EDUCATION SESSIONS

Education
Sponsor

Continuing Education Credits

Full participation in CAGP’s 28th National Conference on Strategic Philanthropy is applicable for up to 16 credits 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 on your CFRE certification or recertification!

MFA-P™ – This Conference offers 8 hours for MFA-P™ recertification. 

Law Society credits available upon request.

Wednesday, April 6

Plenary

08:00

Mohamad Fakih

Description to follow.

Mohamad Fakih 

 

Sponsor

 

Morning sessions
09:15 to 10:45

09:15 – 10:45

1.1 The Giving Brain: The Art and Science of Legacy Giving (Masterclass Part 1)

Topic Stream: Marketing and Communications

Education level: Intermediate

Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.

This session offers you the chance to acquire the most up-to-date knowledge available about why people make legacy gifts – and more importantly, how you can persuade them to do so!

 

09:15 – 10:45

1.2 Let’s Be Honest – What We Can and Can’t Control As Gift Planners

Topic Stream: Building Relationships

Education level: General 

Let’s be honest, taxes, gift vehicles, and recognition do not inspire planned gifts. Why do we talk about them so much? Most donors will never tell us they have left a bequest. Why do we spend so much time and effort trying to get them to confirm their gifts?

Join Jenny Mitchell and Eli Clarke in a safe space for an honest and open workshop to identify the psychology behind why we focus on counterproductive work, how we can stop doing it, and practical solutions and strategies to focus our work based on value and impact.

 

Topic Stream Sponsor

 

 

 

 

09:15 – 10:45

1.3 Gift Planning 101

Topic Stream: Gift Planning Vehicles

Education level: Introductory

This session is designed to give a high level, broad overview of gift planning to those new to the field. We will discuss differences between planned giving and other modes of fundraising as well as review the key terminology and basic understanding to make the most of other sessions at the conference. We’ll arm you with practical ideas, brand new data from our sector and resources to jumpstart your understanding of planned and strategic giving.

 

09:15 – 10:45

1.4 Navigating the Line Between Donor-centricity and White Saviourism

Topic Stream: Marketing & Communications, Ethics & Judgement

Education level: Intermediate

Legacy donors are amazing, altruistic people who really live their values. But no one individual can save the world.
So how do we let donors know how much they are loved and appreciated, and how much impact they can have, without casting them as “saviour” and the organization and their beneficiaries as those it is necessary to “save”?
Is it possible to achieve the tried-and-true results of donor-centricity without this divide?

We say, yes!

Join this session to explore donor-centricity, community-centred fundraising, philanthropic psychology, and the relationships between them; and learn how to create messaging that brings it all together.

Aimée Lindenberger, CFRE, B.TECH

 

09:15 – 10:45

1.5 Family Meetings & Strategic Giving, The Perfect Opportunity For Client Connection

Topic Stream: Building Relationships, Gift Planning Vehicles, Marketing & Communications

Education level: Introduction, Intermediate

Effective Family Meetings are critically important for a successful financial planning practice and strategic gift planning. Join us as we explore how our expert panel of Financial Planners execute these meetings and how the philanthropic conversation aids in the transferring of values, establishing strategic giving intentions and encouraging dialogue between generations.

Topic Stream Sponsor

 

 

 

 

09:15 – 10:45

1.6 Endowments: Barriers to Addressing the Challenges of Today

Topic Stream: Legal Issues, Ethics & Judgement

Education level: General 

The number of private foundations and their assets have significantly grown over the past ten years, but the flow of funds to Canada’s most vulnerable communities has remained relatively unchanged. Most foundations are legally structured to operate in perpetuity, making the sector ‘asset rich’ and ‘cash poor’. Wealth inequality is rapidly growing, tax deducted resources are entering the sector, yet it is nearly impossible for nonprofits to address the social and economic challenges facing Canadians today.


Approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between now and 2026 and nonprofit leaders are asking donors to rethink perpetual endowments.

 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

2.1 The Giving Brain: The Art and Science of Legacy Giving (Masterclass Part 2)

Topic Stream: Marketing & Communications

Education level: Intermediate

Thanks to brain imaging technology and the explosion of neuroscience, we know eight times more about how the human brain actually works than we did just 30 years ago. And you know what? A lot of planned giving best practice runs contrary to how donors actually think, feel and decide.

This session offers you the chance to acquire the most up-to-date knowledge available about why people make legacy gifts – and more importantly, how you can persuade them to do so!

 
11:15 – 12:15

2.2 – 5 Lessons Learned From Will Power to Apply to Your Marketing

Topic Stream: Marketing & Communications

Education level: General

Description TBC

 
 
11:15 – 12:15

2.3 Planned Giving with Life Insurance – Nothing but Opportunities

Topic Stream: Gift Planning Vehicles, Legal Issues

Education level: Intermediate, Experienced

Canada’s charitable tax credit regime provides great opportunities for clients to optimize their tax and estate plan. Clients can receive a charitable tax credit and feel good about helping the charities of their choice. Using life insurance for planned giving can help clients make a more substantial donation that is in alignment with their estate planning goals.

In particular, the gifting of a life insurance policy can be an attractive option for clients as prospective donors. It’s also an important strategic charitable giving tool. In this presentation, we are going to outline five planned giving opportunities with life insurance.

 
 
11:15 – 12:15

2.4 Eat the Toad! How to Respond to the Angry Donorr

Topic Stream: Building Relationships

Education level: General

It’s the call no one wants to receive. How should you deal with the angry or disappointed donor? What can you do if the fault lies with another organization?
Abundance Canada is a faith-based charitable foundation offering donor-advised services. Many of our donors work with us on a recurring basis and a recent client survey shows that 99% of donors were satisfied with Abundance Canada overall.
We will share our experiences and strategies for successfully repairing and rebuilding donor relationships, including managing expectations.

 
Topic Stream Sponsor: 
 
 
 
 
 
 
 
11:15 – 12:15

2.5 The Age Advantage: Supporting Young Fundraisers in Planned Giving Conversations

Topic Stream: Building Relationships

Education level: Intermediate, Introductory

With the influx of young professional fundraisers entering the workforce, how can we unlock the power of legacy giving conversations between individuals on different sides of the age spectrum? If you are young, young of heart, or trying to convince younger members of your team to have planned giving conversations, come to this session to hear about how two young-ish fundraisers have used age to their advantage when talking about gifts made at the end of life.

 
Topic Stream Sponsor
 
 
 
 
 
 
11:15 – 12:15

2.6 Finance and Fundraising: Collaborating to Address Charity Overhead

Topic Stream: Know Your Charity

Education level: General

Charity Overhead. The term that strikes dread in the hearts of fundraisers, cold sweats for senior leadership and sleepless nights for your finance office. And then there is the tension between Finance and Fundraising goals. Finance wants more flexible dollars to cover overhead, and complain that the more money raised, the poorer their charity gets. Fundraisers have to deal with donors challenging the need for flexible dollars and overhead costs. This session will explore ways for Finance and Fundraising to collaborate to improve overhead funding and revenue generation.


 

Lunch Plenary

12:30

A panel discussion by CAGP’s Government Relations Committee – Unpacking the Disbursement Quota Debate

This past fall, discussions and proposals emerged to increase the ‘disbursement quota’; the minimum amount charities are required to spend each year on programs that fulfill their mission. At the centre of this debate are public and private foundations and the endowments they hold, as a possible source of funds to boost charitable spending in Canadian communities. In response to a Federal Government consultation on the issue, CAGP made a formal submission recommending a reframing of the discussion to include more diverse donees, and decisions based on better reporting and improved data. In this plenary session, the Government Relations Committee will lead a panel discussion on the disbursement quota, sharing the perspective of CAGP and others on this provocative and polarizing issue.

Moderator: Amanda Stacey, Chair, CAGP Government Relations Committee 

 

Sponsor

Afternoon Sessions
2:15 - 3:15

2:15 – 3:15

3.1 – Cinq leçons apprises par Volonté de faire qui peuvent profiter à votre plan marketing

Topic Stream: Marketing & Communications

Education level: General 

Description to be posted soon 

 
 

2:15 – 3:15

3.2 Applying Care to Capital – How Philanthropic Advisors Help Donors Connect Purpose and Planning

Topic Stream: Building Relationships

Education level: General

Financial institutions/Wealth Firms like RBC support clients not just with investment advice but also in many areas of their wealth planning objectives, including helping them incorporate their philanthropic goals into these plans for generations to come. More and more frequently, clients are considering charitable giving that will create a legacy that extends well beyond the next generation. In this session attendees will learn about the importance of planning conversations based on family values, their passions, and the next generation’s need to be engaged so that lasting legacies are thoughtful and strategic.

 
Topic Stream Sponsor:
 

 

 

 

2:15 – 3:15

3.3 Connecting Authentically: Gift Planning and Serving LGBTQ+ Donors

Topic Stream: Building Relationships

Education level: General

Do you and your organization speak about estate and gift planning from a heteronormative perspective? Let’s hear what LGBTQ+ fundraising professionals, prospects/donors, and allied professionals do and say about their preferred practices in the sector. With video interviews and roundtable/virtual breakout discussions, we will explore ways to better understand and engage with this group.

 
Topic Stream Sponsor: 
 
 

 

 

2:15 – 3:15

3.4 How Fundraising & Marketing Can Work Together on PG Campaigns

Topic Stream: Building Relationships, Marketing & Communications

Education level: General

Marketers are fundraisers too (and we want to help)! Find out how to really get your marketing & communications team on board, how to pitch your ideas to us, and how we can share accountability for the PG program’s success!

 
Topic Stream Sponsor: 
 

 

 

 

2:15 – 3:15

3.5 Wisdom from Recent Case Law About Fundraising Practices and Donor Relations

Topic Stream: Legal Issues

Education level: Experienced

Are you a fundraiser? Are you interested in learning about the legal consequences that can arise from certain fundraising and donor relation practices? This workshop will briefly review the basic legal principles of fundraising on behalf of registered charities. Recent case law related to fundraising laws and the relationships between charities and donors will be analyzed and clear prevailing best practices will be extracted and explained.

 
 

2:15 – 3:15

3.6 When Good Gift Plans Go Bad…

Topic Stream: Gift Planning Vehicles

Education level: Intermediate

As a skilled gift planner, you have the ability to recommend different types of giving vehicles for each donor you work with. Customizing a gift plan to support your donor’s financial needs and philanthropic goals is important. But what happens when ‘good gift plans go bad”? In this session participants will learn about common pitfalls, warning signs and administration problems that can disrupt the gift planning process.

Afternoon Sessions
3:30 - 4:30

3:30 – 4:30

4.1 Legacy Marketing 101 – Build it and They will Come

Topic Stream: Marketing & Communications

Education level: Introductory

Do the decision-makers at your organization still think of legacy fundraising as a “nice to have – but not urgent”? Here’s what they should know: in a nutshell, your best groups of donors (Matures and Boomers) are passing on. These donors have been the engine room of annual, mid-level and major gifts programs, and nobody is sure yet whether the younger generations will fully replace them. That means – unless you secure gifts in these donors Wills – you’ll soon have a huge gap in your annual program. And be sure – if you’re not marketing legacies to your donors – other charities are.

 
 

3:30 – 4:30

4.2 Legal and Strategic Issues with Donations of Private Company Shares

Topic Stream: Gift Planning Vehicles

Education level: Experienced

In this session, two experienced practitioners will discuss the “can we do this” aspect of donations of private company shares, as well as “should we do this” considerations. Practical strategies for dealing with donors and their advisors who may be less than forthcoming with respect to disclosing the information required to properly assess these potential gifts will be discussed as well as strategies to develop both board understanding of the issues and dealing with “one off” scenarios.

 
 

3:30 – 4:30

4.3 Their Unique Why! This is Our Why! What is Your Why?

Topic Stream: Building Relationships

Education level: General

Professional advisors and charity professionals will learn how connecting whys can create meaningful impact. Engaging our clients and donors in a real, deep and purpose led way opens the door of influence and can unlock meaningful gifts. Meaningful to the donor as well as the charity. We often share our charity’s why… but have you shared your why? Does sharing it actually connect donors to your charity in a deeper way? Come find out!

