Advanced Canadian Gift Planning Summit


The next Advanced Canadian Gift Planning Summit is planned for
June 2-3, 2022 in Toronto, Ontario (in-person).

We will add more information to the website as it becomes available. 


We are pleased to announce for 2020 - online: 

The Advanced Philanthropy Series

The most advanced discussion on strategic philanthropy in Canada


What is it?

These advanced conversations around strategic philanthropy are too vital to postpone, philanthropy must continue to advance, even more so in these turbulent times.

Our national body of volunteers has curated a series of five intellectual offerings designed for the most advanced practitioners in charity and advisory. 

These engaging discussions are not webinars, they are opportunities to engage and discuss the most pressing legal and governance issues in Canadian philanthropy, so we can continue to advance the knowledge base and create better solutions for our clients and donors.

When is it?

Each Monday in November at 1:00 pm Eastern Time.  Sessions are 1.5 to 2 hours in length.


What is the agenda?

Monday, November 2, 2020 | 1:00 - 3:00 pm. ET

brendas.pngThe Philanthropy of Private Business Shares

Brenda Lee-Kennedy CPA, CA, TEP, PricewaterhouseCoopers LLP and Brenda McEachern, B.Comm., LL.B, TEP, RBC Wealth Management Financial Services Inc.

Learn about helping private business shareholders identify and unlock the value of their companies for philanthropy, including a case study on a gift of private company preferred shares.

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Monday, November 9, 2020 | 1:00 - 2:30 pm ET

amanda_stacey_photo.jpgCharitable giving using Trusts – Tackling the complexities

Presenter: Amanda Stacey, Norton Rose Fulbright

Trusts are a frequently used estate planning tool.  This session will explore the issues and traps associated with making charitable gifts out of a trust, whether it is a family trust, alter ego/joint partner trust, or a trust established in a Will.


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Monday, November 16, 2020 | 1:00 - 2:30 pm ET

benoit_fontaine_photo.jpgCross-Border Philanthropy: Supporting Charitable Projects Outside of Canada

Presenter: Benoît Fontaine, KBF CANADA

Canadians are well-known for their generosity; whether supporting their local communities with their time, talent, or charitable giving, research shows that 72% of Canadians have engaged in charitable activity. What they might not know, however, is that their generosity can extend globally in a safe, secure, and efficient manner.

Join Benoît Fontaine, Executive Director, KBF Foundation CANADA to learn about how Canadians can support charitable projects around the world. This session will address CRA regulations on funding international projects, how to build a project agreement, and more.

Yvonne Chenier, Q.C will be available to answer questions on the legal aspects you need to be aware of when granting internationally.

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Monday, November 23, 2020 | 1:00 - 2:30 pm ET

The Court’s View of Mental Competency – It may not be what you thought!

Presenter: John Poyser, Tradition Law LLP Estates and Trusts

One of if not the biggest fears of working with seniors is mental competency.  Will the gift be challenged on the grounds that the donor was not mentally competent? John will explore how the courts view this delicate issue and will show you that there is no one way or the highway for all situations.  In reality, it all comes down to marbles.

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Monday, November 30, 2020 | 1:00 – 3:00 pm ET

Teams in the Trenches
Investment advisor, insurance specialist, lawyer, director of planned giving.  Join this interdisciplinary panel on their journey with a donor, from the opening conversation to a fully implemented Donor Advised Fund at the Victoria Foundation.  Learn how they designed the plan, what obstacles they encountered along the way, and when they engaged each other in the process. 


Cody McMullin, CPA, CA, CFA, Investment Counsellor, RBC Phillips, Hager & North Investment Counsel Inc.

Brenda McEachern, B.Comm., LL.B, TEP, Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management Financial Services Inc.

Sara Neely, CFRE, Director of Philanthropic Services, Victoria Foundation

Tim Greengoe, BA,MBA,CFP,CLU,CHS, Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Register Now

What is the cost?


Session cost for individuals
CAGP Members: $150 | Non-members: $250

Session cost for organizations
Participate in this session with up to 10 of your team colleagues in the office or virtually.
CAGP Members: $350 | Non-members: $600

Are you interested in buying the entire Advanced Philanthropy Series of all 5 sessions?

If you are an individual interested in registering for all 5 Advanced Philanthropy Series sessions, register for the bundle; it's like getting one session for free!

Bundle cost for individuals:
CAGP Members: $600 | Non-members: $1000

Bundle cost for organizations
Participate in this session with up to 10 of your team colleagues in the office or virtually.
CAGP Members: $1300 | Non-members: $1800

All prices are tax exempt.

The Advanced Philanthropy Series Bundle is only available to purchase until Monday, November 2, 2020 at 1:00 pm Eastern Time.


Who should attend?

Philanthropic Advisors
Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation
Executive charitable finance staff ( CPA )
Trust and Estate practitioners
Professional Financial Advisors
Charitable gift planners with 10+ years of experience
Foundation managers (community and private) 


Sponsored by:




Contact us

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

This education opportunity is offered by: