CAGP believes these amendments have the potential to significantly impact transformational donations being made to registered charities in Canada – we are concerned that as much as one-third of the $11.8 billion of annual charitable giving by
Canadians could be negatively impacted by these changes!
These proposed changes also run counter to the longstanding policy of the Government of Canada to support the ongoing operations of charities and qualified donees through tax policy and legislative measures that encourage private philanthropy.
CAGP’s submission to the Department of Finance includes illustrations of how these proposed amendments will disincentivize large donations, and provides comments and recommendations as to how these proposed changes could be amended to mitigate the
impact on charitable giving.
We are inviting CAGP members, partners and other stakeholders from the charitable sector to assist in amplifying our message and recommendations to the Department of Finance.
At this link, find a letter of support for CAGP’s submission. If you, your CEO or another senior member of your team or board of directors wish to add your organization’s voice to this letter, please provide details and an electronic signature throughthis link by Monday, September 25th at NOON EST *. Once we forward this letter to the Department of Finance, which will include a copy of our submission, we will provide you with a copy of the final communication.
We understand this is a tight turn around, but time is of the essence. Should this present a challenge for you, or if you have any questions, please don’t hesitate to be in touch with me at [email protected].
Thank you for your consideration, and for your attention to this important issue to preserve and protect charitable giving in Canada.
Ruth MacKenzie
President & CEO
* A few people have asked for just a little more time to raise this within their organizations, so we have extended the deadline for submitting your signature from Thursday, September 21st to Monday, September 25th at NOON EST.
Will Power releases infographic on new Legacy Giving insights
Will Power has unveiled some remarkable insights into Legacy Giving trends in Canada, and the numbers are truly inspiring. Did you know that 22% of Canadians are now planning or considering a gift in their Will to charity?
Legacy Giving is a powerful way to leave a lasting impact on causes close to your heart. Seeing so many Canadians stepping up to make a difference in their communities and beyond is heartwarming. This infographic highlights some of the amazing progress
being made in Legacy Giving, according to public polling conducted by Environics Research in November 2022.
Will Power 2023/24 has launched! Recently, we had an article published in the National Post that highlights a growing trend among Canadians who are choosing to leave charitable gifts in their Wills as a way to make a lasting impact and leave a legacy.
Special thanks to Will Power advisor Candice Jay for being our spokesperson for this piece.
Each year, the CAGP Board of Directors recognizes individuals who exemplify the spirit and vision of CAGP through the Friend of CAGP Award. This award acknowledges contributions
made at the local and national level and which have had a national impact on strategic charitable gift planning.
If you would like to nominate an individual who you feel deserves special recognition as Friend of CAGP, please complete a Nomination Form.
Deadline for nominations is Wednesday, November 1, 2023.
To be considered for the Friend of CAGP Award, candidates/organizations must meet the following criteria:
Have made a significant contribution to the advancement of strategic charitable giving on a local and national scale.
Demonstrate an unwavering regard for the professions involved in strategic charitable gift planning;
Demonstrate leadership with voluntary service in the sector;
Practice and operate in an exemplary and unquestionably ethical manner;
Dedicate their energy, vision, time and talent for the benefit of CAGP’s membership.
Special consideration:
In consideration of CAGP’s priorities and interests related to diversity, equity and inclusion, candidates who embody consideration for the perspectives, needs or well-being of groups that are traditionally underrepresented are given special
consideration.
Join us on September 27 for Gift Planning Trends Seen by Advisors and hear from experts what they have seen in the world of gift planning and how they work with Charities and Clients to make a larger impact in the community.
Non-members: $60 | Group viewing: $135 - Tax exempt
NOTE: Webinar registrants (for this webinar only) can get a 15% discount off registration for the MFA-P program! This discount is good until October 31, 2023.
You must be registered for this webinar to obtain the discount code. It will be distributed to registrants with the login and recording information, but you can get it sooner by contacting Erin Kuhns.
Gift Planning Fundamentals for Professional Advisors:
brought to you by CAGP and Advocis
Are you a financial advisor looking to enhance your expertise and offer comprehensive tax, financial and estate planning solutions to your clients? Look no further!
CAGP and Advocis have
partnered to offer the Gift Planning Fundamentals for Professional Advisors course, two half-days of online interactive learning on November 1 & 2 that will give you:
Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
Tips to grow your book of business and connect with new clients through the philanthropic conversation;
A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage charity sector centres of influence.ㅤ
This course is ideal for professionals who work in estate law, financial planning, insurance financial investments, personal and corporate Tax and family offices. Don't miss out on this opportunity to expand your skillset and provide even greater
value to your clients!
SPECIAL OFFER: Advocis members are eligible for the same rate as CAGP Members to access this essential professional development.
Dates: Wednesday, November 1 & Thursday, November 2, 2023 - 11:00 a.m. – 3:00 p.m. ET - ONLINE
This comprehensive five-day course covers all aspects of gift planning from the very technical to importance of building relationships with donors. You will spend the week with colleagues from across the country, learning from each
other as well as the two outstanding faculty selected specifically for their expertise. Be assured you will be part of a very intense, educational experience and a fun and unforgettable week where you will be fully immersed in the world of gift planning.
This course is suitable for charity-based gift planners, senior executives, and board members, as well as professional advisors, accountants, insurance agents and estate planners involved in charitable giving.
Full participation in the Original Canadian Gift Planning Course is applicable for 30.5 credits* in Category 1.B – Education of the CFRE International application for initial certification and/or
recertification.
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MFA-P Full participation of the Original Canadian Gift Planning Course is applicable for a maximum of 15 credits toward the MFA-P relicencing.
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.
Please join us on Thursday, October 12th, 11 AM EST as Tina Tehranchian, our DMP Planned Giving Consultant in Toronto, welcomes Nicola Elkins, Founder & CEO of Benefaction, one of Canada’s
leading public foundations, aka Donor-Advised Funds (DAFs). Tina and Nicola will examine the complex relationships between charities and public foundations and how we can work together to ensure the best outcome for our donors/clients, charity and community.
This is bound to be a fruitful and in-depth conversation. You won’t want to miss out!
October 1 CFRE Application Deadline is Nearly Here
The final 2023 Certified Fund Raising Executive (CFRE) application deadline is quickly approaching.
If it’s your goal to become a CFRE in 2023, plan to submit your application by October 1st.
Have use-it-or-lose-it professional development funds expiring at the end of the year? Speak to your boss now about putting them towards your CFRE application fee.
Don’t forget that CAGP members save 20% off the cost of CFRE initial certification and recertification.
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:
