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.

11:00
11:00 - 11:15
Main Room

Welcome

Welcome to #CAGP21 online - meet your host for the next three days, Sam Laprade.
11:15
11:15 - 12:15
PLENARY

Is Work Killing You?

Speaker: David B. Posen

Can workplace stress actually kill people? The literal answer is “Yes.” But much more commonly it kills energy, spirit, engagement, morale – and productivity. For too long, employers have left issues like stress management and work-life balance to individual employees to figure out. It needs to be a shared responsibility. In this insightful presentation, you will discover “The Big Three” causes of workplace stress, some myths about productivity and how organizations can create policies that enhance employee well-being and performance. Reducing workplace stress is a win/win/win for employers, employees and the organization as a whole.

SPONSOR: RBC Wealth Management - Royal Trust

12:15
12:15 - 12:45

BREAK

Sponsored by the Canadian Donors Guide

12:45
12:45 - 13:45
Concurrent Session

Social Justice Philanthropy - Key Concepts and Competencies

Speakers: Holly McLellan; Jon McPhedran Waitzer; Shereen Munshi
12:45
12:45 - 13:45
Concurrent Session

The Female Advisor Perspective – How A Shift of Power & Wealth Is Impacting The Financial & Philanthropic Planning Conversations

Moderator: Serena Hak
Panelists: Joady Guyot, Gillian Stovel, Betty-Anne Howard, Janine Purves.
SPONSOR: CI Assante

12:45
12:45 - 13:45
Concurrent Session

Exploring the Why Behind Giving: Lessons for Legacy Planning

Speakers: Richa Arora; Arundel Gibson
12:45
12:45 - 13:45
Concurrent Session

Using Social Media in Planned Giving - What You Need to Know

Speakers: Christine Kang; Jackie Mersereau
SPONSOR: Blakely

13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Concurrent Session

Crystal Ball - Future Trends

Speaker: Patrick O'Connor
14:15
14:15 - 15:15
Concurrent Session

Small Shop Stewardship

Speakers: Rochelle Greaves; Roxanne Tackie
14:15
14:15 - 15:15
Concurrent Session

Philanthropic Psychology: Lessons from the Therapist’s Couch

Speakers: Leah Eustace; Aimée Lindenberger
14:30
14:30 - 14:50
Special Sponsor Session (Concurrent)

Driven by Purpose: Stories to Inspire Your Donors to Make Planned & Strategic Gifts

Speaker: Ryan Fraser
SPONSOR: Quiet Legacy Planning Group

14:55
14:55 - 15:15
Special Sponsor Session (Concurrent)

Scoring and Finding your Best Planned Giving Prospects

Speakers: Allen Davidov; Jennifer Robins
SPONSOR: Environics Analytics

15:15
15:15 - 15:30
Plenary

Plenary - Day 1 Wrap Up

Join Sam for a short wrap-up to the day and our first raffle draw – a Nespresso Deluxe, courtesy of Norton Rose Fulbright. You MUST be in this session LIVE in order to be in with a chance to win.
15:30
15:30 - 16:15
Networking Rooms - Group Chat

SOCIAL TIME

Mix and mingle with fellow attendees, catch up with old friends and make new friends.
10:30
10:30 - 11:00
Special Early Bird Concurrent Session

How to Get Your CFRE

Speaker: Sonya Swiridjuk
SPONSOR: CFRE

10:30
10:30 - 11:00
Special Early Bird Concurrent Session

Strategic Philanthropy, the Evolution of Planned Giving: Establishing a Truly Integrated Planned Giving Program at Your Organization

Speaker: Ed Sluga
SPONSOR: PGgrowth

11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Creating A More Inclusive Sector

Speaker: Hon. Senator Ratna Omidvar

Implementing and following diversity and inclusion practices is an expectation for all sectors of Canadian society. The charitable sector is no exception and it’s operational staff and governance structures should reflect the communities they serve. Senator Omidvar will talk about the importance of diversity and inclusion, the need for the sector to understand its own diversity and to take leadership and ownership in creating a more inclusive, engaged and vibrant Canada.

SPONSOR: Miller Thomson

12:15
12:15 - 12:45

BREAK

Break sponsored by Blackbaud

12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Uncovering Hidden Treasure – Top 5 Basic Tools to Tackle Estate Administration

Speakers: Yolanda Benoit; Patricia Ward
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Conversations with Widows and Widowers Around Death, Grief and Legacy Giving

Speakers: Geoff Love; Jill Nelson; Charlotte Paul; Janice L. St. Denis; Holly Wagg
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers

Speakers: Liz LeClair; Jen Pederson; Peggy Killeen
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

The Hybrid Endowment

Speaker: Brenda McEachern
SPONSOR: The Foundation (WCPD)

14:15
14:15 - 14:45

BREAK

Break sponsored by the CAGP Foundation

14:45
14:45 - 15:45
Main Room

Decolonizing Wealth

Speaker: Edgar Villanueva

Blaming banksters and capitalism for the awful mess that is 21st Century North America has become a popular pastime among academics, activists, and economists, whose bestsellers propose their signature solutions. Yet, one place where solutions are never sought is within Indigenous culture. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native American funder, Edgar Villanueva, steps into that space with a prescription for restoring balance and healing our divides. Villanueva proposes that Indigenous peoples’ ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money.

SPONSOR: Raymond James Canada Foundation

15:45
15:45 - 17:00
Networking Rooms - Group Chat

SOCIAL TIME

Join peers, friends, and meet new people - hosted by Paul Nazareth
10:30
10:30 - 11:00
Special Early Bird Session

Tax Efficient Giving: Flow-Through Share Donation Financing

Speakers: Albert Labelle & James F McMillan

Major gift donors across Canada are aware of tax-efficient ways to facilitate their giving other than simply writing a cheque – are you? Flow-Through Share Donations have secured their place as a proven philanthropic gifting format for donors and charities alike. You will learn the basics of FTSD from leading provider, PearTree Canada and gain insights and methodology used in the successful approach of donors from an experienced major gift fundraiser.

SPONSOR: PearTree Canada

10:30
10:30 - 11:00
Special Early Bird Session

Charitable Remainder Trusts: Tips and Traps

Speakers: Elena Hoffstein & Brittany Sud

Charitable remainder trusts can be a useful charitable giving tool in the inter vivos context, but have posed issues in recent years in the testamentary context as a result of changes to the laws on testamentary charitable giving. This presentation will provide an overview of charitable remainder trusts, the issues surrounding testamentary charitable remainder trusts, and Canada Revenue Agency’s views on testamentary charitable remainder trusts.

SPONSOR: Miller Thomson LLP

11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Working with Diversity: An Advisor’s Perspective

Speakers: Yogesh Bhathella; Sukhminder S. Virk

Establishing a legacy is an especially powerful way to connect with others and trusted advisors have a unique role in helping to guide clients through this process. Working with clients of diverse backgrounds can be an incredibly rewarding experience but may require a shift in our way of thinking… and feeling. In this session the speakers will share their own experiences working across cultures on legacy planning and provide tips on overcoming cultural barriers. They'll help us understand our own unconscious biases – all with an open, honest, and non-judgemental attitude.

SPONSOR: BMO Private Wealth

12:15
12:15 - 12:45

BREAK

Break sponsored by Fasken

12:45
12:45 - 13:45
Concurrent Session

Gender, Power and Wealth: Slaying your Assumptions to Raise more Money

Speakers: Jenny Mitchell; Justin Pilon
12:45
12:45 - 13:45
Concurrent Session

Reconciliation Through Gift Planning: How Settlers Can Give Back Through Planned Gifts

Speakers: Michelle Johnson; Sharon Redsky
12:45
12:45 - 13:45
Concurrent Session

Building a Donor Focused Strategy for Future Legacy Success

Speakers: Kimberley Blease; Stephen George
SPONSOR: Blakely

12:45
12:45 - 13:45
Concurrent Session

Using CAGP’s Life Insurance Guidelines to Increase Gifts and Reduce Risk

Speakers: Yolanda Benoit; Ryan Fraser; Brenda McEachern; Jill Nelson
SPONSOR: The Foundation (WCPD)
13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Main Room

Reimagining The Future of Philanthropy

Speakers: Andrew Chunilall; Naki Osutei; Natasha Smith

Beyond the current uncertainty created by the COVID-19 pandemic, society is grappling with questions of indigeneity and reconciliation, cultural communities and a racist divide, growing global economic inequality, and evolving political contexts. Philanthropy intersects with all of these issues, and as such it can be part of the problem or part of the solution. For philanthropy to play a role in resolving these challenges it requires inward reflection and new strategies for action. Join us in closing out CAGP’s 27th National Conference on Strategic Philanthropy as we hear from three leaders sharing insights on how they have reimagined how philanthropy can lead us on a path to a fairer, more just and inclusive future.

SPONSOR: Private Giving Foundation - TD

15:15
15:15 - 15:30
MAIN ROOM

Closing Remarks

Join Ruth MacKenzie and Sam Laprade in wrapping up the three days and hearing about plans for the 2022 Conference.
15:30
15:30 - 16:15
GROUP CHAT

Social Time

Join us in the "Group Chat" for some informal networking to end the conference.

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.