Webinar Wednesdays

Every month, CAGP presents enticing, education-packed webinars to supplement your gift planning career. These webinars are presented by seasoned professionals and presenters who have in-depth knowledge and are actively involved in the strategic charitable community.

Each webinar is one hour in length. Registrants will be sent login information one day before the webinar, and a link to the webinar recording will be forwarded a day after broadcast. Each webinar is worth one CFRE credit.

  • CAGP Members: $29.99
  • Non-Members: $45.99

Past webinar recordings are also available to purchase. Scroll down to see a list of available recordings.

cfre_conted_logo17.jpgFull participation in CAGP webinars is applicable for 1 credit 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.

For information about the CAGP webinars, contact Erin Kuhns, Manager, Education and Training: 1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org.


Webinar Wednesdays Schedule for 2017-2018

 

aneil_gokhale_photo_cropped.jpgNovember 29, 2017 - 1:00 pm EST

Donor Advised Funds: A Strategic Philanthropic Journey
Presented by: Aneil Gokhale, Toronto Foundation

This webinar will detail how integral Donor Advised Funds can be for the Planned Giving ecosystem, whether you’re a small shop or big shop. Donors, their professional advisors and the charities they love come together for collective impact. Donor Advised Funds are offered by Community Foundations and Financial Institutions and offer a vehicle that can drive them all to succeed so it’s important to understand the role they can play. The concept of a “Private Foundation” is often nice and shiny but once most donors really look into it they realize that having a partner to support the back office (and often more) is a great alternative.

Register Now


michelle_osborne.jpgJanuary 31, 2018 - 1:00 pm EST

Gift Planning Metrics
Presented by: Michelle Osborne, CFRE, University of Toronto

Since we can’t control the cash flow, how and what should be measured to demonstrate growth and success. Tracking the activity and, just as important, reporting to senior leadership and the board is vital to the ongoing support and understanding of a gift planning program.
You will walk away from this session with:

  • A clear plan for information you should capture within your gift planning program
  • Understanding of how to create benchmarks that are customized to your organization
  • More confidence in creating goals and objectives with quantitative data.

Register Now


heather_powers_photo.jpgFebruary 28, 2018 - 1:00 pm EST

Stewarding Planned Giving Donors through Listening
Presented by: Heather Powers, Centraide of Greater Montreal

Have you ever asked a donor why they included your charity in their will only to be disappointed to get a generic answer like, "your charity is important to me," or even worse, "oh really, it's nothing!" By using effective questioning and listening, Heather has had first conversations with donors who have shared with her some of their most personal stories; about loved ones who have passed, the most important people in their lives, their thoughts on issues of religion, race, and sexuality.  In this webinar, we'll discuss what makes your donor pool distinct, how to get on the phone, and what questions and responses will leave room for your donors to tell them why your charity really matters to them.  

Register Now


doug_puffer_photo_cropped.jpgMarch 28, 2018 - 1:00 pm EDT

Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University

During the recession years those organizations that approached donors with the idea of a blended gift (some now, some later and maybe some in-between) fared much better than those that did not.  This should not be surprising to gift planners since many bequest donors have been loyal supporters and gift planners are usually looking for donors who could support the cause today as well. However, annual gift officers are often not trained in how to identify loyal givers as prospects for a planned gift and many major gift fundraisers don’t have a goal for deferred gifts and have no incentive to raise the idea of a future gift.  This webinar will introduce concepts for metrics that will encourage a more team-like approach to fundraising and stories of collaboration that maximized giving opportunities and donor satisfaction through blended gifts.

Register Now


malcolm_burrows_photo_cropped.jpgApril 25, 2018 - 1:00 pm EDT

Gifts involving Registered Plans
Presented by: Malcolm Burrows, Scotia Wealth Management

RRSPs, RRIFs, TFSAs, LIRAs, and RESPs.   Canada has a number of registered plan types that collectively hold billions of dollars that donors may wish to give to their favorite charities.  This webinar outlines the tax and practical issues associated with giving from registered plans.

Register Now


denise_fernandes_photo.jpgMay 30, 2018 - 1:00 pm EDT

Marketing and Making the Case: Essential tools for building a successful gift planning program
Presented by: Denise Fernandes, St. Michael's Hospital Foundation
Whether you belong to a small shop or a big organization, there is never enough investment in gift planning. Learn key strategies to create and run a successful gift planning program and how you can implement them in your own organization today. And the best part? Developing a top-notch gift planning program requires minimal extra resources, but will allow you to offer your donors a variety of giving options and will provide unbelievable growth to your organization.

Register Now


dewayne_osborn_photo_cropped.jpgJune 27, 2018 - 1:00 pm EDT

An Interview with CRA’s Charities Directorate: Your program, their issues and/or concerns
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management

As planned giving gets more and more popular with high net worth individuals and their financial advisors, the number of issues and/or concerns facing Canada Revenue Agency's Charities Directorate also increases. Why? Planned giving donors’ financial affairs are becoming increasingly more complicated as financial advisors struggle to maintain that delicate balance between keeping their clients happy by reducing their tax burden, and yet remaining compliant with tax legislation.  Increasingly, planned giving is a powerful tool used by financial advisors to help reduce tax burdens when high net worth clients decide to divest themselves of their property. Like any tool, when used properly, it gets the job done without issues or concerns. However, if abused or used incorrectly leads to enhanced legislation and/or other regulatory policies to be used by the Charities Directorate to enforce legislation and guidelines.

Canada Revenue Agency's Charities Directorate is responsible for ensuring the compliance of registered charities across Canada. In this session, some of the more pressing and/or constant issues and/or concerns faced by the Directorate’s compliance staff will be explored and solutions discussed. Realistic client/donor scenarios that illustrate some of the more common issues and or concerns will be presented and you will have the opportunity to ask questions.  The plan is to have CRA Charities Directorate Compliance Staff participate in the webinar.  In his continuing series of webinars entitled: An interview with…, DeWayne Osborn will interview/moderate a discussion with Directorate compliance staff covering a broad range of topical issues of concern to you, your charity, and/or clients.

Register Now


Past Webinar Recordings

Recordings of past webinars are available for purchase. Click on the title for more information.

Unless otherwise noted, prices are:

  • CAGP Members: $29.99
  • Non-Members: $45.99

 

2017-2018 Webinars

FREE WEBINAR
Planned Giving for Small Shops
Presenter: Paul Nazareth, CanadaHelps
Originally broadcast on November 8, 2017
Click here to view the webinar on YouTube

Nine Actions to Increase Legacy Gifts
Presenter: Gwen Chapman, DonorFocus 360
Originally broadcast on October 25, 2017

The Power of Collaboration: Advisors and Gift Planners Working Together
Presenter: Ross Young, CA, CFP, FEA,  Secure Capital Management
Originally broadcast on September 27, 2017

 

2016-2017 Webinars

Tax Event Gifts
Presenter: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on June 28, 2017

Non-Real Property Valuation - What you need to know!
Presenters: Amanda Salvatori CPA, CA, CBV, MNP and DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management, Inc.
Originally broadcast on May 31, 2017

FREE WEBINAR
Building a Business Case for Planned Giving for Your Board
Presenter: Colleen Bradley, Planned Giving Solutions
Originally broadcast on May 17, 2017
Click here to view the webinar on YouTube

Let's Talk About Death, Baby
Presenter: Janice St-Denis, CFRE, McMaster University
Originally broadcast on April 26, 2017

Planned Giving for Pennies - How to jumpstart your bequest program
Presenter: Kimberley MacKenzie, Kimberley MacKenzie & Associates
Originally broadcast on April 5, 2017

The Philanthropic Flow - A Truly Donor-Centred Approach to Philanthropy
Presenter: Norma Cameron, CFRE, The Narrative Company
Originally broadcast on February 22, 2017

Estate Administration: Receipts and Releases
Presenter: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
Originally broadcast on January 25, 2017

Government Relations for Your Charity - A Practical Toolkit
Presenter: Grant Monck, Fundraising Consultant Services
Originally broadcast on November 30, 2016

Insurance Gifts - Are You Really Getting a Gift?
Presenter: DeWayne Osborn CPA, CGA, CFP, Lawton Partners
Originally broadcast on October 26, 2016

Craft the Perfect Ask
Presenters: Ryan Fraser, Quiet Legacy Planning Group &
Kate Hodgson, 9to5 Narrative
Originally broadcast on September 28, 2016

 

2016 Webinars

How to Train Your Executor
Presenter: Kris Love, Solus Trust Company Limited
Originally broadcast on June 29, 2016

Planned Giving + Your Website
Presenter: Leah Eustace, Good Works
Originally broadcast on May 25, 2016

Do the Right Thing? When Ethics and Values Collide
Presenter: Ligia Peña, CFRE, Greenpeace International
Originally broadcast on April 27, 2016

Estate Donations & GREs: The Next Chapter
Presenter: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on March 30, 2016

The Personal Philanthropy Project:  The Untapped Potential of Affluent Canadians
Presenter: Michèle Benoit, Project Manager, Imagine Canada
Originally broadcast on February 24, 2016

Working with a Litigator:  Dealing with Litigation Efficiently and Avoiding Disputes If You Can
Presenter: Eric N. Hoffstein, TEP, Partner, Minden Gross LLP
Originally broadcast on January 27, 2016

 

2015 Webinars

CRM2, Now You Will Know What your Advisor is Paid
Presented by: DeWayne Osborn
Originally broadcast on December 2, 2015

Giving Through a Power of Attorney
Presented by: Jasmine Sweatman
Originally broadcast on October 28, 2015

Donor Profiles; Donor Trends
Presented by: Paul Nazareth
Originally broadcast on September 30, 2015

Working with a Financial Advisor, Especially for Mutually Effective Business Development Purposes
Presented by: Chris Chipman
Originally broadcast on June 24, 2015

The Philanthropic Conversation: Understanding the Financial Advisor Approach and High Net Worth Individual Perspective
Presented by: Ruth MacKenzie
Originally broadcast on May 27, 2015

Leveraging the Invaluable Middle Donor
Presented by: Mark Trask & Janice Moro
Originally broadcast on April 29, 2015

Special Webinar: Canada’s New Estate Donation Rules – Understand; Get Ready
Presented by: Brenda Lee-Kennedy, Doug Puffer & Ruth MacKenzie
No cost

After viewing the webinar, please click here to complete a short evaluation.

Originally broadcast on March 23, 2015

Sponsored by:

WRITING FOR FUNDRAISERS: Make your donor communications sing!
Presented by: Lisa MacDonald
Originally broadcast on March 25, 2015

State of the Legacy Nation
Presented by: Fraser Green
Originally broadcast on February 25, 2015

Words that work: What surveys from 12,000 people tell us about the words and phrases that encourage planned giving
Presented by: Russell N. James III, J.D., Ph.D., CFP®
Originally broadcast on January 28, 2015


For 2013-2014 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.