Exciting news! We're thrilled to announce that our highly anticipated Gift Planning Fundamentals course will be held in-person at the Western Canada Fundraising Conference, in Winnipeg, Manitoba.
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. 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!
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!
Date: Tuesday, May 28, 2024 Time: 8:30am – 5:00pm CT Location: University of Winnipeg, Winnipeg, MB (exact address to be posted soon) Presenter:Paul Nazareth, MFA-P, CAGP
We want to extend our heartfelt gratitude to each and every one of you for making #CAGP24 an extraordinary success! Your participation, enthusiasm, and insights truly made the conference memorable.
This event would not have been possible without the support of our Premier Partner, RBC Wealth Management Royal Trust, as well as the many other sponsors who provided delegate kits, supported particular speakers and sessions, made our education programming possible, offered bursaries and so much more. THANK YOU!
As we look ahead, we're already gearing up for #CAGP25, and we couldn't be more excited! Get ready to dive into even more engaging discussions, inspiring presentations, and networking opportunities. Stay tuned, the call for proposals to present
next year is coming soon!
We are so grateful to all those who gave to us at the CAGP conference! Thank you so much for your generosity! If you didn’t get around to it, it’s not too late! Don’t forget that you can send an e-card to let somebody know they inspired
you. It’s as simple as clicking on this link.
Budget 2024 presents [a partial] win for the sector’s advocacy on the Alternative Minimum Tax
The release of Budget 2024, saw an adjustment to previously-proposed changes on the Alternative Minimum Tax (AMT) in relation to the charitable tax credit, now allowing individuals to claim 80% of the charitable donation tax credit when calculating the
AMT.
This is a sizeable adjustment from the 50% reduction first proposed as changes to the AMT in Budget 2023, and should largely remove concerns of high-income Canadians regarding the tax implications of large gifts.
While those changes were slated to take effect January 1, 2024, CAGP, Imagine Canada and others in the sector strongly advocated last fall that changes to the AMT which related to charitable giving should be removed. Following that, the Fall Economic
Statement did not include those changes, thus delaying their implementation and giving hope that the government was listening to the sector’s concerns. Today’s budget shows that to be the case…somewhat.
Changes had also been proposed to reduce the capital gains exemption for publicly listed security donations by 30%. That change is moving forward, and we understand there are other changes with regard to capital gains inclusion rates for high-income
earners.
As CAGP’s Government Relations Committee reflects more deeply on this, further updates will be provided. In the meantime, don’t hesitate to connect with our President & CEO, Ruth MacKenzie, with any questions or comments.
Introducing: Updated CAGP Code of Ethics for Members
The National Board of Directors is pleased to introduce a renewed Code of Ethics for CAGP members. This updated framework has been revised to ensure that it speaks to the broad spectrum of professionals who are involved with CAGP, and the important work
of strategic philanthropy. The Code sets the standards that all agree to follow and adhere to when becoming a CAGP member or renewing their membership annually.
The updated Code integrates the deliberations of a working group that included members of the CAGP Board and representation from charity fundraisers, professional advisors and those who work as consultants in the field. They thoughtfully considered
facets of ethics such as disclosure of information, compliance with legal and professional obligations, remuneration, and other areas of best practice conduct and principles. The Code also now includes a comprehensive process for raising concerns, and an outline on how such concerns will be addressed.
We invite you to review the updated Code of Ethics and consider the guidance it offers as to your role and the practice of strategic charitable gift planning. Existing members do not need to take any action, and you will be invited to agree to the Code
when you next renew your CAGP membership.
The newly-updated Planned Giving for Canadians is now available – FREE with your CAGP membership!
This essential resource is key for fundraisers, gift planners, executive directors and finance and fundraising professionals. Inside this comprehensive guide you will find:
A comprehensive breakdown of all the ways to give
EIGHTEEN downloadable templates and reference guides in English and FIFTEEN in French
Step-by-step guide to establishing or restarting a planned giving program
How to recruit and train planned giving staff
How does planned giving relate to Endowment programs?
Donor Advised Funds and Endowment programs
How to integrate planned giving into existing fundraising programs
Talking to donors about bequests and major gifts... and MORE!
Each year, CAGP and Miller Thomson LLP partner to update this extensive reference manual by renowned planned giving experts Dr. Frank Minton and Lorna Somers.
