Original Canadian Gift Planning Course

Join us for the next Original Canadian Gift Planning Course 

February 12-16, 2024 

Banff, Alberta 

Banff, Alberta
Photo credit: Paul Zizka Photography

Register Now

 

“This course is full of great content for any gift planner, but the nuggets of real life examples and the networking experience you get from attending  is pure gold.”

- Christina Beeston, Development Officer, Children Believe

 

Quick links

About the Course

The Original Canadian Gift Planning course is the longest-running and one of the most respected courses available on philanthropy in Canada. Originally developed in 1990, this comprehensive 5-day course provides in-depth education on the full range of gift planning issues: from detailed information on the tax aspects of gift planning to topics such as working with donors, program marketing, stewardship, and ethics. This course provides an unrivaled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies, while always incorporating adult-learning principles.

Who Should Attend

The Original Canadian Gift Planning course is suitable for charity-based gift planners, senior executives, board members as well as professional advisors, accountants, insurance agents and estate planners involved in charitable giving.

The Experience

This comprehensive course covers all aspects of gift planning from the very technical to importance of building relationships with donors. You will spend the week with colleagues from across the country, learning from each other as well as the two outstanding faculty selected specifically for their expertise. Be assured you will be part of a very intense, educational experience and a fun and unforgettable week where you will be fully immersed in the world of gift planning.

Some of the topics covered:

  • Tax Aspects of Gift Planning in Canada
  • Charitable Bequests & Endowments
  • CRT's & Publicly Listed Securities
  • Charitable Gift Annuities
  • Cultivation of Prospects
  • Gifts of Life Insurance
  • Planned Giving Topics
  • Recognition of Donors
  • Stewardship
  • Marketing
  • Starting a Gift Planning Program
  • Dealing with the Subject of Death
  • Ethical & Liability Issues
  • Group Case Studies

See the 2024 agenda

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.

Dates

Monday, February 12, 2024 - Friday, February 16, 2024 

Faculty

    Paul Nazareth, MFA-P     Sherri Grosz CFP®

IMPORTANT:

As this is an intensive and highly interactive course starting early each morning and featuring required evening activities, attendees are strongly encouraged to stay at the hotel. This ensures that individuals, and their team members, get the most out of the course. All registrants must purchase the meal plan and attend the meals. If you have any questions about this, please contact Erin Kuhns at ekuhns@cagp-acpdp.org or 888-430-9494 Ext. 222.

Course Location

The Banff Centre
107 Tunnel Mountain Drive
Banff, Alberta T1L 1H5

Main phone: 403-762-6100
https://www.banffcentre.ca/

Transportation
There are two popular shuttle services that run regularly between the Calgary Airport and The Banff Centre. Original Course attendees are responsible for organizing their own transportation. If you use either of these shuttle services, you must reserve your space in advance.

Banff Airporter
https://banffairporter.com/rates/

Brewster Express
https://www.banffjaspercollection.com/brewster-express/fares/

Click here for directions to The Banff Centre.
https://www.banffcentre.ca/maps-and-directions

 

Pricing

There are two payments for this course:

  1. Tuition & meals 
  2. Accommodation 

1. Tuition 

Early Bird Price (August 24 - October 27, 2023)
CAGP Member: $1,740.00
Non-member: $2,040.00

Regular Price (October 28 - December 15, 2023)
CAGP Member: $1,840.00
Non-member: $2,140.00

Tuition prices are tax exempt. 

Registration ends on Friday, December 15, 2023 (unless it sells out first). 

Meals

  • All meals and coffee breaks beginning with Monday's afternoon break, through to Friday's lunch is approximately $575, including taxes and gratuities.
  • Meals will be paid up front to CAGP Foundation with the tuition. 

To be paid on registration: 

Early Bird Price
CAGP Member: $1,740 + $575 = $2,315
Non-member: $2,040 + $575 = $2,615

Regular Price
CAGP Member: $1,840 + $575 = $2,415
Non-member: $2,140 + $575 = $2,715

2. Accommodation 

  • Single or double occupancy: $200 plus taxes and $15 facility fee per night. Total with taxes and fees: $239.04/night
  • 2 bedded room or Superior King Plus: $220 plus taxes and $15 facility fee per night. Total with taxes and fees: $261.27/night
  • The above guestroom rates will be extended to cover the periods that are three (3) days pre-event and three (3) days post-event, subject to availability.
  • Check-in: 4:00 pm / Check-out: 11:00 am 
  • Accommodation will be paid directly to The Banff Centre upon checkout. 

After you register for the course, you must make your room reservation at The Banff Centre through this link to ensure you're included in our room block and getting group pricing. 

Social Activities

Optional Social Activity - Evening Johnston Canyon Ice Walk

Use headlamps to light your way through the narrow canyon as your groups (Max 12 people per group) follow their guide to the lower ice falls. The catwalks built into the canyon walls make this an easy trip for everyone. Along the way your guide will tell stories, point out unique features by powerful uplights and pause for moments of darkness so you can appreciate the canyon at night. At our turn around point we'll light up the lower icefalls and tunnel for viewing and photo opportunities. You will take away a new impression of Johnston Canyon and a souvenir headlamp for future adventures.

Date: Tuesday, February 13, 2023
Time: 6:30 - 9/9:30(ish) pm 
Where: Attendees are picked up at The Banff Centre and brought to Johnston Canyon 
Cost: $96.50 + 5% GST (breakdown below)
Guide: $65/person
Transport: $25/person
Gratuity: $6.50/person

Includes: Transportation, tour, Ice cleats and headlamp rental, as well as cookies and hot chocolate. 

You will be asked on your registration if you are interested in attending this evening event. If we get enough people interested (we need a minimum of 8 people), I will be asking those who want to go, to register and pay for it separately in November or December. 
 

Offsite Dinner

On Thursday, February 15, 2023, the group will be split into 2 smaller groups, each dining at a restaurant in Banff. The two restaurants are: Balkan and Park Distillery. There will be set menu for dinner and the meals are paid for by the CAGP Foundation. Drinks will be covered by the attendees. Attendees will have the opportunity to sign up for the restaurant of their choice in advance. 

Register Now

CE Credits

Full participation in the Original Canadian Gift Planning Course is applicable for up to 30.5 credits* 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.

 

MFA-P  Full participation of the Original Canadian Gift Planning Course is applicable for a maximum of 15 credits toward the MFA-P relicencing. 

Original Course Cancelation Policy – Please read carefully

Should you have to cancel your registration for the Original Canadian Gift Planning Course, please be aware of the following cancelation policy:

Tuition
Before November 1, 2023 – Full refund, less a $150 administrative fee*
November 2 – December 1, 2023 – 50% refund, less a $150 administrative fee*
After December 1, 2023 – No refund*

*IMPORTANT: Registration is transferable within your organization at any time, subject to a $150 administration fee.

All cancellations must be received in writing.

We are unable to waive this policy in the event of COVID-19 related cancellations. 

CAGP Foundation reserves the right to amend or cancel the event.

If an event has to be cancelled or rescheduled we will contact you as soon as possible to notify you of the change. You will be offered an alternative date or a full refund.

In the event of a cancellation, we will not reimburse travel, accommodation or other costs related to the event.

 

Need a little more convincing? Read what our past attendees had to say:

“This week, I had the honour to attend CAGP Foundation Original Canadian Gift Planning Course at the Banff Centre. It was the most rewarding professional education experience of my career." - Delphine Hasle, CFRE

“Fantastic all-around course put on by two excellent presenters who have been in the trenches. Highly recommend this course to anyone wanting to create or revamp their legacy giving program." - 2020 Course attendee

“This course is a comprehensive foundation for Gift Planning. The fine balance of both technical aspects and practical application provides the perfect springboard for any Development Department.  The facilitators provided both valuable insight and wit. This was time well spent." - 2020 Course attendee

Have questions? 

Contact the Manager, Education and Training:1-888-430-9494 Ext. 222 or email education@cagp-acpdp.org.

This education session is offered by:

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