du 14 au 16 avril

48 conférenciers inspirants

Commanditaire du site web

Website Spomsor
Partenaire principal du congrès

Le 27e Congrès national de l’ACPDP sur la philanthropie stratégique est une expérience virtuelle

Du 14 au 16 avril 2021

Le compte à rebours pour #CAGP21

L’ACPDP est la seule association professionnelle qui réunit en son sein à la fois des collecteurs de fonds travaillant pour des organismes de bienfaisance et des conseillers financiers et juridiques.

Chaque année nos membres viennent de tous les coins du pays pour participer à ce congrès national intensif qui dure trois jours. Mettant en vedette des conférenciers hautement qualifiés et des présentateurs inspirants, le programme du congrès offre de nombreuses et exceptionnelles occasions d’apprentissage, de réseautage, d’échange d’expériences et d’actualisation des tendances, stratégies et méthodes nouvelles dans le domaine de la planification stratégique des dons de bienfaisance.

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Choix de séances et d’ateliers. Vous pourrez y assister en direct ou en rediffusion. Les enregistrements des ateliers et des séances demeureront accessibles pendant six mois.

HORAIRE DU CONGRÈS

Commanditaire d’éducation
11:00
11:00 - 11:15
Main Room

Welcome

Welcome to #CAGP21 online - meet your host for the next three days, Sam Laprade.
11:15
11:15 - 12:15
PLENARY

Is Work Killing You?

Speaker: David B. Posen

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 well-being and performance. Reducing workplace stress is a win/win/win for employers, employees and the organization as a whole.

SPONSOR: RBC Wealth Management - Royal Trust

12:15
12:15 - 12:45

BREAK

12:45
12:45 - 13:45
Concurrent Session

Social Justice Philanthropy - Key Concepts and Competencies

Speakers: Krista Bissiallon; Holly McLellan; on McPhedran Waitzer; Shereen Munshi
12:45
12:45 - 13:45
Concurrent Session

Assante Session - TBC

12:45
12:45 - 13:45
Concurrent Session

Exploring the Why Behind Giving: Lessons for Legacy Planning

Speakers: Richa Arora; Arundel Gibson
12:45
12:45 - 13:45
Concurrent Session

Using Social Media in Planned Giving - What You Need to Know

Speakers: Christine Kang; Jackie Mersereau
SPONSOR: Blakely

13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Concurrent Session

Crystal Ball - Future Trends

Speaker: Patrick O'Connor
14:15
14:15 - 15:15
Concurrent Session

Small Shop Stewardship

Speakers: Rochelle Greaves; Roxanne Tackie
14:15
14:15 - 15:15
Concurrent Session

Philanthropic Psychology: Lessons from the Therapist’s Couch

Speakers: Leah Eustace; Aimée Lindenberger
14:30
14:30 - 14:50
Special Sponsor Session (Concurrent)

Driven by Purpose: Stories to Inspire Your Donors to Make Planned & Strategic Gifts

Speaker: Ryan Fraser
SPONSOR: Quiet Legacy Planning Group

14:55
14:55 - 15:15
Special Sponsor Session (Concurrent)

Scoring and Finding your Best Planned Giving Prospects

Speaker: Allen Davidov
SPONSOR: Environics Analytics

15:15
15:15 - 16:00
Breakout Rooms

SOCIAL TIME

Mix and mingle with fellow attendees, catch up with old friends and make new friends.
10:30
10:30 - 11:00
Special Early Bird Concurrent Session

How to Get Your CFRE

Speaker: Sonya Swiridjuk
SPONSOR: CFRE

10:30
10:30 - 11:00
Special Early Bird Concurrent Session

Strategic Philanthropy, the Evolution of Planned Giving: Establishing a Truly Integrated Planned Giving Program at Your Organization

Speaker: Ed Sluga
SPONSOR: PGgrowth

11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Creating A More Inclusive Sector

Speaker: Hon. Senator Ratna Omidvar

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.

SPONSOR: Miller Thomson

12:15
12:15 - 12:45

BREAK

12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Uncovering Hidden Treasure – Top 5 Basic Tools to Tackle Estate Administration

Speakers: Yolanda Benoit; Patricia Ward
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Conversations with Widows Around Death, Grief and Legacy Giving

Speakers: Charlotte Paul; Janice L. St. Denis; Holly Wagg
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers

Speakers: Liz LeClair; Jen Pederson; Peggy Killeen
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

The Hybrid Endowment

Speaker: Brenda McEachern
SPONSOR: The Foundation (WCPD)

14:15
14:15 - 14:45

BREAK

14:45
14:45 - 15:45
Main Room

Decolonizing Wealth

Speaker: Edgar Villanueva

Blaming bankers and capitalism for the awful mess that is 21st Century 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 Native America. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native funder Edgar Villanueva steps into that space, with a prescription for restoring balance and healing our divides. Villanueva proposes that Native ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money.

SPONSOR: Raymond James Canada Foundation

15:45
15:45 - 17:00

SOCIAL TIME

Join peers, friends, and meet new people - hosted by Paul Nazareth
11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Working with Diversity: An Advisor’s Perspective

Speakers: Yogesh Bhathella; Sukhminder S. Virk

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.

SPONSOR: BMO Private Wealth

12:15
12:15 - 12:45

BREAK

12:45
12:45 - 13:45
Concurrent Session

Gender, Power and Wealth: Slaying your Assumptions to Raise more Money

Speakers: Jenny Mitchell; Justin Pilon
12:45
12:45 - 13:45
Concurrent Session

Reconciliation Through Gift Planning: How Settlers Can Give Back Through Planned Gifts

Speakers: Michelle Johnson; Sharon Redsky
12:45
12:45 - 13:45
Concurrent Session

Building a Donor Focused Strategy for Future Legacy Success

Speakers: Kimberley Blease; Stephen George
SPONSOR: Blakely

12:45
12:45 - 13:45
Concurrent Session

Using CAGP’s Life Insurance Guidelines to Increase Gifts and Reduce Risk

13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Main Room

Reimagining The Future of Philanthropy

Speakers: Andrew Chunilall; Naki Osutei; Natasha Smith

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.

SPONSOR: Private Giving Foundation - TD

-
On demand

Donor Advised Funds: What Your Charity Can and Can’t Do

Speaker: Michael Blatchford

Donor-advised funds are increasingly popular and are now offered by a wide-range of providers 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 outline the basic legal concepts of a donor advised fund and discuss the reasons for the popularity of this kind of fund, as well as some of the common traps that organizations and donors fall into when using them.

Track: Technical Expertise Level: General

SPONSORS: KBF Canada and The Foundation (WCPD)

-
ON DEMAND

Discovery Meetings: Get Out From Behind Your Desk and Uncover Prospects and Planned Gifts

Speaker: Eli Clarke

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


Track: Managing a gift planning program Level: General

SPONSOR: KBF Canada

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Flexibility in Endowment Strategy

Speakers: Nicole K. D'Aoust; Gwenyth Stadig

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.

Track: Technical expertise Level: Experienced

SPONSORS: KBF Canada and The Foundation (WCPD)

-

Designating a Charity as Beneficiary - Tips and Traps for Gifts from Registered Plans

Speaker: Amanda Stacey

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.

Track: Technical expertise Level: Intermediate

SPONSORS: KBF Canada and The Foundation (WCPD)

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A Collaborative and Practical Approach: How RBC Integrates Philanthropic Planning into a Holistic Financial Plan

Speakers: Jennifer Button; Brad Offman

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.

Track: Managing a gift planning program Level: Experienced

SPONSOR: KBF Canada

-
On demand

Gift Planning 101: Talking to donors about gift planning




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.

Speaker: Paul Nazareth

-
On demand

Gift Planning 101: Common types of gift vehicles




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.

Speaker: Ryan Fraser

-
On demand

Gift Planning 101: Basics of estate admin




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.

Speaker: Colleen de Jager

-
On demand

Gift Planning 101: Basics of Planned Giving marketing




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.

Speaker: Claude Drouin

FRAIS D’INSCRIPTION

$ 499 pour membres

Vous avez raté la préinscription à prix très réduit ? Ne désespérez pas !

$ 650 pour non-membres

Meilleur prix pour ceux qui ne sont pas membres

Pourquoi ne pas adhérer à l’ACPDP aujourd’hui : cela vous permettra de faire des économies au moment de l’inscription ET de profiter de toute une gamme d’autres privilèges.

$ 1750+ Groupe

Groupes de 3 à 5 : 1750 $

  • Une personne doit être membre de l'ACPDP
  •  

Groupes de 6 à 10 : 3500 $

  • Une personne doit être membre de l'ACPDP
$ 599 pour membres

Il n'est pas trop tard pour vous joindre au plus grand rassemblement national d'experts en planification stratégique de dons !

$ 750 for non-members

Il n'est pas trop tard pour vous joindre au plus grand rassemblement national d'experts en planification stratégique de dons !

Pourquoi ne pas adhérer à l’ACPDP aujourd’hui : cela vous permettra de faire des économies au moment de l’inscription ET de profiter de toute une gamme d’autres privilèges.

$ 1750+ Groupe

Groupes de 3 à 5 : $1750

  • Une personne doit être membre de l'ACPDP
  •  

Groupes de 6 à 10 : $3500

  • Une personne doit être membre de l'ACPDP

UN ÉVÉNEMENT UNIQUE QUI NE SE PRÉSENTE QU’UNE FOIS PAR ANNÉE

C’est le seul congrès au Canada qui permet d’avoir accès à des informations approfondies portant spécifiquement sur les dons planifiés et la philanthropie stratégique.

PRISE DE CONNAISSANCE DES NOUVELLES TENDANCES, STRATÉGIES ET TACTIQUES

Au congrès, vous entendrez parler en exclusivité des amendements législatifs et des avantages fiscaux récents, des tendances actuelles et émergentes dans le domaine de la philanthropie, ainsi que de nouveaux outils et de technologies d’avant-garde.

SÉANCES PLÉNIÈRES STIMULANTES

Assistez à des discussions stimulantes qui remettront en question vos perceptions et vous encourageront à réinventer l'avenir.

RÉSEAUTAGE ET ÉTABLISSEMENT DE CONTACTS

Rencontrez des centaines de professionnels qui sont des chefs de file dans le milieu de la bienfaisance et qui relèvent les mêmes défis que vous.

ÉVALUER DES OUTILS ET LES COMPARER

Établissez des contacts avec des fournisseurs venus de partout au Canada et familiariser-vous avec les produits qu’ils offrent et prenez connaissance des idées et des outils de pointe qu’ils proposent.

Et si la richesse pouvait être utilisée pour guérir ?

« Edgar décrit avec compassion et clarté les étapes réfléchies et pratiques pour mettre notre argent au service de nos valeurs. Des leçons importantes pour quiconque travaille dans la finance ou la philanthropie. »


— Keith Mestrich, président et chef de la direction, Amalgamated Bank

Edgar Villanueva

Plénière de clôture, le jeudi à 14 h 45 HE

À PROPOS

L’ACPDP est une association nationale qui constitue non seulement une source d’inspiration pour les professionnels prenant part à la planification stratégique de dons de bienfaisance au Canada, mais elle organise aussi pour eux de nombreuses activités de formation. L’association travaille activement à l’instauration d’un environnement fiscal et législatif favorisant l’essor des dons philanthropiques, à la création d’un milieu propice à l’établissement de contacts entre professionnels et spécialistes ayant des préoccupations similaires et à la mise en œuvre d’activités de formation et de perfectionnement professionnel exceptionnelles.

Joignez-vous à des confrères

Le congrès national de l’ACPDP est le forum par excellence pour rencontrer des homologues qui comprennent à la fois ce que vous faites et les méthodes de travail que vous mettez en œuvre pour créer de l’impact.

 

Formation – Inspiration – Établissement de contact

C’est un rendez-vous !

Contactez-nous

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