Webinar Wednesdays

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Every month, the CAGP Foundation presents engaging and informative webinars to enrich your career.  These webinars are presented by professional presenters who have extensive knowledge of the subject and who are very active in the area of ​​strategic charitable giving. 

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 within a day of the broadcast. 

  • CAGP Members: $ 35 |  Group viewing: $75
  • Non-Members: $ 55  |  Group viewing: $130

Tax exempt



Upcoming FREE Webinars

These webinars are held twice a year and are FREE to both CAGP members and non-members alike! 

Important Note: While registration is open to all, and free for CAGP members and non-members alike, attendance is limited to the first 500 people to sign onto the live session. We suggest signing on five to ten minutes early to have the best chance of getting on the live session. If for any reason you are unable to connect to the live session, rest assured you’ll get the full recording by email within 24 hours of the webinar.

Wednesday, May 12, 2021 at 1:00 pm ET
Planned Giving for Small Shops: Secrets from Legacy Experts

Presenter: Paul Nazareth, CAGP

The perpetual challenge of capacity and resources causes many small shops to shipwreck planned giving at the side of their desk - even though it is the highest revenue fundraising strategy with the lowest cost. In this national free webinar we will explore why small shops have the MOST to gain from integrating strategic gift planning into their fundraising strategy and how it can be done on a small shop budget. Our national education lead Paul Nazareth with share insight from both CAGP education and legacy marketing experts who specialize in small shop strategy from across Canada. Resources will be shared to help get you started or get your program restarted. Whether you're a small shop or even volunteer led (board volunteers are welcome!) Join CAGP for this vital strategy discussion.CAGP education and legacy marketing experts who specialize in small shop strategy from across Canada. Resources will be shared to help get you started or get your program restarted. Whether you’re a small shop or even volunteer led (board volunteers are welcome!) join CAGP for this vital strategy discussion.

Register Now for Free


Upcoming Webinars for 2020-2021

Members: $ 35
Non-members: $ 55 

Tax exempt

cfre_conedlogo-2020.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 CAGP webinars, contact Erin Kuhns, Manager, Education and Training: 1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org 

 

Webinar Wednesdays Sponsor:

 

 

 


Wednesday, January 27, 2021 at 1:00 pm ET

Taking the Scary out of Legacy
Presenter: Lyndsay Green, Author

Best-selling author Lyndsay Green will lead us through the findings from her latest book The Well-Lived Life: Live with Purpose and Be Remembered and the implications for leaving a legacy. Her research and the findings from in-depth, confidential interviews will help us understand what's keeping Canadians from leaving a legacy and what we can do about it. Lyndsay's message is “We're leaving a legacy like it or not, so we better pay attention.” The writer Sarah Selecky urged people to read Lyndsay's book “when you're ready to stop taking your life for granted.” If you're tired of bequest workshops this narrative discussion will be a unique journey that will help you with better donor discussions.Lyndsay Green will lead us through the findings from her latest book Lyndsay's message is “We’re leaving a legacy like it or not, so we better pay attention.” The writer Sarah Selecky urged people to read Lyndsay’s book “when you’re ready to stop taking your life for granted.” If you’re tired of bequest workshops this narrative discussion will be a unique journey that will help you with better donor discussions.

Register Now


Wednesday, February 24, 2021 at 1:00 pm ET
Professional Advisors: Door or Window?

Presenter: Glenn Stewardson, CFP, The Donor Motivation Program®

Charities are worried that a prospective donor's financial advisor will shut the door on gift conversations. In truth, financial advisors provide a window into the donor's motivations and the best way for the donor to make their gift. Assante advisor Glenn Stewardson will share how charity personnel can earn trust and work effectively with financial advisors by understanding their professional concerns and their role in protecting their client's / donor's interests.

Register Now


Wednesday, March 31, 2021 at 1:00 pm ET
T² - Taxes and Trusts

Presenters: Yolanda Benoit, BC SPCA and Patricia Ward, Heart and Stroke Foundation of Canada

Do these two T's make you cringe when reviewing estate accounts? Let us help you increase your understanding to easily navigate these aspects of estate administration and maximize the benefit to your organization.

Register Now


Wednesday, April 28, 2021 at 1:00 pm ET
Exploring Empathy: A Practical Guide to Embracing Donor Concerns to Inspire Legacy Giving

Presenters: Lynne Boardman, Harvey McKinnon and Associates and David Kravinchuk; The Common Good Fundraising Agency

Wish you could alleviate your donors' deepest fears about bequests and help them embrace the exciting possibility of making a transformational gift? We will coach you on confidently addressing donor concerns directly and inspiring them to make a gift in their will. You'll learn the five most common objections to making legacy gifts and you'll work in teams to build your very own set of powerful messages to help dissipate donor doubts.

Register Now


Wednesday, May 26, 2021 at 1:00 pm ET
Empowered Women are Changing Philanthropy

Presenter: Jo-Anne Ryan FEA, MFA-P, TD Wealth

One of the most influential forces in creating change in charitable giving has been the participation in the charitable sector by Canadian women. By 2026 women are expected to control 50% of wealth in Canada. Please join Jo-Anne Ryan, Vice President, Philanthropic Advisory Services who will discuss women's unique approach to giving and what your organization should do to successfully cultivate them as donors.

Register Now


Wednesday, June 30, 2021 at 1:00 pm ET
Gifts of Insurance - WTF? (Where’s The Fundraising?)

Presenter: DeWayne Osborn, Cardinal Capital Management

For centuries (ok, decades), life insurance products have been, and continue to be, a large tool for advisors to “fix” high net worth people's issues. In my experience, the motto: where there is a problem, there is a life insurance product to solve, has rung true for many situations. What is the appeal of insurance? While there are many facets to insurance that are appealing (eg tax-free death benefit, tax-free growth), this same complexity can also be detrimental to a charity when used for gifting. The charity that is not fully prepared to own this property can end up investing hundreds of thousands of dollars for a death benefit windfall that may never happen- funds that are lost to the sector forever. Remember, the regulator is watching and will act if everyone is not careful!

This session will discuss trends in the gifting of insurance, red flags, things that a small charity needs to consider before accepting a policy, and how to effectively review contracts to ensure that the death benefit will be received. 

Register Now


Past Webinar Recordings Available to Purchase

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

Unless otherwise noted, prices are:

  • CAGP Members: $ 35 (tax exempt)
  • Non-Members: $ 50 (tax exempt)

2020 - 2021 Webinars

Gift Planning Then and Now: What we are learning in the time of Covid-19
Presenters: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation and Peggy Killeen, CFRE, CAGP Foundation
Originally broadcast on November 25, 2020
 
FREE WEBINAR
Taking Your Securities Donation Program to the Next Level
Presenter: Michael Chisholm, Scotia Wealth Management
Originally broadcast on November 4, 2020
 
Engaging the Next Generation in Strategic Philanthropy
Presenter: Aneil Gokhale, Toronto Foundation
Originally broadcast on October 28, 2020
 
The Elements of $1 Million+ Gifts
Presenter: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on September 30, 2020
This webinar was sponsored by PearTree Canada

2019-2020 Webinars

Donations of Bitcoin and other Crypto-currencies
Presenter: Karen J. Cooper, LL.B., LL.L., TEP, Drache Aptowitzer LLP
Originally broadcast on June 24, 2020
TEP, Drache Aptowitzer LLP

Administering Bequests and Puppy Training
Presenter: Kris Love, Solus Trust Company Limited
Originally broadcast on May 27, 2020

FREE WEBINAR
Can We Even Talk about Planned Giving Now?!
Presenter: Paul Nazareth, VP, Education and Development, CAGP
Originally broadcast on May 6, 2020

How to Land More Appointments with Major and Legacy Gift Donor Prospects
Presenter: Greg Warner, Founder and CEO, MarketSmart
Originally broadcast on April 29, 2020

Connecting, Considering & Confirming: How to Engage Donors in Planned Giving
Presented by: Jen Love, Agents of Good & Aimée Lindenberger, Refocus Communications & Fundraising

Originally broadcast on March 25, 2020

Secondary Assets may be Philanthropic Gold
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 26, 2020

Gift Planning within a Campaign Framework
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 29, 2020

Reading and Understanding Financial Statements of Charities and Foundations – for Gift Planners
Presented by: Gordon Holley, CPA, CA, CPB Humanity Financial Management Inc.
Originally broadcast on November 27, 2019

FREE WEBINAR
Charitable Giving Strategies for High Net Worth Donors - Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth
Originally broadcast on November 13, 2019

When Doing Good Crosses the Line
Presenters: DeWayne Osborn, Cardinal Capital Management & Florence Carey and Ian Scarth, MLT Aikins LLP
Originally broadcast on October 30, 2019

Making the Ask
Presenters: Janice Meighan and Ken Ramsay, Empowerment Dialogue Inc.
Originally broadcast on September 25, 2019


2018-2019 Webinars

Building a Culture of Philanthropy  – The secret to success
Presented by: Peggy Killeen, CFRE, Development Consultant
Originally broadcast on June 26, 2019

A Gift Acceptance P&P Tune Up
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on May 29, 2019

FREE WEBINAR
Myth Busting Research - Philanthropy is Good for Business
Presented by: Dr. Carla Funk, Transform International Canada
Originally broadcast on May 8, 2019

Insurance Gifts without the Headaches
Presented by: Ryan Fraser, CFP CIM, Quiet Legacy Planning Group
Originally broadcast on April 24, 2019

Here for Good:  A Proactive and Brand-Oriented Marketing Approach to Legacy Giving
Presented by: Holly Greatrex and Ryan Davies, Carleton University
Originally broadcast on March 27, 2019

Unusual Gifts Exempt from Capital Gains
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 27, 2019

Tailoring the Philanthropic Discussion
Presented by: Laura West, Norton Rose Fulbright Canada LLP
Originally broadcast on January 30, 2019

Details Matter: Ensuring your charity gets the full benefit of its legacy gift
Presented by: Roger Lee, DLA Piper (Canada) LLP
Originally broadcast on November 28, 2018

FREE WEBINAR
And the Beat Goes On: How to Get Legacy Donors and Prospects in the 21st Century
Presented by: David Love, Agents of Good
Originally broadcast on November 14, 2018
Click here to view the webinar on YouTube

Delivering the Unexpected
Presented by: Dee Dee Sung and Cecilia Huang, University of British Columbia
Originally broadcast on October 31, 2018

Diving into Gift Agreements
Presented by: Adam Aptowitzer LLB., Drache Aptowitzer LLP
Originally broadcast on September 26, 2018

FREE WEBINAR
Explore the Impact of the GRE Regime on Charitable Giving
Presented by: Hayley Maschek, KPMG Law LLP and Yolanda Benoit, BC SPCA
Originally broadcast on September 12, 2018
Click here to view the webinar on YouTube


For 2013-2018 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.

 


 

The Webinar Wednesdays series is offered by:

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