Webinar Wednesdays

Webinar Wednesdays Sponsor:




Every month, CAGP Foundation presents engaging and informative webinars to enrich your career. These webinars are presented by professional presenters who have extensive knowledge of the subject and who are very active in the area of ​​strategic charitable giving.

Each webinar is one hour in length. Registrants will be sent login information one day before the webinar, and a link to the webinar recording will be forwarded within a day of the broadcast. Each webinar is worth one CFRE credit.

  • CAGP Members: $35
  • Non-Members: $50

Tax exempt

Quick Links

Upcoming webinars

Upcoming FREE webinars

Past webinar recordings

Past webinar recordings are also available to purchase. Click here to see the list.

cfre_conedlogo-2020.jpgFull participation in CAGP webinars is applicable for 1 credit 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.

For information about the CAGP webinars, contact Erin Kuhns, Manager, Education and Training: 1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org


Upcoming FREE Webinars - Registration opens soon!

These webinars are held twice a year and are free to both CAGP members and non-members alike!

Wednesday, November 4, 2020 at 1:00 pm ET
Taking Your Securities Donation Program to the Next Level

Presenter: Mike Chisholm, Scotia Wealth Management

Securities are now one of the strongest ways major gifts, campaign pledges and other one-time donations are made. But they have also become a way for annual donors to give too. Is your charity doing all they can to maximize this program? Is your finance team efficient and effective in working together with your financial partner ( be it broker or advisor)  to develop an effective process, while managing the different nuances and mitigating potential risks that can present themselves. Or are they frustrated with the current process. Our speaker has helped several charities grow their programs and has worked with both large major gifts and high volume programs with donors and advisors across Canada.


Wednesday, May 12, 2021 at 1:00 pm ET
Planned Giving for Small Shops: Secrets from Legacy Experts

Presenter: Paul Nazareth, CAGP

The perpetual challenge of capacity and resources causes many small shops to shipwreck planned giving at the side of their desk – even though it is the highest revenue fundraising strategy with the lowest cost. In this national free webinar we will explore why small shops have the MOST to gain from integrating strategic gift planning into their fundraising strategy and how it can be done on a small shop budget. Our national education lead Paul Nazareth with share insight from both CAGP education and legacy marketing experts who specialize in small shop strategy from across Canada. Resources will be shared to help get you started or get your program restarted. Whether you’re a small shop or even volunteer led (board volunteers are welcome!) join CAGP for this vital strategy discussion.


Upcoming Webinars - Registration opens soon!

Members: $35
Non-members: $50

Tax exempt

Wednesday, September 30, 2020 at 1:00 pm ET
The Element of $1 Million+ Gifts
Presenter: Malcolm Burrows, Scotia Wealth Management

The number of seven figure plus gifts in Canada is rapidly growing. What are the elements of a one-million-dollar donation? Who gives them? What’s the motivation? What are the strategic gift planning issues? And what charities are most likely to receive them? This session will examine donor profiles, gift planning issues, and include interactive case studies to better understand the next stage of philanthropy in Canada.

This webinar is sponsored by:

Wednesday, October 28, 2020 at 1:00 pm ET
Engaging the Next Generation in Strategic Philanthropy
Presenter: Aneil Gokhale, Toronto Foundation

Over the past several years Toronto Foundation has nurtured 200+ Millennial and Gen X individuals to become philanthropists by inspiring them with opportunities to learn, network and make a big impact collectively. Aneil will share the Foundation’s learnings from what they have already done with the Vision 2020 cohort, and how that has shaped new engagements like VisionNext and the Trust Collective, as well as an exciting experiment with the Deacon Legacy Grants. The Toronto Foundation has created Learning Journeys to help inspire philanthropy. Come and learn about creative and innovative ways to show donors the true meaning of a legacy with impact.

Wednesday, November 25, 2020 at 1:00 pm ET
Gift Planning Then and Now: What we are learning in the time of Covid-19
Presenters: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation & Peggy Killeen, CFRE, CAGP Foundation

The words “unprecedented”, “life-changing” and “pivot” became commonplace this year as the entire world responded to the Covid-19 crisis.  From donors to funders to charities and fundraisers, the lessons of isolation were unexpected and can’t be ignored. From their conversations with leaders and foot soldiers alike, Jill & Peggy review the year that was, and draw some conclusions about what we learned and are still learning, how gift planning may be forever changed, and why this strange new world may bring opportunities.

Wednesday, January 27, 2021 at 1:00 pm ET
Taking the Scary out of Legacy
Presenter: Lyndsay Green, Author

Best-selling author Lyndsay Green will lead us through the findings from her latest book The Well-Lived Life: Live with Purpose and Be Remembered and the implications for leaving a legacy.  Her research and the findings from in-depth, confidential interviews will help us understand what’s keeping Canadians from leaving a legacy and what we can do about it. Lyndsay's message is “We’re leaving a legacy like it or not, so we better pay attention.” The writer Sarah Selecky urged people to read Lyndsay’s book “when you’re ready to stop taking your life for granted.” If you’re tired of bequest workshops this narrative discussion will be a unique journey that will help you with better donor discussions.

Wednesday, February 24, 2021 at 1:00 pm ET
Professional Advisors: Door or Window?
Presenter: Glenn Stewardson, CFP, The Donor Motivation Program®

Charities are worried that a prospective donor’s financial advisor will shut the door on gift conversations. In truth, financial advisors provide a window into the donor’s motivations and the best way for the donor to make their gift.  Assante advisor Glenn Stewardson will share how charity personnel can earn trust and work effectively with financial advisors by understanding their professional concerns and their role in protecting their client’s/donor's interests.

Wednesday, March 31, 2021 at 1:00 pm ET
T2 – Taxes and Trusts 
Presenters: Yolanda Benoit, BC SPCA & Patricia Ward, Heart and Stroke Foundation of Canada

Do these two T’s make you cringe when reviewing estate accounts?  Let us help you increase your understanding to easily navigate these aspects of estate administration and maximize the benefit to your organization.

Wednesday, April 28, 2021 at 1:00 pm ET
Exploring Empathy: A Practical Guide to Embracing Donor Concerns to Inspire Legacy Giving
Presenters: Lynne Boardman, Harvey McKinnon and Associates & David Kravinchuk, The Common Good Fundraising Agency

Wish you could alleviate your donors’ deepest fears about bequests and help them embrace the exciting possibility of making a transformational gift? We will coach you on confidently addressing donor concerns directly and inspiring them to make a gift in their will. You’ll learn the five most common objections to making legacy gifts and you’ll work in teams to build your very own set of powerful messages to help dissipate donor doubts.

Wednesday, May 26, 2021 at 1:00 pm ET
Empowered Women are Changing Philanthropy
Presenter: Jo-Anne Ryan FEA, MFA-P, TD Wealth

One of the most influential forces in creating change in charitable giving has been the participation in the charitable sector by Canadian women. By 2026 women are expected to control 50% of wealth in Canada.  Please join Jo-Anne Ryan, Vice President, Philanthropic Advisory Services who will discuss women's unique approach to giving and what your organization should do to successfully cultivate them as donors.


Wednesday, June 30, 2021 at 1:00 pm ET
Gifts of Insurance – WTF?
(Where’s The Fundraising?)

Presenter: DeWayne Osborn, Cardinal Capital Management

For centuries (ok, decades), life insurance products have been, and continue to be, a large tool for advisors to “fix” high net worth people’s issues.  In my experience, the motto: where there is a problem, there is a life insurance product to solve, has rung true for many situations.  What is the appeal of insurance?  While there are many facets to insurance that are appealing (e.g. tax-free death benefit, tax-free growth), this same complexity can also be detrimental to a charity when used for gifting.  The charity that is not fully prepared to own this property can end up investing hundreds of thousands of dollars for a death benefit windfall that may never happen – funds that are lost to the sector forever.  Remember, the regulator is watching and will act if everyone is not careful!

