Aperçu de l'horaire du #CAGP22

Pour vous aider dans votre planification, voici un aperçu de ce à quoi vous pouvez vous attendre à Halifax en avril 2022.

Commanditaire
d’éducation

07:30
07:30 - 17:00

Gift Planning Fundamentals

PRE-CONFERENCE SESSION

Are you new to gift planning and want to learn the basics? Are you an executive director or board member who is interested in starting a gift planning program at your charity but need to learn more before ‘jumping in’ Or, perhaps you want to add some gift planning ‘tools and techniques’ to support your donors in expanding and enhancing their philanthropy.

If so, this course is exactly what you need.

Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation’s Gift Planning Fundamentals is a one-day introductory course that will give you the boost you need to thrive in your career.

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07:30
07:30 - 16:30

The Advanced Canadian Gift Planning Summit

CAGP FOUNDATION PRESENTATION

The Advanced Canadian Gift Planning Summit is the meeting place for industry-leading expert advisors and fundraisers engaged in philanthropy. It is where philanthropic planning meets tax, finance, insurance, succession and estate planning.

Incorporating interactive and in-depth presentations and discussions on current topics, this gathering of advanced professionals provides a unique opportunity to study the highest level of philanthropic strategy for the biggest and most complex gifts being planned in Canada and globally.

Sponsored by KBF Canada and Benefaction Foundation

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13:00
13:00 - 18:00

Conference registration opens

17:00
17:00 - 17:45

SPONSORED SESSION: Canada Life My Par Gift – A simple, single pay, participating life insurance policy designed for charitable giving

Sponsored by Canada Life

Create new opportunities to enhance your donors’ gifts with Canada Life’s My Par Gift. An industry-first life insurance solution exclusively designed for the charitable sector. During our time we will go through how the solution is structured while also diving deeper into two case studies that will illustrate the benefits to individual and corporate donors.

SPEAKER: EVAN CONNELL
17:30
17:30 - 18:30

First Timers Reception

Sponsored by Benefaction
07:00
07:00 - 08:00

Registration opens + Breakfast

08:00
08:00 - 00:00

Land Acknowledgement / Opening Thoughts and Reflections

SPEAKER: MONIQUE MANATCH, ANISHNABE ALGONQUIN KNOWLEDGE KEEPER
08:00
08:00 - 09:00

Plenary: GENEROSITY AS AN INTERVENTION TO SCARCITY: RECOGNIZING AND HEALING MONEY TRAUMA FOR MORE MEANINGFUL, EFFECTIVE FUNDRAISING RELATIONSHIPS

Sponsored by BMO Private Wealth

Join Trauma of Money’s co-founder and CEO, Chantel Chapman for this insightful talk exploring the psychology of scarcity and how charitable giving can be an intervention to minimize this restrictive lens around money.

Scarcity impacts the brain similarly to trauma and does not differentiate between perceived scarcity and actual scarcity. In this session, we will explore research-based ideas about how:

- Our economic system inherently orients us in scarcity and may impact our ability to give
- Scarcity impairs executive functioning including fluid intelligence, decision-making, and impulse control
- Common money disruptions and how to disempower them (e.g. financial avoidance, excessive risk aversion, underspending)

SPEAKER: CHANTEL CHAPMAN
09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from:

1.1. DEEP DIVE SESSION: COMPREHENSIVE PLANNED GIVING PROGRAMMING - PART 1
Sponsored by BC Children's Hospital Foundation
Education level: Intermediate
Topic stream: Marketing & Communications

Take the plunge - learn how to create a compelling Planned Giving Program to reach your goals and support your mission. Marketing, communication, engagement and stewardship are all essential components of success, and during this “deep dive”, we will take a good look into each of these four areas. Participants will walk away with helpful marketing tools, outreach ideas, stewardship plans and lead-generating activities that can be scaled up or down accordingly. This year’s theme is “Convergence of Generosity,” but do all the components of your Planned Giving Program work together to support a unified whole? Learn how to build an integrated planned giving program that will support your success now and in the future.

SPEAKER: HOLLY GREATREX, BA/21, CFRE

1.2. HOW TO GET THE ATTENTION OF SENIOR LEADERS ABOUT THE VALUE OF PLANNED GIVING
Education level: Intermediate
Topic stream: Know your Charity

Do you have difficulties engaging your board and senior leadership in the value of planned giving? Would you like to learn how planned giving got World Vision Canada’s immediate attention of our new VP of Philanthropy, Rockwell Dundas? Along with Rockwell Dundas, the Director of Philanthropy and Engagement, Laurie Lowe and Manager of Planned Giving, Trina Owens would like to share how you can inspire and demonstrate the future legacy impact to your volunteer board members and senior leadership in your organization on the charitable business need for the investment in planned giving.

