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.
Webinar Wednesdays Bundle
Available to members until September 23, 2026 at 1:00 pm ET
We are offering 7 English webinars this season (6 paid + 1 free) and we are offering a discounted price when you buy the bundle of all English webinars. (Note that the October 28 webinar will be bilingual.)
- Bundle for members (individuals): $225 ($240 regular price; savings of $15)
- Bundle for members (group viewing): $440 ($480 regular price; savings of $40)
Tax exempt
How does it work?
- When you purchase a Webinar Bundle, you register for all English Webinar Wednesday webinars in the 2026-27 season at once, including the free webinar.
- You will automatically receive the login information for each webinar by 5pm ET the day before each webinar.
- You will automatically receive a link to the recording after it has taken place, so even if you cannot attend the live webinar, you can watch it at your convenience.
The Webinar Bundle is available only to CAGP Members - one of the many valuable benefits to membership!
Please note:
- The deadline to purchase the English Webinar Bundle is Wednesday, September 23, 2026 (1:00 pm ET).
Upcoming Webinars for 2026-27 (English)
Wednesday, September 23, 2026 | 1:00 - 2:00 pm ET
Making Professional Advisors Part of Your Team to Help Donors Take Action and Make Larger Gifts
In this webinar we will share how charities can incorporate professional advisors into their donor conversations. This collaboration will help your donors give more strategically and efficiently, resulting in larger gifts. Professional Advisors can also help donors remove obstacles that are keeping them from making gifts, as well as adding charities to their estate plans. We will also explain what professional advisor qualities make for the best partners.
Presented by: Raman Johal, Partner, Practice Group Co-Leader, Commercial Litigation, Gowling WLG (Canada) LLP and Rich Widdifield, Senior Financial Planner, CI Assante Wealth Management Ltd. and Planned Giving Consultant, The Donor Motivation Program
Wednesday, October 28, 2026 | 1:00 - 2:00 pm ET
(Bilingual webinar)
Using Artificial Intelligence to Elevate Human Intelligence
Most of us already use AI. The real question isn't which tool to choose, it's which application actually serves your mission. Join Claude Lestage and Kathy Arney for a grounded look at where artificial intelligence is already reshaping day-to-day nonprofit work, and where it should never replace human judgment.
Together, they'll explore:
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Elevating the donor relationship: personalized outreach, meeting prep, and segmentation that free up time for real conversations, not more emails.
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Protecting institutional memory: capturing what your organization knows before it walks out the door with staff and board turnover.
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Understanding and presenting the finances: reading financial statements with confidence, and using AI to close the gap between what the audit tells the board and what it doesn't.
Presented in a crossed bilingual format, English and French, with simultaneous interpretation available, this session models the inclusion it discusses. Leave with concrete applications you can try next week, and a clear sense of what AI will never replace.
Presented by: Kathy Arney, Founder & CEO, KEA Canada and Claude Lestage, Senior Consultant, Philanthropic Development, Lestage Service Conseil
Wednesday, November 25, 2026 | 1:00 - 2:00 pm ET
More information coming soon!
Wednesday, January 27, 2027 | 1:00 - 2:00 pm ET
Strings Attached: Navigating Restricted Charitable Gifts from Acceptance to Amendment
Restricted gifts can be a powerful source of funding, but they come with strings that can bind a charity for decades, and charities should not blindly accept a gift just because it is offered. In this webinar we will explore the key legal and operational considerations that charities should take into account when evaluating whether to accept a restricted gift in the first place and the tools available for varying the terms of a restricted gift after acceptance if those terms no longer serve their intended purpose or are otherwise problematic for a charity.
Presented by: Kate Bake-Paterson, Counsel, DLA Piper (Canada) LLP and Roger Lee, Partner, DLA Piper (Canada) LLP
FREE WEBINAR
Wednesday, April 28, 2027 | 1:00 - 2:00 pm ET
Narrowing the Racial Wealth Gap: Planned giving as a tool for economic justice
What if planned giving could do more than preserve wealth and support charitable organisations? What if it could help address the racial wealth gap?
New research from the CAGP Foundation challenges some of our assumptions about who participates in legacy giving. Black, South Asian and Asian Canadians show higher-than-average interest in leaving charitable gifts in their wills, while immigrant Canadians are also more likely to express interest in legacy giving.
This session explores what these findings mean for the future of planned giving. Drawing on the history of racialised wealth in Canada, Chantelle Ohrling examines how fundraising practices can either reproduce existing patterns of wealth and power or help disrupt them.
Participants will leave with actionable ways to build planned giving programmes that are more equitable, relational and accountable to the communities they serve.
Presented by: Chantelle Ohrling, CFRE, Senior Officer, Legacy Giving at The David Suzuki Foundation
Wednesday, May 26, 2027 | 1:00 - 2:00 pm ET
Beyond the Bequest: Managing Risk Every Step of the Way
Every estate has a story and sometimes that story includes unexpected twists. Join this practical session as we explore real-life estate administration scenarios and the risk management lessons they reveal. Through case studies and firsthand experience, we'll discuss the value of gift acceptance policies, when to seek expert advice, and how thoughtful conversations with donors can help prevent future challenges. You'll leave with practical strategies, suggested donor language, and fresh perspectives to help navigate risk while honoring donor intent.
Presented by: Michelle Rawana, J.D., Specialist - Legacy Giving & Estates, World Wildlife Fund Canada
Wednesday, June 23, 2027 | 1:00 - 2:00 pm ET
Family Office Decoded: A Field Guide to Family Offices and the Relationships That Drive Major Giving
Family offices are a fast-growing force in private wealth, yet they remain a mystery to many in the philanthropic world. In this session, Jim brings his uniquely balanced experience as both a family office advisor and former nonprofit founder to demystify what family offices are, how they're evolving and how gift planners and advisors can build meaningful relationships with families and the professionals who guide their giving.
Presented by: Jim Hayhurst, Managing Director, Cole & Associates
Upcoming French Webinars
Click here to see information about the 2026-27 French webinars.
CE Credits
Full 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.
MFA-P™ - Webinars beginning in March 2021 and going forward are worth 1 CE hour on your MFA-P relicensing application.
For information about CAGP webinars, contact Erin Kuhns, Manager, Education and Training: 1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org
Past Webinar Recordings Available to Purchase
Recordings of past webinars are available for purchase. Click on the title for more information.
Unless otherwise noted, webinar recordings from September 2023 onward are:
- CAGP Members: $40 (tax exempt)
- Non-Members: $60 / $65 (tax exempt)
Unless otherwise noted, webinar recording prices until June 2023 are:
- CAGP Members: $35 (tax exempt)
- Non-Members: $50 (tax exempt)
Click here to access French webinar recordings.
Past 2025-2026 Webinars
Why Every Charity Needs a Rock-Solid Gift Acceptance Policy
Presenter: Tony Lee, Strategic Philanthropy Lead, Perimeter Institute for Theoretical Physics
Originally broadcast on June 17, 2026
Ethical Fundraising: Navigating Consent, Age, and Vulnerable Donors
Presenters: Tina Tehranchian, C.M., CFP®, CLU®, CHFC®, CIM®, MFA-P™ (Philanthropy), Senior Wealth Advisor, CI Assante Wealth Management Ltd. and Planned Giving Consultant, Donor Motivation Program; Jennifer Bisch, Associate Lawyer, Tradition Law LLP; and Kathleen MacPherson, Chief Development Officer, United Way of Calgary and Area
Moderator: Danisha Bhaloo-Shivji, Director of Corporate Partnerships and Engagement, United Way of Calgary and Area
Originally broadcast on May 27, 2026
FREE WEBINAR
From the Mailbox to the Planned Giving Wall - Building the Relationships Your Charity Needs for Transformational Success
Presenters: James Perkins, CFRE-MFA-P, Certified Eden Associate, B.A., B.Ed. - Bethany Manor - Fund Development Coordinator | Brazen Consulting - Senior VP - Business Development and Conor Tapp, Lead Knowgoodnik, Founder, Know Good Consulting
Originally broadcast on April 29, 2026
Reweaving Wealth: Decolonizing Planned Giving and Strengthening Indigenous-Led Futures
Presenter: Emily Cabrera, RAVEN
Originally broadcast on March 25, 2026
The Final Gift: Understanding Estate Taxes from the Beneficiary’s Perspective
Presenter: Patricia Ward, Heart & Stroke Foundation of Canada
Originally broadcast on January 28, 2026
Planting Seeds: A Beginner's Guide to Planned Giving
Presenter: Monica Sigurdson
Originally broadcast on November 26, 2025
Gender Lens Investing: A Feminist Approach to Transformational Capital
Presenters: Jacqueline Ovens, VP Investment Strategy, Equality Fund and Diana van Maasdijk, Co-Founder and CEO, Equileap
Originally broadcast on October 29, 2025
Past 2024-2025 Webinars
Unusual Uses of Gift Planning Vehicles
Presenters: Robert Kleinman, Jewish Community Foundation of Montreal; Ryan Fraser, CFP®, MFA-P™, RIS, CIM, Quiet Legacy Planning Group Ltd.
Moderator: Serena Hak, MFA-P™, LLQP, CI Private Wealth
Originally broadcast on May 28, 2025
FREE WEBINAR
Standards of Practice for Donor Advised Fund Foundations
Presenters: Nicola Elkins, TEP, CFRE, MFA-P, MSc, Benefaction Foundation and Malcolm Burrows, Scotia Wealth Management
Originally broadcast on May 7, 2025
Integrating the Donor Journey: A team approach to annual, major and planned giving
Presenters: Peggy Killeen, CFRE, CAGP Foundation and Janice Correa, ROM Governors
Originally broadcast on January 29, 2025
Assessing Value – It may not be what you think!
Presenters: Greg Gillis, FSA, FCIA, CFA, CFP®, Lawton Partners and DeWayne Osborn, CPA, CGA, CFP®, MFA-P, Cardinal Capital Management
Originally broadcast on November 27, 2024
The How (and WHY) of Supporting Non-Qualified Donees
Presenters: Aneil Gokhale, Toronto Foundation; Mohamed Huque, Toronto Foundation; Heather Keachie, Gardiner Roberts LLP
Originally broadcast on October 2, 2024
2023 - 2024 Webinars
Let Your Moral Compass Be Your Guide
Presenters: Vicki Hayter, Children's Health Foundation (London) and Crystal Schmalle, Hospitals of Regina Foundation
Originally broadcast on May 29, 2024
FREE WEBINAR
What Boards Need to Know about Gift Planning
Presenter: Paul Nazareth, MFA-P, CAGP
Originally broadcast on April 17, 2024
Redefining Metrics in Gift Planning: Beyond Financial Counting
Presenters: Catherine Cornish, Royal Columbian Hospital Foundation and Meena Das, NamasteData and Data Is For Everyone
Originally broadcast on January 31, 2024
Current Trends in Donor & Gift Agreements
Presenters: Laura West, B.A., J.D., TEP, Norton Rose Fulbright Canada LLP and Tanya Hannah Rumble, MPNL, CFRE, MFA-P™ (she/her), Toronto Metropolitan University
Originally broadcast on November 29, 2023
Gift Planning Trends Seen by Advisors
Presenters: Arundel Gibson, MBA, MFA-P, Joel Bray, CFP, CLU, MFA-P, Candice Jay, CIM, FCSI, MFA-P
Originally broadcast on September 27, 2023
2022-2023 Webinars
Donor-Advised Funds in Canada: Discussion, debate, de-mystifying
Presenters: Keith H. Sjögren, Nicola Elkins, Benefaction Foundation, Diane Silva, London Community Foundation
Originally broadcast on June 28, 2023
Why You Need a Stewardship Plan in Planned Giving
Presenters: Mike Duerksen, BuildGood and Brad Quiring, MCC Canada
Originally broadcast on May 31, 2023
FREE WEBINAR
Words That Work in Major and Planned Gifts Fundraising: Statistical analysis of the words and phrases that encourage planned giving
Presenter: Russell N. James III, J.D., Ph.D., CFP®, Texas Tech University
Originally broadcast on May 10, 2023
Bridging the Gap – Donor advised funds and charities working together
Presenters: Sara Neely, CFRE, Victoria Foundation; Karen Dillon, MFA-P, Canada Gives
Originally broadcast on April 26, 2023
Data is Your Legacy Program’s Super Power
Presenters: Cathy Mann, Fundraising Lab; Anne LeMesurier, Fundraising Lab
Originally broadcast on March 29, 2023
Five Fallacies of Fundraising That Limit Authentic Relationships with Donors and Clients
Presenter: Tanya Hannah Rumble, Faculty of Arts, Toronto Metropolitan University
Originally broadcast on February 22, 2023
Current Trends in Prospect Research
Presenter: Natalina Hamilton, MBA, CFRE, Breast Cancer Society of Canada
Originally broadcast on January 25, 2023
Cryptocurrency Donations: A complex gift, let's talk about risk!
Presenters: Jane Ricciardelli, CanadaHelps and James Emerson, KPMG
Originally broadcast on December 7, 2022
FREE WEBINAR
Everything you’ve ever wanted to know about ENDOWMENTS
Presenter: Brad Offman, MFA-P, Spire Philanthropy
Originally broadcast on November 9, 2022
Working with Professional Advisors: A 2022 Update
Presenters: Tina Tehranchian, The Donor Motivation Program®; Florence Carey, BA, LLB, TEP, ICD.D, FI Carey Law Corporation; Ross Young, ICP Planning Ltd.
Originally broadcast on October 26, 2022
Gifts of Insurance in the Real World
Presenter: DeWayne Osborn, CPA, CGA, CFP, MFA-P
Originally broadcast on October 5, 2022
2021-2022 Webinars
Ask the Advisor – A year in review
Presented by: DeWayne Osborn, CPA, CGA, CFP, MFA-P
Originally broadcast on June 29, 2022
In conversation with... Malcolm Berry
Presented by: Malcolm Berry, BC Children’s Hospital Foundation & Ruth MacKenzie, CAGP
Originally broadcast on May 25, 2022
FREE WEBINAR
Making the Case for a Gift Planning Program to Your Boss and Board
Presented by: Paul Nazareth, MFA-P, CAGP
Originally broadcast on May 11, 2022
Legacy Glitter & Donor Lifelines: Inspiration and Ideas for Looking After Your Precious Legacy Donors
Presented by: David Love, Jen Love & John Lepp - Agents of Good
Originally broadcast on April 27, 2022
Engaging with Older and Vulnerable Clients in the Emerging Regulatory Landscape in Canada
Presented by: Raphael Tachie, Gowling WLG
Originally broadcast on March 30, 2022
Broad Based Marketing for Gift Planning – A Partnered Webinar with the Canadian Marketing Association’s NFP Council
Presented by: Brady Hambleton, CM & Allen Davidov, MBA, CM - Canadian Marketing Association’s Not-For-Profit Council
Originally broadcast on February 23, 2022
Staying Out of Trouble: Keeping estate and life insurance gifts on the right side of the tracks
Presented by: Margaret Mason, Norton Rose Fulbright LLP & Kevin Wark, LL.B, CLU, TEP, Conference for Advanced Life Underwriting (CALU)
Originally broadcast on January 26, 2022
A Gift of Inclusion? Immigrant Philanthropists on Doing Giving Right
Presented by: Krishan Mehta, PhD, Ryerson University
Originally broadcast on November 24, 2021
FREE WEBINAR
Why Gifts of Publicly Traded Securities Can Be Your “Frenemy” and What You Should Know About Them
Presented by: Rick Braun-Janzen, Abundance Canada & Christine Beaumont, B. Comm (Hons.), CFP, MFA-P, Paul Craft Financial
Originally broadcast on November 10, 2021
Private Share Gifts – Are they on your list of acceptable property?
Presenters: Leilani Kagan, Ryan Palmer & DeWayne Osborn, CPA, CGA, CFP, MFA-P
Originally broadcast on September 29, 2021
For 2013-2020 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.
The Webinar Wednesdays series is offered by:
