Strategic Gift Planning Bootcamp

Join us for the next Strategic Gift Planning Bootcamp
October 23-26, 2018

Oak Bay Beach Hotel in Victoria, BC

Bootcamp is full!

Please contact Erin Kuhns, Manager, Education and Training if you wish to be added to a waiting list.


"Bootcamp provided me with the confidence and "how-to" to have meaningful conversations with donors surrounding bequests. This course over-delivered my expectations! " -

Krista Linklater, St. Marys Memorial Hospital Foundation

Quick links

You Asked. We listened.

Do you want to take your Major Gift Fundraising to a whole new level? Are you ready to switch your current workout, push yourself beyond your comfort zone and accelerate your career? Is it time to get ‘tight and toned’ when it comes to providing truly donor-centered strategic gift planning, through a carefully structured learning experience?

If so, this is the best workout available.

Learn how to engage donors (and professional advisors) in meaningful conversations and help turn philanthropic dreams into reality with charitable giving plans that meet their needs, their timing and make a real difference in the world. If you want to reach beyond ‘the cash gift’ and:   

  • Expand and deepen your knowledge of giving options (for gifts now or later)  
  • Gain increased comfort and confidence in raising and discussing these options   
  • Wrestle tax aspects to the ground   
  • Take home a toolkit of practical tools and resources (and a great new network of colleagues)   
  • …then this Bootcamp is for you!

Who should attend?

This course is designed for:

  • fundraising professionals who have been actively seeking and securing major gifts from individuals for at least two years, and
  • seasoned fundraisers looking for a ‘refresher’ course on GP options…from a donor-centred, conversational perspective.

In following adult learning principles, the course encourages participants to take an active rather than passive role in learning and teaching one another. Therefore, students are expected to have a solid understanding of the fundraising cycle (cultivation through stewardship) along with practical knowledge and a track record of building and sustaining relationships with donors.

See the agenda for the week

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.


October 23 - October 26, 2018oak_bay_vgc_2013-11-18_obbh_.jpg
Course: Tuesday, October 23 (5pm start time) – Friday, October 26 (11am finish time)


Tuition, accommodation and meals will be paid directly to CAGP upon registration. Please see the breakdown of costs below, followed by the total to be paid upon registration:

Tuition (Tax exempt)

Early-Bird Registration (until August 17, 2018)
CAGP Member: $1048.95
Non-member: $1468.95
Regular Registration (August 18 – September 14, 2018)
CAGP Member: $1153.95
Non-member: $1573.95

Accommodation: $623.73 (includes 3 nights’ residential view accommodation at $179/night plus taxes and fees)
Meals: $381.61 (includes all meals and breaks beginning with Tuesday dinner, ending with Friday lunch, taxes, gratuities and service charges)

TOTAL TO BE PAID UPON REGISTRATION – includes all taxes, fees and service charges:
Early Bird Pricing – Member (until August 17, 2018)
Tuition                    $1048.95
Accommodation:      $623.73
Meals:                     $381.61
TOTAL:                  $2054.29
Click here for pricing breakdown, including taxes, fees and service charges

Early Bird Pricing – Non-member (until August 17, 2018)
Tuition                    $1468.95
Accommodation:       $623.73
Meals:                      $381.61
TOTAL:                   $2474.29
Click here for pricing breakdown, including taxes, fees and service charges

Regular Pricing – Member (August 18 – September 14, 2018)
Tuition:                    $1153.95
Accommodation:       $623.73
Meals:                      $381.61
TOTAL:                    $2159.29
Click here for pricing breakdown, including taxes, fees and service charges

Regular Pricing – Non-member (August 18 – September 14, 2018)
Tuition:                     $1573.95
Accommodation:         $623.73
Meals:                        $381.61
TOTAL:                     $2579.29
Click here for pricing breakdown, including taxes, fees and service charges

The group rate of $179 per night (plus taxes and fees) is extended 3 days pre- and post-event dates. Please note your check-in dates on your registration.

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. All registrants must purchase the meal plan and attend the meals.


michelle_osborne_for_bootcamp_2018.jpg      sara_neely_photo.jpg

Michelle Osborne, CFRE       Sara Neely, CFRE

CE Credits

cfre2018.jpgFull participation in the Strategic Gift Planning Bootcamp is applicable for 17.5 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!



Oak Bay Beach Hoteloakbaybeach_courtyardnight_web.jpg
1175 Beach Drive
Victoria, BC V8S 2N2
Phone: 250-598-4556

This is a smoke-free facility.

Traveling to Oak Bay Beach Hotel

Visit the Oak Bay Beach Hotel website to find directions from various areas in Victoria.

Complimentary shuttle service from downtown transportation hubs upon arrival/departure is available for overnight guests as well as to and from Oak Bay Village. Additional transportation services, including airport transportation, are offered by the hotel and from partner service providers at a fee. Please contact Dillon Carfoot at to make transportation arrangements.

You will be asked on your registration form if you wish to be connected with others in order to share transportation to and from the hotel. After the bulk of people have registered, I will email those who chose this option so that you can coordinate transportation.

Cancellation Policy for Participants - Please read carefully

Before June 30, 2018 - Full refund, less $200 administration fee
July 1 – July 31, 2018 - 50% refund
After August 1, 2018 - There is no refund

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


Read what our past attendees had to say:

Great course for capturing an understanding of the tremendous value and opportunities for Gift Planning in any organization.
         - B. Geddes, Junior Achievement

This is a fantastic course! I would highly recommend it for a fundraiser or professional who has other fundraising experience and is looking to build on or be introduced to a deeper level of knowledge on gift planning tactics.
          - 2017 Bootcamp Attendee

Great foundational material.  As someone new to the field, I found the stories and friendships shared among participants and leadership alone to be worth the price of admission!
         - 2016 Bootcamp Attendee

Have questions? 

Contact Erin Kuhns, Manager, Education and Training:1-888-430-9494 Ext. 222 or email