We can't wait to see you in April! Want to make more out of your time in Ottawa? We are offering two great pre-conference sessions, The Advanced Canadian Gift Planning Summit and Gift Planning Fundamentals.
Can’t make the conference? You can still join us for these outstanding learning experiences!
The Advanced 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.
Who should attend?
Philanthropic Advisors
Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation
Executive charitable finance staff (CPA)
Trust and Estate practitioners
Professional Financial Advisors
Charitable gift planners with 10+ years of experience
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 need 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.
The Gift Planning
Fundamentals course takes place in Ottawa, ON on Tuesday, April 2, from 8:00 am to 5:00 pm.
Already signed up for the Conference and wish to add this on? Please contact Erin Kuhns and she will add it to your registration.
Throughout this week, participants of the Original Canadian Gift Planning course have been immersed in discussions, workshops, and networking opportunities amidst the crisp mountain air and stunning views - truly the perfect backdrop for this intensive
learning experience!
(Click the image for a full size PDF)
Webinaires du mercredi
Philanthropie des communautés immigrantes racisées
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:
