Professional Development Half Day Summit
For The Love Of Gift Planning!
Beat the winter blues away and join us for an inspiring and invigorating half-day, full of engaging speakers and content.
DATE: Thursday, January 24, 2019
TIME: 8:00 am - 1:30 pm
LOCATION: Miller Thomson, Scotia Plaza, 40 King Street West, Suite 5800, Toronto, ON
Agenda
8:00 - 8:25 a.m. Breakfast
8:25 - 8:30 a.m. Opening Remarks
8:30 - 9:30 a.m. Marketing Gift Planning on Social Media
Most charities are using social media. But are we using it to its full potential? In this session we will examine how SickKids and The Arthritis Society are turning to social media to promote their cause, engage donors and acquire legacy prospects.
Presented by:
Christine Kang, Manager of Gift & Estate Planning - SickKids
Sandra Dow, VP of Philanthropic Giving - The Arthritis Society
Nicole Kross, Senior Social Media Strategist - The Arthritis Society
9:30 - 10:30 a.m. The Art of Meaningful Questions
Donor love champions, Jen and John, will give you what you need to create the most memorable and impactful experiences for your legacy donors and prospects. You'll learn how to ask your donors and beneficiaries the right questions to create conversations and share beautiful and emotional stories. And, you'll learn how to ask yourself the right questions to meet your donors where they are.
Presented by:
John Lepp, Partner, Agents of Good
Jen Love, Partner, Agents of Good
10:30 - 11:00 a.m. Networking Break
11:00 - 12:00 p.m. Everything You Always Wanted To Know About Estate Administration, But Were Afraid To Ask
Three lawyers experienced in estate administration will give us direct answers to the questions charities ask the most. Among other things, learn what the experts think about: how long an Estate should take to administer; when it is reasonable to follow up with the Estate lawyer; how soon we should expect it to take to get a statement of accounts; what information a charity can ask for without appearing to be difficult; why Releases include indemnities and whether we should sign those.
Presented by:
Sheila Crummey, Counsel, McCarthy Tètrault
Jill Nelson, Associate VP, Princess Margaret Cancer Foundation
Jag Ghandi, Partner, Miller Thomson
Jasmine Sweatman, Founder, Sweatman Law
12:00 - 12:30 p.m. Lunch
12:30 - 1:30 p.m. Advisors' Advice Panel Discussion
Philanthropic advisors provide guidance and expertise on topics ranging from introducing philanthropy into clients' wealth management to how charities can be effective partners.
Presented by:
Jennifer Button, Head, Philanthropic Services, RBC
Tina Tehranchian, Planned Giving Consultant, The Donor Motivation Program
Jack Bergmans, Financial Advisor, Bequest Insurance
Moderated by:
Paul Nazareth, VP, Education & Development, CAGP
1:30 p.m. Closing Remarks
Christine Kang, Manager of Gift & Estate Planning, SickKids Foundation is passionate about building relationships, developing data driven and efficient processes to grow gift planning, and the power of philanthropy. Christine previously worked in the financial services sector where she held various roles in reporting, strategy, communications, and project management. In her free time, she enjoys volunteering with youth, cultivating herself into a tea connoisseur, and watching the Leafs.
Sandra Dow, is a passionate leader and advocate for philanthropic giving in Canada. As Vice President of Philanthropic Giving at the Arthritis Society, her expertise in gift planning has been instrumental in establishing and growing outstanding fundraising programs for more than 20 years. She is a longstanding member of the CAGP GTA Chapter, served as Chair from 2014-2017and in 2017 was awarded The Sweatman Award in recognition of her CAGP volunteer leadership and contribution. She is involved as Past-Chair of the GTA Chapter and is also an enthusiastic volunteer for numerous community-based organizations and initiatives.
Nicole is a creative social media markerter with nearly a decade of experience helping organizations use social media to meet business goals and objectives. She leads social media efforts for non-profit and corporations including the Arthritis Society, Deloitte Canada and Cystic Fibrosis Canada. Nicole is passionate about helping organizations use social media for social good
John Lepp, is a marketer, designer, and ranter, with decades of experience in design and direct response. As a partner at Agents of Good, a fundraising and communications collaboration, led by himself and Jen Love, that is solely focused on #donorlove. Jen describes him as “authentic.” Also known to wear his heart on his sleeve and, when provoked, will wave his hands and raise his voice an octave as he voices frustration and opinions. In his current role, John works with charities and agencies around the world to help tell better stories and to inspire donors to give, both online and offline.
Agent Jen Love is a storyteller. And not in a poetic sense. In a fumbling, arm-waving, half-sentence-speaking, let's-get-to-the-heart-and-the-feelings sense. Write drunk, edit sober...even if you’re only drunk on emotions. Inhaling an attitude of gratitude and exhaling #donorlove, Jen’s is a Partner at Agents of Good, a collective of donor champions.
Sheila Crummey, Counsel, McCarthy Tetrault, has over 30 years of experience advising clients on trust and estate matters. Her practice has earned both the respect of the legal community and trust of her clients, as she advises on complex intergenerational wealth-transfer issues, including business succession planning, philanthropy, US-Canada cross-border planning, and using trusts to fulfill diverse estate-planning objectives. Sheila provides practical advice and counsel to clients in a number of areas: Estate and Tax Planning, Estate Administration, Estate and Trust Litigation Support, Charities and Not-For-Profit. She regularly speaks at estate planning conferences sponsored by the Law Society of Ontario and the Ontario Bar Association and has co-chaired the Law Society of Ontario’s annual Estates and Trust Summit between 2008 and 2017. Sheila has offered pro bono legal services in the GTA, mainly assisting not-for-profits that cannot afford to pay for legal advice as they become registered as charities, and navigate Canada’s regulatory system.
Jill Nelson, in a fundraising career spanning over 25 years, has worked for a variety of charities. For the last 15 years she has specialized in planned giving, at the Canadian Cancer Society Ontario Division and at The Princess Margaret Cancer Foundation where she is Associate Vice-President, Estate Giving. Prior, she oversaw fundraising from all sources at the Ontario Division of the Canadian Paraplegic Association (now Spinal Cord Injury Ontario). Jill believes that working together and learning from each other is essential for charities as they navigate the sensitive journey of encouraging, accepting, and receiving planned gifts. She is Faculty with the CAGP Original Gift Planning Course and the Gift Planning Fundamentals course, and speaks across the country on gift planning. Jill is an active volunteer in the community, and currently serves on the National Board of CAGP and the Board of Synchro Swim Ontario. She is proud to have been the 2011 Recipient of the CAGP-GTA Chapter’s Jasmine Sweatman Award for outstanding commitment to Gift Planning and is a “Friend of CAGP”.
Jag Gandhi, Partner at Miller Thomson focuses primarily on Wills, Trusts and Estate Planning and Administration. Working with other professional advisors, Jag helps to ensure that clients’ assets are preserved upon death and that wealth is properly transferred to various individuals and organizations in accordance with their wishes. She regularly advises clients on a wide range of matters including wills, trusts, powers of attorney, substitute decision making, estate and trust taxation, estate planning and administration. She is a trusted advisor in sophisticated and complex domestic and cross-border estate planning and regularly advises executors and trustees during the administration of estates and trusts. Jag has a specific focus in estate planning for professionals and owner-manager clients, families that have individuals with disabilities and blended family situations. She also sits on the Board of Directors for the Mackenzie Health Foundation in Ontario.
Jasmine Sweatman, founder of Sweatman Law, a firm providing legal services in the areas of litigation and resolution of disputes involving estates, powers of attorney and guardianship, wills, trusts, planning for wealth preservation, and families with special needs; the administration of estates, trusts, and residential real estate. She is also a founding principle of Sweatman Charity Consultants, specializing in advising charitable organizations in bequest management and charitable giving. Jasmine was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2004. She has been recognized by Lexpert® as a leading practitioner in Estates and Trusts and Charities, and has been peer rated and listed by The Best Lawyers in Canada in the specialty of Estates and Trusts since 2009. Jasmine has authored Powers of Attorney and Capacity: Practice and Procedure (Carswell, 2014) and, along with contributors, Bequest Management for Charities in Canada (LexisNexis: 2nd edition 2017). She is also the editor of the O’Brien’s chapter on Powers of Attorney and authors with other members of the firm the Powers of Attorney chapter of the annual publication on Key Developments in Estates and Trusts Law in Ontario (Canada Law Book).
Jennifer Button joined RBC Wealth Management Services after having worked for over 15 years in progressively more senior roles within the not-for-profit and charitable sector connecting high net worth individual and corporate donors to causes that they care about. Jennifer’s guidance will support clients and advisors to align the charitable intentions of clients and the client’s family for the short, medium and long term with their financial plans. She works amongst RBC Wealth Management Services team of Financial Planning Specialists, Financial Planning Consultants, Business Owner Specialists and Will & Estate Consultants. Based in Toronto, Jennifer is a member of the Canadian Association of Gift Planners, is the President of the University of Toronto’s athletic alumni association, represented Canada on the 2000 Olympic swim team, and holds her master’s degree in sport business administration.
Tina Tehranchian believes in giving back and improving the lives of her fellow Canadians through her volunteering, teaching, presentations and consulting. Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income. Tina is a much sought-after speaker and has presented at CAGP conferences, AFP Fundraising Day, the Financial Forum, as well as for such well known institutions as GE Canada, Professional Engineers Ontario and Centennial College. Her highly acclaimed industry comments and advice have been printed in such publications as The Wall Street Journal, The Globe and Mail, The Toronto Star, The National Post, Metro News and Yahoo Finance. Tina is also a frequent contributor to the Canadian Business Journal and has been featured on national radio and television shows such as CBC, CTV and BNN. Her past achievements include having taught financial planning for over 10 years, at Centennial College’s Center for Entrepreneurship and receiving many community recognition awards such as the Ontario Volunteer Service Award, the Newcomer Settlement Volunteer Award, the Business Women’s Network of York Regions award in the categories of literacy and philanthropy and community involvement, the Richmond Hill Board of Trade’s business excellence award in the professional services category and the Senecans of Distinction Award. This latter honour was established by the Seneca College Alumni Association to be conferred on those alumni who have excelled in their careers and made significant social and economic contributions to the Seneca community.
Over Jack Bergmans' 22 year career as a trusted financial advisor, he has worked with Nesbitt Burns, Altamira Financial Services and Manulife Financial. He is now an independent financial advisor and a licenced insurance specialist. Jack is an expert on incorporating charitable giving into financial and legacy plans. In particular, he has expertise on using insurance products to maximize the impact of charitable donations.
Tickets: CAGP members - $150; non-members - $230; CAGP member exclusive Season's Pass
(Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).
This session is included in our Season's Pass package. However, Season's Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque or cash at the door.
Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!
Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.
**SEATING IS LIMITED**
Please register by Jan 21, 2019
