Webinar Wednesdays

Every month, 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. Each webinar is worth one CFRE credit.

  • CAGP Members: $35
  • Non-Members: $50

Tax exempt

Upcoming Webinars

Past webinar recordings are also available to purchase. Click here to see the list.

cfre_conedlogo-2019.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.

 


FREE WEBINAR - Free for CAGP Members and non-members alike!

Wednesday, May 13, 2020 - 1:00 - 2:00 p.m. ET

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Taking Your Securities Donation Program to the Next Level
Presented by: Michael Chisholm, Scotia Wealth Management

Securities are now one of the strongest ways major gifts, campaign pledges and other one-time donations are made. But they have also become a way for annual donors to give too. Is your charity doing all they can to maximize this program? Is your finance team efficient and effective in working together with your transfer partner ( be it broker or advisor)  to develop an effective process, while managing the different nuances and mitigating potential risks that can present themselves. Or are they frustrated with the current process. Our speaker has helped several charities grow their programs and has worked with both large major gifts and high volume programs with donors and advisors across Canada.

Register Now


2019-2020 Webinar Wednesdays Schedule 

Wednesday, January 29, 2020 - 1:00 - 2:00 p.m. ET

michelle_osborne_photo_2019.jpgGift Planning within a Campaign Framework
Presenter: Michelle Osborne, CFRE, University of Toronto

Campaigns have evolved where many are now comprehensive in nature, but how does gift planning play a role, or should it? As we consider the ever growing size and frequency of campaigns combined with great wealth transfer, the case for gift planning has never been stronger. Integrating gift planning has huge potential, but like all things it needs much consideration and strategies to effectively incorporate such gifts into your campaign.  Considerations are numerous, but participants will gain some insight on counting principles, recognition and implementation.
Register Now


Wednesday, February 26, 2020 - 1:00 - 2:00 p.m. ET

malcolm_burrows_photo_cropped.jpgSecondary Assets may be Philanthropic Gold
Presenter: Malcolm Burrows, Scotia Wealth Management

Secondary assets are property that have value but are not essential to a donor’s lifestyle or well-being.  Psychologically, these assets are easier to give, but they aren’t always top of mind and some are complex to receive. This session will focus on identifying secondary assets such as RRIFs, life insurance policies, investment properties and personal property that may have value to your charity and may be easier for the donor to give.
Register Now


Wednesday, March 25, 2020 - 1:00 - 2:00 p.m. ET

j_love_a_lindenberger_photo.pngConnecting, Considering & Confirming: How to Engage Donors in Planned Giving
Presenters: Jen Love, Agents of Good & Aimée Lindenberger, Refocus Communications & Fundraising

Most of today’s donors don’t need to see a tax illustration or want their name on your wall - so how do you engage them in considering a planned gift? You need to meet them where they’re at, help them see themselves in your stories, and spark their imagination about their potential impact for the future. How to do this in a tangible way is the heart of this session, with specifics, case studies and examples from charities across Canada and around the world!
Register Now


Wednesday, April 29, 2020 - 1:00 - 2:00 p.m. ET

greg_warner_photo.jpgHow to Land More Appointments with Major and Legacy Gift Donor Prospects
Presenter: Greg Warner, Founder and CEO, MarketSmart

“Getting the appointment is harder than getting the gift…and getting the appointment is 85% of getting the gift.” Jerry Panas

Experienced, mid-level, and novice fundraisers alike can learn from Greg’s experience making over 30,000 cold calls and qualifying leads.  Don’t waste your precious time making calls that lead no where.  Greg will show us how to adjust our mindset to make effective calls that earn our prospect’s trust and get the appointments that lead to gifts.
Register Now


Wednesday, May 27, 2020 - 1:00 - 2:00 p.m. ET

kristine_love.jpgAdministering Bequests and Puppy Training
Presenter: Kris Love, Solus Trust Company Limited

They have more in common than you think!
You will learn what to expect and what actions to take from the time you get your “puppy bequest” to the time you have “trained your puppy”, and all points in between.
We’ll cover “training pitfalls” to look out for and when to bring in a professional “trainer”.
Register Now


Wednesday, June 24, 2020 - 1:00 - 2:00 p.m. ET

karen_cooper_photo.jpgDonations of Bitcoin and other Crypto-currencies
Presenter: Karen J. Cooper, LL.B., LL.L., TEP, Drache Aptowitzer LLP

Many gift planners have heard of Bitcoin but there are hundreds of other cryptocurrencies out there with many more created daily. Gift planners interested in the future of generosity must understand this asset class and how to attract donations of it.  This presentation will provide an overview of the issues related to donations of different forms of cryptocurrencies.
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: $35 (tax exempt)
  • Non-Members: $50 (tax exempt)

2019-2020 Webinars

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

 

2017-2018 Webinars

Ask an Advisor - Your questions, DeWayne’s answers
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on June 27. 2018

Marketing and Making the Case: Essential tools for building a successful gift planning program
Presented by: Denise Fernandes, Plan International Canada
Originally broadcast on May 30. 2018

Gifts Involving Registered Plans
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on April 25, 2018

Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University
Originally broadcast on March 28, 2018

Stewarding Planned Giving Donors through Listening
Presented by: Heather Powers, Centraide of Greater Montreal
Originally broadcast on February 28, 2018

Gift Planning Metrics
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 31, 2018

Donor Advised Funds: A Strategic Philanthropic Journey
Presented by: Aneil Gokhale, Toronto Foundation
Originally broadcast on November 29, 2017

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

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

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

 

2016-2017 Webinars

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

Non-Real Property Valuation - What you need to know!
Presented by: 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
Presented by: 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
Presented by: Janice St-Denis, CFRE, McMaster University
Originally broadcast on April 26, 2017

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

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

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

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

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

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

 

2016 Webinars

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

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

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

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

The Personal Philanthropy Project:  The Untapped Potential of Affluent Canadians
Presented by: 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
Presented by: Eric N. Hoffstein, TEP, Partner, Minden Gross LLP
Originally broadcast on January 27, 2016

 


For 2013-2015 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.


The Webinar Wednesdays series is offered by:

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