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.

This course can be exclusively tailored to your organization.

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.

cfre_conedlogo-2019.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) 

Upcoming Presentations

Toronto, Ontario
Hosted by the CAGP Toronto Chapter 

paul_and_mikhael.jpgDate: Wednesday, February 27, 2019, 7:30 am - 5:00 pm
Location: Courtyard by Marriott Downtown, 475 Yonge Street, Toronto, ON M4Y 1X7
Presenters: Paul Nazareth, CAGP and Mikhael Bornstein, Eco Justice
Cost: CAGP Members: $425 / Non-members: $475 (Tax exempt)

Register Now

Montréal, Québec
CAGP Pre-Conference Event

paul_and_charles.jpgDate: Tuesday, April 9, 2019, 7:30 am - 5:00 pm
Location: Fairmont The Queen Elizabeth, 900 René Lévesque Blvd. W, Montréal, QC
Presenters: Paul Nazareth, CAGP and Charles O'Neill, QEII Health Sciences Centre Foundation
Cost: CAGP Members: $400 / Non-members: $450 (plus tax)

Register Now


Guelph, Ontario
Hosted by the CAGP Niagara/Golden Horseshoe and Waterloo-Wellington Chapters

paul_nazareth_photo_2018.pngDate: Wednesday, May 15, 2019, 7:30 am - 5:00 pm
Location: 10C Shared Space, 42 Carden St, Guelph, ON N1H 3A2
Presenter: Paul Nazareth, CAGP
Cost: CAGP Members: $425 / Non-members: $475 (Tax exempt)


Register Now

Saskatoon, Saskatchewan
In partnership with Western Canada Fundraising Conference

paul_nazareth_photo_2018.pngDate: Tuesday, June 11, 2019, 7:30 am - 5:00 pm
Location: TCU Place, 35-22nd St. East, Saskatoon
Presenter: Paul Nazareth, CAGP
Cost: CAGP Members: $425 / Non-members: $475 (Tax exempt)


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