This session will discuss trends in the gifting of insurance, red flags, things that a small charity needs to consider before accepting a policy, and how to effectively review contracts to ensure that the death benefit will be received.   

Past Webinar Recordings

Recordings of past webinars are available for purchase. Click on the title for more information.

Unless otherwise noted, prices are:

  • CAGP Members: $35 (tax exempt)
  • Non-Members: $50 (tax exempt)

2019-2020 Webinars

Donations of Bitcoin and other Crypto-currencies
Presenter: Karen J. Cooper, LL.B., LL.L., TEP, Drache Aptowitzer LLP
Originally broadcast on June 24, 2020

Administering Bequests and Puppy Training
Presenter: Kris Love, Solus Trust Company Limited
Originally broadcast on May 27, 2020

Can We Even Talk about Planned Giving Now?!
Presenter: Paul Nazareth, VP, Education and Development, CAGP
Originally broadcast on May 6, 2020

How to Land More Appointments with Major and Legacy Gift Donor Prospects
Presenter: Greg Warner, Founder and CEO, MarketSmart
Originally broadcast on April 29, 2020

Connecting, Considering & Confirming: How to Engage Donors in Planned Giving
Presented by: Jen Love, Agents of Good & Aimée Lindenberger, Refocus Communications & Fundraising

Originally broadcast on March 25, 2020

Secondary Assets may be Philanthropic Gold
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 26, 2020

Gift Planning within a Campaign Framework
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 29, 2020

Reading and Understanding Financial Statements of Charities and Foundations – for Gift Planners
Presented by: Gordon Holley, CPA, CA, CPB Humanity Financial Management Inc.
Originally broadcast on November 27, 2019

Charitable Giving Strategies for High Net Worth Donors - Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth
Originally broadcast on November 13, 2019

When Doing Good Crosses the Line
Presenters: DeWayne Osborn, Cardinal Capital Management & Florence Carey and Ian Scarth, MLT Aikins LLP
Originally broadcast on October 30, 2019

Making the Ask
Presenters: Janice Meighan and Ken Ramsay, Empowerment Dialogue Inc.
Originally broadcast on September 25, 2019


2018-2019 Webinars

Building a Culture of Philanthropy  – The secret to success
Presented by: Peggy Killeen, CFRE, Development Consultant
Originally broadcast on June 26, 2019

A Gift Acceptance P&P Tune Up
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on May 29, 2019

Myth Busting Research - Philanthropy is Good for Business
Presented by: Dr. Carla Funk, Transform International Canada
Originally broadcast on May 8, 2019

Insurance Gifts without the Headaches
Presented by: Ryan Fraser, CFP CIM, Quiet Legacy Planning Group
Originally broadcast on April 24, 2019

Here for Good:  A Proactive and Brand-Oriented Marketing Approach to Legacy Giving
Presented by: Holly Greatrex and Ryan Davies, Carleton University
Originally broadcast on March 27, 2019

Unusual Gifts Exempt from Capital Gains
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 27, 2019

Tailoring the Philanthropic Discussion
Presented by: Laura West, Norton Rose Fulbright Canada LLP
Originally broadcast on January 30, 2019

Details Matter: Ensuring your charity gets the full benefit of its legacy gift
Presented by: Roger Lee, DLA Piper (Canada) LLP
Originally broadcast on November 28, 2018

And the Beat Goes On: How to Get Legacy Donors and Prospects in the 21st Century
Presented by: David Love, Agents of Good
Originally broadcast on November 14, 2018
Click here to view the webinar on YouTube

Delivering the Unexpected
Presented by: Dee Dee Sung and Cecilia Huang, University of British Columbia
Originally broadcast on October 31, 2018

Diving into Gift Agreements
Presented by: Adam Aptowitzer LLB., Drache Aptowitzer LLP
Originally broadcast on September 26, 2018

