Your eNews for December 2023

Published: Thu, 12/14/23

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Results So Far...

It’s been three months since the 2023/2024 campaign launched, and we have the first set of results. What are the numbers telling us? Campaign awareness, and interest in the ads remain strong (though we haven’t yet seen a marked increase from last year). 

 

The number of people coming to the Will Power website to explore a gift in their Will has gone up by 74%! Even better, the number of actions they’ve taken towards leaving a bequest has gone up by 53%.

 

This is only the beginning. Some exciting Will Power news to come in the new year.

 

Our story is about you!  Many of you have told us that what you've learned through our educational offerings and educational network has made a huge difference to the causes and communities you serve, to your career and your life. 

 

You are an integral part of the reason we exist - to expand the scope and availability of the highest quality philanthropic education, develop knowledge, build awareness, create connections and engage in national dialogues.

 

If you were simply waiting for the right moment to give– this could be it!

GIVE BACK TODAY

Thank you for your commitment to building a better world through strategic charitable giving.

 

The Canadian Association of Gift Planners (CAGP) invites nominations of candidates interested in serving on its National Board of Directors. We are looking for strong leaders and strategic thinkers committed to moving our association forward. 

 

The Governance Committee will consider the specific selection criteria when reviewing candidates, with a goal of ensuring a Board comprised of members with diverse skill sets, geographic representation and demographics to address the strategic priorities of the organization.

 

If you are interested in serving on, or wish to nominate someone to serve on, the National Board of Directors, please complete the online form here by Friday, January 26, 2024. 

 

For more information including selection criteria, please visit our website here.

 

 

Premier Conference Partner

EARLY BIRD REGISTRATION IS NOW OPEN

FOR MEMBERS AND NON-MEMBERS

In 2023, Ottawa provides the backdrop for an exciting array of session presenters and plenary speakers designed to provide delegates with the outstanding learning and networking event that CAGP consistently delivers each year.

SEE CONFERENCE HIGHLIGHTS
 

New Conference Pricing Option!

 

We know some long-time members are interested in attending the CAGP Conference even though they may no longer be working in the field. We also know that for some it may be cost-prohibitive. Given that, we are pleased to offer a limited number of registration spots at special discounted pricing for CAGP Retiree Members.

 

Contact Erin Kuhns at [email protected] or 613.232.7991 x222 for more information. Offer is on a first come, first-served basis, so if you’re interested, don’t delay!

 

Bursaries are now available

With the generous contribution of many CAGP Chapters, as well as other partners and supporters, we are pleased to offer a number of conference bursaries so gift planning professionals can access this outstanding professional opportunity.

 

The CAGP Conference Bursary Program is intended to enable both charity gift planners and professional advisors to participate in this outstanding professional development opportunity where financial constraints are a barrier to access.

 

We also seek to strengthen cultural diversity among our delegates. As such, while anyone may apply for a bursary, we do prioritize applications from those in small organizations or companies with limited professional development budgets, and from members of diverse communities.

 

We have two types of bursary available this year:

 

(for CAGP members and

non-members)

(for CAGP members only)

LEARN MORE & APPLY
 

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.

 

Some of the topics covered:

  • Tax Aspects of Gift Planning in Canada

  • Charitable Bequests & Endowments

  • CRTs & Publicly Listed Securities

  • Charitable Gift Annuities

  • Cultivation of Prospects

  • Gifts of Life Insurance... and MORE!

 

Registration deadline is January 11, 2024.

See the 2024 agenda

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.

MFA-P   Full participation of the Original Canadian Gift Planning Course is applicable for a maximum of 15 credits toward the MFA-P relicencing.

REGISTER NOW
 
 


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CANADA


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