Gifts from Estates are an increasingly important source of revenue for charities – and also subject to far more stringent legal and financial oversight than gifts from a living individual. Is your charity receiving gifts from Estates? From
acceptance & acknowledgment to account review, releases and receipting, this course will cover how to manage your program and stay on the right side of the law & tax rules. We’ll also delve into how to handle delicate conversations with executors, lawyers, family, loved ones, and the important role of recognition for these special gifts, as well as explore future trends and emerging issues like the growing source of bequests from donor-advised foundations.
Cost: Early Bird Price - May 15 - July 24, 2023
CAGP Members $650
Non-members $750
Regular Price - July 25 - September 7, 2023
CAGP Members $750
Non-members $850(tax exempt)
Registration deadline: September 7, 2023
Full participation in Bequest Administration Essentials is applicable for 10 points 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!
MFA-P Full participation in Bequest Administration Essentials is applicable for a maximum of 10 hours towards MFA-P recertification.
Whether you are new to gift planning or in need of a solid refresher, this one-day introductory course in person will give you the boost you need to thrive in your career.
Dates: Tuesday, October 17 & Wednesday, October 18, 2023
Full participation in Gift Planning Fundamentals Online is applicable for 7 points 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!
MFA-P This course offers 7 hours credit for MFA-P re-certification.
Full participation in Gift Planning Fundamentals is applicable for 7 points 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!
MFA-P This course offers 7 hours credit for MFA-P re-certification.
It is with great community sadness that we share the passing of Calvin Fong this past month. As those who joined us in Vancouver know, Calvin was named this year as a ‘Friend of CAGP ’ one of our highest honours we bestow each year to acknowledge significant contributions made at the local and national level of CAGP and which have had a national impact on
strategic charitable gift planning.
Calvin’s was truly a career and a life of impact.
Serving as Director, Donor Services at Vancouver Foundation since 2014, Calvin previously worked in Philanthropic Services for the Vancity Community Foundation. Before that Calvin spent 17 years of experience as a trust officer in several institutions
and part of one of the donor-advised funds teams in Canada. A deeply dedicated volunteer in the gift planning community including as founding Chair of the CAGP Foundation (2016-2018), Director of the Estate Planning Council of Vancouver (2012-2019), Executive volunteer with the CAGP Greater Vancouver Chapter (2011-2017) and Chair, Leave a Legacy of Greater Vancouver (2011-14). When we think of who embodies friendship and professional dedication in a community, Calvin is indeed a shining
example for us all.
Calvin was uniquely equipped with the ideal combination of skills and experience to be CAGP Foundation’s first chair. He and the founding team of volunteers oversaw charitable registration of the CAGP Foundation and helped our organization to
solidify our own community needs and generosity goals and to ensure our own charity was excellent in our financial reporting, receipting and stewardship of gifts. Calvin took great care in ensuring that the CAGP Foundation operated in an exemplary and ethical manner as it developed its strategies and plans and in its relationship with CAGP. He also led the foundation to raise over $555,000 in multi-year pledge commitments in 2017 and just over $377,000 outright gifts and pledges in 2018.
On top of it all, as a final act of generosity and commitment to our shared mission, Calvin asked that donations in his memory include the CAGP Foundation.
Calvin's legacy will continue to inspire us, and his memory will forever be cherished within the CAGP community.
More about our Friend Calvin, details of his memorial and on gifts in his memory, can be found here.
Congratulations!
The following CAGP Members have achieved the designation of Master Financial Advisor - Philanthropy (MFA-P™) and are ready to aid donors and collaborate with charities to create strategic gifts:
