Original Canadian Gift Planning Course

Join us for the next Original Canadian Gift Planning Course
February 24-28, 2020 in Quebec City

Registration is open

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Hôtel Manoir Victoria, Quebec City

"I truly feel that this course has helped raise my confidence & ability to work with my constituents at a much higher level." 

- Michael Longval,  Director of Major Gifts & Planned Giving  Good Shepherd Center's of Hamilton (2019 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 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 24 (1:00 p.m.) - Friday, February 28, 2020 (11:00 a.m.)

Faculty

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       Jill Nelson, CFRE                          Paul Nazareth 

 

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

Hôtel Manoir Victoria
44, Côte du Palais,
Old Quebec, Qc
G1R 4H8

Main phone: (418) 692-1030

Visit the website

Note about the hotel: There is a significant staircase when you enter the hotel that leads to the lobby. There is an elevator available, though it requires some guidance from hotel staff. If you have any mobility requirements, please be sure to note this on your registration form and I will be in touch with you.

Transportation

Airport
A taxi between the airport and the hotel will cost approx. 35$ (one way).  Uber is also available if you have the app on your phone.

Train
The train station is called Gare du Palais and is located 450 meters from the hotel. A taxi will cost approximately $7 one way.

Parking
The closest public parking ($$) is located a 2-minute walk from the hotel at 2 Rue de l’Arsenal. Please see the google map plan for directions.


Pricing

There are two payments for this course:

  1. Tuition (to be paid to CAGP Foundation)
  2. Accommodation & Meals (to be paid directly to the hotel upon checkout)

Tuition cost (Tax exempt):
Early Bird Price (until December 16, 2019)
CAGP Member: $1,740.00
Non-member: $2,040.00

Regular Price (December 17, 2019 – January 20, 2020)
CAGP Member: $1,840
Non-member: $2,140


Accommodation & Meals

Cost for Accommodation & Meals: $1251.34 ($312.84/day x 4 days)*

*Price for accommodation & meals includes:

  • Accommodation for 4 nights (Guests staying the night of Feb. 23rd will be charged $149 for single occupancy + taxes)
  • Meals and coffee breaks beginning with dinner on February 24 and ending with lunch on February 28 (There is one off-site dinner; meal is included with your tuition.) Alcoholic drinks are not included with any meals.
  • All taxes, fees and gratuities on the accommodation & meals

IMPORTANT: As soon as you have registered for the course, please call the Hôtel Manoir Victoria directly at 1-800-463-6283 or by email at: reservation@manoir-victoria.com. Be sure to identify yourself as being with the CAGP Foundation in order to get the group rate. You will need a credit card to secure your reservation at that time. Upon check-in, you will be asked for a deposit of $250 on your credit card and you will be charged the full amount for your accommodation and meals upon check-out.

Original Course attendees may also take advantage of the group pricing of $149/night (plus taxes and fees for a total of $177.31/night) for accommodation for up to 3 days pre-and post-event, subject to availability.

Hotel reservation deadline: Monday, January 20, 2020

Off-Site Dinner at La Buche Restaurant

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On Thursday, February 27, 2020, the group will enjoy a fabulous dinner at La Buche restaurant (49 Rue Saint Louis, Quebec). The cost of the meal is included in the tuition pay to the CAGP Foundation so you do not need to pay extra for this. Click here to view a sample group menu.

Beverages (alcoholic or non-alcoholic) are not included in the meal, with the exception of coffee or tea.


CE Credits

cfre_conedlogo-2020.jpgFull participation in the Original Canadian Gift Planning Course is applicable for 32.75 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.

 


Original Course Cancellation Policy – Please read carefully

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

Tuition
Before November 16, 2019 – Full refund (less a $250 admin fee)*
November 17 – December 10, 2019 – 50% refund (less a $250 admin fee)*
After December 10, 2019 – 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.

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.

 

Register Now

 


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.

Photo credit: https://www.marriott.com/hotels/hotel-photos/yxedb-delta-hotels-bessboro...


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