Jane Anema M.Ed., MBA
Jane Anema is the Executive Director of the Sarnia Community Foundation that has grown from 1.2 to almost 7 million in endowed assets under her watch. Planned giving is a central pillar of the Foundation’s future growth. Prior to shifting into the world of philanthropy, she spent nearly 30 years learning with children as a special education consultant and classroom teacher.
Adam Aptowitzer LL.B.
Adam Aptowitzer practices in the areas of charity and tax law. He is a member of both Alberta and Ontario bars and has been writing and speaking about charity law for several years. He regularly contributes to tax and charity law publications and has written a number of influential papers, most recently an E-brief for the CD Howe Institute entitled “No Need to Reinvent the Wheel: Promoting Donations of Private Company Shares and Real Estate.”
Gail S. Asper, O.C., O.M., LL.D.
Gail Asper was born in Winnipeg and is President of The Asper Foundation, which spearheaded the creation of the Canadian Museum for Human Rights in Winnipeg. She practiced corporate and commercial law in Halifax before joining Canwest Global Communications Corp as General Counsel, Corporate Secretary and a Director in 1989.
She has chaired the Boards of numerous not-for-profit groups and lead annual capital and endowment campaigns including for the Royal Manitoba Theatre Centre, United Way and The National Arts Centre Foundation. She is a member of the Board of The Canadian Museum for Human Rights and is a Governor of the Hebrew University of Jerusalem.
Gail has received numerous awards for community service, including The Governor-General’s Award for Voluntarism in the Performing Arts, the Order of Manitoba and is an Officer of the Order of Canada. She holds Honorary Doctorates from the University of Manitoba, Carleton University, the Hebrew University of Jerusalem and Mount Saint Vincent. She is married to Michael Paterson and has two sons, Stephen and Jonathan.
Kate Bake-Paterson LL.B.
Kate Bake-Paterson is a lawyer at DLA Piper (Canada) LLP who practices in the area of charities and not-for-profit organizations. She regularly advises organizations on a broad range of issues, including governance, regulatory compliance, social enterprise and gift planning. Kate also assists donors in making charitable gifts.
Mark Blumberg LL.B., LL.M., TEP
Mark Blumberg is a charity lawyer based in Toronto with Blumberg Segal LLP and has worked for over 20 years on issues relating to non-profits, registered charities and philanthropy, in Canada and abroad. Mark has written and lectured extensively on these topics. He is the editor of two blogs namely www.CanadianCharityLaw.ca and www.GlobalPhilanthropy.ca™ and manages www.charitydata.ca and www.smartgiving.ca.
Having worked in the arts, health, social service, and education sectors, Mikhael Bornstein has more than twenty years of experience as a professional fundraiser. An experienced leader and manager, he has been involved in all areas of fundraising but has special expertise in gift planning and direct marketing. Mikhael is an AFP Master Trainer, a published writer, and has spoken at national and international conferences. He is currently serving as the Associate Director, Gift & Estate Planning at SickKids Foundation.
Theresa Butler-Porter, CFRE
Theresa is on a mission to inspire as many charities as possible to invest in well-supported, vibrant, and sustainable planned giving programs. Why? Because she’s seen first-hand the extraordinary impact an intentional, and robust, program can have on the future of an organization. Not only is she a planned-giving champion and advocate among the Canadian independent school community, she is also a senior fundraising professional with more than 20 years of experience working in areas of social justice, post-secondary education and healthcare. For the past 13 years, she’s been a much-respected member of the Lakefield College School Foundation and has recently added the role of PG Growth Senior Consultant to her CV.
Francine Cardinal LL.B., MBA
Francine Cardinal is a lawyer by training and the Director of Major Gifts and Planned Giving at the University of Montreal. She has been previously involved in renowned institutions whether as the Executive Director or the Major Gifts and Planned Giving Director (Foundation of the Little Brothers, Foundation of Saint-Joseph Oratory, Foundation of Greater Montreal). Particularly implicated within many ethical committees, she has been part of the “normalisation committee for best practices in charity” within the Bureau de Normalisation du Québec.
Florence I. Carey LL.B.
Florence I. Carey practises in the area of taxation, which involves corporate and personal tax planning, advice and assistance to small business and farm business, business succession, estate and gift planning, as well as wills and estate administration. She also regularly provides advice and services to non-profit organizations and charities, including applications for charitable status, incorporations, corporate governance and bylaws, CRA compliance and audits, gift planning and general advice. She is a frequent writer and presenter on the topics of Wills and Estates, Charities and Gift Planning, and has presented papers at both the Canadian Bar Association National Charity Symposium and the Canadian Tax Foundation Prairie Provinces Tax Conference. She has a keen interest in charities and not-for-profits, and currently sits on the volunteer boards and chairs the governance committees of the Manitoba Lung Association and the Immigrant Centre of Manitoba.
