Sponsored by Miller Thomson LLP

A theme of this talk will be, “Let’s make our grandchildren proud”; Nikki will share insight on values of relational accountability and reciprocity into philanthropy to build a future everyone can take pride in.

She will present strategies for decolonization while keeping an open heart to incite compassion, passion and decolonial philanthropy. Specifically, she will share how her own journey as a decolonial educator has been empowered through the wisdom of biodiversity, Orca whales in particular, and how our planet can offer us emergent strategies to live in harmony, give openly and thrive.

SPEAKER: NIKKI SANCHEZ

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 Karri 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: BOBBY KLEINMAN, FCPA, FCA, CELESTE BANNON WATERMAN, JO-ANNE RYAN, PAUL NAZARETH, MFA-P AND KEITH H. SJÖGREN

Institute accredited CE (1.5 credits)
Continuing Education Sponsor: ADVOCIS

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

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

Time to refresh, network and meet exhibitors.

6 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, CFRE, MA

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

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS

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.”

SPEAKERS: SERENA HAK (MODERATOR), CHARLOTTE PAUL, CIM, GLENN STEWARDSON, CFP, FMA, MFA-P AND RICHARD LEFEBVRE, CFRE, MFA-P

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS

Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors

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.

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

Time to refresh, network and meet exhibitors.

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. The Committee also wants to hear from you about government relations issues that are on your mind.

SPEAKERS: AMANDA STACEY (MODERATOR), TERRY CARTER AND BRAD OFFMAN

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

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS

Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors

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

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS

Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors

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 AND NATHALIE GAGNON

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 AND ROB BANCROFT

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

Sponsored by Gowlings WLG
Join us for an optional outing to relax and meet new people.

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

Sponsored by CIBC Private Wealth

Vancouver Foundation has been rethinking our approach to granting in order to centre justice, equity, diversity, and inclusion in our work. In this panel discussion we will explore the tug and pull between funders and grantees, and how we build momentum when we work together. Building on the metaphor of tugboats and tankers we will take a closer look at what it means to share and shift power – what it changes about how we work with donors, our processes as funders, and the opportunities we can help create in partnership with grantees. The metaphor works on a few levels – we promise. Join our discussion to learn more about how.

SPEAKERS: KATE HAMMER (MODERATOR), BOB MILLS, KENJI MAEDA AND KEVIN MCCORT

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

Institute accredited CE (1.5 credits)
Continuing Education Sponsor: ADVOCIS

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

Exhibit Hall Networking Lounge sponsored by KPMG Family Office

Time to refresh, network and meet exhibitors.

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: 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. DONATION OF PRIVATE COMPANY SHARES
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

Join Florence Carey, Lawyer, F I Carey Law Corporation for an informative discussion on Donation of Private Company Shares. At their most basic, a gift of private company shares may be followed by an immediate redemption of the shares, so that the charity is “essentially” receiving a cash gift. Alternatively, the gift may be structured so the charity is anticipated to hold the shares for a short time before receiving redemption proceeds, or a longer time as a capital investment. The $500 million gift of private company shares to The Winnipeg Foundation has highlighted the potential for transformative gifts to be made by way of private company shares. This presentation will discuss the process, the rules, and what charities need to consider as they contemplate receiving these gifts.

SPEAKERS: FLORENCE CAREY

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

Exhibit Hall Networking Lounge sponsored by KPMG Family Office

Last chance to network and meet with the exhibitors!

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

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS

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

Time to celebrate!

Sponsored by BC Children's Hospital Foundation

Banquet Sponsor: Donor Compass
Friend of CAGP Award Presenting Sponsor: CI Assante Private Client
Banquet Entertainment Sponsor: Private Giving Foundation, Available through TD