EARLY BIRD REGISTRATION DEADLINE IS FEBRUARY 2nd FOR MEMBERS AND NON-MEMBERS
Don't miss out on this chance to guarantee your spot at CAGP's 30th National Conference on Strategic Philanthropy at a reduced price!
In 2024, 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.
“The CAGP Conference is an invaluable opportunity to hear from our nation’s best! In EVERY session and plenary, there are nuggets of wisdom that help me to move the needle for the future of my organization and for the supporters who love
it so dearly." Anne MacKay, Hospice Wellington
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.
Don't delay - the deadline to submit a bursary application is Monday, January 22.
Augment your learning experience by adding one of these
PRE-CONFERENCE COURSES to your conference agenda:
Sponsored by:
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 pre-conference course takes place on Tuesday, April 2, from 8:00 am to 5:00 pm.
On November 30th, following its Fall Economic Statement, the Federal Government tabled Bill C-59
, the second and final Budget 2023 implementation bill, and the measures to change the Alternative Minimum Tax (AMT) were not included. The proposed AMT rules included two provisions that would reduce the tax benefits of lifetime donations from individuals. The proposals were: a 50%
reduction of the donation tax credit and a 30% reduction in capital gains exemption for public security donations. This exclusion from Bill C-59 means implementation of the new AMT regime is delayed until some time in 2024.
What happens next is unclear. The 2023 Fall Economic Statement confirmed the Government’s intention to proceed with the new AMT rules, as modified to take into account consultations and deliberations since their release. CAGP, Imagine
Canada, and other charitable sector organizations, made representations to the Government about the negative implications of including donations in the AMT regime (CAGP’s submission can be found here.) CAGP hopes that the Government will consider AMT tax reform without impairing charitable donation tax relief as originally proposed.
As always, we will provide continued updates as they become available.
RADIO CAMPAIGN DEBUT
The Will Power radio campaign will go live in January! Make sure to listen for the newsbite available below on your local radio station in the months leading up to tax time.
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.
Thank you to everyone who gave to us in 2023 - you made our year!
Webinar Wednesdays
Redefining Metrics in Gift Planning: Beyond Financial Counting
Wednesday, February 28, 2024 | 1:00 - 2:00 pm ET. Register now
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:
