Education Sessions

Education Sessions Sponsored by:

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Pre-conference Sessions – Tuesday, April 10, 7:30-5:00

Sponsored Breakfast Session, Wednesday, April 11, 7:00 – 8:00

Session 1 – Wednesday, April 11, 9:15-10:45

Session 2 – Wednesday, April 11, 11:15-12:15

Session 3 – Wednesday, April 11, 2:15-3:15

Sponsored Breakfast Session, Thursday, April 12, 7:00 – 8:00

Session 4 – Thursday, April 12, 9:15-10:45

Session 5 – Thursday, April 12, 11:15-12:15

Session 6 – Friday, April 13, 9:15-10:45

Session 7 – Friday, April 13, 11:15-12:15


Pre-conference Sessions
   
Sponsored by:     

 

 

Gift Planning Fundamentals
Tuesday, April 10, 7:30–5:00

Whether you are new to gift planning or you are in need of a solid refresher, Gift Planning Fundamentals is a one day introductory course that reviews Canadian trends and tax issues, common gifts in Canada and concludes with marketing, stewardship and discussing planned gifts with donors.
Paul Nazareth, CanadaHelps and Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
More information

 

This course is applicable for 7.0 CFRE Credits                                   

Institute accredited CE (7.0 credits)

 

Leadership in Turbulent Times
Tuesday, April 10, 7:30–5:00
Are you equipped for the complexities of a rapidly changing future? Leaders are expected not only to survive but also thrive in an increasingly interconnected world where small things can make an enormous difference, and changes occur rapidly, and often with unintended consequences. We will start the day by exploring the latest concepts of systems-thinking which helps leaders to see larger systems and forces at play.
Carla Funk Ph.D., Funk Management and Lee Sentes, Royal Roads University
More information

 This course is applicable for 8.0 CFRE Credits        

 

 

Higher Education Day
Tuesday, April 10, 8:30 – 4:00

Higher Education Day is one of the highlights of the conference for those engaged in fundraising for post-secondary institutions. The day-long session will feature a presentation by a leader in higher ed fundraising, a panel discussion and many opportunities to exchange best practices and challenges with your colleagues from across the country.
More information


Sponsored Breakfast Session

Wednesday, April 11, 7:00 – 8:00
Sponsor: Mackenzie Investments
Educational Session – Title TBC


Education Session 1

Wednesday, April 11, 9:15-10:45

1.1 MASTER CLASS – Sponsor: The Winnipeg Foundation
Tax Smart Giving for Business Owners
(2.5 hour session) 
This session explores the pros and cons of using the Immediate Financing Arrangement strategy for maximizing charitable bequests by business owners; as well as the added benefits of donation of securities in kind by a corporation; and the pros and cons of donating flow through limited partnerships owned by a corporation.
Ali Spinner CPA, CA, TEP, Crowe Soberman; Tina Tehranchian, The Donor Motivation Program

1.2 Gift Planning Overview   
Gift Planning Essentials
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 necessary to make the most of other sessions during the conference. We will arm you with practical ideas and resources to jumpstart your understanding of planned and strategic giving.
DeWayne Osborn, Cardinal Capital Management; Beth Proven CIM, CFRE , Winnipeg Symphony Orchestra

1.3 Creating a Comprehensive and Sustainable Communication and Marketing Strategy          
Communications & Marketing
Sponsor: Good Works
Intermediate
We’ve all heard about the buried treasure that’s waiting to be uncovered through strategic charitable giving – but it’s hard to know where best to focus our energies.  Kim and Peggy will share a series of effective strategies for identifying, engaging and stewarding planned giving donors by tapping into the wealth of your database, the expertise of your colleagues, and the richness of the communication and marketing tools you have at your disposal, whatever the size of your shop (or ship!).
Kim Cavener, McGill University Health Centre Foundation; Peggy Killeen CFRE, Concordia University

1.4 Blended Gifts: The Ultimate in Donor Centric Collaboration     
Skills & Competencies
General
A blended gift is a gift structure where donors give something now, something later, and perhaps something in-between. Blended gifts attend to the types of assets held by donors while addressing their concerns for current and future personal needs. Gift plans and structures are designed for donors to see the full impact of their optimal gift. Donor centric blended gift plans are appealing as they provide donors the greatest opportunity to maximize their gift’s impact but minimize financial concerns.
Grant Monck LL.B., Strategic Fundraising Consultant; Doug Puffer, Carleton University

1.5 A Global Perspective of Legacy Giving   
Managing a Gift Planning Program
General

What can we learn from legacy programs in the UK, the Netherlands or Japan? Lots! The cultural differences between these countries create unique challenges as well as opportunities that push legacy fundraisers to innovate and to develop unique giving opportunities. Using case studies and research, this session will explore how legacy programs differ from the Canadian market and what we can learn from them that could offer a unique opportunity.
Adam Buckles, Amnesty International; Ligia Peña CFRE, Greenpeace International

1.6 Taking Charge: Preparing & Positioning Yourself in Today’s Non-Profit Sector
Governance/Finance
General
Gift planning and fundraising are fun, rewarding and very busy roles. Most often you are so busy doing your job that you forget to plan your career and understand what the sector most needs. What’s next? What skills does the non-profit sector need today? Led by an executive search professional and a non-profit leader, we will explore options for pro-actively planning and determining your best course of action, understand the common gaps and how to address them.
Deborah Legrove CFRE, crawfordconnect; Dino Sophocleous CFRE, Hospitals of Regina Foundation


Education Session 2

Wednesday, April 11, 11:15-12:15

2.1 MASTER CLASS: Tax Smart Giving for Business Owners
Continued from Session 1.1

2.2 21st Century Planned Gift Marketing  
Communications & Marketing
Sponsor: Good Works
Intermediate
Never before have planned gift marketers faced such a range of choices: direct mail, newsletters, telemarketing, e-surveys, and drip email programs. In this session we will compare results from real campaigns to help participants better understand the options available to them. Participants will return to their organizations understanding the benefits, costs, and results of each channel and prepared to make strategic marketing decisions that will maximize results.
Mikhael Bornstein, SickKids Foundation

2.3 Three Easy Ways to Incorporate Insurance in Your Planned Giving Program  
Technical Expertise
Sponsor: MLT Aikins LLP
Intermediate
This session will explore 3 easy ways to incorporate insurance into your planned giving program and help bring in guaranteed current and future gifts while strengthening your relationships with your donors.
Ross Young CA, CFP, FEA, Secure Capital Management Ltd.

2.4 How to Maximize Data to Enhance Your Gift Planning Program and Direct Mail Campaigns
Skills & Competencies
Intermediate
In this session gift planners from any size organization will learn to use big data in a way they haven’t before. Learn how you can better target your messaging to influence people within your NFP’s community or encourage them to leave a lasting legacy to a cause that is important to them. Whether through a direct mail appeal, cross fundraising approach or a face to face ask, data can help.
Allen Davidov MBA, Environics Analytics; Dwayne DiPasquale, Mackenzie Health Foundation

2.5 I’ve Changed My Mind! Amending the Terms of a Planned Gift   
Technical Expertise
Sponsor: MLT Aikins LLP
Intermediate
Restricted gifts are commonplace, yet one of the hallmarks of a “gift” is that charities and donors often have limited ability to amend its terms after a gift is made.  But charities and/or donors may nonetheless change their minds and find themselves wanting to amend the terms of a gift. This workshop will examine the extent to which the terms of a planned gift can be amended, with court approval or otherwise, as well as how to draft sufficiently flexible gift terms in the first place so as to avoid the need for court approval.
Kate Bake-Paterson LL.B. and Roger Lee LL.B., DLA Piper (Canada) LLP

2.6 Get Results! How to Unleash the Power of Stewardship    
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.

Intermediate
Make giving much more satisfying for your donors and fundraising easier for you. Improve your donor retention. Get out of chase mode and find natural, undisclosed giving opportunities that exist right under your nose. You can accomplish all this through strong, thoughtful stewardship. Make stewardship a priority and reap the rewards. This presentation includes case studies and interactive discussion.
Theresa Butler-Porter, Lakefield College School Foundation; Murray Landa LL.B., PGgrowth Inc.

2.7 Responsible Investing: Insights and Implications for Canadian Not-for-Profits
Governance/Finance
General
Canadian not-for-profits are increasingly considering the inclusion of responsible investing criteria in their investment portfolios. This session provides a short “Investors 101” to help fundraisers understand basic investment concepts, an overview of responsible investing, a discussion on how fundraisers can address donor concerns on responsible investing and recommended best practices in the context of the current market environment and donor expectations.
Leila Fiouzi CFA, RBC PH&N Investment Counsel Inc.


Education Session 3

Wednesday, April 11, 2:15-3:15

3.1 Due Diligence in Gift Documentation
Technical Expertise
Sponsor: MLT Aikins LLP
Intermediate
It is important for gift planners and charities to keep clear and full records in relation to gift solicitation and the terms of gifts in order to ensure gift restrictions and donors’ intent are complied with. It is also important to learn how to track the records being kept. This session will cover these issues and also discuss the potential pitfalls if insufficient records are maintained.
Theresa L. M. Man LL.B., LL.M., Carters Professional Corporation

3.2 Faith-based Fundraising Panel 
Managing a Gift Planning Program
Intermediate
Fundraising in a faith based charity has many nuances and strategies that are very different from mainstream philanthropy. In fact, faith based fundraising IS mainstream according to the Canada Revenue Agency. This panel will bring together fundraising leaders from across the faith charity community to share strategy, experience and look ahead to where we need to be in the future.
Moderator: Paul Nazareth, CanadaHelps
Panelists to be confirmed

3.3 Charitable Gifts Made Through Trusts 
Technical Expertise
Sponsor: MLT Aikins LLP
Intermediate
This session will explore gift planning opportunities involving trusts. It will highlight important tax, trust and other gift planning issues that you should be aware of when dealing with these types of gifts. It will also explore some of the practical issues that may arise when dealing with the administration of trust gifts.
Laura West J.D., Norton Rose Fulbright Canada LLP

3.4 Government Relations at CAGP  
Governance/Finance
General
The national Government Relations Committee continues its work to champion the growth and development of strategic charitable gift planning in Canada. The focus of this year’s session will be a panel discussion on emerging topics with panelists bringing the perspectives of charities, donors and professional advisors to the table. Committee Chair, Grant Monck will moderate the session and there should be a lively discussion from the panel and the audience on topics affecting all CAGP members.
Grant Monck LL.B., Strategic Fundraising Consultant

3.5 Once Upon a Time: How to Tell Great Legacy Stories  
Communications & Marketing
Sponsor: Good Works
General
Neuroscience has proven beyond a doubt that storytelling is the most powerful and persuasive way that humans communicate with each other. Fraser will help you understand how to tailor superb legacy giving stories that your planned giving prospects are going to love. During this engaging and entertaining hour, Fraser will show you how to find the right storytellers and tell the right stories that will result in gifts!
Fraser Green, Good Works

3.6 Wisdom of the Ages: Building Successful Intergenerational Relationships       
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.
General
Using stories and humour, we will lead you into the murky forest of intergenerational communication. How do you talk to a donor who is three times your age? And what if communicating with millennials is more than just a tweet? Find out strategies to work with colleagues and donors who come from another era, including playing to your own strengths, questions to break the ice and how not to offend.
Dave Magnuson-Ford and Julia Magnuson-Ford, Tiny Frog Strategies


Sponsored Breakfast Session

Thursday, April 12, 7:00 – 8:00
Sponsor: Pear Tree Financial Services
Flow Through Share Donations – A Proven Philanthropic Strategy

Major gift donors are becoming more aware of alternative, tax-efficient ways to facilitate their gifts other than simply writing a cheque. These methods are changing the face of the charitable sector. Flow Through Share Donations (FTSD) are a proven philanthropic tool for donors and charities and part of a major gift donor’s personal financial strategy.  In this session you will learn about the steps a donor goes through in order to complete a FTSD, including consultation with their tax, legal and wealth advisors. You will gain insight into how to approach your donors about this Canadian innovation.


Education Session 4

Thursday, April 12, 9:15-10:45

4.1 MASTER CLASS – Sponsor: The Winnipeg Foundation
Gift Planning for Small Shops (2.5 hour session)
Gift Planning can be a BIG job – how do you get it done in a SMALL shop? Our two presenters have overcome that challenge and will walk you through the essentials, from getting Board buy in, figuring out and advocating for a reasonable budget, developing (or borrowing) expertise, and undertaking an inexpensive marketing plan. Come with your sleeves rolled up and expect discussion, stories, and examples of solutions that work!     
Jane Anema, Sarnia Community Foundation; Susan McLean CFRE, Strathroy-Middlesex Hospital Foundation

4.2 Loyalty Without Limits – Maximizing Lifetime Value Through Legacy Giving    
Gift Planning Essentials
Introductory
The future of philanthropy is in creating an enriching experience for your existing donors by understanding and leveraging their loyalty to your cause. Knowing when to ask one more question: ‘Would you consider a gift in your Will?’ can impact lifetime value by a factor of 30 or more. Focusing on loyal annual donors, we discuss proven strategies for elevating your charity to the status of a loved one – a beneficiary in their Will.
Neil Williams, PGgrowth Inc.

4.3 How to Engage the Next Generation of Philanthropists      
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.
Advanced
This session will explore both the Toronto Foundation’s pilot initiative to engage ‘Next Gen’ donors as well as the Toronto Symphony Orchestra’s young professionals’ donor program. The session will discuss how to engage this donor demographic in a collaborative giving and learning journey that allows participating donors to engage with each other and feel connected to, and have an impact on, the issues and organizations they support.
Aneil Gokhale, Toronto Foundation; Troy McEachren LL.B. TEP, Miller Thomson LLP

4.4 Cases for Support: Not Just for Capital Campaigns!   
Communications & Marketing
Sponsor: Good Works
Intermediate
We often associate a case for support with a capital campaign when, in fact, every organization and every program needs to present a solid reason for donors to give. In this session, participants will learn about the power of a strong case in building support, both internally and externally, and will walk away with the tools to make it happen in their own organization.
Leah Eustace ACFRE, Blue Canoe Philanthropy

4.5 Legal Issues in Fundraising on Social Media  
Communications & Marketing
Sponsor: Good Works
General
Social media is quickly becoming the primary means of fundraising for charities in Canada. However, the legal implications of undertaking online fundraising are not always well understood. This session will identify developing trends of fundraising on social media and identify legal issues that need to be considered as well as applicable risk management considerations.
Terrance S. Carter LL.B., TEP, Carters Professional Corporation

4.6 Building Strong Relationships Between Advisors and Gift Planners     
Skills & Competencies
General
Let’s explore relationships from the combined perspective of the fundraising professional and the professional advisor. Together we will help the donor identify their legacy and secure a gift for the charity. The key is to make planned giving a priority in a way that works for your organization while educating donors, colleagues and volunteers along the way. We will also look at the important reciprocal relationship with professional advisors.
Alexis Gaiptman CFRE, Jewish General Hospital Foundation; Jeremy Hampson CFP, CLU, The Donor Motivation Program


Education Session 5

Thursday, April 12, 11:15-12:15

5.1 MASTER CLASS: Gift Planning for Small Shops
Continued from Session 4.1

5.2 When Your Donor Doesn’t Want to Meet       
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.
Intermediate
You have a great prospect for a legacy gift – but they say no to your invitations to meet… Now what? This session will help you engage the shy, the introverted and the busy donors who always say no to a meeting. Cultivating, converting and stewarding a donor who will not meet with you might sound impossible, but this session provides concrete tips and ideas to engage these hard to reach donors.
Aimée Lindenberger, Refocus Communications & Fundraising

5.3 Tax Effective Gift Strategies During Lifetime and After Death    
Skills & Competencies
Intermediate
Tax considerations are at the heart of what gift planning is all about. This session will focus on providing participants with an understanding of the key tax considerations gift planners should be aware of when advising donors, and will touch on the recent tax changes to testamentary charitable giving. Topics will include: an understanding of the donation tax credit system, exemptions from capital gains tax for certain types of gifts, charitable bequests, the new rules relating to special types of gifts such as life insurance, RRSPs, RRIFs and TFSAs, and touch on the renewed interest in gift of private company shares and charitable giving.
M. Elena Hoffstein LL.B. and Darren Lund LL.B., Fasken Martineau DuMoulin LLP

5.4 Donation of Bitcoin and Other Cryptocurrencies      
Governance/Finance
Advanced
Many gift planners have heard of Bitcoin but there are hundreds of other cryptocurrencies out there with many more created daily. Indeed, the entire asset class is worth over $100 billion dollars and is growing daily. Gift planners interested in the future of generosity must understand this asset class and how to attract donations of it.
Adam Aptowitzer LL.B., Drache Aptowitzer LLP

5.5 The Charity’s Right to Information from Executors and Trustees 
Governance/Finance
General
What right do you have to information from an Estate Trustee?  What about information from a company whose shares are held by a trust or estate? Charities need information to monitor the administration of a trust or estate to ensure they are receiving the intended bequest in a timely way.  This session will examine what information you need in order to manage a testamentary gift and how to get that information. You will learn practical tips for working with executors and trustees to ensure charitable gifts are honoured and paid in full.
Eric N. Hoffstein LL.B., TEP, Minden Gross LLP

5.6 Retirement: The Final Frontier?
Managing a Gift Planning Program
General
We’ve all heard about the great wealth transfer in Gift Planning. What about the great talent transfer? Many of us are reaching the end of our careers as gift planners. How do we transition out of our jobs, plan for our own retirement, and give back to our profession? In this free ranging panel discussion, CAGP members at various points along the retirement path will discuss these and other intriguing issues.
Charles O’Neil EPC, QEII Health Sciences Centre Foundation; Doug Puffer, Carleton University; Heather Warren


Education Session 6

Friday, April 13, 9:15-10:45

6.1 MASTER CLASS – Sponsor: The Winnipeg Foundation
Bequest Management for Charities
(2.5 hour session)
Gift planning marketing and carefully built relationships eventually culminate in a gift from a donor’s estate. Such a gift imposes both rights and obligations upon a charity. This master class will cover legal fundamentals and practical considerations for the day-to-day reality of managing estate administration. We will focus on best practices, and tips and techniques to honour the legacy of the donor while maintaining your charity’s integrity as a fiduciary beneficiary.
Jill Nelson CFRE, The Princess Margaret Cancer Foundation; Jasmine Sweatman J.D., LL.M., TEP, C.S., EPC, CPCA, Sweatman Law Professional Corporation

6.2 The Changing Face of Canada: What’s Your Multicultural Strategy?       
Communications & Marketing
Sponsor: Good Works
Introductory
The face of Canada is changing. This is an unstoppable trend transforming how Canada works, plays, learns, spends, and gives. Any individual, company or institution that fails to understand this will be left behind. This insightful discussion based on facts and feelings explores the changing face of Canada, the changing needs of Canadians and will shed light on what’s to come. Bobby Sahni will share perspectives, perceptions and experiences on how to win in an increasingly diverse world – today, tomorrow and in the future.
Bobby Sahni MBA, Ethnicity Multicultural Marketing + Advertising

6.3 Wealth Management Profiles: How Donors Hold Their Wealth    
Technical Expertise
Sponsor: MLT Aikins LLP
Intermediate
Understanding how high net worth donors typically hold their wealth, achieve clarity as to what planned gift they want to do, the hurdles they must overcome, and the role their advisors and the charity play to complete the gift, can be very interesting and informative for any planned or major gift officer.
Leilani J. Kagan LL.B., Thompson Dorfman Sweatman LLP; Patrick S. O’Connor FEA, CFP, CLU, TEP, CH.F.C. Blackwood Family Enterprise Services; DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management Inc.

6.4 Cross Border Gift Planning from a Canadian Charitable Perspective    
Technical Expertise
Sponsor: MLT Aikins LLP
 Advanced
Cross border philanthropy is thriving for some Canadian charities.  Don’t get anxious when donors start talking about cross border issues. In this session we will discuss basic information that a planned giving officer needs to know to allow for planned gifts in support of charitable activities outside of Canada and how people outside of Canada can support Canadian charities and charitable activities in Canada. 
Mark Blumberg LL.B., LL.M., TEP, Blumberg Segal LLP

6.5 Beyond “Likes” to “Trusted Conversations”    
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.
General
The “trusted conversation” has been the pinnacle of relationship development to move donors from transactional to transformational gifts. Our world is changing – is it time to change the lens and the view plane in building meaningful donor relationships? This session will explore maximizing future generosity by enhancing the donor relationship from Facebook “likes” to ultimate trusted conversations and gifts of a lifetime.
Rosalie Courage and Lisa Mills CFRE, RBR Development Associates Ltd.

6.6 Innovative Gifts and Tax Receipting – Getting it Right      
Technical Expertise
Sponsor: MLT Aikins LLP
General
Canada Revenue Agency has reported that the top compliance issue for Canadian registered charities is improper receipting. This session will explore the legal and regulatory requirements and highlight the key issues for gift planners, donor advisors and charities to consider when evaluating proposed gifts and gifting arrangements, donor recognition strategies, the issuance of charitable donation receipts and gift acceptance and valuation policies.
Florence I. Carey LL.B., MLT Aikins LLP


Education Session 7

Friday, April 13, 11:15-12:15

7.1 MASTER CLASS: Bequest Management for Charities
Continued from Session 6.1

7.2 Calculating an ROI for Your Planned Gift Marketing
Managing a Gift Planning Program
Intermediate
Planned gifts are among the most important and misunderstood gift strategies but can account for 30-50% of an organization’s annual revenue. Given the extended lead-time between investment in a program and receipt of ‘bookable’ cash, we need to report an understandable return on investment to show value in our work. Because marketing is our primary lead generator, let’s look at how we can calculate and report an ROI in a consistent and universal way.
Katherine Swank J.D., Target Analytics, a division of Blackbaud, Inc.

7.3 Transitional Questions and the Art of Being Meaningful    
Donor/Client Relations
Sponsor: Strategic Philanthropy Inc.
Intermediate
How do you build a meaningful connection with someone you have just met? This session will increase your success rate on your discovery calls by taking a deep dive into those first few conversations where there is an opportunity to go deeper and create a long lasting connection. We’ll cover the “structure” of a meaningful conversation and we’ll compile a list of amazing transitional questions to appeal to different donor archetypes.
Jenny Mitchell CFRE, DMA, Chavender

7.4 KYC, Anti-Money Laundering and FATCA Issues    
Technical Expertise
Sponsor: MLT Aikins LLP
Advanced
Have you ever had a Board member ask how significant donors are vetted? In your donor research have issues arisen regarding the source of a donor’s wealth? The international anti-money laundering regime is becoming more and more complicated and risk management issues are beginning to arise for charities. Learn about the issues and whether or not you should consider managing this risk with potential donors.
Margaret Mason LL.B., Norton Rose Fulbright Canada LLP

7.5 From Side Show to Main Event: Planned Giving’s Moment to Shine 
Managing a Gift Planning Program
General
The great wealth transfer is upon us but many charities are still unprepared to seize the unprecedented opportunities this represents. This session will look at best practices among successful planned giving programs and engage participants in a brainstorming session as we collectively define what strategic philanthropy means in the face of this tremendous opportunity.
Moira Dossetor Ph.D., and Nicholas Offord, The Offord Group

7.6 Guidelines for Making Ethical Choices 
Gift Planning Essentials
General
Earning the donor’s trust is at the heart of a good planned giving strategy. The commitment to ethical behavior is essential to achieve this goal. We will briefly review the CAGP Code of Ethics and clear out some confusion, for example, the notion of “conflict of interests” in a charity. We will also present practical examples involving ethical issues and suggest guidelines that will help you face difficult situations.
Francine Cardinal LL.B., MBA, and Nancy Lepage, University of Montreal

 

Please note: Speakers and program are subject to change