EDUCATION SESSIONS
Education
Sponsor
Continuing Education Credits
Full participation in CAGP’s 27th National Conference on Strategic Philanthropy is applicable for 9.5 points (plus recordings) 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!
Law Society credits available upon request.
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Friday
On Demand Sessions
Gift Planning 101: On Demand
Education Track Descriptions
All times below are EASTERN TIME, please adjust for your time zone.
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Pacific (PT) | Mountain (MT) | Central (CT) | Eastern (ET) | Atlantic (AT)
Wednesday, April 14
Plenary
Is Work Killing You? A Doctor’s Prescription For Treating Workplace Stress
Can workplace stress actually kill people? The literal answer is “Yes.” But much more commonly it kills energy, spirit, engagement, morale – and productivity. For too long, employers have left issues like stress management and work-life balance to individual employees to figure out. It needs to be a shared responsibility. In this insightful presentation, you will discover “The Big Three” causes of workplace stress, some myths about productivity and how organizations can create policies that enhance employee wellbeing and performance. Reducing workplace stress is a win/win/win for employers, employees and the organization as a whole.
Sponsor
Concurrent Sessions 1
12:45 ET – 1:45 ET
Social Justice Philanthropy – Key Concepts and Competencies
Track: Side of the desk
Education level: General
Donors and foundations across Canada are increasingly reflecting on our relationships with privilege, colonialism, and reconciliation. At the same time, the legitimacy of traditional philanthropy as a vehicle for redistributing wealth and reducing the effects of inequality is increasingly under the microscope. What are the approaches that professional gift planners and philanthropic advisors can take to examine our own practices and better support donors, non-profits, and movements in their work toward structural change? We’ll explore the practice of “social justice philanthropy”. Participants will leave with an understanding of key concepts and competencies and practical resources to start applying these principles.
12:45 ET – 1:45 ET
The Female Advisor Perspective – How A Shift of Power & Wealth Is Impacting The Financial & Philanthropic Planning Conversations
Track: Managing a Gift Planning ProgramEducation level: General
Women are in the midst of the largest intergenerational transfer of wealth in history. As their collective power grows so does a shift towards a community mindset. Have we re-imagined the traditional philanthropic conversation enough to accommodate for this shift?
We will sit down with some of our top female advisors to uncover how their perspectives shape their approach to wealth planning and how they determine which strategies will be most impactful for their clients and communities
Moderator: Serena Hak
Panel:
Sponsor
12:45 ET – 1:45 ET
Exploring the Why Behind Giving: Lessons for Legacy Planning
Track: Managing a Gift Planning Program
Education level: Experienced
As an advisor or fundraiser, how do you help families create a culture of giving? How do you integrate values and wealth to create a living legacy?
Join KPMG’s Family Office Advisors as they explore how family values can not only help you understand client/donor motivations but help the family to create strategic, philanthropic decisions that demonstrate impact and engage the next generation. Richa Arora and Arundel Gibson will guide participants through the why and how of family values for strategic philanthropy with relevant examples and case studies.
12:45 ET – 1:45 ET
Using Social Media in Planned Giving – What You Need to Know
Track: Communications & Marketing
Education level: General
Is social media just a fad for younger generations or here to stay? Can it be effectively used in gift planning marketing? Is it worth investing in? What if you have no budget? How do you get started? This presentation will cover common social media platforms, and when, why, and how to use social media for gift planning marketing: different strategies, timing, and resources to consider, and lessons learned on what works (and what doesn’t). Whether you’re from a small or big shop, you’ll walk away equipped to make informed decisions around social media and your gift planning program.
Concurrent Sessions 2
2:15 ET – 3:15 ET
Crystal Ball – Future Trends
Track: Managing a Gift Planning Program
Education level: General
We will have been living with a pandemic for 12 months at the time of our conference. Drawing on the collective wisdom of participants, we’ll look at key questions that might influence the future of gift planning and lessons learned over this time. As donors transition from Baby Boomers to Gen X and Millennials, how will this impact our industry? How will this impact professional advisors? Will this impact the balance between endowments and DAF’s? What future impact will social enterprises have on our planned giving and charitable infrastructure? Our federal and provincial governments have taken on signifcant amounts of debt to help us through the pandemic. What could the future tax regime look like? How might this impact CRA’s treatment of charitable giving into the future? Join us for some stimulating crystal ball gazing.
2:15 ET – 3:15 ET
Small Shop Stewardship
Track: Side of the Desk
Education level: Introductory
Whether your fundraising team has faced reductions and staff cuts due to the Covid-19 Pandemic or not, many organizations have the challenge of operating with limited capacity. So how do we manage to adequately develop, and maintain relationships with donors with a lack of time and resources? In this session, we will discuss the fundamentals of donor stewardship, with a focus on strategies to efficiently use staff time. We will present practical guidance that your team can implement immediately.
2:15 ET – 3:15 ET
Philanthropic Psychology: Lessons from the Therapist’s Couch
Track: Managing a Gift Planning Program
Education level: Experienced
Together we’ll explore how the concept of a donor’s sense of self and well-being impacts giving, how approaching big topics like love and death can deepen relationships, and how to shift the nature of the donor experience simply by applying philanthropic psychology principles to your organization’s communications.
Sponsored Sessions
2:30 ET – 2:50 ET
Driven By Purpose: Stories to Inspire Your Donors to Make Planned & Strategic Gifts
Track: Sponsored
Education level: General
We wrote Driven By Purpose: 32 Remarkable Stories about Growing your Wealth and Leaving a Transformational Legacy, to help you reach out and inspire your donors to make planned and strategic gifts. Within the first two weeks of release, we were thrilled to learn it had inspired $250,000 of gifts.
Join us for a brief session on the book, and ways it has been used to inspire gifts and help connect you to donors. We will also give you usable ideas and stories from the book that can help engage and move donors to take action.
SPONSOR
2:55 ET – 3:15 ET
Scoring and Finding your Best Planned Giving Prospects
Track: Sponsored
Education level: General
Finding your best planned giving prospects can be a bit of an art and a science. Environics Analytics’ newest tool, DonorRank, brings a bit of both to help organizations find their best planned giving donors in a cost efficient and customized way. By highlighting a scoring and a capacity value, your organization can start to evaluate who is in your pipeline, and dig into who these people are.
Join Allen for a quick 10-15 minute demo, followed by a Q & A.
Thursday, April 15
Special Early Bird Sessions
10:30 ET – 11:00 ET
How to get your CFRE
Track: Sponsored
Education level: General
Your fundraising knowledge—it’s one of the most important assets you bring to your job. By earning a fundraising certification, you will prepare yourself with the know-how to navigate the trickiest hurdles and master best practices for donor-centric fundraising. During this session, Sonya Swiridjuk, CFRE will fill you in on everything Canadian fundraising professionals need to know for a successful CFRE journey and share her personal experience of earning the certification.
SPONSOR
10:30 ET – 11:00 ET
Strategic Philanthropy, the Evolution of Planned Giving: Establishing a Truly Integrated Planned Giving Program at Your Organization
Track: Sponsored
Education level: General
What has the pandemic and recent economic uncertainty taught us as fundraisers? The last year has revealed that a lack of attention on strategic philanthropy, and too much focus on annual giving, has threatened the economic viability of many organizations in these changing times.
In this session, learn how to transition from planned giving to strategic philanthropy and establish this program in your diversified revenue stream, creating an essential foundation for your organization’s long-term economic sustainability.
SPONSOR
Plenary
11:15 ET – 12:15 ET
Creating a More Inclusive Sector
Implementing and following diversity and inclusion practices is an expectation for all sectors of Canadian society. The charitable sector is no exception and it’s operational staff and governance structures should reflect the communities they serve. Senator Omidvar will talk about the importance of diversity and inclusion, the need for the sector to understand its own diversity and to take leadership and ownership in creating a more inclusive, engaged and vibrant Canada.
Hon. Senator Ratna Omidvar, C.M., O.Ont.
SPONSOR
Deep Dive Concurrent Sessions
12:45 ET – 2:15 ET
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
Track: Managing a Gift Planning Program
Education Level: Intermediate
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
12:45 ET – 2:15 ET
Conversations with Widows and Widowers Around Death, Grief and Legacy Giving
Conversations with Widows Around Death, Grief and Legacy Giving
Track: Managing a Gift Planning Program
Education Level: General
With more than 1.85 million widowed people in Canada, this panel will provide practical tips to help guide planned giving professionals in their work and conversations with widowed donors. With love, compassion and humour, we will create a safe space to explore issues of death, grief, and spousal loss and speak candidly about the role of planned giving in creating a legacy for deceased loved ones.
With more than 1.85 million widowed people in Canada, this panel will provide practical tips to help guide planned giving professionals in their work and conversations with widowed donors. With love, compassion and humour, we will create a safe space to explore issues of death, grief, and spousal loss and speak candidly about the role of planned giving in creating a legacy for deceased loved ones.
12:45 ET – 2:15 ET
Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers
Track: Managing a Gift Planning Program
Education Level: General
Addressing inappropriate behaviour from donors or volunteers is an important part of ensuring a safe working environment for ourselves and our teams. It’s also an essential component of risk management for our organisations. What steps do we need to take in both policy and practice to create that culture of safety and support? This session aims to provide a forum for open discussion about this issue.
12:45 ET – 2:15 ET
The Hybrid Endowment
Track: Technical Expertise
Education Level: Experienced
Endowment planning is evolving quickly, driven by demographics, activism and increasingly urgent societal needs. Charities have responded by creating donor advised funds (DAFs), engaging donors in the grant making process, and adding spend down options for new endowments. In this session we will explore how insurance can create a new hybrid model, allowing for the endowment to be spent down and refreshed for the next generation. Each generation can repeat the process, providing a model that enables an activist approach while still preserving the permanent legacy.
Institute accredited CE (1.5 credits)
CE Sponsor
Plenary
2:45 ET – 3:45 ET
Decolonizing Wealth
Blaming banksters and capitalism for the awful mess that is 21st Century North America has become a popular pastime among academics, activists, and economists, whose bestsellers propose their signature solutions. Yet, one place where solutions are never sought is within Indigenous culture. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native American funder, Edgar Villanueva, steps into that space with a prescription for restoring balance and healing our divides. Villanueva proposes that Indigenous peoples’ ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money.
SPONSOR
Friday, April 16
Special Early Bird Sessions
10:30 ET – 11:00 ET
Tax Efficient Giving: Flow-Through Share Donation Financing
Track: Sponsored
Education Level:: General
Major gift donors across Canada are aware of tax-efficient ways to facilitate their giving other than simply writing a cheque – are you? Flow-Through Share Donations have secured their place as a proven philanthropic gifting format for donors and charities alike. You will learn the basics of FTSD from leading provider, PearTree Canada and gain insights and methodology used in the successful approach of donors from an experienced major gift fundraiser.
SPONSOR
10:30 ET – 11:00 ET
Charitable Remainder Trusts: Tips and Traps
Track: Sponsored
Education Level:: General
Charitable remainder trusts can be a useful charitable giving tool in the inter vivos context, but have posed issues in recent years in the testamentary context as a result of changes to the laws on testamentary charitable giving. This presentation will provide an overview of charitable remainder trusts, the issues surrounding testamentary charitable remainder trusts, and Canada Revenue Agency’s views on testamentary charitable remainder trusts.
SPONSOR
Plenary
11:15 ET – 12:15 ET
Working with Diversity: An Advisor’s Perspective
Establishing a legacy is an especially powerful way to connect with others and trusted advisors have a unique role in helping to guide clients through this process.
Working with clients of diverse backgrounds can be an incredibly rewarding experience but may require a shift in our way of thinking… and feeling.
In this session the speakers will share their own experiences working across cultures on legacy planning and provide tips on overcoming cultural barriers. They’ll help us understand our own unconscious biases – all with an open, honest, and non-judgemental attitude.
Yogesh Bhathella, CPA, CGA, CFP, TEP; Sukhminder S. Virk LL.B.
SPONSOR
Institute accredited CE (1.0 credit)
CE Sponsor
Concurrent Sessions 3
12:45 ET – 1:45 ET
Gender, Power and Wealth: Slaying Your Assumptions to Raise More Money
Track: Managing a Gift Planning Program
Education Level: Intermediate
Whether we like it or not, people are hard-wired to make assumptions. We are constantly judging others—and ourselves—based on gender, wealth, status and more. This session , delivered by two very different presenters will help unearth your long-held assumptions about how you see the world. Together we’ll complete a self-reflection tool during the presentation to start you on your path towards change and adaptation. Based on this knowledge – and with a bit of assumption slaying – you will be able to raise more money for your mission. The work starts with you. This session will show you how.
12:45 ET – 1:45 ET
Reconciliation Through Gift Planning: How Settlers Can Give Back Through Planned Gifts
Track: Managing a Gift Planning Program
Education Level: General
Giving is a huge part of first nations culture. This is a discussion for planned giving professionals as settlers who wish to explore how best to give back without being a burden.
This session will look at many issues from a settler-donor perspective and review calls to action already made by indigenous peoples (sometimes in direct opposition to each other).
How can settlers be better allies? How can legacy professionals be of service?
Examples of planned gifts to First Nations create a precedent for many more. Can settlers giving back resolve past hurts, create justice, hope and uphold The United Nations Declaration on the Rights of Indigenous Peoples (UNDRIP)?
12:45 ET – 1:45 ET
Building a Donor Focused Strategy for Future Legacy Success
Track: Communications & Marketing
Education Level: General
How do we build a new conversation with our donors in ways that connect? By changing the conversation both internally and externally and fundamentally creating a better way to legacy market. In this session we will share insight, learning, strategies and tools around how donors see legacies differently to the way we engage with them and how we can build powerful connecting donor focused conversations and experiences that create a new way for future success
12:45 ET – 1:45 ET
Using CAGP’s Life Insurance Guidelines to Increase Gifts and Reduce Risk
Track: Technical Expertise
Education Level: General
CAGP recently developed Best Practice Guidelines* on the gifting of life insurance policies in response to concerns raised by provincial regulators around the illegal trafficking of life insurance policies between unrelated parties. While charitable gifts are deemed legitimate transfers most of the time, charities can significantly reduce their exposure to risk or uncomfortable situations when accepting gifts from donors by following CAGP’s best practice resources. Our session will involve a high-level overview of the guidelines as well as case studies highlighting the best use of these documents in your organization. The resources include guidance for Charities, Life Insurance Advisors, Donors and Insurers and were jointly developed with insurance industry regulatory leaders and stakeholders.
* The Guidelines will be available early in 2021
SPONSOR
Institute accredited CE (1.0 credit)CE Sponsor
Closing Plenary
2:15 ET – 3:15 ET
Reimagining the Future of Philanthropy
Beyond the current uncertainty created by the COVID-19 pandemic, society is grappling with questions of indigeneity and reconciliation, cultural communities and a racist divide, growing global economic inequality, and evolving political contexts. Philanthropy intersects with all of these issues, and as such it can be part of the problem or part of the solution. For philanthropy to play a role in resolving these challenges it requires inward reflection and new strategies for action. Join us in closing out CAGP’s 27th National Conference on Strategic Philanthropy as we hear from three leaders sharing insights on how they have reimagined how philanthropy can lead us on a path to a fairer, more just and inclusive future.
Naki Osutei; Andrew Chunilall, CPA, CA; Natasha Smith, LL.B.
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
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
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.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
2. Designating a Charity as Beneficiary – Tips and Traps for Gifts from Registered Plans
Conversations with Widows Around Death, Grief and Legacy Giving
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
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.
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.
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
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
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.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
2. Common types of gift vehicles
Conversations with Widows Around Death, Grief and Legacy Giving
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.
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.
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)