2023 Schedule

Education
Sponsor

Full participation in CAGP’s 28th National Conference on Strategic Philanthropy is applicable for up to 16 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification!

MFA-P™: This course offers up to 9 hours credit for MFA-P™ re-certification.

Some sessions are Institute accredited (1 or 1.5 CE credits). These sessions are also sponsored by Advocis, our CE Sponsor.


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

PRE-CONFERENCE SESSION

Coming soon
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 Rory 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

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. 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

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. NEXT GEN ENGAGEMENT / ADVISOR ENGAGEMENT

Coming Soon

SPEAKERS: TBD

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
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

TBD
Sponsored by PearTree Canada

TBD

Speakers: TBD
08:00
08:00 - 09:00

Plenary: Social Justice Panel

Sponsored by CIBC Private Wealth

TBD
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. ETHICAL DILEMMAS IN LEGACY GIFTS
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

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.

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

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
07:00
07:00 - 08:00

Registration opens + Breakfast

07:00
07:00 - 07:45

Early Bird Sponsored Session: The current state of Canadians and the implications on legacy giving

Sponsored by Environics

The demographics of Canada have changed dramatically over the past several decades. With the release of the 2021 Census, this session will dive into the current demographics of Canada. In addition to demographics, with the rise in inflation and interest rates, cooling real estate prices, and a volatile stock market, we will also review the state of Canadian finances - where are people really at? Pulling these macro trends together, we will discuss these changes through the lens of legacy giving.

SPEAKERS: ALLEN DAVIDOV, MBA, CM AND JENNIFER ROBINS, MBA
08:00
08:00 - 09:00

Plenary

Sponsored by Raymond James Canada Foundation
TBD
09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from:

8.1. MASTER CLASS: FAITH & FUNDRAISING - THREE TRADITIONS, UNLIMITED QUESTIONS - PART 1
Sponsored by BC Children's Hospital Foundation
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about religious donors. Bring your questions, there are no dumb ones! A safe space to talk about faith and money is a gift we offer to the fundraising community.

Make sure to register for PART 2 at 11:15

SPEAKERS: ANN ROSENFIELD, MBA, CFRE, IMAM IRSHAD OSMAN, CFRE AND DR. LORI GUENTHER REESOR

8.2. WHEN DONORS DIE
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

The sad reality of working with legacy gifts is that to receive these gifts, the donors die. When this happens, how do you know what to do? It can be challenging to decide how to show you care while maintaining your professionalism. At the same time, the death of a donor can be deeply upsetting for you and your colleagues. Samantha Barr, a fundraiser early in her career, has assembled a panel of experts and invites attendees to share in this conversation about how to manage when donors die.

SPEAKERS: SAMANTHA BARR, JANICE ST-DENIS, JAYA MOOTOO AND MAYA AHMAD

8.3. DONOR ADVISED FUNDS - LIFE AND DEATH
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

You have all heard of Donor Advised Funds, but do you understand the legal implications of creating a ‎DAF and how it can be incorporated into a donor’s planned giving? We will work through a DAF case ‎study following the life and death of a donor, beginning with a donor wanting to establish a DAF as a ‎planned giving vehicle through to her death (and beyond). We will discuss issues such as what a DAF ‎is, at law; the implications of creating a DAF both for donors and charities; charitable giving through ‎DAFs; and current public policy issues surrounding DAFs.‎

SPEAKERS: KATE BAKE-PATERSON, BA, LLB, ELIZABETH MOXHAM AND CALVIN FONG
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


8.4. RING RING! USING THE PHONE FOR LEGACY GIVING CONVERSATIONS
Education level: Intermediate
Topic stream: Marketing & Communications

In this real-life case study, Simon Fraser University will present on their work using the annual giving call center to have discover calls with planned giving donors and potential donors. What we discovered was a low-cost, high-impact method of engaging and qualifying donors and prospects. We will get right into the weeds and share openly and honestly what we learned, what worked well (and what didn't!) and what we think you can take to your own organization.

SPEAKERS: RORY GREEN AND BARKHA PATEL

8.5. HOW TO ADAPT TO DONOR NEEDS
Education level: Intermediate
Topic stream: Building Relationships - sponsored by PGgrowth

Building meaningful relationships with donors is at the core of our work. We also know not every donor responds to the same style of communication, in the same way. The Winnipeg Foundation team has used DiSC, a respected model that helps identify different behaviour and styles, to identify the behaviours of their donors so Donor Managers can adapt their personal styles and communication tools to better meet the needs of their donors. In this session, you will learn your DiSC type, review others, and learn tools that work effectively with each personality style to better improve engagement and stewardship results.

SPEAKERS: PATRICK O'REILLY, CEC, PCC AND MARY BETH TAYLOR

8.6. EQUITABLE SURVEYS FOR FUNDRAISING
Topic stream: Not About Gift Planning
Topic stream: Building Relationships - sponsored by PGgrowth

A single survey is the most powerful tool a nonprofit can leverage to reach out to its past, present, and future supporters if designed and structured thoughtfully. Through such a survey, rich data could be collected for potential opportunities for future engagement. So, join me in this session to rethink the design and analysis of a donor and volunteer engagement survey. This session will include those basics followed by a case study on applying those basics.

SPEAKER: MEENA DAS
10:45
10:45 - 11:15

Break

Time to refresh and network
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from:

9.1. MASTER CLASS: FAITH & FUNDRAISING - THREE TRADITIONS, UNLIMITED QUESTIONS - PART 2
Sponsored by BC Children's Hospital Foundation
Education level: General
Topic stream: Building Relationships - sponsored by PGgrowth

A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about religious donors. Bring your questions, there are no dumb ones! A safe space to talk about faith and money is a gift we offer to the fundraising community.

SPEAKERS: ANN ROSENFIELD, MBA, CFRE, IMAM IRSHAD OSMAN, CFRE AND DR. LORI GUENTHER REESOR

9.2. A COMPELLING CASE STUDY: THE TALE OF A GIFT THAT DID NOT HAPPEN
Education level: Advanced
Topic stream: Legal Issues & Ethics

The donor wanted to make a gift and a deadline was looming. Could the charity clear legal and internal policy hurdles in time to make a generous gift of private company shares work? Come hear how the charity worked together with their lawyers, the donor’s financial planner, and a donor advised fund foundation to try to make this gift happen. What went wrong? Hear about the legal issues, working together and deciding when to walk away. Would we do anything differently next time? And Is this donation over or do we have a happy ending after all?

SPEAKERS: KATE LAZIER, LL.B. CFP, SUSAN MANWARING, L.L.B., TEP, NICOLA ELKINS TEP, CFRE, MFA AND JILL NELSON, CFRE, MFA

9.3. NEVER DOUBT WHAT SMALL CAN DO: A JOURNEY TOWARDS POWER THE POSSIBLE
Education level: General
Topic stream: Know your Charity

It’s a calling to build out what tomorrow can be, if we have the courage to envision our potential. How BC Children’s Hospital Foundation began unlocking the potential of our people by establishing a culture that’s driven by purpose, instills pride and creates an environment where people can do their best work.

SPEAKERS: MALCOLM BERRY AND SURINA SPROUL

9.4. LOOKING AFTER LEGACIES
Education level: Introductory
Topic stream: Legal Issues & Ethics

As donors become savvier in their ways of giving, charities are learning how to administer complex gift structures. At the same time, as fundraisers we are increasingly taking a donor-centred approach, this can potentially lead to gifts with a narrower focus and greater restrictions. Both of these trends offer a positive donor experience but can lead to gifts that are more challenging to administer for the charity. Honouring donor intentions is an essential component of our ethical duty as gift planners and estate gift administrators. Occasionally, as gift administrators, we may find ourselves at a crossroads navigating the competing needs of the charity and the estate trustees while ensuring the donor’s legacy intentions are fulfilled. Finding the way forward isn’t always obvious.

SPEAKERS: CHRISTINA PARFITT, CFP AND CARMEN VANDERLINDE

9.5. CHARITABLE GIVING STRATEGIES FOR HIGH NET WORTH DONORS
Education level: Advanced
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

Learn about charitable donation strategies used by high-net-worth donors and philanthropists so you can have an informed conversation with their advisors and demonstrate your familiarity with the problems and solutions available for high-net-worth donors.