 
Topic Stream Sponsor: 
 
 

 

 

3:30 – 4:30

4.4 Planned Gift Professionals as Settler Allies

Topic Stream: Building Relationships, Ethics & Judgement

Education level: General

This session is intended to support First peoples through philanthropy, using skills gift planners already have.
The goal: reflect on the changes in philanthropy and explore how to be better allies. As gift planning professionals, we encounter people for pivotal moments in life. Besides being a privilege and a responsibility, it presents opportunities.
Let us explore some ways that philanthropy can better contribute using money as medicine and leverage these pivotal moments to best effect.

 
Topic Stream Sponsor: 
 
 

 

 

3:30 – 4:30

4.5 Foreign / Non-Resident Donors

Topic Stream: Legal Issues

Education level: Intermediate

The operations of charities have become increasingly international in scope in recent years, including soliciting donations. Donors are also more aware of activities run by charities in other countries. This workshop reviews what fundraisers and gift planners for Canadian charities need to know in order to effectively structure gifts involving non-resident or foreign donors. They will gain an understanding of relevant gifting issues, due diligence and issues of concern to charities, and an overview of tax treaty treatment of cross border gifts.

 

3:30 – 4:30

4.6 Elevating Leadership Workshop

Topic Stream: Know your Charity

Education level: Intermediate

Our space is filled with talented people with strong skill sets, but there’s always room for us to grow as leaders. As we all aspire to be ‘good leaders,’ often we are too busy to pause and identify what a ‘great leader’ is and further our leadership strengths, areas for growth and our blind spots. This interactive masterclass will assist participants in elevating their self-awareness as a leader, develop their own intentional leadership strategy, create a roadmap that increases leadership presence within the organization, and much more.

Thursday, April 7

Sponsored Early Bird Session

07:00 – 7:45 

Session sponsored by Pear Tree Canada

More information to come

 

SPONSOR

Morning Plenary

08:00

The Wealthy Barber Shares His Insights

David Chilton, author of The Wealthy Barber and former Dragon on CBC’s Dragons’ Den

With his engaging wit and humour, David will share stories of his life experiences and business endeavors over the last thirty years as one of Canada’s most popular authorities on personal finance.

RBC Wealth Management is proud to present this event as part of the collaboration between RBC Royal Trust and David Chilton, who have partnered to provide Canadians with more information about estate planning and the benefits of corporate executor services.

David Chilton, The Wealthy Barber

 

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

5.1 The Elephant in the Room: A Masterclass in Death & Dying (Masterclass Part 1)

Topic Stream: Building Relationships

Education Level: General 

If you’re ready to address the elephant in the room, get a little uncomfortable and take time and space to practice, then this intensive masterclass is for you. In this session, doulas and death educators will guide participants through a reflection to breakdown personal barriers and lead the group in a safe and open ‘death café’ style discussion on death and dying. The second half of the session will provide practical workplace scenarios and exercises where you will learn how to apply this new knowledge to fully show up for donors and clients.

Janice St-Denis, CFRE, Liz Finney

 Topic Stream Sponsor: 

 

09:15 – 10:45

5.2 Beyond Captions: Communicating with Disabled Donors

Topic Stream: Building Relationships

Education Level: General

Nearly one quarter of adults in Canada identify as disabled, with many becoming disabled as they age. Despite their numbers, disabled people, who represent a growing population, are often not fully included in key conversations about philanthropy. This session will include disabled people and explore the language of disability along with ways to improve access and have conversations directly with potential donors and clients who need basics like video captioning and image description and go beyond those to discuss tools to encourage gift planners to have important discussions directly with disabled donors.

Liz Chornenki, Jim Martin

Topic Stream Sponsor: 

 

09:15 – 10:45

5.3 Planned Giving: Moving from a Passive to a Proactive Program

Topic Stream: Building Relationships

Education Level: General

Where do you start? The Board wants a “planned giving” program. You have a couple of hundred supporters interested from 8 years ago. You currently are receiving 3 to 5 estates a year with no knowledge of why.
You need to pivot during COVID to turn the PG program from passive into proactive.

How can you make it happen?
Lets take the journey from Board governance, engagement of counsel, data mining, develop a case for support and marketing materials, staff and volunteer training, implementation of proactive multi-channel engagement with prospective donors, stewardship, year 1 learnings and next steps.

Doug Earle, ACFRE, CFRE, Ed Sluga, CFRE

Topic Stream Sponsor: 

 

09:15 – 10:45

5.4 Building Your Digital Legacy Factory: Using Online Tools to Find and Cultivate Legacy Prospects

Topic Stream: Marketing & Communications

Education Level: Intermediate

This practical, sample-packed session will give you both the ‘why’ and ‘how’ of you can take a donor-centered, mass marketing approach to legacy giving. We’ll explore the concept of the Legacy Factory, and I’ll take you through the process of mapping a multi-channel, fully-integrated legacy journey. We’ll explore what the data tells us about legacy audiences and why digital really does work for them. You’ll learn how to maximize your website, email program, and lead generation tools for a legacy audience – along with how to combine them with offline tactics, for a seamless donor journey across every channel.

Charlotte Field

 

 

09:15 – 10:45

5.5 Things I Wish I Had Known Before I Became A CEO

Topic Stream: Know Your Charity

Education Level: Intermediate

Our sector is filled with talented people who aspire to leadership positions. This is good news as many who currently serve in those roles will move on or retire in the next decade, but leadership like anything is learned. In the same way we learn gift planning from those who have ‘been there, done that’, the best lessons in leadership are learned from others. This interactive workshop will hear from three experienced leaders on a host of topics including managing teams, setting direction, organizational clarity, working with boards, difficult conversations, and much more.

Darren Pries-Klassen, CFP

 

09:15 – 10:45

5.6 Journey of a Crypto-Philanthropist

Topic Stream: Gift Planning Vehicles

Education Level: General

In part one, Arundel Gibson summarizes interview(s) with crypto-philanthropist(s), unlocking the donor’s motivations for giving and their expectations of charities. We explore the challenges they have faced and the potential they see for the future.

In part two, [a charity representative TBC] will share his/her experience setting up a program to accept gifts of cryptocurrency, the successes and challenges s/he faced and tips for attracting and retaining crypto-philanthropists as part of an integrated fundraising strategy.

In part three, Joseph Micallef will explain the tax considerations for crypto-philanthropists and why they require an experienced accountant with a deep understanding of cryptocurrencies.

Arundel Gibson CHRL, MBA, MFA-P, Joseph Micallef

 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

6.1 The Elephant in the Room: A Masterclass in Death & Dying (Masterclass Part 2)

Topic Stream: Building Relationships

Education level: General

If you’re ready to address the elephant in the room, get a little uncomfortable and take time and space to practice, then this intensive masterclass is for you. In this session, doulas and death educators will guide participants through a reflection to breakdown personal barriers and lead the group in a safe and open ‘death café’ style discussion on death and dying. The second half of the session will provide practical workplace scenarios and exercises where you will learn how to apply this new knowledge to fully show up for donors and clients.

 
Topic Stream Sponsor
 
 
11:15 – 12:15

6.2 KISS Principle (Keep It Simple, Steward) – Connecting with Faithful Older Donors

Topic Stream: Building Relationships

Education level: General

Grandma Alton in Kamloops is ready to meet Jesus, but her lawyer not so much. Older donors who attend worship regularly give the most, not just to their place of worship but generally.

Which types of charities does Grandma Alton trust?
How does she decide which causes to support?
Does she know the seniors’ apartment she lives in is actually a charity?

Dr. Lori Guenther Reesor is an expert in faith-based giving. Come with questions!

 
Topic Stream Sponsor
 
11:15 – 12:15

6.3 The Evolution of a Legacy Giving Program

Topic Stream: Marketing & Communications

Education level: Intermediate

WWF-Canada has been promoting gifts in Wills for decades. Join this session to hear about the evolution of our legacy giving program, how we have adapted our marketing approach, integrated outreach across different channels and how we are diversifying offerings for supporters. You will hear how we are embracing digital legacy marketing, using surveys as engagement tools, and how we have gone beyond marketing gifts in Wills to also promote donor-advised funds and beneficiary designations, through direct mail, digital and social media platforms.

 
 
11:15 – 12:15

6.4 Impact Investing by Charities: The New Frontier in Philanthropy

Topic Stream: Legal Issues

Education level: Intermediate

More and more donors, as well as charities, are wanting to become involved in “impact investing” as part of the new frontier in philanthropy, but do not always understand what it involves. This session will explain what impact investing is intended to achieve through the dual purpose of achieving a financial return and charitable purpose. It will also explain how supply side impact investing differs from demand side impact investing, what forms impacting investing can take to achieve the charitable purposes of the charity, as well as the philanthropic intent of the donor. The session will explain some of the technical requirements involved with impact investing along with an explanation of a number of important collateral legal issues that should be considered.

Terrance Carter, B.A., LL.B, TEP
 
11:15 – 12:15

6.5 Charitable Giving Strategies for High Net Worth Donors

Topic Stream: Gift Planning Vehicles

Education level: Experienced

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

Tina Tehranchian, CFP, CLU, CHFC, MFA-P
 
11:15 – 12:15

6.6 Online Wills: An Estate Lawyer’s Perspective

Topic Stream: Legal Issues

Education level: General, Experienced

Technology touches every aspect of our lives, and has transformed entire industries such as travel, hospitality, entertainment, and financial services. Emerging technologies are now helping consumers address their legal needs – particularly in the area of estate planning. Arin Klug and Daniel Goldgut, estate planning lawyers and founders of Epilogue, will discuss some common concerns about the use of online Will platforms, how these platforms will transform estate planning in Canada, and what it all means for the charitable sector.


 

Lunch Plenary

12:30

CAGP Annual General Meeting

When COVID-19 hit in spring 2019, CAGP led the charge in “pivoting” to a virtual Annual General Meeting to ensure we could continue to connect with our members and conduct official business. So, after two years, we’re especially thrilled to be back in person with a live AGM in 2022! We invite you to join us for lunch for all the usual excitement an AGM offers: reports from the Board Chair and the President & CEO, election of new Board Directors, the 2021 audited financial report, and appointing auditors for next year. A brief report from the CAGP Foundation Board Chair will also follow, highlighting the Foundation’s successes and the impact its having on strategic gift planning in Canada. This is a special time to officially gather as our CAGP community and questions and feedback area always welcome. We look forward to seeing you there!

 

FRANK Talks

2:30

The FRANK Talks 2022: A Reimagined Future of Philanthropy – Are we courageous enough for transformative change?

The 2021 National Conference on Strategic Philanthropy explored the need for a path to CAGP’s vision of a better world through strategic charitable giving that is fairer, more just and inclusive. The response was a resounding: yes – now!

Transformative change requires a vision for where we want to be, a recognition of where we are now, and a willingness for current ‘powers that be’ to give up authority, influence and advantage to allow for new leaders, diverse voices, and greater equity.

To achieve a vision of fairness, justice and inclusivity, requires a courageous consideration that concepts such as white saviourism and white supremacy may play a role in society and in philanthropy that contributes to marginalization and exclusion.

Our speakers will share their experiences in gift planning and strategic philanthropy, and their insights and observations on how to achieve courageous, transformative change. 

Speakers to be confirmed

 

SPONSOR

Friday, April 8

Morning Plenary

08:00

Better Understanding Reconciliation and Indigenous Inclusion in Canada Today

How can I be a better Canadian, both personally and professionally, when it comes to better understanding Indigenous people in Canada? What does Reconciliation really mean and what is expected of me? These are some of the questions you may have, the discussion will help you to understand what your role could be in making our country a better place for everyone.

Lana Eagle

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

7.1 Telling the Perfect Legacy Story in 7 Simple Steps

Topic Stream: Building Relationships, Marketing & Communications

Education Level: General

Human beings have been telling stories for tens of thousands of years. And now, thanks to advances in neuroscience, we know why! Stories have always been – and still are – the most powerful way we educate, entertain, persuade, and connect with each other.

 
Join Fraser and Amanda as they help you build your own 7-step perfect story outline. Are YOU ready to craft your ultimate legacy story?

 

Fraser Green, Amanda Hatt

Topic Stream Sponsor

 

 

09:15 – 10:45

7.2 Donor Advised Funds – Life and Death

Topic Stream: Gift Planning Vehicles

Education Level: Intermediate

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

Kate Bake-Paterson, BA, LLB, Elizabeth Moxham and Calvin Fong

 

09:15 – 10:45

7.3 Building Sustainability by Breaking down Silos: Re-thinking fundraising through a radical re-focus on the retention of major, annual and legacy donors

Topic Stream: Building Relationships

Education Level: General 

Our long term sustainability as non-profit organizations is under threat. Individual giving is declining and loyal giving is being eroded, which is bad news for gift planning. The best way to secure, grow and sustain philanthropic support has far more to do with being true to current donors than acquiring new ones. It’s time to get real about breaking down the silos between annual, major and legacy giving. Donor retention can only be strengthened if development programs make building authentic relationship with stakeholders their single most important objective. We’ll discuss how current concepts of donor-centrism, moves management and metrics need to evolve, and propose long term solutions to this major challenge.

Peggy Killeen, CFRE, James M. Langley

Topic Stream Sponsor

 

09:15 – 10:45

7.4 Estate Fundamentals

Topic Stream: Gift Planning Vehicles

Education Level: Introductory

Whether a big or small shop, you often confront complicating factors during estate administration. During this session we’ll review the fundamentals to understand the duties, obligations, and timelines during estate administration. We’ll also catalogue the most common challenges charities face and how to address them with tact and professionalism. You will be provided with release and accounts checklists to aide in your own tools for estate administration. Do not miss this informative session to help you address your estate administration needs.

Angus Gordon, TEP

 

09:15 – 10:45

7.5 Launch It or Leave It: Navigating Legacy Challenge Campaigns

Topic Stream: Building Relationships, Marketing & Communications

Education Level: General

Legacy challenge programs have been more prominent over the last few years, with impressive results across a wide array of non-profit organizations. These programs are effective because they meet a variety of donor needs and offer incentives that stimulate donor actions. This session will share strategies and learnings from a large multifaceted university, McGill University, and a major cultural institution, The National Ballet of Canada. The speakers will describe how Legacy Challenges can be effective in meeting multiple fundraising goals and strategies in a variety of settings. These include revitalizing a legacy giving program, galvanizing donor participation, increasing the average size of legacy gift commitments, unearthing existing legacy donors, and more.

Richard Lefebvre, CFRE, Christina Vroom

Topic Stream Sponsor

 

09:15 – 10:45

7.6 Succession Happens: Donor-focused Succession Planning

Topic Stream: Building Relationships, Know Your Charity

Education Level: Intermediate, Experienced

As a leader, you manage senior staff turn-over, and you may well be contemplating changes in your own career trajectory. Your Board of Directors will also encounter turn-over of volunteer leadership. From a gift planning perspective, where long-term maintenance of donor confidence makes all the difference, donor focused succession management is key. Let’s discuss a donor-centered approach to succession, one that helps to keep those carefully cultivated relationships intact for the benefit of our agencies when succession happens.

Dree Thomson, ACFRE, CFRE, Darcie Acton, CFRE

Topic Stream Sponsor

 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

8.1 Bequests are Just the Beginning: Why Bequest Intentions are a Starting Point to a Beautiful Friendship

Topic Stream: Gift Planning Vehicles

Education level: Intermediate

Receiving a bequest intention is sometimes viewed as the mountaintop gift. A bequest to charity means the donor loves you as much as their other loved ones, perhaps more, and is an invitation to deepen the relationship!
The donor conversation about future gifts can quickly change to a conversation about lifetime giving as well. Most donors would choose to “give with a warm hand” if that option exists. Donors may explore whether they can increase lifetime donations or consider donations of assets. This session will also include suggestions to start the donor conversation and the opportunity to practice those conversations.

 

11:15 – 12:15

8.2 Will Power Around the World

Track: Marketing & Communications

Education level: General

The Will Power campaign in Canada is a huge success. The 2021/22 program launched nationally on September 1, 2021 and will end May 31, 2022. In all, over 350 charities are participating. This session will look what we can learn from the 22 campaigns like Will Power around the world.

 
 
11:15 – 12:15

8.3 Barriers to Giving: Donors and Gift Planning

Track: Building Relationships

Education level: General

Many donors struggle with the concept and process of gift planning. This interactive session identifies five barriers to giving – both from the perspective of the donor and the charity. The five barriers to “giving up” are: 1) the endowment effect; 2) cultural assumptions; 3) planning support; 4) complexity; and 5) emotions. Together we’ll explore how these issues inhibit gift planning and identify how gift planners can anticipate their influence and increase success.

 
Topic Stream Sponsor

 
11:15 – 12:15

8.4 Flow Through Shares Made Easy: How to Take Major Donors to the Next Level

Topic Stream: Gift Planning Vehicles

Education level: General, Intermediate

In recent years, odds are you have heard about flow-through shares and how they can help major donors give up to three times more, at no additional cost. But how comfortable do you feel speaking about it with your donors?

While Philanthropic Tax Planning has become a common, trusted method of giving for Canada’s largest donors, it still remains a mystery for many professional fundraisers. And yet, since 2006, this strategy has created more than a $1 billion in donations for Canadian registered charities.

In this engaging, accessible talk, Peter Nicholson, President & Founder of the Foundation WCPD, will break down the basics of flow-through shares, how they work, why they exist and the tax policies that make this uniquely Canadian structure possible.

By the end, you will not only have a greater understanding of flow-through shares, but also a toolkit for how to approach your major donors in the field.

 
 
11:15 – 12:15

8.5 Estate Gifts: Horror Stories and Amazing Cures!

Topic Stream: Legal Issues

Education level: General

Hear from a panel of three experts talk about their time in the trenches in planning and administering estate gifts. During an interactive conversation between a gift planner, an estate gift administrator, and a charity lawyer they will discuss examples of some of the most difficult estate gifts that they have dealt with and provide participants with useful strategies to plan better gifts. The topic will cover both common law and civil law estate gifts.

 
 
11:15 – 12:15

8.6 The Power of Legacy Videos

Topic Stream: Marketing & Communications

Education level: General

Research has demonstrated that the most effective way to inspire a donor to include a charity in their Will is to share stories of existing donors who have already done so. Couple that with the fact that video is not only the most powerful storytelling medium on the planet, but today, more accessible than ever before and we have a new, exciting, and highly effective means of inspiring legacy giving. Video storytelling is the future of Philanthrophy and the future is here.


 

Closing Plenary

12:30

Peace is Beautiful in Every Language

Born in Damascus, Tareq shares with audiences the story of how he found himself and his family far from home in Lebanon.

Three years later, as a refugee family the Hadhad’s found themselves on the snowy streets even farther away in Antigonish, Nova Scotia.

From coast to coast, Tareq shares with your audience what can happen when people open their arms and offer kindness in another person’s time of need. Peace, it truly is beautiful in every language.

Tareq Hadhad

 

SPONSOR

Education Session Topic Streams

Managing a Gift Planning program

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

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

 

Side of the desk

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

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

 

Technical expertise

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

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

 

Communications and marketing

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

Conference Sponsors

Premier Conference Sponsor
Website Sponsor
Education Sponsor
CI Assante_TR
Friend of CAGP Award Sponsor

Gold Sponsors

Silver Sponsors

CAGP Foundation | CAGP Nova Scotia Chapter | CanadaHelps | Cardinal Capital Management | Carters | Good Works | PGgrowth | QEII Health Sciences Foundation

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Skip to...