Helen Antoniou is an executive coach for corporate leaders and their teams, as well as family business owners and their successors. She is the author of Back to Beer… and Hockey: The Story of Eric Molson, a business biography of her father-in-law and past chairman of the Molson Coors Brewing Company, published in May 2018.
Helen began her career as a corporate commercial lawyer at Stikeman, Elliott in Montréal and London, England. She then worked as a management consultant at the Paris office of Cap Gemini Ernst & Young in strategic planning, organizational effectiveness and transformational change, and was later the director of strategy and business development of Bombardier Aerospace.
Helen is a volunteer board member in the areas of health, education and the arts. She is accredited by the International Coaching Federation and holds degrees from McGill University, Université de Paris II – Assas, and Harvard University.
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.
Deborah Barton, CFRE
In a 30-year fundraising career, Deborah has worked for leading non-profits devoted to healthcare philanthropy, including her current role as Senior Development Manager for KidsAbility Foundation in Kitchener, Ontario. For the past 14 years, she has specialized in planned and major gifts, closing million dollar estates, inspiring donor confidence and celebrating community philanthropy. Deborah was recently appointed to the Faculty at Conestoga College, School of Business, and is the recipient of a provincial award in fundraising from the Canadian Cancer Society. She resides in Stratford with her family, is a proud supporter of the arts and has dedciated 15 years as a leadership volunteer for the Stratford Festival of Canada.
An experienced trainer and coach, Julie Blais has expertise in employment and career development, active listening, and is a Certified Myers-Briggs Type Indicator (MBTI) Practitioner. While studying Organizational Development at HEC – Université de Montréal, Julie had the opportunity to teach Organizational Behaviour for students across business disciplines. Her fundraising experience focused on the humanitarian aid sector for organizations such as Médecins Sans Frontières and UNICEF. While working to help young women with disabilities to secure employment, Julie had the honour of advocating for them on radio and television. She is currently working towards a Graduate Diploma in Human Resources Management at McGill University.
Lynne has been working in fundraising for 20 years in both Canada and the UK, starting with an animal welfare charity in Vancouver which really did keep their donor records on recipe cards! She’s worked with a myriad of causes as a fundraiser and a consultant, from international aid to health care, environment, human rights, homelessness, and indigenous education. Lynne works as the Managing Director of consultancy Harvey McKinnon Associates, where she oversees strategy for clients like Amnesty International, Oxfam Canada, and Indspire.
Rick Braun-Janzen, CFP
Rick has been the Director of Finance for Abundance Canada since 1996. He provides strategic leadership in the areas of finance and accounting and supports Abundance Canada’s gift planning consultants with technical advice in developing gifting solutions for clients. Prior to Abundance Canada Rick worked for various for-profit companies and social profit agencies. Rick holds a Bachelor of Commerce (Honours) degree, the Certified Financial Planner designation and is a member of CAGP. He also chairs the Board of Directors for a seniors housing society in Winnipeg.
Karen E. Brown, LL.B.
Karen is the Director, Legacy & Estate Giving for St. Paul’s Foundation and has managed the planned giving program since 2012. She is responsible for planned giving donor cultivation and stewardship programs as well as for administration of estate gifts for St. Paul’s Foundation. Since graduating from UBC Law School Karen has consistently worked in the areas of will planning, estate administration and planned giving. She is currently a nonpracticing lawyer.
Nicole Brunet, M.Sc., CFA
Arrivée à la Fondation CHU Sainte-Justine en novembre 2015, Nicole Brunet fait partie du comité de direction à titre de directrice, développement philanthropique, dons majeurs et planifiés. Madame Brunet possède une expérience d’une douzaine d’années en gestion philanthropique. Elle a également œuvré dans le domaine de la gestion de portefeuille pendant une quinzaine d’années. Son parcours diversifié lui donne une perspective qui sait conjuguer le côté humain et parfois plus technique du don planifié. Madame Brunet a complété le Certificat en gestion philanthropique à l’Université de Montréal en 2010. Elle détient le titre de C.F.A. (Chartered Financial Analyst) ainsi qu’une Maîtrise en Sciences de la gestion à HEC Montréal.
Malcolm Burrows is Head, Philanthropic Advisory Services at Scotia Wealth Management. He has 29 years of experience as a gift planner and philanthropic advisor and is the founder of Aqueduct Foundation, a public foundation with donor advised funds. He has been a friend of CAGP since 2004.
Chris has over twenty years experience in strategic/marketing plans, branding, direct response, advertising, marketing integration, donor relations, data analysis, advanced Raiser’s Edge, and online/social networking marketing. A true innovator, Chris launched one of the first monthly giving door and street fundraising programs, the very first for any animal welfare organization in Canada. He was also the first to launch a direct response television program for a land conservation charity in Canada. Chris is a regular speaker at Canadian Marketing Association and Association of Fundraising Professionals events and conferences and co-authored the CMA Fundraiser’s Handbook: A guide to measurement & evaluation.
Terrance S. Carter, LL.B, TEP
Trade-mark Agent – Managing Partner of Carters, Mr. Carter practices in the area of charity and not-for-profit law, and is counsel to Fasken 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, 2018), 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.
Catherine Chalmers is Vice President, Individual Donor Relations for the United Way Toronto & York Region. Catherine has spent the last 14 years in fundraising roles in the arts, culture, and social services sectors in Toronto. She has helped build and grow individual giving programs at The Corporation of Massey Hall and Roy Thomson Hall, the Ontario Science Centre and Sharelife – the Archdiocese of Toronto. Prior to her work in fundraising, Catherine enjoyed a fulsome career as a classical violinist — holding orchestral and chamber music positions in Miami, Chicago and North Carolina.
