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: $35
  • Non-Members: $50

Tax exempt

View the 2018-2019 Webinar Wednesdays Schedule

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

cfre2018.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.

 


2018-2019 Webinar Wednesdays Schedule 

 

January 30, 2019 at 1:00 pm EST

laura_west_photo.jpgTailoring the Philanthropic Discussion
Presented by: Laura West, Norton Rose Fulbright Canada LLP

Laura will share her insights on how to approach the philanthropic discussion with different client groups and which gift strategies might be best suited for each group.  She will explore some of the different approaches to charitable giving and highlight some of the advantages and issues arising from different types of charitable gifts.

 

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February 27, 2019 at 1:00 pm EST

malcolm_burrows_photo_cropped.jpgUnusual Gifts Exempt from Capital Gains
Presented by: Malcolm Burrows, Scotia Wealth Management

Every gift planner knows that donations of public securities are exempt from capital gains, but there are other assets that also get this treatment that are rarely considered.  Malcolm will discuss the other capital gains exempt donations such as employee stock options, restricted stock, exchangeable shares, cultural property and ecogifts.  Focus will be placed on the practical issues associated with identifying opportunities and the mechanics related to these donations. 

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March 27, 2019 at 1:00 p.m. EDT

holy_greatrex_ryan_davies_photo.jpgHere for Good:  A Proactive and Brand-Oriented Marketing Approach to Legacy Giving
Presented by: Holly Greatrex and Ryan Davies, Carleton University

As modern donors and charities move their relationships online, new opportunities emerge for gift planners. Savvy philanthropists look to the web to choose their cause and plan their giving options. Smart charities, it follows, should develop a proactive and competitive digital marketing strategy both to attract donors and meet their information needs. This webinar looks at how Carleton University’s “Here for Good” brand and its new planned giving marketing approach capture the attention of the digital donor. 

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April 24, 2019 at 1:00 pm EDT

ryan_fraser.pngInsurance Gifts without the Headaches
Presented by: Ryan Fraser, CFP CIM, Quiet Legacy Planning Group

Insurance Gifts are a powerful part of your planned giving toolkit, but it can often be overwhelming and difficult to understand what the best options are for you as a charity. Ryan will discuss what types of structures are ideal as charitably owned gifts, and how to evaluate risk when deciding to accept a gift. He will also discuss the importance of performing an insurance audit on your existing policies to prevent future problems. Finally, Ryan will look at common insurance structures that are more appropriate for donor-owned gifts, where the Charity is a beneficiary.

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May 29, 2019 at 1:00 pm EDT

dewayne_osborn_photo_cropped.jpgA Gift Acceptance P&P Tune Up
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management

With the plethora of legislative changes over the past 5 – 7 years, have your organization’s policy and procedures kept pace?  Do you offer a slate of options for your donors that maximize their potential to help your organization?  Do you have policies, but they have not been refreshed in years?  Are you 100% confident that the policies you use in your program are actually compliant given recent changes in the rules?  If you answered yes to any of these questions, or you simply need confirmation that you have covered all the bases for a good P&P, then this is the session for you. 

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June 26, 2019 at 1:00 pm EDT

peggy_killeen_photo.jpgBuilding a Culture of Philanthropy  – The secret to success
Presented by: Peggy Killeen, CFRE, Development Consultant

We all have demanding and stressful jobs and it’s easy to lose sight of the big picture.  As gift planners, whether we’re fundraisers or advisors, our primary focus needs to be on the people who walk side by side with us as we strive to make a better world - our donors. They are our raison d’être. In our deadline driven industry with metrics, key performance indicators, a demand for return on investment and financial targets, we sometimes forget that philanthropy is about real people and their values, their beliefs, their passions, their dreams of making a difference.  This presentation is a reality check.  Let’s take a good look at why we do what we do as gift planners, and how to do it better.  Peggy will cover the importance of understanding our missions and nurturing a culture of philanthropy within our organisations.  We’ll examine what motivates our donors to leave a legacy and look at effective, intentional ways of communicating, as well as stewardship and ethical practice. 

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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: $35 (no tax)
  • Non-Members: $50 (no tax)

2018-2019 Webinars

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.