SPEAKER: TINA TEHRANCHIAN, CFP, CLU, CHFC, CIM, MFA-P
Advisor Track* - Sponsored by BenefAction Foundation
* open to all delegates, with special interest to Professional Advisors


9.6. BECOMING AN EXPERT NEGOTIATOR
Education level: General
Topic stream: Not About Gift Planning

Have you engaged in job contract negotiations and left feeling that you didn’t get a satisfactory outcome? Research shows that if you identify as a woman, you will answer yes much more often than men. Even women who are good at negotiating for others often do a poor job when dealing on their own behalf. In this workshop, Jane Griffith will report on some of the key reasons why, even today, women still have trouble advocating for themselves. Then, she and Denny Young will present a negotiation session with audience opportunities to coach Jane toward the best deal.

SPEAKERS: JANE GRIFFITH, MA AND DENNY YOUNG
12:30
12:30 - 14:00

Closing Plenary: Joy and Justice: Fundraising’s Necessary Evolution

Sponsored by BMO Private Wealth

Fundraisers have been essential in our sector’s work of building a better world. And yet there are still many philosophies and practices holding us back and also driving many fundraisers, especially those of color, to leave the profession. How do we bring authentic joy to this fundraising? And equally as importantly, how do fundraisers fully embrace their roles as agents of justice working to create a just and equitable society? What must we let go? What should be take on? We will tackle these and other questions in a provocative presentation that will have you thinking, laughing, and eager to flip some tables over.

Speaker: Vu Le
15:00
15:00 - 17:00

Optional Social Activity

Vancouver Seabus Trip to Lonsdale Quay

Plenary

08:00

Coming soon

Description to follow.

Speaker here 

Sponsor

 

Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Government Relations Update

Description to follow.

Speaker here 

Sponsor

 

Afternoon Sessions
2:15 - 3:15

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Afternoon Sessions
3:30 - 4:30

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Thursday, April 7

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

David Chilton, The Wealthy Barber

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Annual General Meeting

Description

Edgar Villanueva

SPONSOR

 

FRANK Talks

2:30

The FRANK Talks 2022

Description

 

SPONSOR

Friday, April 8

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

Lana Eagle??

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Closing Plenary

12:30

Title here

Description

Tareq Hadhad

SPONSOR

 

On Demand Sessions

These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.

On Demand Session Sponsor:

1. Donor Advised Funds: The Canadian landscape, myths and reality

Education Level: General

Donor-advised funds are increasingly popular and are now offered by a wide-range of public foundations in Canada. However, there is still significant confusion about what a DAF is and what the benefits and restrictions of DAFs are. This session will provide a current snapshot of the landscape in Canada, based on the most recent report on DAFs from Investor Economics, and address some of the most common myths about DAFs. For more information on the Investor Economics report Donor-advised Funds. New Opportunities for Charities and Wealth Managers, please contact Keith Sjogren at keith.sjogren@issmarketintelligence.com.

 

2. Designating a Charity as Beneficiary – Tips and Traps for Gifts from Registered Plans

Education Level: Intermediate

In this session, participants will learn everything they need to know about designating a charity as beneficiaries of a registered plan – including a registered retirement savings plan, a registered retirement income fund, and a tax-free savings account.

 

3. Discovery Meetings: Get Out From Behind Your Desk and Uncover Prospects and Planned Gifts

Education Level: General

For front line fundraisers, the most impactful action we can take is to meet with our donors face-to-face. Yet unfortunately, securing meetings with donors often falls to the bottom of our to-do list.

Join Eli Clarke from the University of Toronto, to learn how he met with over 180 donors in one year. Together, we will explore how to get out from behind your desk and meet with your donors face-to-face by focusing on:

  •     Prioritizing donor contact
  •     Quickly identifying prospects
  •     Contacting, following up, and securing meetings
  •     Preparing for meetings
  •     Leading and having meaningful conversations

Eli Clarke

 

4. Flexibility in Endowment Strategy

Education Level: Experienced

As the charitable sector strives to ‘build back better’, endowments are a long standing strategy that can help the charitable sector respond post-crisis with more flexibility. This presentation will discuss the different approaches to endowments today as well as best practices for ensuring that the charity and the donor are on the same page when it comes to the endowment terms. Although endowments are often started for a ‘rainy day’, when it started raining in 2020, many charities found themselves in situations where the terms of past endowments were unclear and inflexible. We will provide examples of such situations and possible solutions in discussing how charities are indeed building back better to empower endowments that are as impactful and flexible as they need to be.

Nicole K. D’Aoust LL.B 

 

5. A Collaborative and Practical Approach: How RBC Integrates Philanthropic Planning into a Holistic Financial Plan

Education Level: Experienced

Strategic philanthropic planning can, and should, be a part of an integrated financial plan. In this presentation, we will discuss how RBC takes a holistic approach to planning which may involve several different parts of the bank, including Investment professionals, Wealth Management, Insurance, Estate and Trust Services; and potentially allied external professionals as well.  This approach places the client at the centre of strategy, ensuring that experts from a number of different areas are introduced to provide the client with the most effective solutions, including strategic philanthropic advice.

Jennifer Button & Brad Offman, MA, MBA, CFRE, MFA-P

Gift Planning 101: On Demand

These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.

Gift Planning 101 Sponsor:

1. Talking to donors about gift planning

Education Level: Gift Planing 101

In 2021 more fundraisers are making blended asks, talking about gift planning and major gifts together. Much of our CAGP curriculum focuses on the gift vehicles; understanding them, accepting, receipting and stewarding these donations as well as marketing. This session will focus exclusively on how to talk to donors about gift planning, blended giving and the nuances of discussions that involve gifts of assets. We will also address working with family and professional advisors.

 

2. Common types of gift vehicles

Education Level: Gift Planning 101

While there are many gift vehicles available in our modern toolbox, and Canada has one of the most varied and beneficial donation options we will focus on the most common that a fundraiser and advisor will see in their day to day work and average year. Any fundraiser looking to integrate gift planning into their fundraising program and advisor to hear about the most common philanthropic discussions with clients will find this quick primer of high value.

 

3. Basics of estate admin

Education Level: Gift Planning 101

2021 is predicted to see a marked rise in realized bequests coming to charities, even if you have support from a finance team or legal counsel are you comfortable with the bequest administration process? Do you feel confident to ensure you are stewarding a donor’s wishes, supporting executors in their legal obligations and representing your charity and fulfilling your fiduciary obligations as a legal beneficiary of an estate? This primer on estate administration will walk you through the basics and need to know process around receiving donations from estates.

Colleen DeJager

 

4. Basics of Planned Giving marketing

Education Level: Gift Planning 101

Marketing planned gifts is a nuanced strategy to find the balance between explaining the gift vehicle and facilitating the donor’s care and motivations. We will discuss the program marketing strategy for charities of all sizes and all capacity levels from launching a gift planning program to integrating messaging in a larger charity marketing calendar. Charity marketing staff and fundraisers who work together will find strategic value in attending this primer on how to integrate gift planning into charity marketing plans.

Claude Drouin

Education Session Tracks

Managing a Gift Planning program

For those who are engaged in blended giving leadership and/or gift planning on a regular basis.

You have mastered the fundamentals of planned giving and these sessions will challenge you and help take your program to the next level.

 

Side of the desk

For those who are responsible for gift planning, either parts of, or for an entire fundraising program.

Do you come back from conferences brimming with ideas and strategies only to have other priorities get in the way of implementation? These session topics are particularly suited to those who are wearing multiple hats and expected to have expertise in a variety of strategies.

 

Technical expertise

For charity fundraisers and professional advisors who have spent more than a decade in gift planning with clients and donors.

You have considerable technical knowledge and have developed a confident rapport with philanthropic clients or engage in strategic gift planning with donors. These sessions will help to advance your leadership level knowledge.  

 

Communications and marketing

These sessions will examine trends and specific marketing methods to take your role as a partner in gift planning to an advanced level.

 

Gift Planning 101

Get the basics of Gift Planning down in advance of the conference. Watch any time! Content recorded in advance.

SPONSORS

Premier Partner

Education Sponsor

Gold Sponsors

Silver Sponsors

Advocis

Blackbaud Canada

Blakely

CAGP Foundation

Canadian Donor’s Guide

Cardinal Capital Management

CFRE

Environics Analytics

Fasken

PearTree Canada

PGgrowth

Quiet Legacy Planning Group

The Foundation (WCPD)