Gift Planning Fundamentals

◊  Are you new to gift planning and wanting 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 might be exactly what you need.

See the Agenda for the day

Read what one of our Gift Planning Fundamentals attendees had to say at the end of the day:
“Certainly among the top pro-D sessions I’ve taken over 25 years in Advancement work with highly relevant and topical information, practical application and a great resource list shared by exceptional presenters.”
          ~ Sherri Magson, University of the Fraser Valley

Read our Q & A

Montreal, Quebec

Date: Tuesday, April 9, 2019 – 7:30 am – 5:00 pm
Location: Fairmont The Queen Elizabeth, 900 René Lévesque Blvd. W, Montreal, Quebec
Presenters: Paul Nazareth, CAGP and Charles O’Neil, QEII Health Sciences Centre Foundation
Cost: CAGP Members: $400 / Non-members: $450 (plus tax)




Full participation in Gift Planning Fundamentals is applicable for 7 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification. Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification!


    Institute accredited CE (7.0 credits)