Terrance S. Carter LL.B., TEP
Terrance S. Carter practices in the area of charity and not-for-profit law, and is counsel to Fasken Martineau on charitable matters. Mr. Carter is a co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations (Thomson Reuters) a co-editor of Charities Legislation and Commentary (LexisNexis Butterworths, 2017), and co-author of Branding and Copyright for Charities and Non-Profit Organizations (2014 LexisNexis Butterworths). He is recognized as a leading expert by Lexpert and The Best Lawyers in Canada, and is a Past Chair of the Canadian Bar Association and Ontario Bar Association Charities and Not-for-Profit Law Sections. He is editor of www.charitylaw.ca, www.churchlaw.ca and www.antiterrorismlaw.ca.
Kim Cavener is the Director of Strategic Giving at the McGill University Health Centre Foundation. Kim has over 25 years of professional experience in finance, law and development. She began her career in development working raising funds for bursaries. It was during this time she realized her first planned gift, and her resolve to become specialized in strategic charitable giving drove her to work, learn and grow with seasoned fundraisers in the profession. Kim’s passion and determination to leave a mark on the world helps her to guide donors to their fullest giving potential – leading to their own lasting legacy. Kim is Chair of the Montreal Chapter of CAGP.
Karen J. Cooper
Karen Cooper practices charity and not-for-profit law with an emphasis on corporate and tax issues. In addition to her considerable legal experience, Ms. Cooper has extensive speaking and teaching experience and is a contributing author to The Management of Charitable and Not-for-Profit Organizations in Canada. She is currently serving on the Board of Directors of the Canadian Land Trust Alliance and the Kemptville District Hospital, and on the Executive of the Charity and Not-for-Profit Law Sections of the Ontario Bar Association and the Canadian Bar Association.
Rosalie Courage is the founding President of RBR Development Associates Ltd. With more than 30 years of experience in the field, she is highly accomplished in all areas of fund development and is particularly known for the effective approach she takes to transformational gifts, strategic program design, senior volunteer and executive coaching, and strategic prospect engagement. Working with clients over the last 29 years, Rosalie has developed and successfully implemented strategies to increase giving to the transformational gift level for numerous organizations. She is a much sought after presenter at regional and national conferences and an active volunteer.
Allen Davidov MBA
Allen Davidov is Director of Business Consulting at Environics Analytics in the packaged goods, automotive, public sector, not-for-profit, government and health practice. With nearly twenty years of experience focused primarily on the not-for-profit sector, he has lead responsibility for helping charities and foundations apply EA’s products and services to attract and retain donors, corporate partners and volunteers. Prior to joining EA, Allen successfully led marketing, annual giving, leadership giving and event initiatives at a number of organizations, including Sinai Health Foundation, Habitat for Humanity GTA, Canadian Breast Cancer Foundation, St. John’s Rehab Hospital Foundation at Sunnybrook Health Sciences Centre and North York General Hospital Foundation. He holds a Master of Business Administration degree from the University of Liverpool, a Bachelor of Commerce degree from Ryerson University and a Creative Advertising diploma from Centennial College.
Tom Deans Ph.D.
Dr. Tom Deans is the author of, Every Family’s Business selected by The New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries, the book provides the framework for his public lectures and seminars. Having delivered more than 1000 speeches in 24 countries – his long-awaited sequel — Willing Wisdom was released to critical acclaim and is an international best-seller. This book has inspired an entertaining new digital tool called the Willing Wisdom Index that predicts how prepared a family is to inherit. Both of Tom’s books deal with the intergenerational transition of family wealth. Like his books — his talks are unconventional and contrarian. Deans earned a Ph.D. from the University of Warwick in England. His speeches aren’t just about money and clever tax plans. They’re about giving people the confidence to hold family meetings with their advisors present to speak openly about their giving intentions.
Dwayne DiPasquale is Director, Advancement at Mackenzie Health Foundation. Dwayne started his healthcare fundraising at North York General Hospital Foundation in 2000 and has also worked with St. Michael’s Hospital Foundation. He has extensive experience with direct response programs and Raiser’s Edge database management and integration. Recently at Mackenzie Health Foundation, he was able to implement their most successful legacy mail/telemarketing campaign to-date.
Moira Dossetor Ph.D.
Moira Dossetor has worked for close to 20 years in the philanthropic sector within both small and large institutions. Equipped with a PhD in Philosophy, Moira transitioned seamlessly from philosophy to philanthropy at York University, where she managed fundraising for the Centre for Jewish Studies as part of York’s $100 million National Campaign. Her passion for education then led her to The York School where, as Director of Development, she worked with volunteers and school leadership to build a robust culture of giving through the establishment of Annual Giving and Major Gifts Programs and the completion of a successful Capital Campaign. As Director of Development at the Schizophrenia Society of Ontario, Moira moved to the mental health sector and managed a diversified fund development portfolio. In this role, she worked with regional teams on building and maximizing local fundraising capacity and ensuring alignment of strategic fundraising goals across the province.
Leah Eustace, ACFRE
Leah is an idea-generator and strategic thinker with a wide and varied background in charitable fund development. Over the past 25 years, Leah has raised hundreds of millions of dollars for organizations throughout North America. As Head Paddler at Blue Canoe Philanthropy, Leah works with her clients to help them unearth their stories, their passion for their cause, and be true custodians of their donors’ hearts and dreams. Leah speaks internationally in the areas of legacy giving, donor psychology, leadership, and philanthropic trends. As well, she’s a regular contributor to Advancing Philanthropy, Hilborn e-news, and many other publications.
Leila Fiouzi CFA
Leila leads RBC PH&N Investment Counsel’s Not-for-Profit practice, providing discretionary investment management services to foundations, endowments, and not-for-profit organizations. She is a strong believer in philanthropy and giving back to her community and is a member of the Investment Committees of the Heart & Stroke Foundation of Canada and the Gardiner Museum of Ceramic Art, and sits on the board of directors of the Women’s Musical Club of Toronto Foundation. Leila has a B.A.Sc. in Systems Design Engineering from the University of Waterloo and holds the Chartered Financial Analyst designation.
Alexis Gaiptman, CFRE
Alexis Gaiptman is the Associate Director of Major Gifts, Development at the Montreal Neurological Institute and Hospital (McGill University). She is a proven leader with over 11 years of healthcare experience in both Events and Planned Giving. Her background is in Political Science, Women’s Studies and Community Economic Development. Alexis is driven by her passion for growth, ability to embrace new challenges and desire to better our local communities. She is a Director on the board of AFP Quebec and Vice-Chair of the Executive for the local Montreal CAGP Chapter.
Aneil Gokhale is Director, Philanthropy at Toronto Foundation where he helps individuals, families, professional advisors, companies and other organizations be more strategic with their philanthropy. Toronto Foundation is the Foundation for people who love their city and want to make it great. Since he considers himself to be one of those people, it’s been the perfect spot for him for the past five years. Aneil has also worked at United Way Toronto and GE Healthcare. Aneil is the Chair of the Membership and Professional Advisors Committee for the CAGP Greater Toronto Chapter. In his non-work life, Aneil is a husband and father of two awesome children who loves spending quality family time in and around his High Park/Swansea neighbourhood. You can find Aneil on twitter at @a_goks often talking about city issues, his favourite sports teams, food, philanthropy and parenting.
Fraser Green is widely considered one of Canada’s most strategic and creative thinkers in the fundraising sector today. Fraser is the Chief Strategist and Smartypants at Good Works – a consulting firm that propels charities to build deeper relationships with loyal donors and constituents. Fraser’s books, articles and blogs are widely read by fundraisers and CEOs around the world. Fraser is a gifted speaker – and has presented sessions and plenary addresses at hundreds of fundraising conferences in Canada, the USA and Europe. Fraser is a self-confessed ‘donor research freak’. He believes deeply that creating a superb donor experience is the key to great fundraising – and that listening carefully to donors is an all-important first step in doing so. When he’s not staring at his laptop, Fraser loves to hike and ski, bend his body into ridiculous yoga postures, play his guitars and generally explore the world around him. One of these days Fraser aspires to be a great songwriter and mediocre novelist.
Rory Green is currently the Associate Director, Gift & Estate Planning at Simon Fraser University in Vancouver, BC. She has also worked in major and corporate giving at the British Columbia Institute of Technology and the Canadian Cancer Society. Rory’s passion is donors. How to listen to them. How to talk to them. How to help them feel joy through philanthropy. In her spare time, Rory is the founder and editor of Fundraiser Grrl, the fundraising community’s go-to source for comic relief.
Jeremy Hampson CFP, CLU
Since 1996 Jeremy Hampson has been advising families and business owners on how to significantly reduce their income and estate taxes through the implementation of philanthropic planning strategies. He has helped raise over $1m for the special needs community. Currently he is leading a capital campaign to raise $2M for the construction of a family resource center. Given Jeremy’s passion in this area and his understanding of the many financial limitations charitable organizations face, he has made it a personal objective to help initiate $100M of philanthropic gifting over the next 10 years.
Eric N. Hoffstein LL.B., TEP
Eric N. Hoffstein is a litigation partner with Minden Gross LLP in Toronto whose practice focuses on trust, estate and charity disputes, as well as general commercial litigation. Eric has extensive experience advising individual, corporate and institutional clients in the financial and charitable sectors. Eric has served on several charity and advisory boards and is a frequent speaker at legal and industry conferences and publishes regularly on subjects related to risk management for fiduciaries and charities. Eric has appeared as counsel at all levels of Ontario courts and at the Supreme Court of Canada. Eric is recognized in The Best Lawyers in Canada™ for Trusts and Estates, and is ranked as a Repeatedly Recommended Estates Lawyer by Lexpert™.
Elena Hoffstein LL.B.
Partner and a member of the Wealth Management and Charities practice group at the Toronto office of Fasken Martineau DuMoulin LLP, Elena specializes in all areas of personal tax and estate planning, including family business succession planning, wills and trusts, corporate reorganizations, and marriage contracts. She also specializes in charities and not for profit law. Elena also represents clients in both contentious and non-contentious estate litigation matters including will challenges, mental capacity matters, applications for advice and direction of the court and passing of fiduciary accounts. Elena has been ranked by Lexpert as one of the most frequently recommended Toronto private client and charity law practitioners and as one of the top 500 lawyers in Canada. Martindale-Hubbell has given her a rating of AV. In 2006, she received the Ontario Bar Association Award of Excellence in Trusts and Estates in recognition of her leadership and contribution to estates and trusts law. Elena is also a recipient of Lexpert’s prestigious Zenith award for business law and business of law and Chambers Canada 2016, Band 1, Toronto Region. Elena is also a consulting editor of Charities Legislation & Commentary, 2016 Edition, published by LexisNexis Butterworths and is a co-author of Charitable Giving in Canada, Carswell.
Tolu Ilelaboye is an African-Canadian woman with over 10 years of experience in youth engagement. She has worked and volunteered at length with young people through various organizations across Winnipeg including the Winnipeg Foundation, Big Brothers Big Sisters of Winnipeg, Spence Neighbourhood Association, and the Boys and Girls Clubs of Winnipeg. In her work, she has helped to build open and safe spaces that encourage philanthropic, employment, and educational experiences for young Winnipeggers.
Roberta Jamieson has carved out a notable career as an advisor, leader, advocate, and consensus builder — always with a keen eye to social justice, problem-solving, and, above all, the rights and interests of First Nations people. Since 2004, Roberta Jamieson has been president and CEO of Indspire, the Indigenous-led charity and in 2016-17, disbursed $ 11.6 million through 3,764 bursaries and scholarships to Indigenous students. She is executive producer of the Indspire Awards which honour Indigenous achievement and is telecast on two national networks.
Leilani J. Kagan LL.B.
Leilani’s practice is focused on corporate transactions, including mergers and acquisitions, with a primary focus on owner-manager taxation issues, corporate reorganizations, estate planning, trusts and commodity tax issues. Leilani’s practice includes charities and non-profit organizations.
Peggy Killeen, CFRE
Peggy Killeen is the Principal Director of Development for the Faculty of Fine Arts, Concordia University. She has over 30 years of experience in the development field, specializing in non-profit management and fundraising. Her career began in South Africa, working for local advocacy, human rights and community organizations. She has also worked for international agencies in Central Africa and the former Yugoslavia. In Canada she has specialized in fundraising, mainly healthcare, with some forays into adult literacy, immigration and education. Peggy is a Certified Fundraising Executive who served on the Board of Directors of CAGP for six years, and now sits on the Board of Directors of the CAGP Foundation.
Murray Landa LL.B.
A senior consultant with PGgrowth, Murray has over 30 years experience as a lawyer, charitable gift planner and consultant. He has been a gift planner since joining the Red Cross in 1993. Murray is retired from The University of British Columbia, where he served as a consultant and as Associate Director of Gift & Estate Planning for 12 years. He has particular skills in prospect identification, the building of strong donor and advisor relationships, and effective stewardship. He is a co-author of Green Legacies: A Donor’s Guide for B.C., a book for donors and advisors about gift planning for the environment. Murray has served as a Mentor for CAGP’s Greater Vancouver Chapter.
Roger Lee LL.B.
Since his call to the bar, Roger has developed an extensive practice in trust and estate litigation. He assists individuals and charities with respect to their rights under the provincial wills variation provisions as well as issues relating to the validity of wills. He also advises corporate and individual trustees, as well as personal representatives, of their legal obligations and duties on a regular basis, and also acts for beneficiaries who question the actions of the trustees of their particular trusts.
Deborah Legrove, CFRE
Today, Deborah places talent in the non-profit sector. She brings more than 30 years of experience with numerous non-profits as a leader, manager, executive, fundraiser, and consultant. She has served as CEO of a healthcare foundation and advised senior leadership in multiple complex capital campaigns in both Canada and the USA. As an active volunteer, Deborah sits on the board of the AFP Foundation for Philanthropy – Canada, volunteers for the Psychology Foundation of Canada and has served on other boards including the Dorothy Ley Hospice. In 2015, she completed the NFP Essentials Governance Program through the Institute of Corporate Directors.
Nancy Lepage, M.Sc., Senior Development Officer at the University of Montreal, has been involved in philanthropy for more than 15 years. Her professional experience has led her to work in several sectors, particularly in communications and planned giving strategies.
Aimée Lindenberger is passionate about her role in helping charitable organizations make the world a better place. Armed with her degree in Graphic Communications Management, double minors in Marketing and Multimedia, a tender heart and insightful mind, and nearly twenty years of marketing and communications experience, she has worked with charities across Canada, helping them build fundraising programs. Aimée loathes buzzwords and loves actionable strategies. (Oops! Were those buzzwords?)
Darren G. Lund LL.B.
Associate and a member of the Wealth Management and Charities practice group at the Toronto office of Fasken Martineau DuMoulin LLP, Darren has expertise in a broad range of estate planning matters, including multiple wills, inter vivos trusts, domestic contracts, testamentary charitable giving, taxation of trusts, disability planning, estate freezes, business succession planning, and planning for beneficiaries and assets outside Canada. Darren also advises trustees and beneficiaries on all aspects of estate administration, including passing of fiduciary accounts, trust variations, post-mortem tax planning, and the administration of the Canadian estates of non-residents. He is a frequent speaker and writer for professional organizations such as the Law Society of Upper Canada, the Ontario Bar Association, and the Canadian Bar Association.
Troy McEachren LL.B., TEP
Troy McEachren provides legal, strategic and policy advice and services to charities and non-profit organizations. His legal services include incorporation, securing charitable tax status, regulatory compliance issues, entrepreneurship, planned giving, general legal services and issues of organizational structure, governance and strategic planning. Troy has represented charities and non-profit organizations in dispute resolutions before the Canada Revenue Agency and Revenu Quebec as well as before the Federal Court of Appeal and the Court of Quebec.
Susan McLean, CFRE
Susan McLean has worked for the Strathroy Middlesex General Hospital Foundation since its inception in 1989 assuming the role of CEO in 2002. Her small team has raised over $32 million for the hospital since that time. Sue has a degree in Fund Raising Management and is a Certified Fundraising Executive (CFRE). She is a member of the Canadian Association of Gift Planners and a Past President of the CAGP London Roundtable and Leave a Legacy London.
Dave Magnuson-Ford is a successful fundraising professional with over 25 years of expertise in a variety of non-profit sectors including universities, hospital foundations, and conservation organizations. He has worked in the areas of annual, major, campaign and legacy giving. Besides working in a traditional office, Dave is also an entrepreneur who is working with his daughter Julia to grow Tiny Frog Strategies. The focus of Tiny Frog Strategies is to assist small charities in realizing their fundraising dreams. Its focus is an online course for small shops to begin gift planning through a project based legacy giving strategy.
Julia Magnuson-Ford is a project manager and coach with more than ten years of experience working for and with non-profit organizations. She began her career at her local food bank learning to drive the forklift and has cultivated a lifelong appreciation for the non-profit sector. (Although she traded the forklift for a laptop.) Today she works with her father Dave at Tiny Frog Strategies, which incorporates the best of coaching, project management, and fundraising expertise to enable charitable organizations to make the leap from where they are to where they want to be.
Theresa L. M. Man LL.B., LL.M.
A partner with Carters, Theresa L.M. Man practices in the area of charity and not-for-profit law and is recognized as a leading expert by Lexpert and The Best Lawyers in Canada. She is an executive member of the Charity and Not-for-Profit Section of the OBA and the CBA Charities and Not-for-Profit Law Section. In addition to being a frequent speaker, Ms. Man is co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations published by Thomson Reuters. She has also written articles for numerous publications, including The Lawyers Weekly, The Philanthropist, Hilborn:ECS and Charity & NFP Law Bulletin.
Susan M. Manwaring
Susan Manwaring is a recognized leading expert advising social enterprises, charities and non-profits in her practice. Susan provides both general counsel and specialized tax advice to her clients across Canada and internationally. Susan is the national lead of the Social Impact Group at Miller Thomson. Susan was recently appointed as a member of the Canada Revenue Agency Consultation Panel on Political Activities of Charities. She writes and speaks frequently on social enterprise, social finance and other non-profit and charities-related issues.
Margaret Mason LL.B.
As leader of the Norton Rose Fulbright Canada LLP’s Charities + Tax-Exempt Organizations Group, Margaret’s practice spans governance, the qualification for and maintenance of tax exemptions, complex organizational structuring, philanthropic planning, international programs and social enterprise. Margaret represents private foundations, religious organizations, health, education, sport, aid, research and social services organizations.
As an entrepreneur Sachit, with his family, has helped create East India Company Pub and Eatery as one of the premier restaurant brands in Canada boasting over 650 seats in locations in both Winnipeg and Ottawa, Sachit is devoted to ensuring every visitor has an exceptional dining experience.
Sachit’s other passions are his family and his community. The father of two sons, Mohit and Givan, Sachit and his wife, Caroline, helped create much needed daycare spaces at École Viscount Alexander. As well, Sachit volunteers his time on over 8 boards at both the local and national levels.
Over the past seven years, the annual charity event that he founded, The Masala Mixer, has raised over $175,000 for a number of initiatives at the Victoria General Hospital, Alzheimers Foundation of Manitoba and the Marymound Foundation of Manitoba.
In addition to giving back to his community, Sachit has a passion for improving Winnipeg as a whole. He has served as the Chair of the Winnipeg Downtown BIZ and a member of the 2015 Grey Cup Steering Committee and as the community relations chair of the 2016 Canada Summer Games. Through his volunteer activities, Sachit understands what is needed to develop a growing and thriving city.
Jenny Mitchell, CFRE, DMA
Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell, works closely with not-for-profit leaders to change the world – one mission at a time. Chavender assists clients, across Canada and the U.S., to inspire their donors and achieve their fundraising goals through personalized fundraising coaching and training. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.
Grant Monck LL.B.
Grant’s fundraising career began as a gift planner in 1995. He has over twenty years of experience as a board member, senior fundraiser and lawyer. Grant has held senior fundraising positions with conservation, education and health organizations across Canada. Grant’s experience includes working on annual, capital and endowment campaigns, communications and government relations. Specific expertise in major gift fundraising and gift planning. Working with staff and volunteer teams has been key to his success. Grant established a private consulting firm in 2014 providing services to clients from Hong Kong to Toronto in the areas of general charitable giving, gift planning, major gift campaigns, government relations and overall strategic planning. As a member of CAGP, Grant has held the positions of national Education Chair, national conference program Chair and Chair of the Greater Vancouver Roundtable. Grant is currently Chair of the national Government Relations Committee and teaches the CAGP Gift Planning Fundamentals course. He was named a Friend of CAGP in 2016.
In his role as Vice President of Community Engagement with CanadaHelps, Paul’s team works directly with over 18,000 charities – many of them churches and faith based charities across Canada. He has been a philanthropic advisor with the Scotiabank Group and spent over a decade with charities like the University of Toronto but also the central Toronto Catholic Archdiocese, the Canadian Catholic Foreign Mission Society and is a national leader in church fundraising. He teaches a national online planned giving course with the postgraduate fundraising program at Georgian College, is Chair of the Advisory Board at the Humber College postgraduate fundraising program, an instructor and Friend of the Canadian Association of Gift Planners and writes on philanthropy for a variety of national publications.
Jill Nelson, CFRE
In a fundraising career of over 25 years, Jill has worked for a variety of charities, large and small. For the last 15 years she has specialized in planned giving, currently at The Princess Margaret Cancer Foundation where she is Associate Vice-President, Estate Giving. Jill loves to learn and does so by doing and sharing. She is on the CAGP’s Faculty for “Gift Planning Fundamentals” and “Original Gift Planning” courses, and is a proud “Friend of CAGP”.
Jacline Nyman MBA, ICD.D
Jacline leads the federated Movement of United Ways and Centraides in Canada, collectively raising and investing over $550 million annually, serving over 5000 Canadian communities. She engages with sector leaders, donors, volunteers, governments, academia and the media, driving public policy and community investment for the benefit of Canadians. Prior to joining UWCC, Jacline led several multi-million dollar fundraising campaigns.
Patrick S. O’Connor FEA, CFP, CLU, TEP, CH.F.C.
President of Blackwood Family Enterprise Services, a fee-based boutique planning firm that specializes in meeting the complex needs of high net worth business-owner and multigenerational family clients. Committed to making a difference in families and communities by helping my clients create their own legacy based on their mission, vision, and values.
Nicholas Offord is the President and Founder of The Offord Group. Nicholas created The Offord Group in 2004 as a strategic advisory alternative to charities with a focus on capacity building. Prior to that he was President of the Mount Sinai Hospital Foundation for 10 years after having previously been Executive Director, Development at McGill University. He has led important innovations in the structure and design of large fundraising organizations and campaigns. The strategic integration of leadership, governance, management, marketing, external relations, and fundraising and planning is his core practise. As a volunteer, he is currently Vice Chair of the Board at the Canadian Museum of Nature in Ottawa.
Alen Okanovic has been with the Canadian Red Cross since 2002, and since 2009, Manager of Legacy Giving. Alen’s fundraising career in Canada started long before the Red Cross, where as a new immigrant, he actively raised funds within his native Bosnian community in Calgary. After learning English, Alen cycled across Canada to raise money for war children. One reason he enjoys giving back is because he was a refugee during the war in Bosnia where many charities provided him with food and clothing and helped him to come to Canada to start a new life.
Charles O’Neil EPC
Charles is Director of Gift Planning at the QEII Health Sciences Centre Foundation in Halifax. Prior to this appointment he operated O’Neil Planned Giving Services, a consulting firm assisting charitable organizations to establish and operate gift planning programs. Charles has been an active member of CAGP since 1996 and was honoured to receive the Friend of CAGP award in 2013. He is past president of the Halifax Estate Planning Council, and received the designation of Elder Planning Counselor in 2006. You can find him on LinkedIn and on Twitter at @charlesoneil1.
David O’Leary CFA, MBA
In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul searching led him to quit his Bay Street career on a quest to effect positive change. Currently there are two levers David is pulling to make a dent. As Director of Impact Investing at World Vision Canada he is mobilizing capital to help the world’s most vulnerable people. He also founded Kind Wealth, a not-just-for-profit business helping millennials manage their finances in alignment with their values.
DeWayne Osborn CPA, CGA, CFP
Prior to joining Cardinal Capital Management in 2017, DeWayne worked for 16 years at Lawton Partners, most recently as their Chief Compliance Officer. DeWayne is one of Canada’s leading authorities on planned giving. DeWayne’s Certified Financial Planner(r), Chartered Professional Accountant (CPA), and Certified General Accountant (CGA) professional designations and over 20 years of advising donors on making significant gifts and starting up their own charitable foundations, have made DeWayne a highly sought-after public speaker and consultant. In 2011, DeWayne received the Canadian Association of Gift Planners highest award – Friend of CAGP, and was also selected as the inaugural recipient for the Manitoba Chapter’s Friend of CAGP. In 2003, DeWayne received the Certified General Accountants Association of Manitoba’s Sharing Expertise Award.
Ligia Peña, CFRE
Ligia Peña is the Global Legacy Manager at Greenpeace International. For the past 15 years, she has been working with a wide range of organizations from mental health, environmental education, at-risk youths to international NGOs. Working on all aspects of fundraising, communications and management, her true passion has always been to empower small non-profits to be strong, resilient and sustainable so they may realize their important mission. In recent years, Ligia has been presenting on the topic of planned giving for small shops, ethics in fundraising and social media. She is the author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada as well as several articles in various electronic and print publications. Ligia currently serves on several committees at AFP International. She is a member in good standing of AFP and CAGP.
Embarking upon her eleventh year at the Calgary Foundation, Laily likens her role to a “philanthropic advisor” in the community. Under Laily’s leadership, effective donor engagement at the Foundation means starting a philanthropic conversation with the family’s “why”. Understanding a donor’s charitable motivations and objectives through a deliberate partnership with professional advisors continually helps Laily uncover a multitude of customized giving strategies to help donors meet their financial and charitable goals.
Laily’s current Board roles include the National Centre for Family Philanthropy’s’ CF Advisory Committee and the Canadian Association of Gift Planners’ Government Relations Committee. In addition to a CAGP membership, Laily is also a member of the Estate Planning Council of Calgary and the Rotary Club of Calgary Downtown.
Darren Pries-Klassen CFP
Darren is the executive director of Abundance Canada, a faith-based, donor-advised foundation that shows people how fun it is to live generously. Previous roles include sales rep, residence director, church minister, and gift planner. He has degrees in both theology and leadership and holds the CFP designation. Darren loves people and hearing their stories. Outside of work he enjoys reading, hiking, good coffee, and craft beer. He also sings jazz tunes in a band.
Beth Proven CIM, CFRE
Beth Proven has been in fundraising and not-for profit administration since 1994, first starting out in working for various arts organizations, moving to university fundraising for 18 years, two years at a children’s hospital and is now has returned to her roots in the arts as the VP Development at the Winnipeg Symphony Orchestra. A regular speaker at CAGP locally and nationally, Beth is also the recipient of the National Friend of CAGP Awards, as well as the Provincial Chapter’s Friend of CAGP Award. She is the parent of three pets, two beloved dogs and a stand-offish cat.
Doug Puffer is a recognized expert in planned giving in Canada with over 30 years of fundraising success in higher education and environmental conservation. Doug is currently Director of Personal and Planned Giving for Carleton University in Ottawa, after unsuccessfully retiring from Simon Fraser University. He had prior stints with Queen’s University and Ducks Unlimited Canada. Doug willingly shares his experience through workshops and seminars on a broad spectrum of topics in legacy giving. His presentations have been regulars at CAGP, AFP, STEP & CASE conferences. Doug was a national board member for CAGP, a mentor with the Greater Vancouver CAGP Chapter, former President of the Quinte Chapter and is now serving as a volunteer with the Ottawa CAGP Chapter. He also served for several years on the Editorial Board for Gift Planning in Canada. His professional memberships include: Estate Planning Council Ottawa, Council for Advancement and Support of Education, Canadian Council for the Advancement of Education and, of course, CAGP.
Bobby Sahni is a veteran and thought-leader in the multicultural marketing industry. Bobby was the Head of Multicultural Marketing at Rogers Communications and has been a pioneer in developing, executing and managing diversity and multicultural marketing initiatives for over 15 years. He is Co-founder and Partner at Ethnicity – a multicultural marketing & advertising agency dedicated to helping companies drive new growth and sales by engaging North America’s ethnic and new immigrant communities. Bobby earned his joint MBA from the Kellogg School of Management at Northwestern University and the Schulich School of Business at York University. He also holds a Bachelor of Science degree from the University of Waterloo. Bobby loves teaching and sharing; having guest-lectured at many universities and regularly speaks at industry events and conferences. Bobby also sits on numerous advisory boards for various cultural and non-profit organizations. He and his wife Bonnie live in Toronto with their two young children.
Dino Sophocleous, CFRE
Dino Sophocleous has over twenty five years of experience as a professional fundraiser and senior executive in the charitable sector. He has worked with small, community based organizations, as well as large regional and national charities. Prior to his current assignment, Dino was the President of the Arthritis Research Foundation at University Health Network in Toronto. He has also served as President of the Hearing Foundation of Canada and National Director of Development for Ducks Unlimited Canada. Dino is a member of CAGP, AFP and AHP and is a past Vice Chair of the CAGP southern Saskatchewan Chapter. He holds the CFRE professional designation, a BA (Specialized Honors) in Economics from York University in Toronto and has completed the Capital Campaigns Program offered by AHP at the University of Wisconsin (Madison).
Ali Spinner CPA, CA, TEP
Ali is a Partner in Crowe Soberman’s Tax Group. As a seasoned tax accountant, she is involved in all aspects of the firm’s domestic and international tax practices. She is also deeply experienced in estate and trust planning, corporate reorganization and charitable giving.
Katherine Swank J.D.
Katherine Swank is a senior fundraising consultant at Target Analytics, a division of Blackbaud, specializing in planned giving. Previously, Katherine directed the National Multiple Sclerosis Society’s (HQ), major gift planning program. During her 20-year career, Katherine raised over $250 million. She’s a retired attorney and former affiliate faculty of Regis University’s Masters in Nonprofit Management Program. Katherine co-authored the 2016 book Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers.
Jasmine Sweatman J.D., LL.M., TEP, C.S., EPC, CPCA
Jasmine has specialized in the areas of estate and trust litigation, estate administration, estate planning, litigation involving incapable persons and powers of attorney during her more than 25 years in practice and was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2004. Jasmine is a consultant with PG Growth, Principal of Sweatman Charities Consultants and practices estates and trusts law through Sweatman Law Professional Corporation in Ontario. The second edition of her book, “Bequest Management for Charities in Canada”, was published in 2017.
Tina Tehranchian believes in giving back and improving the lives of her fellow Canadians through her volunteering, teaching, presentations and consulting. Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income. Her counsel and assistance has helped them to save over $20 million in taxes over the years. Tina is a much sought after speaker and has presented at the Financial Forum, as well as for such well known institutions as GE Canada, Professional Engineers Ontario and Centennial College. Her highly acclaimed industry comments and advice have been printed in such publications as The Wall Street Journal, The Globe and Mail, The Toronto Star, The National Post, Metro News and Yahoo Finance. Tina is also a frequent contributor to the Canadian Business Journal and has been featured on national radio and television shows such as CBC, CTV and BNN.
Recently retired from Amnesty International Canada, Heather gave 34 years of commitment to the organization in many capacities. She was a volunteer human rights activist for 17 years and also served on the Board of Directors as treasurer. From 1999 to 2016, she guided and grew the planned giving program. A member of CAGP since 1999, she presented at the 2007 CAGP conference on researching estate files and was also on the host advisory committees for the 2000 and 2013 CAGP conferences. For Heather, retirement has provided the freedom to more fully enjoy a range of favourite activities, such as glass making, competing with her collie at dog trials and volunteering at motorsports events.
Laura West J.D.
Laura West (B.A., J.D. University of Toronto) is called to the bars of British Columbia and Ontario. She is a partner of Norton Rose Fulbright Canada LLP and a member of the Private Client Legal Team of the Year (midsize firm category) awarded at the 2016/2017 international STEP Private Client Awards. She is engaged in a general practice in the areas of wealth management, estates, trusts, charity and not-for-profit law. She has been recognized by Chambers, Lexpert and Best Lawyers in Canada and was also the co-recipient of a Lexpert Gold Zenith award recognizing pro bono work in the legal profession. She is the co-author of the book Charitable Giving in Canada. Laura has taught Wills and Estate Planning at the University of Toronto Faculty of Law as an adjunct professor and she has lectured and written frequently on charity law and estate planning issues.
Neil is chair of the Alberta South Chapter of CAGP, a founding member of Leave A Legacy in Calgary, and has presented at several CAGP, AFP and CASE conferences and events since 2007. His passion is helping those new to planned giving cultivate the values-driven programs and broad skillset demanded by today’s ever more sophisticated donors. Neil has managed planned giving and major gifts programs for several health and education charities in Calgary and Kelowna. He has been a development professional since 1994 and earned CFRE certification in 2003. He joined PGgrowth Inc. as a Senior Consultant in 2016.
Ross Young CA, CFP, FEA
Helping my clients discover how to leave a legacy in ways that is meaningful to them is why I do what I do. I feel that making a difference and giving back are the core values that I share with my clients. I work with my clients to gain an intimate understanding of their goals and values in order to allow them to do what they love, and I love sharing in their successes.