Membership Benefits



For Membership Categories and Fee Structure click here >

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What you get with a membership in CAGP

Membership in CAGP brings a suite of tangible assets, tools and products that makes membership in CAGP a modest investment with real value, including:

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Access to a pan-Canadian network of 1,400+ professionals

Access great people, great networking all across the country – including on LinkedIn! 


Ask an Advisor

Get customized, expert answers to your toughest planned giving questions. This tool can save you and/or your organization thousands of dollars!


Job Board

Get the best professionals in Canada to join your team by advertising on our Job Board at a 50% discount. 


Grow your leadership skills

As a member, you can influence the course of CAGP by casting your vote at our Annual General Meetings and getting involved in national committees, your local Chapter’s Executive, or the National Board.



Your membership supports our research initiatives on the latest trends in strategic charitable gift planning, which in turn helps you and the field! 


CAGP advocates for you!

The CAGP advocates for you and the best interests of the sector – by influencing and shaping legislation and public policy that strengthens philanthropy.

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Member discount on all national and local courses & events

Enjoy a discounted price for our annual National Conference, Webinar Wednesdays, Gift Planning Fundamentals, Original Canadian Gift Planning Course, Strategic Gift Planning Bootcamp, Advanced Canadian Gift Planning Summit, and all local networking & PD events.

Continuing Education Credits

CAGP provides many opportunities to further education in the world of gift planning. CAGP also supports current certifying bodies that have included gift planning in their listed curriculum enabling CE credits. CAGP is partnered with CFRE International and Advocis to offer CE credits. In addition, as a CAGP member, you receive a 20% discount off of your CFRE certification or recertification.



Achieve the MFA-P Designation as a Master Financial Advisor - Philanthropy! Become a certified professional in the evolving field of philanthropy. Members now receive a 10% discount on the price of MFA-P designation!


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Planned Giving for Canadians

This definitive book by Frank Minton & Lorna Somers is updated annually to ensure access to the most current tax information. Members get it for FREE! Value: $125. 


A Charitable Guide to Planned Giving

Get access to this comprehensive and up-to-date online resource that includes in-depth information on planned giving options and issues, staffing and committees, gift strategies, definitions and even ways to find the ideal donor.

Canadian Donors Guide

Receive a free annual hard copy of the directory to Canadian fundraising organizations. Professional advisors, their clients, corporations and foundations use it for gifting and other donation decisions. 

ACG Audit Software
for Planned Giving Programs


The ACG Professional Audit software with a comprehensive user guide offers a self-directed assessment of your Planned Giving program, covering 17-categories and 100 elements of the whole Planned Giving fundraising business.  CAGP Members receive a discount of $100 off the total cost of this professional auditing software!
*discount on professional version only


CAGP and DonorPerfect join forces to provide a 10% discount on the #1 Rated Fundraising Software

Donor-Advised Funds
2021 report by iNVESTOR ECONOMiCS

 Thanks to a generous anonymous donor to the CAGP Foundation, members of CAGP who represent Canadian charities can receive a copy of the full report without charge.  Wealth management firms and independent advisors that are CAGP members can purchase the full report at a significant discount. 

The Philanthropic Mind: Surprising Discoveries from Canada's Top Philanthropists

Get this book by Chuck English & Mo Lidsky at a special 20% discount!


All members are required to review and commit to the CAGP Code of Ethics.

Join Today

For more information, contact the Membership Coordinator:
1-888-430-9494 ext. 225 or email