SUPER EARLY BIRD REGISTRATION OPENS NOVEMBER 20th for CAGP Members ONLY
Don't miss out on this chance to guarantee your spot at CAGP's 30th National Conference on Strategic Philanthropy on a LIMITED, EXCLUSIVE deal!
We want to ensure our loyal CAGP members have the first opportunity to secure their registration before general early bird registration opens.
From November 20th through to December 1st (or until 50 tickets have been sold), the special SUPER Early Bird pricing of $969 will be available to you as a valued CAGP Member.
General Early Bird registration will open when those tickets are gone, or on December 2nd, whichever comes first, at a price of $1,025 for members and $1,289 for non-members.
We were surprised to find out that 8% of Canadians have named a charity as a beneficiary of their RRSP. We wanted to lean into this, so we created a dedicated RRSP campaign for our partners.
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Partners can now send their donors to a page on the Will Power website to download the most common RRSP beneficiary forms. It’s a quick and easy way for them to immediately leave a legacy gift to their charity. You can check it out by clicking in
the button below.
New Trust Reporting Rules – CRA decision provides much hoped-for relief for charities
The Canada Revenue Agency has just announced much-hoped-for relief for registered charities regarding the new Trust Reporting Rules. As of tax years ending on or after December 31, 2023, internal trusts created by charities will not be required to file
the T3, Trust Income Tax and Information Return. This decision acknowledges the concerns of registered charities and provides clarity on the application of the new reporting requirements.
Charities play a vital role in our communities, and this development ensures they can focus more on their mission and less on administrative burdens. It is definitely a step forward in supporting the sector.
More information about specific filing requirements can be found at this link.
Donald K. Johnson continues his tremendous advocacy work to call on the Federal government for an exemption on capital gains tax when a charitable donation is made from the proceeds of the sale of private company shares and real estate.
Please find attached a copy of the letter we sent to the Prime Minister and Minister of Finance on October 10th, and the full page letter posted in 5 publications last month.
If your local MP is a Liberal, it would be very helpful to arrange a meeting or call with them to convey that all Charities in your riding are unanimously objecting to the proposed changes to the AMT (Alternative Minimum Tax) in the 2023 Budget. If you have connections with relevant people in Ottawa, communicating your support would be very beneficial as well. Also, if your MP is NDP, please ask them to communicate their support to remove the proposed changes to the AMT
from the 2023 Budget to their leader, Jagmeet Singh. That way, he can communicate with the Prime Minister and Minister of Finance.
On the same topic, here is a link to an opinion piece from the Globe & Mail.
Please share this with anyone you feel might be interested.
Many thanks for your support.
- Best regards, Donald K. Johnson
We are deeply appreciative to the Vancouver Foundation for their generous gift of $10,000 in memory of Calvin Fong, the first Chair of the CAGP Foundation.
Kevin McCort, President and CEO of Vancouver Foundation, told us, “We wanted to honour Calvin as a leader in the gift planning community and express our sadness at the loss of our colleague. We know he had a great impact on so many people who
crossed paths with him across the country.”
Once again, our heartfelt thanks for this moving tribute and for supporting a cause that meant so much to Calvin.
This is not an ask!
We want to wish our members a successful Giving Tuesday, if you are fundraising this day. We hope what we’ve been able to give you are the tools you need to build a better world through strategic charitable giving through the
education offerings the CAGP Foundation is able to fund.
Thank you to our generous donors and supporters!
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.
The Advanced Canadian Gift Planning Summit is the meeting place for industry-leading expert advisors and fundraisers engaged in philanthropy. It is where philanthropic planning meets tax, finance, insurance, succession and estate planning.
Incorporating interactive and in-depth presentations and discussions on current topics, this gathering of advanced professionals provides a unique opportunity to study the highest level of philanthropic strategy for the biggest and most complex gifts
being planned in Canada and globally.
Are you new to gift planning and want to learn the basics?
Are you an executive director or board member who is interested in starting a gift planning program at your charity but needs to learn more before ‘jumping in’?
Or, perhaps you want to add some gift planning ‘tools and techniques’ to support your donors in expanding and enhancing their philanthropy.
If so, this course is exactly what you need.
Date: Tuesday, April 2, 2024 Time: 8:00 a.m. - 5:00 p.m. ET Location: Westin Ottawa, 11 Colonel By Dr, Ottawa, ON K1N 9H4
