend?

 Anyone who wants to gain a basic understanding of this strategic approach to fundraising, including:

  • Fundraising professionals who wish to add additional gift planning ‘tools and techniques’, and providing value to donors, enabling them to give more by taking advantage of the generous tax benefits offered by the Canadian Government.
  • Board members and/or Executive Directors who’ve heard gift planning is “the way of the future”, and wish to learn more about this area before starting a gift planning program at their charity.
  • Professional Advisors who work with clients to achieve their philanthropic goals.

Recently when our charity engaged a group of advisors I was called to have conversations about client philanthropy. I was surprised at how confident I felt answering their questions, and I know it was because of taking the CAGP Gift Planning Fundamentals course. I really enjoyed being able to share the strategy of gift planning with them, and wouldn’t have been able to do so without the course. Thank you CAGP for everything you do to promote strategic philanthropy in Canada”.

Ash Hunkin, Development Officer: Legacy Giving. Royal Columbian Hospital Foundation

This course can be exclusively tailored to your organization. Click here for more details.

This course is offered both in-person and online. 

The in-person course includes: 

  • ​A full day of interactive learning
  • All the course materials and resources
  • Unique networking opportunities with other fundraisers and professional advisors
  • Breakfast, lunch and 2 coffee breaks
  • CE Credits: 7 CFRE credits; 7 MFA-P credits

The online course includes: 

  • Two half-days of interactive learning
  • All the course materials and resources
  • Unique networking opportunities with other fundraisers and professional advisors
  • CE Credits: 7 CFRE credits; 7 MFA-P credits

Upcoming Presentations

Gift Planning Fundamentals ONLINE 

Dates: Tuesday, October 22 & Wednesday, October 23, 2024


9:00 a.m. – 1:30 p.m. PDT
10:00 a.m. – 2:30 p.m. MDT
10:00 a.m. – 2:30 p.m. CST
11:00 a.m. – 3:30 p.m. CDT
12:00 p.m. – 4:30 p.m. EDT
1:00 p.m. – 5:30 p.m. ADT

Location: Online 
Presenter: Paul Nazareth, MFA-P and Janice L. St-Denis, CFRE, CHEO Foundation

Cost (tax-exempt):
CAGP Members: $500 / Non-members: $550

Click here to view the agenda

Registration deadline: Friday, October 18, 2024

Register Now

Techniques fondamentales de dons planifiés (en français)

Date : Mercredi 6 novembre 2024
Lieu : Hôtel Travelodge Québec & Centre de Congrès
3125 boul. Hochelaga, Québec, QC, G1W 2P9
Présentateurs : Claude Lestage et Nathalie Gagnon 

Coût (Exempt de taxes) :
Membres de l’ACPDP : 550 $
Non-membres : 600 $

L'Ordre du jour

Date limite d'inscription : Vendredi 25 octobre 2024

Nous disposons d'un nombre limité de chambres pour la nuit du 5 novembre pour les personnes qui voyagent et doivent séjourner à l'hôtel. Le coût est de 125 $ plus les taxes et les frais de service. Pour réserver une chambre, veuillez utiliser le lien ci-dessous.


If you have questions about Gift Planning Fundamentals, please contact Erin Kuhns, Manager, Education and Training at

Are you unsure about where to begin or which course is right for you? We have two recommendations for you:

Our Professional Development Roadmap is a helpful guide for gift planners and fundraisers in their journey to becoming a successful charitable gift planner.

This Course Descriptions document contains a brief description of each of our 4 courses in one place, to help you decide which is the right fit for you at this point in your career.

Full 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!


This course offers 7 hours credit for MFA-P re-certification.

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
  • 7 - 14 days before the course: Credit that is good for up to one 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. There is a $75 administration charge plus any difference between member and non-member pricing, if applicable.

All cancellations must be received in writing.

CAGP Foundation reserves the right to amend or cancel the event.

If an event has to be cancelled or rescheduled we will contact you as soon as possible to notify you of the change. You will be offered an alternative date or a full refund.

In the event of a cancellation, we will not reimburse travel, accommodation or other costs related to the event.

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

This education session is offered by: