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.
We want to ensure our loyal CAGP members have the first opportunity to secure their registration before general early bird registration opens in December.
In late November, we will kick off registration with a special SUPER Early Bird pricing, and we have 50 tickets available. General registration will open once these early bird tickets are sold out. More information will be posted to the website in the coming weeks. Stay tuned!
PREMIER PARTNER
We are thrilled to have RBC Royal Trust returning as the Premier Sponsor of our 2023 CAGP National Conference.
CAGP and our Government Relations Committee always aim to keep our members and partners updated on issues pertinent to strategic giving. We are grateful to our charity law partners for their eye on tax policy matters and are pleased to share a few recent
and very relevant posts from Carters Law Firm and Miller Thomson.
Charitable Remainder Trusts
CRA’s Views on
CRTs . This article particularly notes that, given the complexity and potential tax consequences of CRTs, donors should work with their advisors to avoid any unintended consequences in transferring capital property to CRTs.
New Trust Reporting Rules
New reporting rules introduced by the Department of Finance and slated to come into effect at the end of this year were designed with increased transparency, but the compliance burden on registered charities could be significant. This article from Miller Thomson outlines the potential impact on internal charitable trusts, endowments, and donor-advised funds.
Carters September NFP Law
Update highlights recent advocacy efforts by Imagine Canada and CAGP and provides a concise overview of some specifics in our respective submissions to the Department of Finance. In the follow-up to those submissions, Imagine Canada and CAGP encouraged support from the sector, as well as advisors and donors concerned about these changes. Once again, we thank everyone who signed the letter of support for CAGP’s submission. Imagine Canada’s letter-writing campaign to political officials is still active. More information can be found here
.
The Original Canadian Gift Planning course is coming!
February 12 - 16, 2024 in Banff, Alberta
This comprehensive five-day course covers all aspects of gift planning from the very technical to the 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. Remember! As
a CAGP member, you receive a 20% discount off of your CFRE certification 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.
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
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 ... and more!
Date: November 16th, 2023 - 8:00 am - 5:00 pm ET Location: Le Nouvel Hôtel - 1740 Rene-Levesque West, Montreal, QC, H3H 1R3 Presenters:Claude Lestage and Francine Cardinal, LL.B, MBA Cost: CAGP Members: $500 / Non-members: $550 (plus tax)
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.
The pandemic awakened everyone to inequities in the healthcare system. What role can philanthropy play in shaping inclusive healthcare focused on changing demographics? Join the dialogue on October 30 in this panel discussion hosted by our partner
Toronto Metropolitan University. REGISTER
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:
