Webinar Wednesdays

The Webinar Wednesdays Bundle Special is Back for CAGP Members!

Purchase the Webinar Bundle and get 9 webinars for the cost of 8

Regular cost of 9 webinars : $315

Webinar Bundle : $280

Take advantage of this offer by purchasing the Webinar Bundle here.

This offer is only available until September 26, 2018!

Please note that the FREE Webinars are not included in the bundle. You must register for them separately.


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.

cfre_conted_logo18.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.


Upcoming FREE Webinars

FREE WEBINAR

hayley_and_yolanda.jpgSeptember 12, 2018 - 1:00 p.m. EDT

Explore the Impact of the GRE Regime on Charitable Giving
Presented by: Hayley Maschek, KPMG Law LLP and Yolanda Benoit, BC SPCA

Starting with an overview of the basics of the graduated rate estate (“GRE”) regime, we will explore the implications of the GRE in the charitable sector through numerical examples.  Discover the importance of keeping the GRE in mind, particularly in where charitable giving is desired.  Some of the technical anomalies that the GRE regime has given rise to will be highlighted in the context of charitable giving.  The webinar will also provide some suggested best practices from a charities’ perspective.

Register Now

 


FREE WEBINAR

david_and_keith_share_the_love.jpg

November 14, 2018 - 1:00 p.m. EST

And the Beat Goes On: How to Get Legacy Donors and Prospects in the 21st Century
Presented by: David Love, Agent of Good

David began seeking legacy gifts in 1982 and he’s still at it! But my, how things have changed.

In this webinar, David will look at the many ways you can encourage people to make a legacy commitment to your mission. 36 years ago, there were only one or two available approaches. Now there are at least five. David will guide you through them all.

At the end, he will touch on what is now the greatest challenge facing the legacy fundraiser - inspiring our precious legacy donors until they make the ultimate gift.

Register Now

Photo: David Love with CAGP Board Member Keith Thomson


2018-2019 Webinar Wednesdays Schedule 

September 26. 2018 at 1:00 pm EDT

adam_aptowitzer.jpgDiving into Gift Agreements
Presented by:
Adam Aptowitzer LLB., Drache Aptowitzer LLP
As major and planned gifts get more complex and donors get more savvy around recognition and designation demands the need for well planned gift agreements is rising. Gift agreements that establish long term relationships, particularly with naming rights, require both sides to forecast far into the future to determine how various issues will be resolved. This webinar will examine strategies for dealing with managing that relationship far into the future. 

Register Now


October 31, 2018 at 1:00 pm EDT

dee_dee_sung.jpgDelivering the Unexpected
Presented by: Dee Dee Sung, University of British Columbia

Due to the unique nature of gift planning, delivering on a sound, proactive stewardship plan requires thoughtful attention. Given the considerable timeline between when a gift is confirmed and when it is realized, the stewardship process goes beyond gift acknowledgement and impact reporting. It is about stewarding the values system and aspirations of the donor and not just the gift itself. It is about building authentic and meaningful relationships with our donors and creating a culture of trust, accountability and aligned expectations to ensure that they maintain a high level of confidence in their decision to partner with our organizations.

Key takeaways:

  • How to build and sustain meaningful relationships with donors through ongoing, authentic engagement
  • How to actively listen to donors to understand what they want and expect
  • How to consistently deliver a positive experience and make a lasting impression
  • How to create a stewardship toolkit tailored to your organization

Register Now


November 28, 2018 at 1:00 pm EST

roger_lee_photo.jpgDetails Matter: Ensuring your charity gets the full benefit of its legacy gift
Presented by: Roger Lee, DLA Piper (Canada) LLP

You are notified that a donor has left your charity a gift in their will. Fabulous news! Champagne flows in the office. Then reality hits: what does your charity need to do to acknowledge the gift, monitor the executor’s progress, and ensure your charity gets the full benefit of the donor’s intended gift? This session will focus on best practices when dealing with executors and how to properly oversee the executor’s administration of an estate. It is not a session on charitable receipting.

Register Now


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.

 

Register Now

 


February 27, 2019 at 1:00 pm EST

malcolm_burrows_photo_cropped.jpgTitle: Unusual 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. 

Register Now

 


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. 

Register Now


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.

Register Now


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. 

Register Now


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, Concordia University

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. 

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

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
Presenter: Denise Fernandes, Plan International Canada
Originally broadcast on May 30. 2018

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

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

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

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

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

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

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

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

 

2016-2017 Webinars

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

Non-Real Property Valuation - What you need to know!
Presenters: 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
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

 


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