Find out how the services and products of our exhibitors can help your organization be more productive. When you exhibit your company/organization at the CAGP Conference, you get targeted exposure to over 300 professionals in the gift planning field and meet prospective new clients.
Following is the list of exhibitors from the 2017 Conference in Toronto:
Currently celebrating its 35th Anniversary, Artsmarketing Services is a boutique telefunding agency that specializes in targeted fundraising campaigns to help enhance conversations between you and your donors. With our LEGACY BUILDERTM program, we pioneered using the telephone to secure Planned Gifts. As your strategic partner, our high-touch, dedicated Annual Fund, Capital and Endowment campaigns are customized to enhance stewardship and elevate levels of support. Our mission-oriented callers become an extension of your development office.
Assante Private Client is a complete wealth management service offering that integrates investment management, with wealth planning and personalized advice for high net worth investors. Our unique approach integrates all aspects of an individual’s financial well-being, which includes bringing their philanthropic vision to life, by helping to create a plan to benefit their community, while creating a lasting legacy for their family. This service is exclusive to Assante Wealth Management advisors. To contact an advisor please visit www.assante.com.
At Blackbaud, we believe the world will be a better place when good takes over. We work every day to power an ecosystem of good, providing innovative software, services, expertise and data intelligence to more than 1500 Canadian charities, foundations, corporations, education institutions, and the individual change agents who support them.
CICEA provides the online Certified Executor Advisors (CEA) designation program, delivering practical knowledge of the risks, roles and responsibilities facing Canadian executors. For CAGP professionals, CICEA opens new conduits for engaging with executors (very important under the new legislation) and testators (essential to near, mid and long term planned gifts).
The lawyers at Fasken Martineau DuMoulin LLP and Carters Professional Corporation work cooperatively to provide assistance to clients across Canada and internationally in the area of charity and not-for-profit law. Both are leading firms in Canada and provide a full range of legal services.
DonorPerfect Canada offers a powerful, integrated constituent relationship management (CRM) and fundraising development software, built to cultivate donor relationships and achieve outstanding fundraising results. Our cloud-based award-winning solution, our experienced, bilingual team in Montreal and our worldwide success in the non-profit space make DonorPerfect the logical choice for Canadian fundraisers.
Drache Aptowitzer LLP is recognized as one of Canada’s foremost experts in charity and non-profit law and provides guidance through every step of an organization’s lifespan.
Canada’s Ecological Gifts Program provides a way for landowners with ecologically sensitive land to protect nature and leave a legacy for future generations. Administered by Environment and Climate Change Canada and made possible by the Income Tax Act, it offers significant tax benefits to landowners who donate land or a partial interest in land to a qualified recipient.
One of North America’s premier marketing and analytical services companies, Environics Analytics helps customers turn data and analytics into insight, strategy and results. EA offers the full range of analytical services—from data supplier to strategic consultancy—and provides authoritative reports, software and modelling approaches to solve business challenges.
As a professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies (CERTIFIED FINANCIAL PLANNER® professionals and FPSC Level 1® Certificants in Financial Planning) meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.
Miller Thomson’s Social Impact Group is the largest team of lawyers in Canada, dedicated to helping charities, non-profit organizations and social enterprises meet their legal needs and accelerate their social impact. Whether advising on tax compliance strategies and structures for charities and non-profits operating across multiple jurisdictions, helping to secure and structure mission-related investments, or restructuring charities and non-profits to generate revenue from innovative sources, we have the specialized knowledge and experience needed to help organizations achieve a sustainable long-term advantage.
Overture is a relationship management platform for institutions engaging their highest-level donors. The platform helps not-for-profit institutions manage the pre- and post-donation experience by bringing all communications into one place and creating an ongoing, one-on-one conversation with the donor. Overture recognizes that your last donor is your best donor and creates a VIP donor experience.
PGgrowth • Planned Giving + Inspire your donors and advance your cause with Canada’s top team of planned giving experts. We draw on decades of experience working with hundreds of organizations to create long-term and sustainable Planned Giving Programs. PGgrowth can help you inspire the donors in your community to create a legacy gift — for today and for the future.
We understand that your data is your organization’s most important asset; you need to rely on an easy to use and efficient database. Trusted by the Canadian philanthropic community for 25 years, ProDon is completely bilingual and combines CRM capabilities with the features you need to organize your data, cultivate relationships and increase donor loyalty. 1-855-564-4597 – firstname.lastname@example.org
Scotia Wealth Management is focused on helping affluent clients build, preserve and transfer their wealth. We create integrated wealth management solutions that incorporate investment management, private banking, and estate and trust services. Building on over 85 years of service to charitable foundations, we provide clients specialized support and expert planning to help achieve personally significant philanthropic plans.
Whether it’s creating wealth, preserving it, or passing it on to future generations, TD Wealth can help. The Private Giving Foundation, offered exclusively through TD Wealth is the first donor-advised fund offered by a Canadian financial institution and is a simple, effective way to build a philanthropic legacy. The Foundation has had a significant impact with over $90 million disbursed to Canadian charities since its launch in 2004.
The Society of Trust and Estate Practitioners (STEP) is the leading worldwide organization for those advising families across generations. Membership is diverse and highly specialized, including industry professionals with legal, accountancy, corporate, trust, banking and insurance backgrounds. STEP offers the Trust and Estate Practitioner (TEP) designation through a number of educational routes.