Conference Sponsors
ATELIERS
Commanditaire d'éducation
Crédits de formation
La pleine participation au Le 28e congrès national de L’Association canadienne des professionnels en dons planifiés sur la philanthropie stratégique donne droit jusqu’à 16 crédits* décernés par CFRE International dans la catégorie 1.B – Formation, utilisables pour la présentation d’une demande d’agrément ou de renouvellement d’agrément auprès de cet organisme.
Rappelez-vous ! En tant que membre de l’ACPDP, vous avez droit à un rabais de 20 % sur les frais d’agrément ou de renouvellement de l’agrément à CFRE.
MFA-P – Ce cours donne droit à 8 crédits de formation reconnus par MFA-P.
Crédits de formation du Barreau, sur demande.
Mercredi 6 avril
Plenary
08:00
Leadership and a Kinder Capitalism for a New Canada after Covid
Description to follow.
Commanditaire
Matin
09 h 15 - 10 h 45
09 h 15 – 10 h 45
1.1 The Giving Brain: The Art and Science of Legacy Giving (Masterclass Part 1)
Topic Stream: Marketing and Communications
Education level: Intermediate
Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.
This session offers you the chance to acquire the most up-to-date knowledge available about why people make legacy gifts – and more importantly, how you can persuade them to do so!
09 h 15 – 10 h 45
1.2 Let’s Be Honest – What We Can and Can’t Control As Gift Planners
Topic Stream: Building Relationships
Education level: General
Let’s be honest, taxes, gift vehicles, and recognition do not inspire planned gifts. Why do we talk about them so much? Most donors will never tell us they have left a bequest. Why do we spend so much time and effort trying to get them to confirm their gifts?
Join Jenny Mitchell and Eli Clarke in a safe space for an honest and open workshop to identify the psychology behind why we focus on counterproductive work, how we can stop doing it, and practical solutions and strategies to focus our work based on value and impact.
Topic Stream Sponsor
09 h 15 – 10 h 45
1.3 Gift Planning 101
Topic Stream: Gift Planning Vehicles
Education level: Introductory
This session is designed to give a high level, broad overview of gift planning to those new to the field. We will discuss differences between planned giving and other modes of fundraising as well as review the key terminology and basic understanding to make the most of other sessions at the conference. We’ll arm you with practical ideas, brand new data from our sector and resources to jumpstart your understanding of planned and strategic giving.
09 h 15 – 10 h 45
1.4 Navigating the Line Between Donor-centricity and White Saviourism
Topic Stream: Marketing & Communications, Ethics & Judgement
Education level: Intermediate
Legacy donors are amazing, altruistic people who really live their values. But no one individual can save the world.
So how do we let donors know how much they are loved and appreciated, and how much impact they can have, without casting them as “saviour” and the organization and their beneficiaries as those it is necessary to “save”?
Is it possible to achieve the tried-and-true results of donor-centricity without this divide?
We say, yes!
Join this session to explore donor-centricity, community-centred fundraising, philanthropic psychology, and the relationships between them; and learn how to create messaging that brings it all together.
Aimée Lindenberger, CFRE, B.TECH
09 h 15 – 10 h 45
1.5 Family Meetings & Strategic Giving, The Perfect Opportunity For Client Connection
Topic Stream: Building Relationships, Gift Planning Vehicles, Marketing & Communications
Education level: Introduction, Intermediate
Effective Family Meetings are critically important for a successful financial planning practice and strategic gift planning. Join us as we explore how our expert panel of Financial Planners execute these meetings and how the philanthropic conversation aids in the transferring of values, establishing strategic giving intentions and encouraging dialogue between generations.
Topic Stream Sponsor
09 h 15 – 10 h 45
1.6 Endowments: Barriers to Addressing the Challenges of Today
Topic Stream: Legal Issues, Ethics & Judgement
Education level: General
The number of private foundations and their assets have significantly grown over the past ten years, but the flow of funds to Canada’s most vulnerable communities has remained relatively unchanged. Most foundations are legally structured to operate in perpetuity, making the sector ‘asset rich’ and ‘cash poor’. Wealth inequality is rapidly growing, tax deducted resources are entering the sector, yet it is nearly impossible for nonprofits to address the social and economic challenges facing Canadians today.
Approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between now and 2026 and nonprofit leaders are asking donors to rethink perpetual endowments.
Matin
11 h 15 - 12 h 15
11 h 15 – 12 h 15
2.1 The Giving Brain: The Art and Science of Legacy Giving (Masterclass Part 2)
Topic Stream: Marketing & Communications
Education level: Intermediate
Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.
This session offers you the chance to acquire the most up-to-date knowledge available about why people make legacy gifts – and more importantly, how you can persuade them to do so!
11 h 15 – 12 h 15
2.2 – 5 Lessons Learned From Will Power to Apply to Your Marketing
Topic Stream: Marketing & Communications
Education level: General
The Will Power campaign launched across Canada in September 2021, with the goal of making it common practice for Canadians to leave a gift to charity when planning their estate. This broad-based marketing campaign has made a big splash, and learned a lot of lessons along the way. Come hear the top 5 lessons learned about raising interest in gifts in Wills, and nudging people to action. This session is suited for both charities and financial/legal advisors.
11 h 15 – 12 h 15
2.3 Planned Giving with Life Insurance – Nothing but Opportunities
Topic Stream: Gift Planning Vehicles, Legal Issues
Education level: Intermediate, Experienced
Canada’s charitable tax credit regime provides great opportunities for clients to optimize their tax and estate plan. Clients can receive a charitable tax credit and feel good about helping the charities of their choice. Using life insurance for planned giving can help clients make a more substantial donation that is in alignment with their estate planning goals.
In particular, the gifting of a life insurance policy can be an attractive option for clients as prospective donors. It’s also an important strategic charitable giving tool. In this presentation, we are going to outline five planned giving opportunities with life insurance.
11 h 15 – 12 h 15
2.4 Eat the Toad! How to Respond to the Angry Donor
Topic Stream: Building Relationships
Education level: General
It’s the call no one wants to receive. How should you deal with the angry or disappointed donor? What can you do if the fault lies with another organization?
Abundance Canada is a faith-based charitable foundation offering donor-advised services. Many of our donors work with us on a recurring basis and a recent client survey shows that 99% of donors were satisfied with Abundance Canada overall.
We will share our experiences and strategies for successfully repairing and rebuilding donor relationships, including managing expectations.
Topic Stream Sponsor:
11 h 15 – 12 h 15
2.5 The Age Advantage: Supporting Young Fundraisers in Planned Giving Conversations
Topic Stream: Building Relationships
Education level: Intermediate, Introductory
With the influx of young professional fundraisers entering the workforce, how can we unlock the power of legacy giving conversations between individuals on different sides of the age spectrum? If you are young, young of heart, or trying to convince younger members of your team to have planned giving conversations, come to this session to hear about how two young-ish fundraisers have used age to their advantage when talking about gifts made at the end of life.
Topic Stream Sponsor
11 h 15 – 12 h 15
2.6 Finance and Fundraising: Collaborating to Address Charity Overhead
Topic Stream: Know Your Charity
Education level: General
Charity Overhead. The term that strikes dread in the hearts of fundraisers, cold sweats for senior leadership and sleepless nights for your finance office. And then there is the tension between Finance and Fundraising goals. Finance wants more flexible dollars to cover overhead, and complain that the more money raised, the poorer their charity gets. Fundraisers have to deal with donors challenging the need for flexible dollars and overhead costs. This session will explore ways for Finance and Fundraising to collaborate to improve overhead funding and revenue generation.
Lunch Plenary
Panel de discussion en anglais du comité des relations gouvernementales de l’ACPDP ayant pour sujet Unpacking the Disbursement Quota Debate (Analyse du débat sur le contingent des décaissements)
L’automne dernier, des voix se sont élevées pour discuter de la possibilité d’augmenter le contingent des versements, montant minimum que les organismes de bienfaisance sont tenus de consacrer chaque année à des programmes qui leur permettent d’accomplir leur mission. Au centre de ce débat se trouvent les fondations publiques et privées et les dotations qu’elles détiennent en tant que source possible de fonds pour augmenter les dépenses de bienfaisance dans les collectivités canadiennes. En réponse à une consultation du gouvernement fédéral sur la question, l’ACPDP a présenté un mémoire officiel recommandant le recadrage de la discussion vers l’inclusion de donataires plus diversifiés et des prises de décisions fondées sur des données et des rapports meilleurs. Au cours de cette séance plénière, le comité des relations gouvernementales tiendra un panel sur le contingent des versements et nous fera part du point de vue de l’ACPDP ainsi que de celui d’autres parties intéressées au sujet de cette question provocante et polarisante
Modératrice : Amanda Stacey, présidente, comité des relations gouvernementales de l’ACPDP
Commanditaire
Après-midi
14 h 15 - 15 h 15
14 h 15 – 15 h 15
3.1 – Cinq leçons apprises par Volonté de faire qui peuvent profiter à votre plan marketing
Topic Stream: TBC
Education level: TBC
La campagne Volonté de faire a été déployée à travers le pays en septembre 2021 dans le but de faire du don testamentaire une pratique courante dans la planification successorale.Cette campagne de marketing à grande échelle a fait beaucoup de bruit, et nous en retirons des conclusions très pertinentes. Prenez connaissance des cinq principales leçons apprises sur la façon de susciter l’intérêt et l’action de vos donateurs et clients par rapport aux dons testamentaires.Cette présentation convient tant aux organismes de bienfaisance qu’aux conseillers(ères) des domaines financiers ou juridiques.
14 h 15 – 15 h 15
3.2 Applying Care to Capital – How Philanthropic Advisors Help Donors Connect Purpose and Planning
Topic Stream: Building Relationships
Education level: General
Financial institutions/Wealth Firms like RBC support clients not just with investment advice but also in many areas of their wealth planning objectives, including helping them incorporate their philanthropic goals into these plans for generations to come. More and more frequently, clients are considering charitable giving that will create a legacy that extends well beyond the next generation. In this session attendees will learn about the importance of planning conversations based on family values, their passions, and the next generation’s need to be engaged so that lasting legacies are thoughtful and strategic.
Topic Stream Sponsor:
14 h 15 – 15 h 15
3.3 Connecting Authentically: Gift Planning and Serving LGBTQ+ Donors
Topic Stream: Building Relationships
Education level: General
Do you and your organization speak about estate and gift planning from a heteronormative perspective? Let’s hear what LGBTQ+ fundraising professionals, prospects/donors, and allied professionals do and say about their preferred practices in the sector. With video interviews and roundtable/virtual breakout discussions, we will explore ways to better understand and engage with this group.
Topic Stream Sponsor:
14 h 15 – 15 h 15
3.4 How Fundraising & Marketing Can Work Together on PG Campaigns
Topic Stream: Building Relationships, Marketing & Communications
Education level: General
Marketers are fundraisers too (and we want to help)! Find out how to really get your marketing & communications team on board, how to pitch your ideas to us, and how we can share accountability for the PG program’s success!
Topic Stream Sponsor:
14 h 15 – 15 h 15
3.5 Wisdom from Recent Case Law About Fundraising Practices and Donor Relations
Topic Stream: Legal Issues
Education level: Experienced
Are you a fundraiser? Are you interested in learning about the legal consequences that can arise from certain fundraising and donor relation practices? This workshop will briefly review the basic legal principles of fundraising on behalf of registered charities. Recent case law related to fundraising laws and the relationships between charities and donors will be analyzed and clear prevailing best practices will be extracted and explained.
14 h 15 – 15 h 15
3.6 When Good Gift Plans Go Bad…
Topic Stream: Gift Planning Vehicles
Education level: Intermediate
As a skilled gift planner, you have the ability to recommend different types of giving vehicles for each donor you work with. Customizing a gift plan to support your donor’s financial needs and philanthropic goals is important. But what happens when ‘good gift plans go bad”? In this session participants will learn about common pitfalls, warning signs and administration problems that can disrupt the gift planning process.
Après-midi
15 h 30 - 16 h 30
15 h 30 – 16 h 30
4.1 Legacy Marketing 101 – Build it and They will Come
Topic Stream: Marketing & Communications
Education level: Introductory
Do the decision-makers at your organization still think of legacy fundraising as a “nice to have – but not urgent”? Here’s what they should know: in a nutshell, your best groups of donors (Matures and Boomers) are passing on. These donors have been the engine room of annual, mid-level and major gifts programs, and nobody is sure yet whether the younger generations will fully replace them. That means – unless you secure gifts in these donors Wills – you’ll soon have a huge gap in your annual program. And be sure – if you’re not marketing legacies to your donors – other charities are.
15 h 30 – 16 h 30
4.2 Legal and Strategic Issues with Donations of Private Company Shares
Topic Stream: Gift Planning Vehicles
Education level: Experienced
In this session, two experienced practitioners will discuss the “can we do this” aspect of donations of private company shares, as well as “should we do this” considerations. Practical strategies for dealing with donors and their advisors who may be less than forthcoming with respect to disclosing the information required to properly assess these potential gifts will be discussed as well as strategies to develop both board understanding of the issues and dealing with “one off” scenarios.
15 h 30 – 16 h 30
4.3 Their Unique Why! This is Our Why! What is Your Why?
Topic Stream: Building Relationships
Education level: General
Professional advisors and charity professionals will learn how connecting whys can create meaningful impact. Engaging our clients and donors in a real, deep and purpose led way opens the door of influence and can unlock meaningful gifts. Meaningful to the donor as well as the charity. We often share our charity’s why… but have you shared your why? Does sharing it actually connect donors to your charity in a deeper way? Come find out!
Topic Stream Sponsor:
15 h 30 – 16 h 30
4.4 Planned Gift Professionals as Settler Allies
Topic Stream: Building Relationships, Ethics & Judgement
Education level: General
This session is intended to support First peoples through philanthropy, using skills gift planners already have.
The goal: reflect on the changes in philanthropy and explore how to be better allies. As gift planning professionals, we encounter people for pivotal moments in life. Besides being a privilege and a responsibility, it presents opportunities.
Let us explore some ways that philanthropy can better contribute using money as medicine and leverage these pivotal moments to best effect.
Topic Stream Sponsor:
15 h 30 – 16 h 30
4.5 Foreign / Non-Resident Donors
Topic Stream: Legal Issues
Education level: Intermediate
The operations of charities have become increasingly international in scope in recent years, including soliciting donations. Donors are also more aware of activities run by charities in other countries. This workshop reviews what fundraisers and gift planners for Canadian charities need to know in order to effectively structure gifts involving non-resident or foreign donors. They will gain an understanding of relevant gifting issues, due diligence and issues of concern to charities, and an overview of tax treaty treatment of cross border gifts.
15 h 30 – 16 h 30
4.6 Elevating Leadership Workshop
Topic Stream: Know your Charity
Education level: Intermediate
Our space is filled with talented people with strong skill sets, but there’s always room for us to grow as leaders. As we all aspire to be ‘good leaders,’ often we are too busy to pause and identify what a ‘great leader’ is and further our leadership strengths, areas for growth and our blind spots. This interactive masterclass will assist participants in elevating their self-awareness as a leader, develop their own intentional leadership strategy, create a roadmap that increases leadership presence within the organization, and much more.
Jeudi 7 avril
Sponsored Early Bird Session
7 h 00 – 7 h 45
Session sponsored by Pear Tree Canada
More information to come
COMMANDITAIRE
Morning Plenary
08:00
Le Riche barbier nous fera part de ses réflexions
David Chilton, auteur du livre The Wealthy Barber, anciennement Dragon pour l’émission le Dragons’ Den du réseau de CBC.
Avec son esprit et son humour engageants, David nous fera part de ses expériences de vie et des efforts commerciaux qu’il a déployés au cours des trente dernières années en tant que l’une des sommités les plus populaires au Canada en matière de finances personnelles.
RBC Gestion de patrimoine est fière de présenter cet événement dans le cadre de la collaboration entre RBC Trust Royal et David Chilton, qui se sont associés pour fournir aux Canadiens davantage d’informations sur la planification successorale et les avantages qu’offre le recours à des services d’un liquidateur testamentaire.
David Chilton, The Wealthy Barber
COMMANDITAIRE
Matin
09 h 15 to 10 h 45
09 h 15 – 10 h 45
5.1 The Elephant in the Room: A Masterclass in Death & Dying (Masterclass Part 1)
Topic Stream: Building Relationships
Education Level: General
If you’re ready to address the elephant in the room, get a little uncomfortable and take time and space to practice, then this intensive masterclass is for you. In this session, doulas and death educators will guide participants through a reflection to breakdown personal barriers and lead the group in a safe and open ‘death café’ style discussion on death and dying. The second half of the session will provide practical workplace scenarios and exercises where you will learn how to apply this new knowledge to fully show up for donors and clients.
Janice St-Denis, CFRE, Liz Finney
Topic Stream Sponsor:
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
5.2 Beyond Captions: Communicating with Disabled Donors
Topic Stream: Building Relationships
Education Level: General
Nearly one quarter of adults in Canada identify as disabled, with many becoming disabled as they age. Despite their numbers, disabled people, who represent a growing population, are often not fully included in key conversations about philanthropy. This session will include disabled people and explore the language of disability along with ways to improve access and have conversations directly with potential donors and clients who need basics like video captioning and image description and go beyond those to discuss tools to encourage gift planners to have important discussions directly with disabled donors.
Liz Chornenki, Jim Martin, Sarah Rosenberg, MA, CIM, CAIA
Topic Stream Sponsor:
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
5.3 Planned Giving: Moving from a Passive to a Proactive Program
Topic Stream: Building Relationships
Education Level: General
Where do you start? The Board wants a “planned giving” program. You have a couple of hundred supporters interested from 8 years ago. You currently are receiving 3 to 5 estates a year with no knowledge of why.
You need to pivot during COVID to turn the PG program from passive into proactive.
How can you make it happen?
Lets take the journey from Board governance, engagement of counsel, data mining, develop a case for support and marketing materials, staff and volunteer training, implementation of proactive multi-channel engagement with prospective donors, stewardship, year 1 learnings and next steps.
Doug Earle, ACFRE, CFRE, Ed Sluga, CFRE
Topic Stream Sponsor:
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
5.4 Building Your Digital Legacy Factory: Using Online Tools to Find and Cultivate Legacy Prospects
Topic Stream: Marketing & Communications
Education Level: Intermediate
This practical, sample-packed session will give you both the ‘why’ and ‘how’ of you can take a donor-centered, mass marketing approach to legacy giving. We’ll explore the concept of the Legacy Factory, and I’ll take you through the process of mapping a multi-channel, fully-integrated legacy journey. We’ll explore what the data tells us about legacy audiences and why digital really does work for them. You’ll learn how to maximize your website, email program, and lead generation tools for a legacy audience – along with how to combine them with offline tactics, for a seamless donor journey across every channel.
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
5.5 Things I Wish I Had Known Before I Became A CEO
Topic Stream: Know Your Charity
Education Level: Intermediate
Our sector is filled with talented people who aspire to leadership positions. This is good news as many who currently serve in those roles will move on or retire in the next decade, but leadership like anything is learned. In the same way we learn gift planning from those who have ‘been there, done that’, the best lessons in leadership are learned from others. This interactive workshop will hear from three experienced leaders on a host of topics including managing teams, setting direction, organizational clarity, working with boards, difficult conversations, and much more.
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
5.6 Journey of a Crypto-Philanthropist
Topic Stream: Gift Planning Vehicles
Education Level: General
In part one, Arundel Gibson summarizes interview(s) with crypto-philanthropist(s), unlocking the donor’s motivations for giving and their expectations of charities. We explore the challenges they have faced and the potential they see for the future.
In part two, [a charity representative TBC] will share his/her experience setting up a program to accept gifts of cryptocurrency, the successes and challenges s/he faced and tips for attracting and retaining crypto-philanthropists as part of an integrated fundraising strategy.
In part three, Joseph Micallef will explain the tax considerations for crypto-philanthropists and why they require an experienced accountant with a deep understanding of cryptocurrencies.
Arundel Gibson CHRL, MBA, MFA-P, Joseph Micallef
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
Matin
11 h 15 to 12 h 15
11 h 15 – 12 h 15
6.1 The Elephant in the Room: A Masterclass in Death & Dying (Masterclass Part 2)
Topic Stream: Building Relationships
Education level: General
If you’re ready to address the elephant in the room, get a little uncomfortable and take time and space to practice, then this intensive masterclass is for you. In this session, doulas and death educators will guide participants through a reflection to breakdown personal barriers and lead the group in a safe and open ‘death café’ style discussion on death and dying. The second half of the session will provide practical workplace scenarios and exercises where you will learn how to apply this new knowledge to fully show up for donors and clients.
Topic Stream Sponsor
11 h 15 – 12 h 15
6.2 KISS Principle (Keep It Simple, Steward) – Connecting with Faithful Older Donors
Topic Stream: Building Relationships
Education level: General
Grandma Alton in Kamloops is ready to meet Jesus, but her lawyer not so much. Older donors who attend worship regularly give the most, not just to their place of worship but generally.
Which types of charities does Grandma Alton trust?
How does she decide which causes to support?
Does she know the seniors’ apartment she lives in is actually a charity?
Dr. Lori Guenther Reesor is an expert in faith-based giving. Come with questions!
Topic Stream Sponsor
11 h 15 – 12 h 15
6.3 The Evolution of a Legacy Giving Program
Topic Stream: Marketing & Communications
Education level: Intermediate
WWF-Canada has been promoting gifts in Wills for decades. Join this session to hear about the evolution of our legacy giving program, how we have adapted our marketing approach, integrated outreach across different channels and how we are diversifying offerings for supporters. You will hear how we are embracing digital legacy marketing, using surveys as engagement tools, and how we have gone beyond marketing gifts in Wills to also promote donor-advised funds and beneficiary designations, through direct mail, digital and social media platforms.
11 h 15 – 12 h 15
6.4 Impact Investing by Charities: The New Frontier in Philanthropy
Topic Stream: Legal Issues
Education level: Intermediate
More and more donors, as well as charities, are wanting to become involved in “impact investing” as part of the new frontier in philanthropy, but do not always understand what it involves. This session will explain what impact investing is intended to achieve through the dual purpose of achieving a financial return and charitable purpose. It will also explain how supply side impact investing differs from demand side impact investing, what forms impacting investing can take to achieve the charitable purposes of the charity, as well as the philanthropic intent of the donor. The session will explain some of the technical requirements involved with impact investing along with an explanation of a number of important collateral legal issues that should be considered.
Terrance Carter, B.A., LL.B, TEP
11 h 15 – 12 h 15
6.5 Charitable Giving Strategies for High Net Worth Donors
Topic Stream: Gift Planning Vehicles
Education level: Experienced
Learn about charitable donation strategies used by high net worth donors and philanthropists so you can have an informed conversation with their advisors and demonstrate your familiarity with the problems and solutions available for high net worth donors.
Tina Tehranchian, CFP, CLU, CHFC, MFA-P
11 h 15 – 12 h 15
6.6 Online Wills: An Estate Lawyer’s Perspective
Topic Stream: Legal Issues
Education level: General, Experienced
Technology touches every aspect of our lives, and has transformed entire industries such as travel, hospitality, entertainment, and financial services. Emerging technologies are now helping consumers address their legal needs – particularly in the area of estate planning. Arin Klug and Daniel Goldgut, estate planning lawyers and founders of Epilogue, will discuss some common concerns about the use of online Will platforms, how these platforms will transform estate planning in Canada, and what it all means for the charitable sector.
Lunch Plenary
12 h 30
Assemblée générale annuelle de l’ACPDP
Quand la COVID-19 s’est déclarée au printemps 2019, l’ACPDP s’est rapidement retournée afin d’organiser une assemblée générale annuelle virtuelle afin de pouvoir maintenir des liens avec ses membres et d’assurer la continuité de la vie associative. Deux ans plus tard, nous sommes heureux d’annoncer que nous nous rencontrerons à nouveau en personne lors de notre prochaine AGA en 2022 ! Nous vous invitons à vous joindre à nous à l’occasion du repas du midi et à vous replonger dans le climat d’effervescence de notre AGA pour la présentation des rapports de la présidente du conseil et de la PDG de l’association ainsi que des rapports financiers vérifiés de 2021, l’élection de nouveaux membres du conseil et la désignation de vérificateurs pour l’année suivante. Suivra également un bref rapport du président du conseil d’administration de la Fondation de l’ACPDP qui mettra en lumière les succès de la fondation et l’impact qu’elle a sur l’essor de la planification stratégique de dons au Canada. C’est un moment privilégié pour nous réunir officiellement : la communauté de l’ACPDP, ses questions et ses commentaires sont toujours les bienvenus. Nous avons hâte de vous voir là-bas !
FRANK Talks
14 h 30
FRANC parler 2022, qui se tiendront en anglais : A Reimagined Future of Philanthropy – Are we courageous enough for transformative change? (La réinvention de l’avenir de la philanthropie : Sommes-nous assez courageux pour amorcer des changements transformateurs)
Au cours du congrès national de 2021 sur la philanthropie stratégique, nous avons envisagé la nécessité de trouver une voie vers la vision que nourrit l’ACPDP en vue de la réalisation d’un monde meilleur grâce à des dons de bienfaisance stratégiques plus justes, équitables et inclusifs. La réponse a été retentissante : oui et maintenant !
Pour être en mesure d’effectuer des changements transformateurs, il faut avoir une vision de l’endroit où nous voulons être, reconnaître l’endroit où nous sommes maintenant. Il faut aussi que les « pouvoirs en place » aient la volonté d’abandonner une part de leur autorité, de leur influence et des avantages dont ils jouissent pour permettre l’émergence de nouveaux dirigeants, de voix diverses et l’instauration d’une plus grande équité.
Conférenciers à confirmer
COMMANDITAIRE
Vendredi 8 avril
Morning Plenary
08:00
À confirmer
Une description sera publiée prochainement
À confirmer
COMMANDITAIRE
Matin
09 h 15 - 10 h 45
09 h 15 – 10 h 45
7.1 Telling the Perfect Legacy Story in 7 Simple Steps
Topic Stream: Building Relationships, Marketing & Communications
Education Level: General
Human beings have been telling stories for tens of thousands of years. And now, thanks to advances in neuroscience, we know why! Stories have always been – and still are – the most powerful way we educate, entertain, persuade, and connect with each other.
For the first time in more than 30 years, Fraser is going to open up his story lab and provide you with your own 7-step guide to perfect storytelling. Are YOU ready to craft your ultimate legacy story?
Topic Stream Sponsor
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
7.2 Donor Advised Funds – Life and Death
Topic Stream: Gift Planning Vehicles
Education Level: Intermediate
You have all heard of Donor Advised Funds, but do you understand the legal implications of creating a DAF and how it can be incorporated into a donor’s planned giving? We will work through a DAF case study following the life and death of a donor, beginning with a donor wanting to establish a DAF as a planned giving vehicle through to her death (and beyond). We will discuss issues such as what a DAF is, at law; the implications of creating a DAF both for donors and charities; charitable giving through DAFs; and current public policy issues surrounding DAFs.
Kate Bake-Paterson, BA, LLB, Elizabeth Moxham and Calvin Fong
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
7.3 Building Sustainability by Breaking down Silos: Re-thinking fundraising through a radical re-focus on the retention of major, annual and legacy donors
Topic Stream: Building Relationships
Education Level: General
Our long term sustainability as non-profit organizations is under threat. Individual giving is declining and loyal giving is being eroded, which is bad news for gift planning. The best way to secure, grow and sustain philanthropic support has far more to do with being true to current donors than acquiring new ones. It’s time to get real about breaking down the silos between annual, major and legacy giving. Donor retention can only be strengthened if development programs make building authentic relationship with stakeholders their single most important objective. We’ll discuss how current concepts of donor-centrism, moves management and metrics need to evolve, and propose long term solutions to this major challenge.
Peggy Killeen, CFRE, James M. Langley
Topic Stream Sponsor
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
7.4 Estate Fundamentals
Topic Stream: Gift Planning Vehicles
Education Level: Introductory
Whether a big or small shop, you often confront complicating factors during estate administration. During this session we’ll review the fundamentals to understand the duties, obligations, and timelines during estate administration. We’ll also catalogue the most common challenges charities face and how to address them with tact and professionalism. You will be provided with release and accounts checklists to aide in your own tools for estate administration. Do not miss this informative session to help you address your estate administration needs.
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
7.5 Launch It or Leave It: Navigating Legacy Challenge Campaigns
Topic Stream: Building Relationships, Marketing & Communications
Education Level: General
Legacy challenge programs have been more prominent over the last few years, with impressive results across a wide array of non-profit organizations. These programs are effective because they meet a variety of donor needs and offer incentives that stimulate donor actions. This session will share strategies and learnings from a large multifaceted university, McGill University, and a major cultural institution, The National Ballet of Canada. The speakers will describe how Legacy Challenges can be effective in meeting multiple fundraising goals and strategies in a variety of settings. These include revitalizing a legacy giving program, galvanizing donor participation, increasing the average size of legacy gift commitments, unearthing existing legacy donors, and more.
Richard Lefebvre, CFRE, Christina Vroom
Topic Stream Sponsor
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09 h 15 – 10 h 45
7.6 Succession Happens: Donor-focused Succession Planning
Topic Stream: Building Relationships, Know Your Charity
Education Level: Intermediate, Experienced
As a leader, you manage senior staff turn-over, and you may well be contemplating changes in your own career trajectory. Your Board of Directors will also encounter turn-over of volunteer leadership. From a gift planning perspective, where long-term maintenance of donor confidence makes all the difference, donor focused succession management is key. Let’s discuss a donor-centered approach to succession, one that helps to keep those carefully cultivated relationships intact for the benefit of our agencies when succession happens.
Dree Thomson, ACFRE, CFRE, Darcie Acton, CFRE
Topic Stream Sponsor
Matin
11 h 15 - 12 h 15
11 h 15 – 12 h 15
8.1 Bequests are Just the Beginning: Why Bequest Intentions are a Starting Point to a Beautiful Friendship
Topic Stream: Gift Planning Vehicles
Education level: Intermediate
Receiving a bequest intention is sometimes viewed as the mountaintop gift. A bequest to charity means the donor loves you as much as their other loved ones, perhaps more, and is an invitation to deepen the relationship!
The donor conversation about future gifts can quickly change to a conversation about lifetime giving as well. Most donors would choose to “give with a warm hand” if that option exists. Donors may explore whether they can increase lifetime donations or consider donations of assets. This session will also include suggestions to start the donor conversation and the opportunity to practice those conversations.
11 h 15 – 12 h 15
8.2 Will Power Around the World
Track: Marketing & Communications
Education level: General
The Will Power campaign in Canada is a huge success. The 2021/22 program launched nationally on September 1, 2021 and will end May 31, 2022. In all, over 350 charities are participating. This session will look what we can learn from the 22 campaigns like Will Power around the world.
11 h 15 – 12 h 15
8.3 Barriers to Giving: Donors and Gift Planning
Track: Building Relationships
Education level: General
Many donors struggle with the concept and process of gift planning. This interactive session identifies five barriers to giving – both from the perspective of the donor and the charity. The five barriers to “giving up” are: 1) the endowment effect; 2) cultural assumptions; 3) planning support; 4) complexity; and 5) emotions. Together we’ll explore how these issues inhibit gift planning and identify how gift planners can anticipate their influence and increase success.
Topic Stream Sponsor
11 h 15 – 12 h 15
8.4 Flow Through Shares Made Easy: How to Take Major Donors to the Next Level
Topic Stream: Gift Planning Vehicles
Education level: General, Intermediate
In recent years, odds are you have heard about flow-through shares and how they can help major donors give up to three times more, at no additional cost. But how comfortable do you feel speaking about it with your donors?
While Philanthropic Tax Planning has become a common, trusted method of giving for Canada’s largest donors, it still remains a mystery for many professional fundraisers. And yet, since 2006, this strategy has created more than a $1 billion in donations for Canadian registered charities.
In this engaging, accessible talk, Peter Nicholson, President & Founder of the Foundation WCPD, will break down the basics of flow-through shares, how they work, why they exist and the tax policies that make this uniquely Canadian structure possible.
By the end, you will not only have a greater understanding of flow-through shares, but also a toolkit for how to approach your major donors in the field.
11 h 15 – 12 h 15
8.5 Estate Gifts: Horror Stories and Amazing Cures!
Topic Stream: Legal Issues
Education level: General
Hear from a panel of three experts talk about their time in the trenches in planning and administering estate gifts. During an interactive conversation between a gift planner, an estate gift administrator, and a charity lawyer they will discuss examples of some of the most difficult estate gifts that they have dealt with and provide participants with useful strategies to plan better gifts. The topic will cover both common law and civil law estate gifts.
11 h 15 – 12 h 15
8.6 The Power of Legacy Videos
Topic Stream: Marketing & Communications
Education level: General
Research has demonstrated that the most effective way to inspire a donor to include a charity in their Will is to share stories of existing donors who have already done so. Couple that with the fact that video is not only the most powerful storytelling medium on the planet, but today, more accessible than ever before and we have a new, exciting, and highly effective means of inspiring legacy giving. Video storytelling is the future of Philanthrophy and the future is here.
Closing Plenary
12:30
Peace is Beautiful in Every Language (La paix est belle dans toutes les langues)
Né à Damas, Tareq racontera à l’auditoire comment lui et sa famille se sont réfugiés au Liban, loin de chez eux.
Trois ans plus tard, la famille Haddad en exil s’est retrouvée encore plus loin dans les rue enneigées d’Antigonish, en Nouvelle-Écosse.
D’une mer à l’autre, Tareq nous parlera de ce qui peut arriver quand les gens ouvrent leurs bras et accueillent avec gentillesse les personnes dans le besoin. La paix est belle dans toutes les langues.
COMMANDITAIRE
Education Topic Streams
Managing a Gift Planning program
For those who are engaged in blended giving leadership and/or gift planning on a regular basis.
You have mastered the fundamentals of planned giving and these sessions will challenge you and help take your program to the next level.
Side of the desk
For those who are responsible for gift planning, either parts of, or for an entire fundraising program.
Do you come back from conferences brimming with ideas and strategies only to have other priorities get in the way of implementation? These session topics are particularly suited to those who are wearing multiple hats and expected to have expertise in a variety of strategies.
Technical expertise
For charity fundraisers and professional advisors who have spent more than a decade in gift planning with clients and donors.
You have considerable technical knowledge and have developed a confident rapport with philanthropic clients or engage in strategic gift planning with donors. These sessions will help to advance your leadership level knowledge.
Communications and marketing
These sessions will examine trends and specific marketing methods to take your role as a partner in gift planning to an advanced level.
Gold Sponsors
Silver Sponsors
CAGP Foundation | CAGP Nova Scotia Chapter | CanadaHelps | Cardinal Capital Management | Carters | Good Works | PGgrowth | QEII Health Sciences Foundation