SPEAKERS: ROCKWELL DUNDAS, MBA, LAURIE LOWE AND TRINA OWENS

1.3. REGISTERED CHARITIES MAKING GRANTS TO NON-QUALIFIED DONEES: WHAT DOES THIS REALLY MEAN FOR US?
Education level: Intermediate
Topic stream: Legal Issues & Ethics

There has been much interest in our sector around the 2022 Income Tax Act Amendment to provide an alternative option for Canadian registered charities to work with non-registered charities and organizations abroad, specifically permitting registered charities to make disbursements to organizations that are not qualified donees. Will this allow an enhanced convergence of generosity for registered charities, donors and grantees? For many of us in the sector it’s still not clear what it might mean for our work. This discussion will bring together people with experience and expertise in the area.

SPEAKERS: BENOÎT FONTAINE, MOHAMED HUQUE AND SUSAN MANWARING

1.4. DEATH – THE FINAL TABOO
Education level: General
Topic stream: Building Relationships

Death is universally shared and we’re all going to experience it. Yet, it is undeniably still taboo and not likely to be discussed at your next dinner party. We put death comfortably behind a privacy curtain to let others deal with the messiness and awkwardness. However, the legacy fundraising professional whose task it is to work with a donor about imagining “what ifs” after their certain demise and have them get excited about it, has a tough job. Yikes! Venture into death related conversation with confidence. You might even use the “d” word!

Institute accredited CE (1.5 credits)
Continuing Education Sponsor: ADVOCIS


SPEAKERS: JENNIFER BENEDICT AND JANICE ST-DENIS

1.5. LOOKING AFTER LEGACIES: CONTINUING THE CONVERSATION
Education level: Introductory
Topic stream: Legal Issues & Ethics / Building Relationships

With the growth of planned giving programs among charities, more fundraisers are engaging in the “planned gift” conversation with donors. This increase in planned gift solicitations is wonderful for the charitable sector, and provides a timely opportunity for GP professionals to coach and collaborate with fundraising partners.

Honouring donor intentions is an essential component of our ethical duty as gift planners and estate gift administrators. Occasionally, in the face of a donor-centred approach, we need to be the guiding compass for our colleagues, donors and estate trustees to ensure that the legacy intention is successful. Through case examples and roundtable discussions, you will learn about strategies for leading these conversations. Join us to hear new ideas and build your confidence around how to engage interested parties both internal and external to the charity as we look after legacies.

SPEAKERS: CHRISTINA PARFITT, CFP® AND MICHELLE PRUEFER

1.6. LEAVING A LEGACY - 3 FAITHS, ENDLESS POSSIBILITIES
Education level: Intermediate
Topic stream: Building Relationships

Do Muslims, Christians, and Jews approach legacy giving the same way? A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about bequests and other gifts within each of our faith communities. Research demonstrates that actively religious donors give and volunteer the most, and to a variety of causes. So much in common, and yet our three faith traditions approach legacy giving with different emphases and gift vehicles. A safe place to ask questions about faith and planned giving is a gift we offer to the fundraising community.

SPEAKERS: ANN ROSENFIELD, MBA, CFRE, IMAM IRSHAD OSMAN, MSC, CFRE AND DR. LORI GUENTHER REESOR

10:45
10:45 - 11:15

Break + Exhibit Hall Networking Lounge

Time to refresh, network and meet exhibitors.
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from:

2.1. DEEP DIVE SESSION: COMPREHENSIVE PLANNED GIVING PROGRAMMING - PART 2
Sponsored by BC Children's Hospital Foundation
Education level: Intermediate
Topic stream: Marketing & Communications

Take the plunge - learn how to create a compelling Planned Giving Program to reach your goals and support your mission. Marketing, communication, engagement and stewardship are all essential components of success, and during this “deep dive”, we will take a good look into each of these four areas. Participants will walk away with helpful marketing tools, outreach ideas, stewardship plans and lead-generating activities that can be scaled up or down accordingly. This year’s theme is “Convergence of Generosity,” but do all the components of your Planned Giving Program work together to support a unified whole? Learn how to build an integrated planned giving program that will support your success now and in the future.

SPEAKER: HOLLY GREATREX, BA/21, CFRE

2.2. GIFT PLANNING 101
Education level: Introductory
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

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 to make the most of other sessions at the conference. We'll arm you with practical ideas, brand new data from our sector and resources to jumpstart your understanding of planned and strategic giving.

SPEAKER: BETH PROVEN AND PAUL NAZARETH

2.3. A DEEPER DIVE INTO “QDs” (QUALIFYING DISBURSEMENTS) AND “DQs” (DISBURSEMENT QUOTA RULES)
Education level: Experienced
Topic stream: Legal Issues & Ethics

Unlike a DQ Sandwich from Dairy Queen that is predictable and satisfying, the murky and evolving world of QDs (Qualifying Disbursements) and DQs (Disbursement Quota Rules) under the “Income Tax Act” is neither predictable nor very satisfying. This session will explore a number of the complexities and challenges associated with both the new regime of Qualifying Disbursements and its practical impact on charities, as well as a discussion of the changes and challenges arising from the increased Disbursement Quota and related rules for charities and their interrelationship with the Qualifying Disbursement Regime. Attendees will gain a clearer understanding of the technical issues that gift planners and allied professionals will need to know when advising clients on what charities can and cannot do with regards to these rules and their impact on gift planning.

SPEAKER: TERRANCE CARTER

2.4. PLANNED GIVING MARKETING: GROWING YOUR POOL OF DONORS REQUIRES A DIFFERENT APPROACH
Education level: General
Topic stream: Marketing & Communications

What kind of results do you expect from your planned giving marketing? In this session, we challenge the conventional thinking that PG marketing should always result in qualified leads. Hear how some charities are moving towards a more integrated marketing strategy, where captivating content and engagement are key to growing their pool of donors. Our panelists share the tactics they’ve used, the results they’ve seen, and how to get organizational buy-in.

SPEAKERS: LAURIE FOX, BARBARA CHAMBERS, DANIELLE GAGNER AND LAURA RUMBLE

2.5. CONVERGENCE: THE INTERSECTION OF FUNDRAISING AND FINANCE
Education level: General
Topic stream: Not About Gift Planning

Join Gordon Holley and Kathy Arney to explore how financial sustainability and fundraising strength work together to enable social purpose organizations to maximize their impact. Learn the challenges organizations face, how finance and fundraising teams can collaborate, and key finance and fundraising strategies for building more sustainable and impactful organizations. Gordon and Kathy are both CPAs who work in the social purpose sector - Gordon heads a firm focused on building internal financial capacity, while Kathy leads a fundraising and capacity-building firm. By working together, these two leading professionals will provide the insights for non-profits to converge finance and fundraising to enhance long-term sustainability for their organizations and maximize the value of their fundraising efforts. Learn how to create an environment of cooperation and collaboration for a more stable and impactful future.

SPEAKERS: GORDON HOLLEY, CPA, CA, FCPB AND KATHY ARNEY, MFA-P, CA, CPA

2.6. BATMAN, ROBIN AND ALFRED: HARNESSING THE TALENTS OF YOUR WHOLE TEAM
Education level: General / Intermediate / Experienced
Topic stream: Know your Charity

Everyone who works for a charity is a fundraiser. But sometimes, our diverse super-powers mean that we have trouble understanding each other and working together as effectively as we can. In this session, we will explore how front-facing staff can engage the rest of the team, and how database, research, operations and administrative staff can bring their full suite of talents to the table. We’ll talk DiSC styles, introverts and extroverts, how to use data to improve your programs, and, most importantly, help you build a happier, more satisfying work environment for everyone on your team.

SPEAKER: JENNIFER M. WALTON, CFRE

12:30
12:30 - 13:30

Plenary/Lunch - 2024 CAGP Table Talks

Sponsored by KBF Foundation Canada

You asked for more networking and connection and we listened! Join us for a lunch and learn, moderated by your CAGP peers, where you will share ideas, perspectives, news and views with like-minded colleagues on a variety of topics.
13:30
13:30 - 14:15

Break + Exhibit Hall Networking Lounge

Time to refresh, network and meet exhibitors.
14:15
14:15 - 15:15

Afternoon Sessions A - 60 mins

6 different sessions to choose from:

3.1. LEARNING TAX FOR THE NON TAX GIFT PLANNER!
Education level: General / Introductory
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

By definition, gift planning involves the careful thought of all of the aspects of the gifting property. While statistics say that donors think very little of the consequences of their gift, their trusted financial advisors do! Financial advisers are often the gate keepers to the real wealth of donors, gift planners needs to develop a tax “vocabulary” so they can make sure the gift makes sense for their organization, and to inform the organization's own advisers. This interactive session will help build that working vocabulary by outlining the key tax concepts, and having attendees pull those concepts from case studies.

SPEAKER: DEWAYNE OSBORN, CPA, CGA, CFP, MFA-P

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS


3.2. "ON THE DESK" DONOR RELATIONS FOR ED/CEOS
Education level: Experienced
Topic stream: Know your Charity

This session places gift planning and major gift conversations directly on the CEO's desk--especially for small shops. We'll talk about ways that a CEO can advance relationships with donors in ways that other staff members cannot. We'll also explore ways to keep advancement work front and center, in spite of the demands of the role.

SPEAKER: SANDRA BAKER, BA, CFRE

3.3. REVOLUTIONIZING LEGACY GIVING: THE POWER OF ONLINE WILLS FOR CHARITIES
Education level: Introductory / Intermediate
Topic stream: Know your Charity / Marketing & Communications

In today's digital age, online Wills have become a powerful tool for individuals and nonprofit organizations. This session will provide you with an in-depth understanding of the strategies and techniques involved in soliciting and securing legacy gifts through online Wills. Daniel Goldgut, Epilogue Wills, and Jackie Mersereau, the Nature Conservancy of Canada will help you understand the potential online Wills have to increase bequest confirmations to your organization.

SPEAKERS: DANIEL GOLDGUT, J.D. AND JACKIE MERSEREAU

3.4. GIFTS IN-KIND AFTER DEATH
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life / Legal Issues & Ethics

Canadians donate both time and money to charities, contributing to our society’s well-being. In addition to monetary gifts, gifts in-kind can be donated to charity with taxable benefits to the donor. This session will focus on gifts in-kind, including gifts of private and public company shares, ecological gifts, Canadian cultural property, real estate, art, cryptocurrency, and NFTs, made by an estate. We will examine the special rules for donations made after death, and aim to equip the advisor, the executor, and the charitable organization with the tools to tackle the challenges that arise from these types of gifts.

SPEAKERS: BRITTANY SUD AND ELENA HOFFSTEIN

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS


3.5. SHIFTING THE PARADIGM: CENTERING IMPACT AND EMPOWERING FRONTLINE FUNDRAISERS FOR MEANINGFUL ENGAGEMENT
Education level: Intermediate
Topic stream: Building Relationships

In the movement towards community centric fundraising, fundraisers have a responsibility to decenter donors. Unfortunately, we have been trained to take a donor centric approach and now have to unlearn much of what we know about fundraising. As a fundraiser, Elisa Williams Schroen was trained to take a donor centric approach. Now as the Manager of Philanthropy, FDC Foundation, she experiences fundraisers taking this approach and failing to engage the foundation or create meaningful partnerships. Participants will leave with practical strategies that prioritize authentic and meaningful engagement to foster stronger relationships, trust, and collaboration between fundraisers and donors.

SPEAKERS: ELISA WILLIAMS SCHROEN, CFRE AND ELI CLARKE

3.6. WHAT’S NEXT? HOW TO ENGAGE AND CONVERT YOUR LEGACY PROSPECTS OVER TIME
Education level: General / Intermediate
Topic stream: Marketing & Communications

You’ve built a pipeline of supporters who are willing to consider a planned gift – great! But… now what? How can you systematically cultivate your legacy prospects year after year? What can you do to help motivate and inspire them to take action? How can you find out if they’ve made a decision in a sensitive way? This session outlines how to create a repeatable, systematic 2-year engagement plan and covers lots of ideas for touchpoints and content to keep prospective legacy donors moving forward in their decision-making while deepening your relationship and their connection to the cause.

SPEAKER: AIMÉE LINDENBERGER, CFRE

15:30
15:30 - 16:30

Afternoon Sessions B - 60 mins

6 different sessions to choose from:

4.1. NUDGES THAT IMPROVE LEGACY MARKETING
Education level: Intermediate
Topic stream: Marketing & Communications

Unlike major gifts, marketing legacies is an ongoing and continuous process that gently nudges donors towards the decision. A quick review of legacy documents reveal outdated and jargon-heavy marketing that leave donors confused and uninspired. This session aims to shares some basic elements of behaviour science where nudges have being used in legacy marketing. We'll discuss nudges that you must use and those you must avoid at all cost. We’ll also explore what donor psychology and behavioural science research tells us about how donors make decisions and how you can harness this information to craft deeply personal and impactful legacy marketing materials that will inspire and nudge donors towards that joyful YES!

SPEAKER: LIGIA PEÑA, CFRE

4.2. IMPACT OF THE NEW ALTERNATIVE MINIMUM TAX (AMT) REGIME ON LARGE GIFTS AND THE CHARITABLE SECTOR
Education level: Introductory / Intermediate
Gift Planning Vehicles - Sponsored by Canada Life

The federal government, in the 2023 budget, has proposed changes to the AMT regime as part of their commitment to ensure that high income earners pay their fair share of tax. On August 4th, 2023, draft legislation modifying the AMT regime was released and high-net worth donors who plan to make large donations, such as donors that intend to give high-value publicly listed securities and/or capital properties with significant unrealized gains, may be significantly impacted by the proposed changes that are expected to come into force on January 1st, 2024. The session will go over what charities must know about AMT i.e. how it works, go over the revised rules and how it may impact donors, give examples and discuss how this may affect philanthropy.

SPEAKER: STEPHANIE BERNIER, LL.B., MTax, TEP

4.3. CULTURAL ALCHEMY: POWER OF COLLABORATION ON SOUTH ASIAN LEGACY GIVING INITIATIVE
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life / Marketing & Communications

A case study involving collaboration between Royal Ontario Museum (ROM) presented by Janice Correa and Advisory Money Strategies Inc (AMS), a boutique Estate Planning firm presented by Chanchal (Sisi) on how the advisory firm partnered with ROM on their South Asian Legacy Giving Initiative to build a bridge between Donors and Donees, specifically those of South Asian heritage. It highlights supporting data, strategic plans, and actionable tactics on a transformative process of combining cultural elements, values, and traditions to promote meaningful impact and enduring legacies by South Asians. It addresses acknowledgement of inclusivity and honoring of various cultures and identities present within the Community itself. The partnership underlines importance of working together to advance understanding of Legacy giving, with special emphasis on generational giving and utilization of life insurance as a key giving vehicle. A deep dive on integrating donor events and advisor presentations with South Asia and its culture in mind, shifts perspective to resonate deeply within the cultural fabric of the South Asian community. AMS brings forth simple planned giving strategies for the average donor by “Making Giving Simple” while assisting ROM preserve culture, for generations to follow.

SPEAKERS: CHANCHAL CHAKRABARTI, CLU, CHS, MFA-P AND JANICE CORREA

4.4. ESTATE ADMIN OFF THE SIDE OF YOUR DESK - PRACTICAL INFO YOU CAN USE!
Education level: Introductory
Topic stream: Know your Charity

Estate Admin in a small shop or off the side of your desk. Practical information that you can take back and implement. Know what you are entitled to ask for, what to expect, how to spot red flags. Know what to look for in a Release, Acknowledgement, or accounts. Is a Release even necessary? Know that it is okay to ask questions and reach to out to other charitable beneficiaries and collaborate!!!

SPEAKER: CHRISTIE GEEN-DIFEDE

4.5. SOS! – RESCUING AN INTENDED TESTAMENTARY CHARITABLE GIFT IN DISTRESS
Education level: Intermediate
Topic stream: Legal Issues & Ethics

Many testators have good intentions. Sometimes those intentions run into problems after death. What happens when circumstances threaten the realization of a testator’s philanthropic goals? Using statute and jurisprudence, this session will explore some of the “rescue” techniques available to save a testator’s charitable intentions when those intentions are in distress. Situations covered will include charitable gifts in a testator’s “Will” that does not comply with the necessary formalities for a valid Will, and when a testamentary charitable gift is impossible or impractical to carry out.

SPEAKER: TOM GROZINGER

4.6. FUTURE PLANNING: USING A GIVING VEHICLE TO MAKE IMPACT INVESTMENTS
Education level: Experienced
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

In this workshop session you will learn how to work with donors to make impact investments. As impact investing continues to rise in popularity, especially as a philanthropic strategy, stay current on what is/is not permitted under Canadian ITA, guidance from CRA and implications on DQ, gift and investment structuring options, and more. You will leave with a better understanding of impact investment options and the technical details needed to better serve your clients.

SPEAKERS: SUSAN MANWARING AND ADAM JAGELEWSKI

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS


16:30
16:30 - 17:30

Welcome Reception

Sponsored by Good Works

Join us for an alcohol-free reception, with a mocktail sponsored by the CHEO Foundation.
17:30
17:30 - 18:30

Partners & Donors Reception

Sponsored by Cardinal Capital Management and CAGP Foundation
18:30
18:30 -

Dine Around Event

Join us for an optional outing to relax and meet new people.
18:30
18:30 -

Cocktail Reception / Fireside Chat with WCPD Foundation

Join us for an optional evening reception sponsored by WCPD Foundation.
07:00
07:00 - 08:00

Registration opens + Breakfast

07:00
07:00 - 07:45

Early Bird Sponsored Session: WHERE TAX & FINANCE MEET PHILANTHROPY

Sponsored by PearTree

This exclusive Early Bird Session with PearTree Canada's Founder & CEO, Ron Bernbaum will dive into the unique Canadian landscape of Tax as it relates to Philanthropy. Tailored for fundraising and gift planning professionals, this session will explore real-life scenarios, spotlighting the impact of recent changes to the Income Tax Act on the Canadian Charitable Sector. Ron will guide the audience through these changes, providing insights and practical solutions for navigating these changes. Join in for a special focus on the Flow-Through Share Donation platform, as Ron speaks about leveraging it as a powerful tool for fundraisers and gift planners in their fundraising toolkit, empowering donors to accelerate their charitable giving.

SPEAKERS: RON BERNBAUM

Institute accredited CE (.75 credits)
Continuing Education Sponsor: ADVOCIS
08:00
08:00 - 09:00

Plenary: From Charity To Change in Canadian Foundations

Sponsored by Aqueduct Foundation

Are you curious about how foundations are changing their focus and strategies in a rapidly evolving philanthropy landscape in Canada? Join three experienced foundation leaders and observers of this landscape as they discuss and share new approaches to collaboration and partnership.

SPEAKERS: HILARY PEARSON, ARTI FREEMAN AND VANI JAIN
09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from:

5.1. DEEP DIVE SESSION: 12 WAYS TO BE MORE INCLUSIVE AND MORE - PART 1
Sponsored by BC Children's Hospital Foundation
Education level: Introductory / General
Topic stream: Building Relationships / Not About Gift Planning

Looking for more ways to be more inclusive and continue the conversation? Join me for a deeper discussion on 12 ways to be more inclusive (and more) in your life and work. We will discuss how to use these basic tools to build a more inclusive workplace and society. Bring your questions, concerns and let’s discuss why we need to be more inclusive. Bring your ideas and successes and tell us how your workplace has championed inclusion. Add to the list and let’s make philanthropy a better industry to work in.

SPEAKER: JAYA MOOTOO

5.2. MAPPING IT OUT AND HITTING THE ROAD WITH YOUR LEGACY PROGRAM
Education level: Introductory
Topic stream: Know your Charity / Marketing & Communications

It’s time to hit the road! With so many giving vehicles, marketing tools, and audiences to consider reaching the ultimate destination, it can be challenging to get started. In this session, we’ll look at our past trips to help plan what you need in your suitcase before you hit the road. Then we’ll build a map of routes, highlighting differences for small cars vs. sedans, solo drivers, or those with a passenger. You’ll leave the session with a plan and road map you can implement right away to get your legacy program out of the garage and enroute!

SPEAKERS: CHRISTY SOHOLT, CFRE AND LAURA SVAJLENKO, CFRE

5.3. SHIFTING TO AN INDIGENOUS-LED AND INSPIRED FUND DEVELOPMENT MODEL: WANUSKEWIN’S JOURNEY TO UNESCO
Education level: General
Topic stream: Building Relationships

Wanuskewin, an Indigenous-led organization on a journey to become Saskatchewan’s first UNESCO World Heritage Site by 2025. Along the way, the organization is taking thoughtful steps to build a different kind of fund development strategy – shifting to an Indigenous-led and Inspired Fund Development model. As we take thoughtful steps to integrate Indigenous ways of knowing and conventional fundraising practices, we’re listening—to the land, the ancestors, and each other—and learning many lessons along the way. It’s messy and challenging, but all learning is. This session will share the journey, the learning, the struggles, and invite conversation and dialogue.

SPEAKERS: KATHY ARNEY, MFA-P, CA, CPA AND CANDACE WASACASE-LAFFERTY

5.4. CONVERGENCE OF VOICES: EMPATHIC STORY GATHERING & EFFECTIVE STORY SHARING
Education level: General
Topic stream: Marketing & Communications

Stories are at the heart of any legacy giving program. How do you gather compelling, courageous impact and donor stories, while approaching sensitive subjects and vulnerable voices with empathy and integrity? How do you conduct conversations in ways that make you feel confident and connected to your subject and your organization? How do you cultivate your own curiosity about what makes a great story: one that resonates with your values and inspires you to find and share more and more stories?

SPEAKER: JEN LOVE

5.5. ETHICAL BEST PRACTICES IN ESTATE GIVING
Education level: Intermediate
Topic stream: Legal Issues & Ethics

Complex? We bet you’ve said that multiple times if you are working within the sphere of legacy giving; either while exploring a new gift or working through a realized estate gift. Estate gifts have much more stringent legal and financial oversight than gifts from a living individual. Have you encountered questions where you didn’t know the answers? Did you often wonder where you might go to find out what your options were? If so, we encourage you to join us as we work through two complex estate case studies while exploring helpful tips on handling delicate conversations with executors, family, lawyers and loved ones.

SPEAKERS: VICKI HAYTER AND CRYSTAL SCHMALLE

Institute accredited CE (1.5 credits)
Continuing Education Sponsor: ADVOCIS


5.6. WORKING COMMUNITY-CENTRED PHILANTHROPY INTO YOUR GIFT POLICIES AND TEMPLATES
Education level: Experienced
Topic stream: Legal Issues & Ethics

Community-centred philanthropy is a paradigm that focuses the gift planning and fund administration process primarily on the impact and benefit to communities and causes, rather than primarily on the wishes and rights of the donor. This session will explore how to move community-centred philanthropy from philosophy to practice by integrating principles into gift policies and template gift documents.

SPEAKER: MICHAEL BLATCHFORD, LLB, BA
10:45
10:45 - 11:15

Break + Exhibit Hall Networking Lounge

Sponsored by Carters Professional Corporation

Time to refresh, network and meet exhibitors.
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from:

6.1. DEEP DIVE SESSION: 12 WAYS TO BE MORE INCLUSIVE AND MORE - PART 2
Sponsored by BC Children's Hospital Foundation
Education level: Introductory / General
Topic stream: Building Relationships / Not About Gift Planning

Looking for more ways to be more inclusive and continue the conversation? Join me for a deeper discussion on 12 ways to be more inclusive (and more) in your life and work. We will discuss how to use these basic tools to build a more inclusive workplace and society. Bring your questions, concerns and let’s discuss why we need to be more inclusive. Bring your ideas and successes and tell us how your workplace has championed inclusion. Add to the list and let’s make philanthropy a better industry to work in.

SPEAKER: JAYA MOOTOO

6.2. TRADITIONAL TO TRANSFORMATIONAL: LEVERAGING THE POWER OF DIGITAL MARKETING
Education level: General
Topic stream: Marketing & Communications

In recent years, the University of Toronto’s Gift Planning portfolio has undergone a digital transformation. Rather than exclusively relying on traditional channels, we are now fully leveraging the power of integrated multi-channel marketing and communications to build awareness of and raise interest in gift planning as a meaningful way to make a difference. During this session, we will discuss how to diversify your channel mix, maximize your content, leverage data-informed insights to guide decision making, and generate qualified leads using paid digital advertising. We’ll also share best practices, successes, and key learnings to help guide your own planning efforts.

SPEAKERS: MICHELLE OSBORNE, CFRE AND MELISSA PANG

6.3. CONVERGENCE AND CONNECTION - UNLEASHING THE COLLECTIVE POWER OF GIVING
Education level: Experienced
Topic stream: Building Relationships / Know your Charity

In my presentation, I will delve into the convergence of giving and how it relates to the coming together of various partner groups towards a common goal or shared purpose. It represents a shift from random and perhaps episodic acts of giving to a more strategic, intentional and collaborative approach that maximizes the impact of philanthropic efforts. Through the lens of Harmonia Philanthropy's PhilEx program, I will explore how strategic gift planning in collaboration with various professional advisors, can empower donors to achieve their philanthropic dreams while addressing the changing face of philanthropy, and the broader sector issues and trends charities and nonprofits face.

SPEAKER: LOIS GRAVELINE

6.4. THREE WAYS TO BOOST YOUR EMAIL ACQUISITION
Education level: General
Topic stream: Marketing & Communications

New email acquisition? Yes please! We all know emails can be a vital part of our communication toolkit, but how can we get more of those valuable emails to grow our prospect and donor base? We have three tried and true strategies to share – including one dedicated to planned giving!

SPEAKERS: ANGELA MAYER AND ERIN NAZARALI

6.5. GETTING MORE PLANNED GIFTS BY ASKING BETTER QUESTIONS
Education level: Introductory / Intermediate
Topic stream: Marketing & Communications / Building Relationships

What are your donors thinking? What are their concerns? What questions do you need to ask – and anticipate – to find out? How can you use better questions to raise more money, now and in the future? The key to successful fundraising is smarter questions… before, during, and after your interactions with donors. This new webinar is based on Harvey's bestselling book, 11 Questions Every Donor Asks and the Answers All Donors Crave. Perfect for both planned and major giving.

SPEAKERS: HARVEY MCKINNON AND KATIE DUDLEY

6.6. STRATEGIC TAX PLANNING WITH LIFE INSURANCE - FOR DONORS, ADVISORS & CHARITIES
Education level: Intermediate
Topic stream: Gift Planning Vehicles - Sponsored by Canada Life

Do you need your 2024 update on all things tax & estate planning. Learn from an expert that outlines what strategies are used, who is using them, and how charities can be the beneficiary. Tax can be complicated. Financial tools like life insurance can be a liquidity tool in the planning sector to help donors reach their objectives, equalize for their families and make their philanthropy goals happen in their plans. Life insurance can do that. Learn how.

SPEAKER: JOS HERMAN, CPA, CA, CFP, CLU, TEP

Institute accredited CE (1 credit)
Continuing Education Sponsor: ADVOCIS
12:30
12:30 - 13:30

Lunch Plenary: TRUST, AND TRANSFORMATION: CANADIAN WOMEN AND PHILANTHROPY

Sponsored by Abundance Canada

TD Wealth’s groundbreaking 2014 report, Time Treasure and Talent, led to heightened interest on the important role women play in Canada’s charitable sector, as leaders, donors and volunteers.

Ten years later, it was time to shine a light on the Canadian female philanthropist today. Research through interviews with donors, entrepreneurs, charity executives and volunteers, with an emphasis on speaking to women from diverse groups and LGBTQ2+, Indigenous and immigrant communities, was the basis for this new report.

Trust, and Transformation: Canadian Women and Philanthropy shows that Canadian women remain a driving force within the charitable sector, not only providing much-needed funding but, increasingly, driving systemic change.

Join this powerful plenary to hear from a panel of women changemakers who are shaping the future of philanthropy in Canada.

SPEAKERS: JESS MERBER (MODERATOR)
13:30
13:30 - 14:30

Dessert Break + Exhibit Hall Networking Lounge

Sponsored by Carters Professional Corporation

Time to refresh, network and meet exhibitors.
14:30
14:30 - 16:00

FRANK TALKS 2024: AS A SECTOR, WHO ARE WE SERVING?

Plenary Sponsored by Miller Thomson LLP
Recording & Public Release Sponsored by Private Giving Foundation at TD

Since 2016, this plenary series has pushed at the edges of pertinent and provocative issues facing Canada’s charitable sector, pressing social issues and an evolving context of philanthropy, challenging delegates in their thinking and exploring audacious ideas that intersect with all our work and worlds.

In 2024, a persistent climate of deep polarization, inequity in wealth and its distribution, tensions between affluence and charity, growing need in a time of burnout and workforce upheaval, and a world facing environmental devastation, leads us to explore the bottom-line of As a sector, who are we serving?

This year’s FRANK Talks speakers will bring perspectives from inside and outside our CAGP community on people power, the vital role of media as the fourth estate, and reflect on the balance between donor and community-centered fundraising as mindsets around philanthropy and generosity shift. Come to listen, think and share ideas so we can find solutions together and use what precious time and resources we have to not just facilitate philanthropy but tap into the roots of human generosity.

As always, speakers are invited to challenge us to consider the role we may play in preserving or prolonging unfair systems, and how we can contribute to a path towards equity and meaningful social change.

SPEAKERS: TANYA RUMBLE, DEVIKA SHAH, JENNY MITCHELL, JOEL BRAY, VINOD RAJASEKARAN AND TYLER BOYCE
18:00
18:00 - 19:00

Banquet Reception

Time to celebrate!

Sponsored by BC Children's Hospital Foundation
19:00
19:00 - 22:00

Banquet Dinner & 2024 Friend of CAGP Award presentation

Banquet Sponsor: CIBC Private Wealth
Friend of CAGP Award Presenting Sponsor: CI Assante Private Client

Plenary

08:00

Coming soon

Description to follow.

Speaker here 

Sponsor

 

Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Government Relations Update

Description to follow.

Speaker here 

Sponsor

 

Afternoon Sessions
2:15 - 3:15

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Afternoon Sessions
3:30 - 4:30

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Thursday, April 7

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

David Chilton, The Wealthy Barber

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Annual General Meeting

Description

Edgar Villanueva

SPONSOR

 

FRANK Talks

2:30

The FRANK Talks 2022

Description

 

SPONSOR

Friday, April 8

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

Lana Eagle??

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Closing Plenary

12:30

Title here

Description

Tareq Hadhad

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

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.

 

2. Designating a Charity as Beneficiary – Tips and Traps for Gifts from Registered Plans

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

Eli Clarke

 

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.

Nicole K. D’Aoust LL.B 

 

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.

Jennifer Button & Brad Offman, MA, MBA, CFRE, MFA-P

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

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.

 

2. Common types of gift vehicles

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.

Colleen DeJager

 

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.

Claude Drouin

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)