Original Canadian Gift Planning Course

Join us for a BONUS Original Canadian Gift Planning Course
September 23-27, 2019 in Saskatoon, Saskatchewan.

Registration Now Open

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“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 February 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, September 23 (2:30pm) - Friday, September 26, 2019 (noon)

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

Delta Hotels Bessborough
601 Spadina Crescent East
Saskatoon, Saskatchewan
S7K 3G8

Main phone: 306-244-5521
Visit the website

Transportation
The Saskatoon John G. Diefenbaker International Airport (YXE) is approximately 15 minutes away from the hotel. The hotel does not provide shuttle service.

 Parking
The Delta Bessborough Hotel has ample on-site pay parking for hotel registered guests. The rates are: $15.00 for self-parking and $20.00 for valet parking.


Pricing: Tuition and Meals

Tuition cost (Tax exempt):
Early Bird Price (until July 22, 2019)
CAGP Member: $1,740.00
Non-member: $2,040.00

Regular Price (July 23 - August 20, 2019)
CAGP Member: $1,840
Non-member: $2,140

Meals (paid to CAGP Foundation with the tuition): $541.93

Total cost upon registration (tuition + meals):

Early Bird Tuition + Meals
CAGP Member: $1,740 + $541.93 = $2281.93
Non-member: $2,040 + $541.93 = $2581.93

Regular Price Tuition + Meals
CAGP Member: $1,840 + $541.93 = $2381.93
Non-member: $2,140 + $541.93 = $2681.93


Accommodation (to be paid directly to the hotel)

$160/night (for 4 nights) + taxes & fees = $731.72

As soon as you have registered for the course, please make your reservations either by following this reservations link OR by calling the Marriott reservations directly at 1-888-890-3222. Be sure to identify yourself as being with the CAGP Foundation in order to get the group rate. You will be asked to secure your reservation with a credit card and a deposit on your first room night.

Original Course attendees may also take advantage of the group pricing of $160/night (plus taxes and fees for a total of $182.93/night) for accommodation for up to 3 days pre-and post-event, subject to availability.

There will be one off-site dinner at Cathedral Social Hall. This is included in the cost you pay to the CAGP Foundation so you do not need to pay extra for this meal.

Alcoholic beverages are not included with any meals.

Hotel reservation deadline: August 20, 2019


CE Credits

cfre_conedlogo-2019.jpgFull participation in the Original Canadian Gift Planning Course is applicable for up to 28 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.

 


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 June 21, 2019 – Full refund*
June 22 – July 19, 2019 – 50% refund*
After July 19, 2019 – No refund*

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

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...