We are thrilled to announce the release of a brand-new research report, Influence, Affluence and Opportunity: Donor-advised Funds in Canada, produced by CAGP Foundation in partnership with KCI.
This report follows research done in 2018 and 2021 and discusses the latest information on Donor-advised Funds, presents the scope and growth of DAFs in Canada, discusses misconceptions, and suggests ways to improve how DAFs can support donors and
Canadian charities.
The CAGP National Conference Program Committee invites you to participate in CAGP's 30th National Conference on Strategic Philanthropy, taking place in Ottawa, Ontario, April 24-26, 2024.
The annual conference is a showcase for gift planners, fundraisers and professional advisors and other senior leaders to exchange information, knowledge and ideas on all aspects of the gift planning process, from the interpersonal to the highly technical, as well as broader issues and trends pertinent to our delegates.
In our efforts to strengthen diversity, CAGP encourages and is actively seeking speakers from all diverse backgrounds to present at our upcoming conference. Allyship begins with listening, speaking and amplifying, and CAGP would like to play an active role in providing opportunity to share experiences, promote awareness and create a more inclusive sector.
Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation's Gift Planning Fundamentals is a one-day introductory course in person that will give you the boost you need to thrive in your career.
Topics include:
Current philanthropic trends and tax issues
Some common types of planned gifts in Canada
How to introduce and discuss planned gifts with your donors
Don’t miss out on your chance to achieve the MFA-P™ Designation. Become a Master Financial Advisor - Philanthropy (MFA-P™) by enrolling now to get 15% off this 3-section, all-inclusive program.
The MFA-P™ Philanthropy Designation teaches professional advisors:
How to incorporate philanthropy into their practice in pragmatic terms
How to focus on gift planning strategies and vehicles that are relevant to clients' goals
Practical experience with numerous working case studies that allow advisors to apply that knowledge.
15% discount is available until June 30 only with code MFAP15
Robert Bachmann, Director of Development, Briercrest College & Seminary Yishey Choden, Senior Philanthropy Officer, United Way Greater Toronto Jennifer Clark, Senior Development Officer, Durham College Andrea Frossard, Senior Vice-President, Par, Insurance Solutions, Canada Life Maverick Hann, Fund Development Coordinator, Lloydminster Region Health Foundation Loucia Ho , Senior Manager, Resource Development, Vancity Community Foundation Heather Jones, Director of Communications & Fundraising, Society of St Vincent de Paul Vancouver Island Maeve Kelleher, Associate Financial Advisor, O'Reilly Insurance and Financial Services Vikram Malik, Vice President, Insurance Solutions, Canada Life Ernest Chi Hin Ng, Chief Executive Officer, Tung Lin Kok Yuen, Canada Society Nicolas Oiknine, Conseiller en dons majeurs et planifiés, Amnistie internationale Canada francophone Kayleigh Perkins, Leadership Giving Officer, Saint John Regional Hospital Foundation Sabarah Pilon, Engagement Manager, Nature Trust of New Brunswick Marc Plante , Directeur développement et partenariats, Centraide des régions Centre-ouest du Québec Joel Porter, Director, Leadership Giving, Planned Giving, and Campaign, Headwaters Health Care Foundation Claudia Ribeiro, Directrice conseil, dons majeurs et planifiés, Fondation de l’Institut de Cardiologie de Montréal Mathew Smith, Regional Vice President, Desjardins Anjanette Tadena, Executive Director, FOR OUR FARMERS PH, INC.
