2022 Home DRAFT

6 – 8 April, 2022 – Halifax, Nova Scotia

RISE AGAIN:
Navigating the future

The Canadian Association of Gift Planners 28th national conference on strategic philanthropy

confirmed speakers include

JAY argaet

AD Hillsong

tara victoria

Designer Hatch and Hatson

peter wilson

CD Lakewood Church

anita hood

Hoodzpah Design Co

Brad Weaver

Partner & Ceo at Nine Labs

A UNIQUE ONCE-A-YEAR OPPORTUNITY

In Canada, there is no other conference which provides the depth of information specific to planned giving and strategic philanthropy.

LEARN NEW TRENDS, STRATEGIES, TACTICS

Up-to-date legislation and tax benefits, current and emerging trends in philanthropy, new technology and tools are exclusively discussed at this conference.

PROVOCATIVE PLENARY SESSIONS

Engage in provocative discussions designed to challenge your perceptions and to encourage you to reimagine the future.

NETWORK AND CONNECT

Meet and exchange ideas with like-minded fundraisers, advisors and leaders in Canada’s charitable community.

SAMPLE AND COMPARE TOOLS

Connect with vendors from across Canada to learn about products and services and the latest tools, technology and ideas.

Who
should attend?

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30

June 2018

awesome place for awesome people

learn Network Connect Grow

CAGP’s National Conference is the only place to come together with peers who “get” what you do, and how your work makes an impact. 

Education – Inspiration – Connection

See you there! 

Registration Details

Super Early Bird

$ 29
99 Per Month
  • 15 Accounts
  • 100 GB Space
  • 1 Domain Name
  • 500 GB Bandwidth

Early Bird

$ 39
99 Per Month
  • 15 Accounts
  • 100 GB Space
  • 1 Domain Name
  • 500 GB Bandwidth

Regular

$ 59
99 Per Month
  • 15 Accounts
  • 100 GB Space
  • 1 Domain Name
  • 500 GB Bandwidth

About Us

CAGP is a national association that inspires and educates the people involved in strategic charitable gift planning. We advocate for a beneficial tax and legislative environment that strengthens philanthropic giving, create a networking environment with like-minded professionals and experts, and provide access to outstanding learning opportunities and professional development.

12 - 15 january

Conference 2018

© Copyright 2017 . Elementor Co. All Rights reserved.

CAGP is the only organization that enables charitable gift planners and professional advisors to collaborate and network.

Each year, our members from coast to coast come together for an intensive 3-day national conference. With inspirational speakers, skilled presenters and facilitators, CAGP’s National Conference on Strategic Philanthropy provides an outstanding opportunity for delegates to learn, network, exchange experiences, and keep up-to-date on all new trends, issues and the latest practices in strategic charitable gift planning.

07:30
07:30 - 17:00

Gift Planning Fundamentals

PRE-CONFERENCE SESSION

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.

Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation’s Gift Planning Fundamentals is a one-day introductory course that will give you the boost you need to thrive in your career.

More details
07:30
07:30 - 17:00

A legacy planner’s roadmap for living (by facing death): a CAGP day of death education

PRE-CONFERENCE SESSION

As global legacy expert Richard Radcliffe states “legacies have little to do with death and dying”. The same is true of this pre-conference learning opportunity.

This day will present a unique chance for CAGP conference attendees to take a deep dive into their own understanding and comfort with death, mortality and ultimately, life. It will provide insight and the practical tools to help in both their professional life, as someone who assists donors to make legacy gifts, and as a human who will someday die. This day-long gathering will push participants outside their comfort zone in creative and thought-provoking ways, in both interactive and self-guided activities and learning sessions.

Join fellow fundraising professionals, death doulas, and death educators to focus on death and build your own personalized roadmap to a more intentional life.

More details
13:00
13:00 - 18:00

Conference registration opens

17:00
17:00 - 17:45

Canada Life Sponsored Session: Can life insurance help maximize legacy gifts?

PRE-CONFERENCE SESSION

Yes, it can and it’s easier than you might think!

Join our panel of financial and estate planning experts to learn how life insurance can multiply a legacy gift, growing the donation over the life of the policy. In this session, panelists will discuss opportunities for planned giving using permanent life insurance.

Canada Life has a long history of caring, 175 years, in fact.

We support charitable organizations and initiatives across the country is one of the ways our companies give back to Canadians. We engage our employees in volunteering opportunities, workplace campaigns and corporate donations so we’re all connected by a shared sense of responsibility to give back and help build stronger communities.
07:00
07:00 - 08:00

Registration opens + Breakfast

08:00
08:00 - 09:00

Plenary: Nikki Sanchez

Sponsored by Miller Thomson LLP
TBD
09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from:

1.1. MASTER CLASS: COMPREHENSIVE PLANNED GIVING PROGRAMMING – A DEEP DIVE - PART 1
Sponsored by BC Children's Hospital Foundation
Education level: Intermediate
Topic stream: Marketing & Communications

Take the plunge - learn how to create a compelling Planned Giving Program to reach your goals and support your mission. Marketing, communication, engagement and stewardship are all essential components of success, and during this master class, we will take a deep dive into each of these areas. Participants will walk away with helpful marketing tools, outreach ideas, stewardship plans and lead-generating activities that can be scaled up or down. This year’s theme is “Growing Together. Making Change,” but has your Planned Giving Program grown or changed over the last few years? The new starting point for the planned giving donor journey is marketing, and your journey to success starts right here.

Make sure to register for PART 2 at 11:15

SPEAKER: HOLLY GREATREX, CFRE

1.2. PROVEN TIPS, HACKS AND TECHNIQUES TO HELP YOU EXCEED YOUR LEGACY TARGETS
Education level: Intermediate
Topic stream: Marketing & Communications

Using emerging research on human psychology and denial of death, Harvey and Kerri will share how to build a legacy marketing program that embraces how we think about death. This session will combine theory and practical case studies in order to help you make better decisions about how to use your resources to engage, convert and retain potential planned giving donors.

SPEAKERS: HARVEY MCKINNON AND KARRI LAJEUNESSE

1.3. DAFS AT THE CROSSROADS: NEW DATA, NEW DIRECTIONS

Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

This workshop will discuss the findings of a new and wide-ranging research project undertaken by KCI and the CAGP Foundation focused on the rapidly growing donor-advised fund (DAF) sector. The project, which involved both primary and secondary research, examined DAFs from the perspective of all sector participants, including donors, financial advisors, and, importantly, the thousands of operating charities in Canada that, together, receive over $1 billion in funding from DAFs each year. The workshop will be divided evenly between a presentation of the qualitative and quantitative research findings, a panel discussion, and an inter-active Q & A session designed to enable delegates to fully understand the opportunities and challenges represented by DAFs.

SPEAKERS: KEITH H. SJÖGREN AND CELESTE BANNON WATERMAN
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


1.4. WANUSKEWIN: A CASE STUDY IN INTEGRATING INDIGENOUS CULTURE AND PRACTICES AND TRADITIONAL FUNDRAISING PRACTICES
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

Wanuskewin Heritage Park is on a journey to become Saskatchewan’s first UNESCO World Heritage Site by 2025. Having recently completed a highly successful traditional campaign, it is looking to do things differently. With Indigenous leadership at the Board and Executive level and a team of three incredible Indigenous Women Leaders at the helm, we are on a journey to build on Ways of Knowing and past fundraising success to build a fund development program, and donor recognition, that honours the deep Indigenous ties to this special place as it strives to honour supporters and raise millions to achieve its goals.

SPEAKERS: KATHY ARNEY, CA, CPA, MFA-P AND CANDACE WASACASE-LAFFERTY

1.5. THE GIFT THAT IS ACCOUNTING: BEST PRACTICES WHEN ACCOUNTING FOR GIFTS
Education level: Introductory
Topic stream: Legal Issues & Ethics

Without turning you into a boring accountant, we will help you understand how Canadian accounting standards for not-for-profit organizations define different types of contributions and how they should be accounted for. We'll share examples of accounting complications we see in practice that arise from the lack of clarity in gift acceptance policies, wills, gift agreements, and fundraising materials. As auditors, we'll also clarify what we look for to verify that gifts are accounted for properly in the financial statements. Our goal: To give you just enough accounting information to ensure current policies and practices make for clear accounting for gifts within the organization’s original, strategic intentions.

SPEAKERS: NINETTE BISHAY, CPA, CA AND DANZEL PINTO, CPA, CA

1.6. SO YOU’RE THINKING ABOUT LEADERSHIP? - HOW TO MOVE UP AND WHAT TO DO WHEN YOU GET THERE
Education level: Intermediate
Topic stream: Not About Gift Planning

Being a gift planner doesn’t prepare you to lead people, manage a program, or create and implement strategy. Often though, career advancement only comes from moving into a leadership role with these responsibilities (in addition to actually fundraising!). Join Justin Pilon and Eli Clarke for an interactive workshop to identify career paths and the skills needed to advance, how to prepare for a leadership role, and what to do once you get there. We’ll also explore more unconventional approaches to offering leadership in your organization.

SPEAKERS: ELI CLARKE AND JUSTIN PILON

10:45
10:45 - 11:15

Break + Exhibit Hall Networking Lounge

Exhibit Hall Networking Lounge sponsored by KPMG Family Office
Refreshment Break Sponsor: Solus Trust Company Limited

Time to refresh, network and meet exhibitors.
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

5 different sessions to choose from:

2.1. MASTER CLASS: COMPREHENSIVE PLANNED GIVING PROGRAMMING – A DEEP DIVE - PART 2
Sponsored by BC Children's Hospital Foundation
Education level: Intermediate
Topic stream: Marketing & Communications

Take the plunge - learn how to create a compelling Planned Giving Program to reach your goals and support your mission. Marketing, communication, engagement and stewardship are all essential components of success, and during this master class, we will take a deep dive into each of these areas. Participants will walk away with helpful marketing tools, outreach ideas, stewardship plans and lead-generating activities that can be scaled up or down. This year’s theme is “Growing Together. Making Change,” but has your Planned Giving Program grown or changed over the last few years? The new starting point for the planned giving donor journey is marketing, and your journey to success starts right here.

SPEAKER: HOLLY GREATREX, CFRE

2.2. GIFT PLANNING 101
Education level: Introductory
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

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.

SPEAKERS: GRANT MONCK, LL.B. AND BETH PROVEN, CFRE, BA, CIM

2.3. COMMON GROUND: GIVING IN JUDAISM, CHRISTIANITY, AND ISLAM
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

26% of all donations in Canada in 2019 were made to religious organizations (Canada Giving report). That translates to $2.7 billion out of a total of $10.4 billion. Something not to be ignored. This session will explore why and how Canadians give to religious organizations, looking through the diverse lenses of three major monotheistic religions and their common ground that development professionals should consider in their approach, messaging and legacy conversations with individuals.

SPEAKERS: ALEN OKANOVIC, BARBARA CHAMBERS AND RONIT YAROSKY

2.4. CHANGES TO ESTATE DONATIONS: SEVEN YEARS LATER
Education level: Advanced
Topic stream: Legal Issues & Ethics

The 2016 “estate donations” rules fundamentally changed the most common planned gift: the bequest. Seven years later charities and executors are still getting used to application of the rules. This interactive session reviews the rules, planning tips and traps, and some of things we have learned along the way. One key learning: charities may be leaving money on the table.

SPEAKER: MALCOLM BURROWS AND JENNETT LEE, CPA
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


2.5. BRINGING PHILANTHROPY BACK TO ITS ROOTS THROUGH COMMUNITY-CENTRIC FUNDRAISING
Education level: General
Topic stream: Not About Gift Planning

We’re in the middle of a major shift. The Community-centric Fundraising (CCF) movement is gaining traction and challenging the foundation of donor-centred fundraising that has been at the forefront for so long. But the heart of this isn’t new. Philanthropy has always been rooted in these principles. CCF grounds fundraising in race, equity, and social justice and re-positions the donor as a partner in the work, not the center of it. This way we can enter the arena of making change as members of the same team, address power dynamics, and reduce the harm that is caused on our paths to doing good. This means rethinking how we fundraise, having honest and difficult conversations, and taking exciting paths forward. This session will improve your understanding of CCF principles and provide practical help to incorporate CCF values into your fundraising. Be prepared to be inspired in this interactive session!

SPEAKER: RICKESH LAKHANI

2.6. WHAT DO ADVISOR/FUNDRAISER WINS LOOK LIKE? THE ANATOMY OF A COLLABORATIVE GIVING EXPERIENCE FROM A CLIENT PERSPECTIVE
Education level: General
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

In this session we will go beyond the “Advisor Breakfast”. We will discuss how advisors engage with their charity partners to utilize a holistic giving approach. We will examine how to maximize a client's generosity by combining different giving vehicles such as (but not limited to) insurance and donor advised funds and collaborating with charitable institutions that our client’s wish to support. This session will try and answer the age old question “how do charities engage with Financial Advisors in a meaningful way.”

SPEAKER: SERENA HAK, MFA-P - Panel TBC
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


12:30
12:30 - 13:30

Plenary/Lunch - Table Talks

Sponsored by KBF Foundation Canada

You asked for more networking and connection and we listened! Join us for a lunch and learn, with small table discussions moderated by your CAGP peers, where you will share ideas, perspectives, news and views with like-minded colleagues on a variety of topics.
13:30
13:30 - 14:15

Dessert Break + Exhibit Hall Networking Lounge

Exhibit Hall Networking Lounge sponsored by KPMG Family Office
Dessert Break Sponsored by Carters Professional Corporation

Time to refresh, network and meet exhibitors.
14:15
14:15 - 15:15

Afternoon Sessions A - 60 mins

6 different sessions to choose from:

3.1. HOT TOPICS FROM CAGP’S GOVERNMENT RELATIONS COMMITTEE
Education level: General
Topic stream: Legal Issues & Ethics

CAGP’s GR Committee advocates for tax measures intended to incentive and amplify charitable giving, and provides input on legislative matters that impact philanthropy in Canada – issues like proposed changes in the disbursement quota, rules impacting qualified donees, charitable gifts of life insurance, and making recommendations on the annual federal budget. At this session, hear about what’s been on the Committee’s agenda over the last year – as well as the hottest topics leading up to April 2023, including recent strategic discussions on the future direction and priorities for CAGP’s government relations work.

SPEAKERS: AMANDA STACEY & FRIENDS

3.2. A COLLABORATIVE AND PRACTICAL APPROACH: HOW WEALTH MANAGEMENT INTEGRATES PHILANTHROPIC STRUCTURES TO HELP CLIENTS WITH THEIR LEGACY PLANNING AND EXECUTION
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

Wealth management firms support clients not just with investment advice but in many areas of their wealth planning objectives, including helping them to incorporate their philanthropic goals into these plans for generations to come. More frequently, clients are now considering charitable giving that will create legacies that extend well beyond the next generation. In this session attendees will learn about both the importance of planning around charitable gifts as well as the solutions that wealth management firms can provide to create these long term legacies and ensure clients and their families objectives are met.

SPEAKERS: JENNIFER BUTTON AND NIGEL FAWCETT

3.3. WHAT FUNDRAISERS AND ADVISORS NEED TO KNOW ABOUT ESG
Education level: General
Topic stream: Not About Gift Planning

ESG, CSR, SDGs… oh my! As people and organizations strive to make a positive difference to achieve a better and more sustainable future, it is an alphabet soup of acronyms for fundraisers and advisors. Left wondering what they mean, how they impact your organization, fundraising goals and client service? Donors and clients are aligning their purpose and social impact goals with their giving and investments while companies are activating employees around their corporate sustainability. We will break down these terms, what they mean for you, your roles and organization as well as how to leverage them to meet your goals.

SPEAKER: ERIC SAARVALA, MBA, SR&S, CSR-P

3.4. THE BIG RE-THINK: WHAT SHOULD YOUR PLANNED GIVING PROGRAM LOOK LIKE IN A POST-SILO WORLD?
Education level: Advanced
Topic stream: Know your Charity

It’s time to re-think and re-design the way we do planned giving. Today, we put planned giving in its own silo because it’s easier to manage and compartmentalize. But, if we’re truly as donor-focused as we say we are, maybe we shouldn’t have planned giving departments at all! Maybe finance should be engaged in estate administration. Maybe major gift fundraisers should take responsibility for face-to-face discussions with bigger donors about blended giving. Maybe the annual giving or direct response team should be responsible for marketing legacy gifts to your broader donor and supporter constituency. Rory, Ingrid and Fraser have all given this topic a lot of thought. And, they’ve all begun this re-thinking journey and can share their own experiences. After attending this session, we don’t think you’ll ever see your own planned giving function the same again.

SPEAKERS: FRASER GREEN, RORY GREEN AND INGRID GINGRAS

3.5. MARKET SEGMENTS UNIQUE TO PLANNED GIVING
Education level: Intermediate
Topic stream: Marketing & Communications

Each area of fund development has segments and metrics that provide focus and track performance. Planned giving is no different. Using a case study, this session will identify how lead generation and conversion activity create segments that form the building blocks of a planned giving program.

SPEAKER: DAVID FISHER, MBA

3.6. CROSS-CHARITY COLLABORATION: THE KEY TO SUCCESSFUL ESTATE SETTLEMENT
Education level: Intermediate
Topic stream: Legal Issues & Ethics

Collaboration between charities can help settle an estate faster and in more efficient ways. Cross-Charity Collaboration is Key! Settle Estates faster and more efficiently goals outlined with a practical case: demonstrate and explain different examples of collaborative work with estate professionals and philanthropic organizations to demonstrate how we can reduce processing time and costs. Discuss how to act with professionalism and expertise to avoid reputational and legal risks even when liquidators are reluctant to share information. Highlight how charities can share potential costs and settle problematic estates for the benefit of all stakeholders.

SPEAKER: VÉRONIQUE SALIBUR

15:30
15:30 - 16:30

Afternoon Sessions B - 60 mins

5 different sessions to choose from:

4.1. INSIGHTS ON EXECUTORS: NAVIGATING THE OPTIONS, WORKING WITH EXECUTORS, AND SETTING UP FOR SUCCESS
Education level: Intermediate
Topic stream: Building Relationships - sponsored by PGgrowth

Choosing the appropriate executor and knowing how to work with one can mean the difference between future estate administration success or estate administration trouble. This presentation will discuss the different options and considerations; give insights on how to work with the executor at the planning stage as well as from the estate administration perspective; and also suggest ways that gift planners can build strong relationships with donors both by assisting with planning considerations and by being proactive in their own best practices. Real life examples and practical suggestions will be included throughout.

SPEAKERS: JESSICA LO, JD., TEP AND KRISTINE LOVE

4.2. FROM VISION TO IMPLEMENTATION - HELPING NEW PHILANTHROPISTS FORMALIZE THEIR CHARITABLE GIVING STRATEGY

Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

Following the path of a family moving from business owners to philanthropists, the session will use a case study approach to showcase how to work with a client’s family and advisory team to ensure a positive philanthropic journey. The session will allow attendees to explore how they would approach the various concerns. Showcasing how to combine the wealth planning and the strategic planning into one cohesive client journey - it will provide best practices to integrate tax, financial planning, Investment and planning professionals to ensure individuals and their families feel they are fully supported in achieving their charitable goals.

SPEAKERS: AILEEN BATTYE, LLB, TEP AND KIM PLEWES, MFA-P

4.3. ADVANCED CHARITABLE PLANNING STRATEGIES FOR ADVISORS
Education level: Introductory
Topic stream: Marketing & Communications

Join us to discuss how financial professionals can contribute to a stronger charitable sector as planners and managers of their client's financial goals and interests. Vancouver-based online giving platform Charitable Impact has successfully engaged wealth managers, life insurance agents, lawyers, and accountants to help facilitate their clients’ giving. The panel will explore how donor-advised funds provide cross-client solutions for effective giving while acknowledging uncertainty around this giving vehicle among fundraisers and gift planners at charitable organizations. Rather than being barriers between donors and charities, find out how donor-advised funds provide pathways to attract and retain clients through wealth management.

SPEAKER: PAVAN THIND

4.4. AVOIDING THE COURT ROOM WITH COLLABORATION
Education level: Intermediate
Topic stream: Legal Issues & Ethics

What is really happening in the planning stages for donors/clients? Is the lack of planning and not bringing the right parties to the table lacking?... and resulting in unhappy beneficiaries (including charities). This session will explore what has been happening in the world of beneficiary designations and some of the revealing family situations that are leading them into the courtroom. Collaboration is the key and Jos will reveal the approach that should be happening.

SPEAKER: JOS HERMAN, CPA, CA, CFP, CLU, TEP

4.5. KNOW THYSELF: HOW YOUR MONEY CULTURE IS HOLDING YOU BACK FROM SUCCESS
Education level: Intermediate
Topic stream: Building Relationships - sponsored by PGgrowth

What baggage do you bring on your professional fundraiser and advisor journey? Through conversation, case studies, and firsthand experiences, Gillian Doucet Campbell and Jenny Mitchell invite you into a different way of understanding your donors’ perspectives. Gillian will share experiences in Christian faith-based environments where the most challenging thing to do is to get people talking about their money. Jenny will connect the dots between personal views on money, and how people make assumptions about other people’s money. What’s the goal? To get out from underneath the pile of money stories so you can serve your mission and your clients.

SPEAKER: GILLIAN DOUCET CAMPBELL, MA, CFRE AND JENNY MITCHELL, CFRE, DMA

4.6. NEW RESEARCH AND THE EVOLUTION OF ESTATE GIVING IN CANADA
Education level: General
Topic stream: Marketing & Communications

Change is here. New research commissioned in 2022 by CAGP Foundation’s Will Power campaign shows that estate giving in Canada has grown, the most likely bequest prospects have changed, and knowledge of giving vehicles has evolved. In this session you’ll hear more about this new research, and together we’ll explore what it means for gift planning programs and engaging your donors and clients.

SPEAKER: LAURIE FOX, MBA AND PAUL NAZARETH, MFA-P
16:30
16:30 - 17:30

Welcome Reception

Sponsored by Good Works
18:30
18:30 -

Dine Around Event

Sponsored by Gowlings WLG
Join us for an optional outing to relax and meet new people.
07:00
07:00 - 08:00

Registration opens + Breakfast

07:00
07:00 - 07:45

Early Bird Sponsored Session: Flow-Through Share Donations – Enabling Transformational & Accelerated Philanthropy

Sponsored by PearTree Canada

Learn how advisors – wealth, tax, legal and charitable advisors – from across Canada are using the PearTree Canada Flow-Through Donation platform to assist their major gift donors/clients to efficiently and significantly increase their gifts, while lowering their after-tax cost of donation.

This session will start with a simple explanation of what flow-through shares are and how the PearTree Canada Flow-Through Donation platform works. You will learn how to put this widely accepted major gift fundraising format into practice – from the perspectives of a donor, an advisor and a charity – and become a key component of your donor/client management strategy. Experience actual examples of success from leading institutions to grassroots organizations.

SPEAKER: MARILYN ANTHONY
08:00
08:00 - 09:00

Plenary: Tugboats and Tankers: A new context of philanthropy

Sponsored by CIBC Private Wealth

MODERATOR: KATE HAMMER
09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from:

5.1. Small Shops: Planned Giving A to Z – MASTER CLASS Part 1
Sponsored by BC Children's Hospital Foundation
Education level: Introductory
Topic stream: Know your Charity

Whether you’re already doing planned giving off the side of your desk, or starting from scratch, this session covers the essential strategies to be successful with planned giving in a small organization. We’ll cover everything from: getting budget approved by your Board, ways to reach out to supporters, choosing your best donor pools, cultivating interest over time, inspiring supporters to take action, recognition and stewardship, program success measurement, simple gift administration and more. If you’re in a small shop and want maximize the transformative benefits of planned giving at your organization for years to come – this session is for you!

Make sure to register for PART 2 at 11:15

SPEAKER: AIMÉE LINDENBERGER, B.TECH, CFRE

5.2. MANAGING UP: GETTING YOUR BOARD AND BOSS TO SAY YES!
Education level: General
Topic stream: Not About Gift Planning

Effectively managing up is a crucial part of growing your planned giving, creating change, and achieving the impact you dream of. In this session, you'll learn practical strategies to influence decision makers at all levels of your organization - and we’ll work to create a simple action plan to help your board and boss to say YES to growing your planned giving together!

SPEAKER: EMMA LEWZEY, CFRE

5.3. 12 WAYS TO BE MORE INCLUSIVE
Education level: General
Topic stream: Not About Gift Planning

Looking for ways to be more inclusive? Join me for a discussion on 12 ways to be more inclusive in your life and work. We will discuss how to use these basic tools to build a more inclusive workplace. Bring your questions, concerns and let’s discuss why we need to be more inclusive. Bring your ideas and successes and tell us how your workplace has championed inclusion. Add to the list and let’s make philanthropy a better industry to work in.

SPEAKER: JAYA MOOTOO

5.4. JUST DO THE RIGHT THING! ETHICAL BEST PRACTICES IN LEGACY GIVING
Education level: Intermediate
Topic stream: Legal Issues & Ethics

Ethics in fundraising should always be top of mind when working with donors. As professional fundraisers we may have questions, especially when it comes to complex legacy gifts. Please join Crystal Schmalle, CFRE from Hospitals of Regina Foundation and Vicki Hayter from Children's Health Foundation to discuss this important topic.

SPEAKER: CRYSTAL SCHMALLE, CFRE AND VICKI HAYTER
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


5.5. USING FACEBOOK TO FILL YOUR LEGACY PROSPECT PIPELINE
Education level: Intermediate
Topic stream: Marketing & Communications

If you’re looking to fill your legacy pipeline with brand new prospects, this session is for you. We’re talking about the ins-and-outs of running a legacy lead generation campaign on Facebook. We’ll walk through the prospect journey together step-by-step, highlighting where you need to infrastructure, develop creative, sets budgets, and measure your KPIs. Best of all, this super-practical session will be packed with real client case studies, so you can see it all in action!

SPEAKER: HOLLY WAGG, MA, CFRE

5.6. "A LEGACY FOR TOMORROW, A TAX BREAK TODAY"
Education level: Advanced
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

Do you have clients or donors who own land that contains natural habitat, such as a forest, prairie, wetland or shoreline? Or perhaps you have clients who own cultural property such as fine art or other significant objects? Through Canada’s unique Ecological Gifts Program, landowners can donate their land, or a partial interest, to an eligible recipient organization that will care for it forever, such as a land trust, environmental charity, or government. Similarly, the Canadian Cultural Property Export Review Board oversees a program that provides incentives for donations of cultural property to designated Canadian organizations such as galleries, museums, archives, or libraries. In addition to peace of mind, donors can receive significant income tax benefits, including elimination of any tax on the capital gain. This session will help give you the necessary tools to assist your clients or donors to make such gifts a reality.

SPEAKERS: DAVID CUNNINGTON, M.SC., MIJIN KIM AND KAREN COOPER
10:45
10:45 - 11:15

Break + Exhibit Hall Networking Lounge

Exhibit Hall Networking Lounge sponsored by KPMG Family Office

Time to refresh, network and meet exhibitors.
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from:

6.1. Small Shops: Planned Giving A to Z – MASTER CLASS Part 2
Sponsored by BC Children's Hospital Foundation
Education level: Introductory
Topic stream: Know your Charity

Whether you’re already doing planned giving off the side of your desk, or starting from scratch, this session covers the essential strategies to be successful with planned giving in a small organization. We’ll cover everything from: getting budget approved by your Board, ways to reach out to supporters, choosing your best donor pools, cultivating interest over time, inspiring supporters to take action, recognition and stewardship, program success measurement, simple gift administration and more. If you’re in a small shop and want maximize the transformative benefits of planned giving at your organization for years to come – this session is for you!

SPEAKER: AIMÉE LINDENBERGER, B.TECH, CFRE

6.2. CHALLENGING SITUATIONS IN GIFT RECEIPTING
Education level: Intermediate
Topic stream: Legal Issues & Ethics

This session reviews how to deal with challenging situations involved in charities’ gift receipting process. Topics will include unique receipting issues for different types of gifts, special receipting scenarios, how to cancel a receipt if the gift was returned, and much more. Fundamental rules on gift receipting will be briefly reviewed, including split receipting rules, deeming of fair market value, assessment of advantage, contents of receipts, and management of receipts. Examples will be used to illustrate various scenarios.

SPEAKER: THERESA MAN, B.SC., M.MUS., LL.B., LL.M AND TERRANCE S. CARTER, B.A., LL.B., TEP

6.3. THE PARADIGM SHIFT: INTERSECTIONAL WORLDVIEWS IN INDIGENOUS PHILANTHROPY
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

Are you an allied professional or part of a settler-based organization wanting to not cause harm to the communities you serve? The way we move through philanthropy impacts those around us and there is a growing movement towards working in trust and community. Hear from three professionals working at First Peoples’ Cultural Foundation and First Peoples’ Cultural Council, all from different backgrounds. Learn how their unique worldviews frame the work that they do within Indigenous Philanthropy and how their intersectional perspectives impact how they work with internal and external communities.

SPEAKERS: GORDON LARIN, EMILY CABRERA AND KAREN AIRD

6.4. PREDICTING LEGACY GIFTS: THE GOOD, THE LEARNINGS, AND THE RESULTS
Education level: Advanced
Topic stream: Know your Charity

With the greatest intergenerational transfer of wealth underway, forecasting legacy gift revenue is a growing challenge. Unwilling to shortchange mission work, one charity sought more accurate projections. Join the BC SPCA and Environics Analytics as they walk through their legacy modeling journey – spoiler, there were a few bumps along the way! We will cover the project process, results, operationalizing, and the changes BC SPCA has seen with its legacy program. Lastly, we’ll review key data points organizations should try and capture to help data analysis like this one.

SPEAKERS: SHONI FIELD AND JENNIFER ROBINS, MBA

6.5. MILLION DOLLAR LEGACY MARKETING – WHY YOU DON’T NEED IT AND WHAT TO DO INSTEAD
Education level: General
Topic stream: Marketing & Communications

Have you been overwhelmed by big-budget, gold-plated Legacy Marketing programs presented as best-practice exemplars to emulate? Sure, a big budget can help build a successful program, but for most charities, this is simply an impossible hurdle. Don’t worry, you CAN build a solid Legacy Marketing program that delivers real results with no or low budget, while building the case for your leadership to invest in a practical program for future legacy giving growth. Join this session to get on the practical and proven path to build your very own “Drip, Drip” program and get your legacy revenue stream flowing.

SPEAKERS: DAVID KRAVINCHUK AND LYNNE BOARDMAN

6.6. ENHANCING THE DONOR EXPERIENCE THROUGH TEAM-CENTRED RELATIONSHIPS
Education level: Intermediate
Topic stream: Not About Gift Planning

We spend so much time on donor love – and it’s necessary for sure. That’s what we do, right? What if we flipped the script and focused on our teams? When we invest in our teams – show them how much we value, appreciate, and care for them, you increase job satisfaction, joy, loyalty and retention. That naturally cascades out to the work they do with donors, making it easier to have the tough conversations, and show up to be there with donors. Join Ashlee Livingstone to discuss team engagement and team love, and easy-to-implement tactics to create change and grow together.

SPEAKER: ASHLEE LIVINGSTONE
12:30
12:30 - 13:30

Lunch Plenary: Reforming “DAFs” for Canada

Sponsored by Abundance Canada
Donor advised funds or “DAFs” are growing in popularity in Canada among donors, but there is an active debate about the regulation of foundations with these charitable funds. What is the role of donor advised funds in Canada's charitable sector? And is reform needed to ensure DAFs serve both philanthropy and the needs of charities? This provocative plenary by veteran gift planner Malcolm Burrows will provide food for thought for everyone who cares about the future of Canadian philanthropy.

Speaker: Malcolm Burrows
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors
13:30
13:30 - 14:30

Break + Exhibit Hall Networking Lounge

Exhibit Hall Networking Lounge sponsored by KPMG Family Office

Last chance to network and meet with the exhibitors!
14:30
14:30 - 15:30

Afternoon Sessions A - 60 mins

6 different sessions to choose from:

7.1. PHILANTHROPY AND THE FAMILY ENTERPRISE: UNDERSTANDING WHY AND HOW BUSINESS OWNERS CREATE LASTING IMPACT THROUGH VALUES AND LEGACY
Education level: Intermediate
Topic stream: Building Relationships - sponsored by PGgrowth

Family businesses are a major driver in the Canadian economy. Many family owned businesses also approach philanthropy as a family affair. As the family business evolves into a family enterprise, philanthropy takes on new meaning and purpose. The long term vision of most family-owned businesses is to create value and wealth for their descendants and for society as a whole. This session will leave you with a better understanding of what a family enterprise is, how they approach philanthropy and how best to engage with this segment to grow your donor base.

SPEAKERS: LYDIA POTOCNIK, LLB, TEP, FEA AND SHELLEY FORSYTHE
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


7.2. PLANNED GIVING IN THE 21ST CENTURY – THE ROLE OF CULTURAL SENSITIVITY IN MULTICULTURAL ENCOUNTERS, IN CONTEXT
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

Our session will focus on cultural sensitivity of gift planners in a multicultural society. The stories of multicultural encounters experienced by the presenters will be placed on the background of ethnically and culturally diverse historical influences that resulted in today’s planned giving toolkit. As cultural sensitivity in our encounters with potential donors coming from different backgrounds can open many doors which would stay shut otherwise, this session will help participants to be successful and we, as a diverse trio of speakers, will amplify the message of inclusivity and cultural sensitivity.

SPEAKERS: PETER OKONSKI, CFRE, RHONDA SOGREN AND HENRIETTA LAM, CFRE

7.3. ENDOWMENT AGREEMENTS IN 2023
Education level: Advanced
Topic stream: Legal Issues & Ethics

Properly constructed funding agreements are an essential tool for charities and foundations to secure sustainable funding, manage donor expectations, and anticipate challenges. Well-drafted agreements are empowering. Poorly drafted agreements are confusing, costly, and can squander opportunities to maximize the impact of charitable gifts. What should fund agreements look like in 2023? This presentation will look at key elements that should be in every agreement, how fund agreements can be made more user-friendly for both donors and charities, as well as tips and traps learned over years of working with charities, foundations and their donors.

SPEAKER: ANDREW VALENTINE AND GWENYTH STADIG

7.4. SMALL OR LARGE SHOPS: THE IMPACT OF MENTORSHIP PROGRAMS TO ELEVATE YOUR TEAM’S SUCCESS!
Education level: General
Topic stream: Not About Gift Planning

For years, the professional philanthropic industry has focused on networking and left no room for mentorship. With so many small shops and specialized positions in large shops, mentoring has now become a necessary piece of the professional toolkit, especially when onboarding is a time challenge. Building mentorship into the practice and schedule is critical to ensuring success, creativity, and connection. It is a major piece of professional wellness in the world of fundraising. This 60-minute session will provide actionable ideas that both employees and managers can put into practice in short order and achieve ‘tall’ results.

SPEAKER: SHERRY SCHAEFER, BA, MHA

7.5. CONNECTING WITH THE NEXT GENERATION OF DONORS
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

The Winnipeg Foundation is committed to learning and to doing better; it recognizes that diversity, equity inclusion and belonging (DEIB), like truth and reconciliation, is a journey – one that requires urgency. We are committed to building a Winnipeg where community life flourishes for all. Part of The Foundation’s For All strategy includes ensuring that individuals of all backgrounds and identities feel welcome to work with The Foundation as donors and other stakeholders. Dive into a presentation and conversation about The Foundation’s efforts to develop and implement the For All strategy across philanthropic structures in the organization.

SPEAKER: MICHELLE GAZZE

7.6. LAND, LOTS OF LAND! OPTIONS ON HOW TO SECURE GIFTS OF LAND AND REAL PROPERTY TO MOVE FORWARD YOUR CHARITY’S MISSION.
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

Gift Planning to a large extent is a discussion of gifts of assets. One of the most common and valuable assets Canadians hold is their primary residence, recreational property and land for agricultural use. Specific topics to be covered are ways to gift land, a case study on residual interest gifts of land and application to your organization’s gift acceptance policy. The role of a gift planner with prospective donors, your board and staff will also be outlined to ensure that your organization is ready to receive these lucrative gifts and the transformational opportunity that they represent.

SPEAKERS: GRANT MONCK, LL.B. AND MICHELLE JOHNSON, CFRE
18:00
18:00 - 19:00

Banquet Reception

Time to celebrate!

Sponsored by BC Children's Hospital Foundation
19:00
19:00 - 22:00

Banquet Dinner

Sponsored by Legacy Leaders

JOIN YOUR PEERS

CAGP’s National Conference is the only place to come together with peers who “get” what you do, and how your work makes an impact. 


Education – Inspiration – Connection

See you there! 

2021 RESOURCES

Reimagining the future of philanthropy

CAGP’s 27th Conference on Strategic Philanthropy, which took place April 14-16, 2021, tackled some big themes, none more so than the rallying cry to ‘reimagine the future of philanthropy’. These messages deeply resonated with conference attendees, so much so that we were asked to make some of the information available publicly so that attendees could share the words with their leadership and board members. Today we are pleased to do so.

Contact us

Questions? Comments? Ideas? We want to hear from you.