Explore the Impact of the GRE Regime on Charitable Giving
Presented by: Hayley Maschek, KPMG Law LLP and Yolanda Benoit, BC SPCA
Originally broadcast on September 12, 2018
Click here to view the webinar on YouTube


2017-2018 Webinars

Ask an Advisor - Your questions, DeWayne’s answers
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on June 27. 2018

Marketing and Making the Case: Essential tools for building a successful gift planning program
Presented by: Denise Fernandes, Plan International Canada
Originally broadcast on May 30. 2018

Gifts Involving Registered Plans
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on April 25, 2018

Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University
Originally broadcast on March 28, 2018

Stewarding Planned Giving Donors through Listening
Presented by: Heather Powers, Centraide of Greater Montreal
Originally broadcast on February 28, 2018

Gift Planning Metrics
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 31, 2018

Donor Advised Funds: A Strategic Philanthropic Journey
Presented by: Aneil Gokhale, Toronto Foundation
Originally broadcast on November 29, 2017

Planned Giving for Small Shops
Presented by: Paul Nazareth, CanadaHelps
Originally broadcast on November 8, 2017
Click here to view the webinar on YouTube

Nine Actions to Increase Legacy Gifts
Presented by: Gwen Chapman, DonorFocus 360
Originally broadcast on October 25, 2017

The Power of Collaboration: Advisors and Gift Planners Working Together
Presented by: Ross Young, CA, CFP, FEA,  Secure Capital Management
Originally broadcast on September 27, 2017


2016-2017 Webinars

Tax Event Gifts
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on June 28, 2017

Non-Real Property Valuation - What you need to know!
Presented by: Amanda Salvatori CPA, CA, CBV, MNP and DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management, Inc.
Originally broadcast on May 31, 2017

Building a Business Case for Planned Giving for Your Board
Presented by: Colleen Bradley, Planned Giving Solutions
Originally broadcast on May 17, 2017
Click here to view the webinar on YouTube

Let's Talk About Death, Baby
Presented by: Janice St-Denis, CFRE, McMaster University
Originally broadcast on April 26, 2017

Planned Giving for Pennies - How to jumpstart your bequest program
Presented by:: Kimberley MacKenzie, Kimberley MacKenzie & Associates
Originally broadcast on April 5, 2017

The Philanthropic Flow - A Truly Donor-Centred Approach to Philanthropy
Presented by: Norma Cameron, CFRE, The Narrative Company
Originally broadcast on February 22, 2017

Estate Administration: Receipts and Releases
Presented by: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
Originally broadcast on January 25, 2017

Government Relations for Your Charity - A Practical Toolkit
Presented by: Grant Monck, Fundraising Consultant Services
Originally broadcast on November 30, 2016

Insurance Gifts - Are You Really Getting a Gift?
Presented by: DeWayne Osborn CPA, CGA, CFP, Lawton Partners
Originally broadcast on October 26, 2016

Craft the Perfect Ask
Presented by: Ryan Fraser, Quiet Legacy Planning Group &
Kate Hodgson, 9to5 Narrative
Originally broadcast on September 28, 2016


2016 Webinars

How to Train Your Executor
Presented by: Kris Love, Solus Trust Company Limited
Originally broadcast on June 29, 2016

Planned Giving + Your Website
Presented by: Leah Eustace, Good Works
Originally broadcast on May 25, 2016

Do the Right Thing? When Ethics and Values Collide
Presented by: Ligia Peña, CFRE, Greenpeace International
Originally broadcast on April 27, 2016

Estate Donations & GREs: The Next Chapter
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on March 30, 2016

The Personal Philanthropy Project:  The Untapped Potential of Affluent Canadians
Presented by: Michèle Benoit, Project Manager, Imagine Canada
Originally broadcast on February 24, 2016

Working with a Litigator:  Dealing with Litigation Efficiently and Avoiding Disputes If You Can
Presented by: Eric N. Hoffstein, TEP, Partner, Minden Gross LLP
Originally broadcast on January 27, 2016


For 2013-2015 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.

The Webinar Wednesdays series is offered by: