Education Sessions

Following are the education sessions from the 2017 Conference. The education sessions for the 2018 Conference will be posted as soon as they are confirmed in fall 2017.


Education Sessions Sponsored by:





Pre-conference Sessions – Tuesday, March 28, 7:305:00

Session 1 – Wednesday, March 29, 9:15-10:45

Session 2 – Wednesday, March 29, 11:15-12:15

Session 3 – Wednesday, March 29, 2:15-3:15

Session 4 – Thursday, March 30, 9:15-10:45

Session 5 – Thursday, March 30, 11:15-12:15

Session 6 – Friday, March 31, 9:15-10:45

Session 7 – Friday, March 31, 11:15-12:15



Full participation in the 24th Annual CAGP National Conference is applicable for 16 credits* in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Sessions with this logo  institute logos2 are Institute accredited CE.


Pre-conference Sessions 

Tuesday, March 28, 7:30–5:00                    

Gift Planning Fundamentals
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.
Alain Lévesque, DeVimy & Associates Inc; Janice Loomer Margolis, JLM Philanthropy

cfre_conted_logo17 This course is applicable for 7.0 CFRE Credits

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Institute accredited CE (7.0 credits)

Sponsored by:


Bequest Management for Charities: A Primer on Estate Administration
Jasmine Sweatman literally “wrote the book” to help charities understand their rights and responsibilities in accepting gifts from estates and protecting their interests. In this full day course, Jasmine and Jill will guide you through the legal and practical realities of making it work in your busy charity. Look forward to lively discussion as we work on real cases and provide tips, and protocols for you to take back to whip your bequest management program into shape. Whether your responsibilities lie in gift planning, finance, governance or legal, you will benefit from this intensive day with two experienced practitioners. Note: The focus will be on Common Law jurisdictions
Jill Nelson CFRE, The Princess Margaret Cancer Foundation; M. Jasmine Sweatman LL.M., LL.B., Sweatman Law



This course is applicable for 7.25 CFRE Credits


Sponsored by:  Offord_MartsandLundy_logo_horz

Education Session 1

Wednesday, March 29, 9:15-10:45

1.1 MASTER CLASS: High Net Worth Donors – No one size fits all! (2.5 hour session)  Session Full
This Master Class will examine three real-life case studies faced by senior gift planning professionals that involve significant and innovative gifts. The discussions around the case studies will look at practical and technical aspects of accepting a complex gift. Discussions will include tax, valuations, acceptance policies, documentation, capacity of elderly donors, gifts of securities and life insurance. In our discussions, we will also consider best practices when working with professional advisors and provide an overview of effective strategies to employ when dealing with high net worth donors.
Silvia Ugolini, Concordia University; Jo-Anne Ryan, TD

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Sponsored by: 

1.2 MASTER CLASS: Behavioural Economics: Getting Inside the Mind of Your Donor (2.5 hour session) Session Full
The language, images, colours, and structure we use in our gift planning programs can dramatically influence the outcome of decision-making. Taking a deep dive into the principles of behavioral economics, Leah and Scott will provide specific tools and methods you can use to lead donors and clients to the action you want them to take. Whether professional advisor, or planned giving professional, attendees will come out of this highly interactive session with a new way of looking at their work.
Leah Eustace ACFRE, Good Works; Scott Fortnum, The Living City Foundation

This session qualifies for 2.5 FPSC-Approved CE Credits.

Sponsored by:  Print

1.3 Gift Planning Overview   
Gift Planning Essentials, Introductory
This session is designed to give a high level and 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 give you the key terminology and basic understanding necessary to make the most of other sessions that follow during the conference. We will arm you with practical ideas and resources to jumpstart your understanding of planned and strategic giving.
Ryan Fraser CFP, Quiet Legacy Planning Group; Paul Nazareth, Canada Helps

1.4 The Good, the Bad & the Ugly 
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
What makes a successful planned gift? And where do they go wrong? This interactive session will explore five planned gift case studies: three success stories and two that didn’t quite go as intended. Drawn from the practices of two of Canada’s most experienced practitioners, the studies explore the interaction of high-net worth donors, multi-layered technical issues and the delicate relationship of donor and charity. Names and details have been changed to protect the innocent.
Malcolm Burrows, Scotia Wealth Management; M. Elena Hoffstein LL.B., Fasken Martineau DuMoulin LLP

1.5 Using Your Size to Your Advantage    
Gift Planning Essentials, General
Whether you are a large organization or small, there are many opportunities in planned giving. Too often people in small shops focus only on the limits. In this very interactive session, we will show you how to optimize the advantages of being a fundraiser in a small shop. Based on our direct experience in organizations as small as one staff person, we will give you concrete tips for maximizing your success and time effectively.
Mimosa Kabir, War Child Canada; Ann Rosenfield MBA CFRE, Charitably Speaking

1.6 Estate Administration Fundamentals   
Gift Planning Essentials, General
Ever wonder what probate is, how to know if estate accounts are appropriate, when to approve accounts (or not), what a release is and why you need to sign it? How to voice concerns with tact and professionalism? This session will answer these questions and more as you learn how to administer an estate, when to question the executors, what are your rights & obligations and where do you fit in as the charity’s representative. 
Colleen DeJager TEP, London Health Sciences Foundation

This session qualifies for 1.5 FPSC-Approved CE Credits.

Education Session 2

Wednesday, March 29, 11:15-12:15

2.1 MASTER CLASS: High Net Worth Donors – No one size fits all! Session Full
Continued from Session 1

2.2 MASTER CLASS: Behavioural Economics: Getting Inside the Mind of Your Donor Session Full
Continued from Session 1

2.3 Integrating Life Insurance Gifts in a Successful Gift Planning Program 
Gift Planning Essentials, Introductory
Many new gift planners think that gifts of insurance are “too complicated” and focus on seeking lower-hanging fruit – gifts in the will. This workshop will expand your fundraiser’s toolkit by demystify giving through life insurance and other insurance products. You’ll learn the benefits of giving through insurance that delight donors, including using the multiplying power of insurance to give much larger legacy gifts than they may otherwise be able to give.
Jack Bergmans and Marlena McCarthy, Bequest Insurance; Laura Mullin, Canadian Cancer Society

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2.4 How to Document a Gift
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
While there is no legal requirement for gifts to be documented in writing, failure to properly document a gift can lead to all kinds of legal and donor relations headaches down the road. There is a variety of different document “types” that relate to charitable gifts, including pledges, deeds of gift, gift agreements and terms of reference. By understanding the differences and using the right form of documentation, organizations can create certainty and avoid complications.
Michael Blatchford LL.B., and Bryan A. Millman LL.B., Norton Rose Fulbright Canada LLP; Elizabeth Moxham, University of British Columbia

2.5 Government Relations at CAGP 
Governance/Finance, General
CAGP’s Government Relation Committee plays a key role as a voice of the sector on tax and legislative matters related to strategic gift planning and philanthropy. In this session, the Committee Chair will provide an update on key issues the Committee has pursued or weighed in on over the last year, and share the results of a recent member survey that explored the usage of planned giving vehicles and issues for the Committee to explore in the future. Questions, discussion and debate encouraged!
Margaret Mason LL.B., Norton Rose Fulbright Canada LLP

2.6 Demonstrate Success: How Do You Know Your Gift Planning Program is Working?
Managing a Gift Planning Program, General 
How do we accurately measure the effectiveness of our gift planning programs? A successful planned giving program might mean you don’t see the cash until 20 years down the road so you need to measure the other ways you engage donors as indicators of success. This session will show how collaboration is key to the success of a program; how to report on the engagement of donors; highlight the importance of measuring activity; and how to gain the support and buy-in from superiors to invest in the long term results of a planned giving program.
Denise Fernandes, SickKids Foundation

Education Session 3

Wednesday, March 29, 2:15-3:15

3.1 Fundraising Without Borders    
Gift Planning Essentials, Intermediate
Looking to expand your fundraising base? Come learn the legal ins and outs of fundraising across Canada and throughout the world. In today’s fast-paced and globalized world the rules seem to be constantly changing.  Learn about legal and tax issues and concepts when searching for cross border donors. Find out what it takes to fundraise for a charity in other Canadian provinces, navigate foreign tax systems, and create a donor network that works for you.
Yvonne Chenier Q.C. and Alexandra Tzannidakis LL.B., Drache Aptowitzer LLP

This session qualifies for 1 FPSC-Approved CE Credit.


3.2 Gift Planning and Comprehensive Campaigns
Managing a Gift Planning Program, Intermediate
Using Queen’s University’s recently completed Initiative Campaign as an example, we will explore how the campaign opportunity was leveraged to increase the integration and impact of gift planning as part of the overall advancement activities at the University. Discussion will highlight fundamental donor, volunteer, staff, marketing, communication and administrative strategies needed to successfully incorporate gift planning as an integral part of any comprehensive campaign.
Linda Pearson MBA, MA, Queen’s University.

3.3 Tailoring the Philanthropic Discussion
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
In this session, Jamie will share his approach on how to bring up the philanthropic discussion with different client segments and which tax strategies may work best for each group.
Jamie Golombek CA, CPA, CFP, CLU, CIBC Wealth Strategies Group

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3.4 Ethical and Legal Issues with Vulnerable Donors   
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
The decision of the Supreme Court of Canada in the “right to die” case raises fascinating new questions and issues regarding the meaning of informed consent and capacity of vulnerable persons. While the presentation will not focus on a discussion of this case, it will address how the concepts of “informed consent” and “capacity” of vulnerable persons, in the planned giving context, are shaped by changing social perspectives and legal rules in Canada. Attendees of this presentation will learn how to protect themselves and their organizations while still maintaining and growing donor relationships.
Troy McEachren LL.B. and Nicole D’Aoust LL.B., Miller Thomson LLP

This session qualifies for 1 FPSC-Approved CE Credit.


3.5 Multi-generational Gifting Accounts  
Donor/Client Relations, General
Studies show that observing giving by family members is a key influencer in decisions by subsequent generations to develop their own personal generosity. Increasingly, donors choose to involve children and grandchildren in decisions around distributions from their family foundations and gifting accounts. This session will discuss case studies of how a number of our clients have used their charitable accounts to further future generosity by their descendants.
Peter Dryden and Mike Strathdee CFP, Abundance Canada

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3.6 Teambuilding in the Major & Planned Giving Environment   
Managing a Gift Planning Program, General
The relationships between planned, major and annual giving operations are often more competitive than they are cooperative. Universities, large interprovincial and national organizations face this issue but so can smaller organizations that are directed by boards that don’t fully understand how planned giving fits into the mix of current needs. Doug Puffer will lead a discussion on building a team environment with practical takeaways, policies and a donor focused way of thinking about working together for a common cause.
Doug Puffer, Carleton University

Education Session 4

Thursday, March 30, 9:15-10:45

4.1 Get in the Door: How to Secure More Gifts
Donor/Client Relations, Introductory
Learn how to get donor meetings, how to handle them, and how to steward donors effectively so you obtain even more meetings, grow more relationships and secure more gifts. Learn how to strategize next steps in the donor relationship. Understand how to secure and handle advisor meetings which lead to referrals and yet more gifts. This 90 minute panel session includes a joint presentation with case studies and interactive discussion. For people with 0-2 years experience, but more experienced gift planners, charity staff and volunteers will also benefit.
Doug Flanders MA and Murray Landa LL.B., PGgrowth Inc.

4.2 How to Obtain Serenity Working with Insurance & Investment Companies       
Managing a Gift Planning Program, Intermediate
Despite the significant rights charities have as owners of insurance policies and other instruments within a planned giving portfolio, working with companies and their representatives can feel like having all of your teeth pulled at once. This session is designed to arm you with the best strategies to make the maintenance of your program vastly easier, and help you understand how and why hurdles appear in your path, and how to get around them with greater ease.
Ryan Fraser CFP, Quiet Legacy Planning Group

This session qualifies for 1.5 FPSC-Approved CE Credits.

4.3 Planned Giving for Pennies: Jumpstart Your Bequest Program
Managing a Gift Planning Program, Intermediate
Do you want to reveal legacy prospects in your donor file but you aren’t sure how to start? By sharing a true example of what she did to go from zero to 43 confirmed expected bequests in less than one year and raise millions of dollars, Kimberley will provide you with five concrete actions you can take today to boost your legacy program. This session is meant for anyone who has an interest in, or responsibility for a legacy program, in particular those fundraising from small to mid sized organizations who are expected to deliver a legacy program off the side of their desk.
Kimberley MacKenzie CFRE, Kimberley MacKenzie & Associates

4.4 Get Noticed and Get Shared
Communications & Marketing, General
Showing is better than telling. Use video to bring your conversations with donors up to date, win their attention, and increase their support. Are you daring enough to ride the video wave into the future? YouTube reports mobile video consumption rises 100% every year. Including video in emails leads to a whopping 200-300% increase in click-through rates. Learn how to create quality videos, post them on social networks, and measure results, all on a budget.
Noel Draper, PGgrowth Inc.

4.5 Donor Retention Strategies
Donor/Client Relations, General
This practical hands-on session around planned giving donor retention strategies will include: multi-channel communications tactics for legacy giving donors; various engagement strategies including planned giving donor events; how to integrate planned giving stewardship as a part of your overall stewardship strategy; how your organization can best publicly recognize legacy donors and if this will include a formal legacy giving society; what to do if you have lean marketing resources, a minimal stewardship budget or a small shop.
Janice Moro MBA, CFRE, CHRL, World Vision Canada

4.6 The Gift of Inclusion: Philanthropists Speaking the Truth About Diversity and Charitable Giving      
Communications & Marketing, General
How are demographic changes in Canada transforming the charitable sector? What do emerging donor groups want you to know about their giving interests and traditions? How is diversity challenging the status quo and “best practices” in fundraising? In this panel, you will hear from three inspiring philanthropists about the role of inclusion in giving. Each brings a unique perspective on creating a philanthropic legacy based on an unwavering commitment to advancing inclusion and social equity – here at home and all over the world.
Moderator: Krishan Mehta Ph.D., Ryerson University

Panelists: Raksha M. Bhayana M.A., MBA, Bhayana Management; Donette Chin-Loy Chang

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Education Session 5

Thursday, March 30, 11:15-12:15

5.1 From the Ground Up  
Managing a Gift Planning Program, Introductory
How do you launch a planned giving program from the ground up? What if your organization is not fully engaging its base – how do you gain social license to talk about estate plans? Let’s dive into successful strategies that you can use to start building your program today. Learn where to start, how to track metrics, how to set expectations with leaders, and most importantly – how to build support and revenue.
Conor Tapp, Green Calgary Association

5.2 Refining the Science of Gift Planning Prospecting
Skills & Competencies, Intermediate
Faced with a large spreadsheet of planned giving prospects, how do you refine those names down to the best individual prospects? Although planned giving prospects tend to ‘fly under the radar’ in many respects, they share some common behaviours and characteristics that can help to reveal their planned giving propensity. Using a research model created at the University of Toronto we will discuss profiles of the best gift planning prospects that participants can tailor to their specific not-for-profits, with data-mining tips for using both internal and external information sources.
Jim Lawson and Erica Sum, University of Toronto

5.3 Using Holding Companies for Tax Effective Giving 
Technical Expertise, Intermediate
Sponsored by: CIBC Wealth Management
The advantageous tax treatment of capital gains resulting from donation of securities in kind that are distributed through the capital dividend account of a corporation is one of the best kept secrets in the financial planning industry. Gift planners can alert business owners to this powerful financial planning tool and show them how to make the most cost effective bequests by using strategies involving the capital dividend account.
Tina Tehranchian MA, CFP, The Donor Motivation Program®

This session qualifies for 1 FPSC-Approved CE Credit.


5.4 Do’s and Don’ts of Donor Information  
Managing a Gift Planning Program, Intermediate
Recent high-profile media stories have brought to light the challenges of not sharing, or sharing, donor personal information. Canadian laws concerning use of donor personal information vary from province to province, form of fundraising, or sector, and continue to be expanded upon, and in particular the private right of action under Canada’s anti-spam law that will come into force on July 1, 2017. This seminar will provide a high level overview of various privacy statutes that may apply to gift planning including federal and provincial privacy laws, provincial health legislation, and Canada’s anti-spam laws, and what gift planners need to know to avoid problems in this area of law.  
Terrance S. Carter LL.B, TEP, and Ryan Prendergast LL.B., Carters Professional Corporation

5.5 Valuation of Business Interests   
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
The valuation of private company shares can be a critical factor in gifting decisions. Attendees will take away the following key information from this session: the critical role of a Chartered Business Valuator in the valuation process; what level of assessment is acceptable to Canada Revenue Agency and key items and potential hidden issues to consider when valuing private company shares.
Amanda Salvatori CPA, CA, CBV, MNP LLP

This session qualifies for 1 FPSC-Approved CE Credit.


5.6 Responsible Investing: Insights and Implications for Canadian Not-for-Profits 
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.
Peter Dawkins, RBC PH&N Investment Counsel

Education Session 6

Friday, March 31, 9:15-10:45

6.1 MASTER CLASS: Managing a Gift Planning Portfolio-Best Practices (2.5 hour session) Session Full
This session will explore tactical ways in which fundraisers can organize themselves to build and manage their portfolio of gift planning prospects. With the end in mind, this session will look at strategies to create an efficient portfolio management formula. Whether fundraising represents 10% or 100% of your job, attendees should leave the session feeling prepared to manage fundraising activities and successfully close gifts.
Michelle M.B. Osborne CFRE, University of Toronto
Sponsored by:  Print

6.2 MASTER CLASS: Having the Donor Conversation (2.5 hour session) Session Full
Fundraisers and advisors know that what they really need to be doing is getting out and engaging with donors and clients to explore their values and interests and the issues and causes that are important to them. This session will provide you with tips and tools, along with the opportunity to practice ‘having the conversation’ in a supportive environment, so that you can have these meaningful and valuable interactions.
Janice Loomer Margolis, JLM Philanthropy; Sara Neely, Victoria Foundation

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Sponsored by:  Print

6.3 Gift Annuities Simplified  
Technical Expertise, Intermediate
Sponsored by: CIBC Wealth Management
Gift annuities should be appealing in a low-interest environment and with an aging population. Yet, for various reasons, in Canada, unlike the United States, a relatively small number of gift annuities are completed. In this session you will learn how both self-insured and reinsured gift annuities work, why charities should consider adding gift annuities to their menu of planned gift options, how gift annuities can be marketed, and what developments would unleash their potential.
Frank Minton, Frank Minton Consulting, LLC

This session qualifies for 1.5 FPSC-Approved CE Credits.

6.4 Repositioning Your Legacy Program
Communications & Marketing, Intermediate    
Neurological research on giving and decision-making is changing our sector. There’s a shift away from educating and a move towards listening, emotional connection and utilizing donor aspirations to leverage gifts. Some charities are re-framing their legacy programs based on these findings. Find out how this is being done, discover best practices and implementation strategies and review the results they are getting.
Holly Wagg CFRE, Good Works

6.5 Donor Advised Funds: A Strategic Philanthropic Journey
Managing a Gift Planning Program, Intermediate
Donor advised funds (DAFs) are integral to the planned giving ecosystem and a great alternative to establishing a private foundation. Using a DAF, donors, their professional advisors and the charities they love come together by maximizing efficiency and impact. This session will show professional advisors how DAFs can help them help their high net worth clients; enable charities to understand how they can engage and partner with donors for greater impact; and donors can learn what a cost effective, self-directed and hassle free strategic philanthropic option could look like.
Moderator: Aneil Gokhale, Toronto Foundation
Lesley Ackrill, Interval House; Jean Bryant, Bryant and Soul Foundation; Bob Goldberger, Richardson GMP

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6.6 Leadership in Turbulent Times 
Managing a Gift Planning Program, General
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. This is an interactive session where we look at the latest research and then explore the practical implications for you, for the leadership in your organization, and what this means for Canada’s charitable sector.
Carla Funk Ph.D., Funk Management; Lee Sentes, Royal Roads University

Education Session 7

Friday, March 31, 11:15-12:15

7.1 MASTER CLASS: Managing a Gift Planning Portfolio-Best Practices Session Full
Continued from Session 6

7.2 MASTER CLASS: Having the Donor Conversation Session Full
Continued from Session 6

7.3 Data is Your BFF!    
Gift Planning Essentials, Introductory
Data is the competitive intelligence to help develop insight and drive strategy. But most organizations treat it more like the enemy than an ally. In this session, you’ll learn 10 tactics you can implement to make data your ‘best friend forever’ (BFF) helping you to generate insightful analytics, and positively influence the ways you communicate with your planned giving donors.
Liz Rejman CFRE, Pathways to Education Canada

7.4 How to Deal with Problem Executors     Session Full
Gift Planning Essentials, Intermediate
A case study will be used to raise awareness of the responsibilities and duties of executors and administrators and the rights of organizational beneficiaries. In addition, the session will provide tools to beneficiaries to assist them in creating effective and practical solutions to deal with problematic executors and administrators.
Raman Johal LL.B., Clark Wilson LLP

This session qualifies for 1 FPSC-Approved CE Credit.


7.5 Charitable Gifting: A Tax Advisor’s Perspective   
Technical Expertise, Advanced
Sponsored by: CIBC Wealth Management
The new estate donation rules are now in effect and as we familiarize ourselves with these rules we realize some of the advantages and short comings that we will encounter in estate planning. Creative gifting strategies are also of value to gift planners as we come out of the failed buy low, donate high donation schemes, allowing us to discuss strategies that will minimize the donor’s cost of making a gift.
Armando Minicucci CPA, CGA, and Erin Podio, Grant Thornton LLP

This session qualifies for 1 FPSC-Approved CE Credit.


7.6 Defensive Note-Taking   
Skills & Competencies, General
People are always telling you to ‘take good notes’, but what does that mean? Good notes will protect your employees, your charity and your gifts from a variety of challenges. This session will focus on what you need to record, how to do that during a meeting, and how to follow-up to ensure your notes are most effective. We’ll consider actual cases which have turned on written records and review sample checklists which you can use in your own organization.
Eric N. Hoffstein LL.B., TEP, Minden Gross LLP 

This session qualifies for 1 FPSC-Approved CE Credit.


Please note: Speakers and program are subject to change