The partnership between the Canadian Association of Gift Planners and The Knowledge Bureau is a watershed moment for CAGP and a seminal moment for charitable gift planning in Canada. HERE’S WHY... by Brad Offman

My very first official engagement with CAGP was at this year’s 25th National Conference on Strategy Philanthropy in Winnipeg. In a nutshell – I was both impressed, and relieved. Let me unpack that statement a little. 

While my experience was different than most, I clearly recall my first CAGP Conference. Of course, it doesn’t date back 10-15+ years as with many who may be reading this; just five years, but what was unique for my experience was that my history with CAGP was just 8 days long, and I was now the leader of this organization. This was going to be my foreseeable future. 

Alright class, I know it is sunny out, but it is time to buckle down and go over how to sail through your next supporter survey with flying colours. Remember, there will be a test!

Let’s review some key elements of a great survey.