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 2016-2017


Wednesday, May 31, 2017, 1:00 p.m. ET

amanda-dewayne.pngNon-Real Property Valuation - what you need to know!
Presented by: Amanda Salvatori, CBV, CPA MNP LLP and DeWayne Osborn CPA, CGA, CFP, Lawton Partners

The third installment in the "Interview with" series, DeWayne will delve into valuation issues for non real property with an expert - a Chartered Business Valuator (CBV).  Why should you attend this session? Gifts of private company shares are getting more common.  Why?  A tremendous amount of wealth is tied up in holding companies and financial advisors are recommending using them to fulfill their HNW clients' philanthropic dreams.  The issue is determining a reasonable valuation for tax receipt purposes; a job for a CBV. Why an issue? The valuation of private company shares, charitable interests in trusts, and personal benefits can vary and you need a CBV to sort it all out for your organization.  Furthermore there are issues for the charity to consider when accepting such property.  So, is your charity ready to play in this donation space?  Come listen to an expert and you will know.

The Institute Logo.jpg   Institute accredited CE (1.0 credit)  

Register Now

Wednesday, June 28, 2017, 1:00 pm. ET

burrows_photo.jpgTax Event Gifts
Presented by: Malcolm Burrows, Scotia Wealth Management

The best time for a donor to give a large gift is when he or she has a significant tax event.   Tax events include major asset sales – like business interests, option exercises or real estate – as well as death itself.    This session by one of Canada’s most experienced gift planners explores the practical, tax and behavioral issues of integrating philanthropy into time-sensitive transactions involving the disposition of assets.

The Institute Logo.jpg   Institute accredited CE (1.0 credit)  

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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

2016-2017 Webinars

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

2014 Webinars

Interview with CRA's Director of Compliance and Audit - Charities Directorate
Presented by: Blaine Langdon & DeWayne Osborn
Originally broadcast on November 26, 2014

Demystifying the Canadian Private Corporation
Presented by: Robert Kleinman FCPA, FCA
Originally broadcast on October 29, 2014

Volunteers - Making Your Legacy Program TAKE OFF!
Presented by: Sherry Booth
Originally broadcast on September 24, 2014

Making the Case for Planned Giving: Effectively Reporting Successes and Return on Investment
Presented by: Malcolm Berry
Originally broadcast on June 25, 2014

New Rules on Estate Donations
Presented by: Malcolm Burrows
Originally broadcast on May 28, 2014

When Good Gifts Go Bad (and How to Avoid it) –Navigating Donor-Restricted Gifts and Testamentary Giving
Presented by: Elena Hoffstein and Katie Ionson
Originally broadcast on April 30, 2014

Social Media Strategy for Real People
Presented by: Paul Nazareth
Originally broadcast on March 26, 2014

Interview with a Wealth Manager: How to Provide Value to Philanthropic High Net Worth Clients
Presented by: Jamie Townsend & DeWayne Osborn
Originally broadcast on February 26, 2014

Donations of Real Property: Are you ready for the big ones?
They are never, ever small.

Presented by: Doug Puffer
Originally broadcast on January 29, 2014

2013 Webinars

Can Insurance Create Lifelong Donors?
Presented by: Brenda McEachern
Originally broadcast on November 27, 2013

Stewardship - From up close & personal to reaching out across the miles & personal
Presented by: Yolanda Bronstein
Originally broadcast on October 30, 2013

Gifts from Holding Companies
Presented by: Malcolm Burrows
Originally broadcast on September 25, 2013

Planning for Success: Gift Planning in Comprehensive Campaigns
Presented by: Cheryl Stevens
Originally broadcast on August 28, 2013

Professional Advisors: Should we be cultivating them? If so, how do we do it?
Presented by: Brad Offman
Originally broadcast on July 31, 2013

Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 2

Presented by: Fraser Green
Originally broadcast on June 26, 2013

Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 1

Presented by: Fraser Green
Originally broadcast on May 29, 2013

Life Insurance 101: The Do's and Don'ts
Presented by: DeWayne Osborn
Originally broadcast on April 24, 2013

Planned Giving Off the Side of Your Desk
Presented by: Paul Nazareth
Originally broadcast on March 27, 2013

How to Gather, Write and Publish Your Donor Stories
Presented by: Leah Eustace
Originally broadcast on February 27, 2013