CAGP Spring Mixer featuring Highlights of the 2024 CAGP National Conference

When

7 May, 4:30pm to 7 May, 6:30pm

Description:

CAGP 2024 National Conference Recap

The Canadian Association of Gift Planners just held its 30th national conference in our nation’s capital. Join us at as four select local members recap key conference sessions and share their top takeaways.

Florence Carey, FI Carey Law Corporation

  • Overview of the Conference: highlights, themes and key takeaways, and what it’s like to attend

DeWayne Osborne, Cardinal Capital

  • Advanced Gift Planning Summit summary

Beth Proven, Assiniboine Community College

  • Review: Data From the Silent Philanthropist: What Donors Are Really Saying, by Penelope Burk of Cygnus Applied Research

Kathryne Cardwell, Ducks Unlimited Canada

  • Review: Netflix & Will: Marketing Legacy Giving to a Millennial Audience, by Melanie Scholz and Charlotte Field of Good Works

Bonus:

Ryan Palmer of KPMG will provide a brief update on the Alternative Minimum Tax (AMT) following the federal budget announcement.

Sponsored by KPMG

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