Join us for the next Original Canadian Gift Planning Course
February 1-5, 2027
Kingston, Ontario
More information coming soon!
“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
- Course description
- Course agenda*
- Q&A
- Dates
- Faculty
- Course Location
- Transportation
- Pricing: Tuition, Meals & Accommodation
- Social Activities
- CE credits
- Cancellation Policy
- Testimonials
- Contact us
*Agenda is subject to change
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
- 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
Subject to change
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 1 - Friday, February 5, 2027
Faculty
To be confirmed
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
To be confirmed
Transportation
To be confirmed
Pricing (2026)
Note the following pricing is for 2026. Pricing for 2027 will be posted as soon as possible.
There are two payments for this course:
- Tuition & meals (paid to CAGP Foundation)
- Accommodation (paid to The Banff Centre)
1. Tuition (2026)
*Tuition cost (Tax exempt):
Early Bird Price (September 16 – November 17, 2025)
CAGP Member: $1,990
Non-member: $2,299
Regular Price (November 18, 2025 – January 7, 2026)
CAGP Member: $2,200
Non-member: $2,599
Social Activities
To be confirmed
CE Credits
Full participation in the Original Canadian Gift Planning Course is applicable for 31 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 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:
Within 24 hours of registering: Full Refund; No fee
0-14 days of an event: No Refund; No Delegate Transfer
15-30 days before the event: No Refund; Delegate Transfer permitted; $150 administration fee
31-65 days before the event: 50% Refund; Delegate Transfer permitted; $150 Administration fee
65-90 days before the event: 75% Refund; Delegate Transfer permitted; $150 Administration fee
91 days and more before the event: 100% refund; Delegate Transfer permitted; $150 Administration fee
All cancellation and transfer requests must be submitted in writing to education@cagp-acpdp.org.
$150 administration fee will be charged for any changes.
Should registration be transferred to a non-CAGP member, any difference between member and non-member pricing will also be applied.
CAGP Foundation reserves the right to amend or cancel the event.
If an event has to be cancelled or rescheduled, you will be contacted 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 cancellation, CAGP does 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.
Photo credit: Paul Zizka Photography
This education session is offered by:
