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, November 13, 2019 - 1:00 - 2:00 p.m. EST

jo-anne_ryan_photo.jpgCharitable Giving Strategies for High Net Worth Donors- Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth

High net worth clients do not all look the same! Jo-Anne will discuss the characteristics of different types of high net worth clients, how they typically hold their assets and the most appropriate gift planning strategy for each type. Learn how to customize your approach for business owners, executives, doctors, dentists, engineers, retirees, lawyers and more!

Register Now

2019-2020 Webinar Wednesdays Schedule 

Wednesday, October 30, 2019 - 1:00 - 2:00 p.m. ET

group_photo.pngWhen Doing Good Crosses the Line
Presenters: DeWayne Osborn, Cardinal Capital Management & Florence Carey and Ian Scarth, MLT Aikins LLP

As donors demand more and more services from the charities they support, is there a risk that the organization providing the services may inadvertently “cross the line” and expose the charity to litigation or similar consequences?  While development officers are typically concerned about providing tax and/or legal advice, what about investment advice, financial planning services, etc.?  What if you do inadvertently provide advice to land that major or planned gift? Where is the line, what is considered advice, and what are the risks?  Winnipeg based lawyers Florence Carey and Ian Scarth will join DeWayne to discuss the various types of services being offered and to help define the line.
Register Now

Wednesday, November 27, 2019 - 1:00 - 2:00 p.m. ET

gordon_holley_photo.jpgReading and Understanding Financial Statements of Charities and Foundations – for Gift Planners
Presenter: Gordon Holley, CPA, CA, CPB Humanity Financial Management Inc.

Gift planners often need to speak to the financial statements of their own organization as well as those of the organizations that fund them.  Come to this session to be surprised at the significant differences that often exist between the typical statements of funders and recipients, and learn other key methods to analyse both types of statements.
Register Now

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

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

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

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

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

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

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: