Original Canadian Gift Planning Course

Join us for the next Original Canadian Gift Planning Course

February 4-8, 2019

Banff, Alberta

SOLD OUT

Please contact Erin Kuhns at ekuhns@cagp-acpdp.org to be added to a waiting list.

banff_lake_louise_tourism_-_paul_zizka_photography.jpg

“This course was an extraordinary and tremendous learning opportunity and in my mind is the gold bar standard as far as gift planning educational opportunity.”

- 2017 Attendee

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 2019 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 4 (2:30 pm) - Friday, February 8 (12 pm), 2019

Faculty

jill_nelson_photo_-_july_2017.jpg        dewayne_osborn_photo_for_original_course.jpg

     Jill Nelson, CFRE            DeWayne Osborn CPA, CGA, CFP

Pricing

Tuition cost (Tax exempt):
Early Bird Price (until November 5, 2018)
CAGP Member: $1,740.00
Non-member: $2,040.00

Regular Price (November 6 – December 21, 2018)
CAGP Member: $1,840
Non-member: $2,140

Accommodation & Meals
$1187.15*
* Price includes taxes, gratuities and fees. See breakdown:
Accommodation: $155/night (for 4 nights) + taxes & fees = $752.32
Meals: $434.83 (for all meals)

Original Course attendees may also take advantage of the group pricing of $155/night (plus taxes and fees for a total of $188.08/night) for accommodation for up to 3 days pre-and post-event.

There will be one off-site dinner at The Maple Leaf Grill and Lounge. This is included in your costs so you do not pay extra.

Alcoholic beverages (and most non-alcoholic beverages) are not included with any meals.

IMPORTANT:

After registering for the event, please contact the hotel reservation’s department by clicking the following link: CAGP Original Canadian Gift Planning Course 2019

Hotel reservation deadline: January 3rd, 2019

When you reserve your room, you will automatically be signed up for the meal plan. Accommodations and meal plan are payable upon checkout.

Please note:
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. If you have any questions about this, please contact Erin Kuhns at ekuhns@cagp-acpdp.org or 888-430-9494 Ext. 222.


CE Credits

cfre_conedlogo-2019.jpgFull participation in the Original Canadian Gift Planning Course is applicable for up to 27.25 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.

 


Location

The Banff Centre banff_1_-_rm_-_small.jpg
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.


Optional Social Activity

Johnson Canyon Evening Icewalk

Use headlamps to light your way through the narrow canyon as your groups 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.

johnson_canyon.jpg

This optional activity will be on Tuesday, February 5th, after dinner. If you wish to come, there will be a place to sign up on your registration and if you opted for this, you will receive an email with a link to register and pay for it. We need at least 12 guaranteed people in order to organize this tour. If you sign up and pay and 12 people do not sign up, you will receive a refund. This has been a very popular event in the past, so we usually have no problem getting enough people.

Following are the details:

Price: $76 + GST = $79.80
Departure from The Banff Centre: Tuesday, February 5 at 6:45 pm (Professional Development Centre)
Duration: Up to 3 hours
Includes: Return transfers, certified hiking guide, ice hiking cleats and instruction, hot chocolate and snacks, plus all gratuities.  


Cancellation Policy – Please read carefully

Before October 19, 2018 – Full refund (Less a $250 administration fee)*
October 20  – November 16, 2018 – 50% refund (Less a $250 administration fee)*
After November 16, 2018 – No refund*

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

 


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

“The Original Canadian Gift Planning Course was such a great experience. The instructors were incredibly knowledgeable and friendly and I walked away with confidence in my new skills and a wonderful new support network of peers." - 2017 Attendee

“This was a valuable investment for my organization as well as my personal development.  The resources and content were in depth and of high quality.” - 2017 Attendee

“This course was an extraordinary and tremendous learning opportunity and in my mind is the gold bar standard as far as gift planning educational opportunity." - 2017 Attendee


Have questions? 

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

Photos:

Banff photo (top of page) © All rights reserved by Paul Zizka Photography