CAGP's highly anticipated Gift Planning Fundamentals course will be held in-person at the Western Canada Fundraising Conference, in Winnipeg, Manitoba. Don't miss out on
this chance to delve into all aspects of gift planning and connect with like-minded peers and industry leaders at the heart of Western Canada!
Whether you're a seasoned fundraising professional or just beginning your journey, this one-day introductory course will give you the boost you need to thrive in your career. ㅤ 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!
ㅤ Who should attend?
Anyone who wants to gain a basic understanding of this strategic approach to fundraising, including:
- Fundraising professionals who wish to add additional gift planning ‘tools and techniques’, and providing value to donors, enabling them to give more by taking advantage of the generous tax benefits
offered by the Canadian Government.
- Board members and/or Executive Directors who’ve heard gift planning is “the way of the future”, and wish to learn more about this area before starting a gift planning program at their charity.
- Professional Advisors who work with clients to achieve their philanthropic goals.ㅤ
Date: Tuesday, May 28, 2024
Time: 8:30 am – 5:00 pm CT
Location: University of Winnipeg, Winnipeg, MB (exact address to be posted soon)
Presenter: Paul Nazareth, MFA-P, CAGP
Cost (tax-exempt): CAGP Members: $550 | WCFC Delegates: $550
Non-members: $600
Deadline to register: Monday, May 20, 2024
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