Gift Planning Fundamentals

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.

Tuesday, April 2 | 8:00 am - 5:00 pm

AUGMENT YOUR CONFERENCE EXPERIENCE BY ADDING THE ONE-DAY FUNDAMENTALS COURSE

Read what 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."

"This is one of the better gift-planning seminars I have ever attended: indeed, it may be the best seminar I have ever attended."

"This one day courses is the most valuable course I have been on to date and I have been involved in estate administration for over 10 years. This course should be mandatory for ANYONE who works for a charitable organization from front desk staff to donor manager and finance."

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.

Topics include:

Current philanthropic trends and tax issues
Some common types of planned gifts in Canada
How to introduce and discuss planned gifts with your donors … and more

Date: Tuesday, April 2, 2024 – 8:00 am – 5:00 pm
Location: The Westin Ottawa, 11 Colonel By Drive, Ottawa, Ontario K1N 9H4
Presenters: Grant Monck, LL.B. and Sherri Grosz CFP®
Cost: CAGP Members: $560 / Non-members: $610 (plus 13% HST)

Registration deadline: Wednesday, March 20, 2024.

Registration is now closed. Please contact Erin Kuhns at ekuhns@cagp-acpdp.org if you wish to be added to a wait list

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!

This course offers 7 hours credit for MFA-P re-certification.