Tracey has been a researcher for over 20 years and has worked with over 300 charities across Canada. She is the Past President of Apra-Canada and current Director for Apra International, AFP Golden Horseshoe, and member of the AFP International Research Council. Tracey is Principal Researcher for Tracey Church & Associates, and is Senior Research Consultant for PGgrowth Inc. Tracey is the Co-Editor and Author of “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (2016). Tracey also teaches at Western University and has her MLIS and Professional Certificate in NFP Management and presents internationally on prospect development.
Bev’s experience with planned giving began at McGill (1993) where she mentored under two Canadian PG pioneers (A. Cihelka and M. Lizotte). She has worked with the UofS development program since 1999. Bev focuses on improving the university’s donor centred approach through its recognition programs, as well as improving donor database management. Bev has been a CAGP member since 2000, completed the Canadian Gift Planning course in 2002, and chaired the North Saskatchewan CAGP Round Table (2003-2004). She sat on the national Leave a Legacy Committee in 2004. Bev has been on the Estate Planning Council (Saskatoon) executive since 2010.
Wendy I. Cooper
Wendy Cooper supports a diversity of individuals, organizations and collaborations to implement solutions to their philanthropic goals. She works with partners to identify and pursue goals connected to geographies and issues, develop strategies to reflect interests and values, and implement grantmaking activities grounded in reciprocal relationships with communities and organizations. She has been an active member of the charitable and philanthropic community for more than 15 years and her work has spanned many topics including freshwater health, reduction of harmful toxics, and Indigenous youth leadership. Starting in 2018, Wendy will be a Fellow in RSF Social Finance’s Integrated Capital Institute.
For over 14 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic objectives. With a strong background in both Canadian tax law and front line work experience in the non-profit sector, Joan helps to develop strategic estate plans that include both efficient wealth transfer and effective charitable giving strategies. Joan is most proud of her work with families who are focused on fostering stronger relationships with those charities that are deeply meaningful to them.
Claudia Côté, LL.L
Etudes : Programme court 2e cycle management ENAP 2017- Microprogramme 2e cycle administration publique ENAP- 2018 Licence en droit 1992-1995 Universite d’Ottawa, On. Baccalaureates Arts-concentration psychologie 1988-1991 Associations professionnelles: Membre du Barreau du Quebec depuis 1997 Membre de l’association canadienne des professionnels en dons planifies (ACPDP) depuis 2008 Experience Professionnelle: Services Juridiques Evolex Inc. 2017 à aujourd’hui Montréal, Qc. Avocate, Droit des successions Conseillere aupres des organismes a but non lucratif La Societe de Saint Vincent de Paul de Montréal 2018 – ; L’Oratoire Saint-Joseph du Mont-Royal 2010-2017 : Directrice Programme des dons planifiés; Petits frères – 2008- 2010 : Directrice Programme des dons planifiés.
Rosalie Courage is the founding President of RBR Development Associates Ltd. With more than 30 years in the fund development field, she is highly accomplished in all areas of fund development and is particularly known for highly effective approaches to transformational gifting, strategic program design, senior volunteer and executive coaching, and strategic prospect engagement. For 30 years Rosalie has worked with clients to ensure the transformation of their organizations and institutions to meet the challenges of a constantly changing philanthropic environment and to move from transactional to transformational giving. She is a much sought after presenter at regional and national conferences and an active volunteer.
Katherine Dalziel, MBA, CPA
Katherine Dalziel has completed the course requirements of the Carleton University Masters Program in Philanthropy and Nonprofit Leadership, as a member of the program’s fifth cohort. In her studies, she has focused on the use of donor advised funds in Canada and Australia. Collaborating with Keith Sjögren and Karen Hudson, Katherine participated in the research and drafting of one of the first in-depth studies of donor advised funds in Canada. Katherine continued her research into the use of donor advised funds looking at certain differences between Canada and Australia and certain differences between donor advised funds and private foundations. Katherine also has thirty years of experience working in the financial services sector in corporate office functions of technology, accounting, and human resources. Katherine holds a B.Sc. from Western University, MBA from Wilfrid Laurier University, and CPA (CMA) designation.
Josée Darche, MBA, CFRE
Josée Darche, MBA, CFRE, maîtrise l’art de la vente, du développement des affaires et de la communication. Forte d’une solide formation – maîtrise en administration des affaires (MBA) et baccalauréat en marketing, jumelés à un certificat en arts plastiques – Josée Darche possède 20 années d’expérience en gestion d’agence de communication / marketing, et en développement d’affaires pour des causes sociétales, dont la Fondation de l’Institut de Cardiologie de Montréal. Créative, innovatrice, visionnaire, leader et déterminée, Josée Darche exprime sa priorité en un mot : résultats.
Building on 23 years of experience in the financial services industry, 17 of those years as a Trust Officer, Colleen spent the last 13 years of her career building a robust planned giving program as Director of Planned & Memorial Giving at one of Canada’s largest teaching hospitals. Adding this experience to her estate planning & administration background, Colleen is now a Senior Consultant for national planned giving consultancy firm, PGGrowth Inc. As both active member and past faculty of CAGP and Past President of the London Estate Planners Council, her passion is helping charities develop successful, informed and professional planned giving practices.
Alain-Olivier Desbois is a result-oriented intrapreneur and entrepreneur with more than 20 years experience as investor, coach and strategic developer of startup companies and PE & VC investment funds. Alain-Olivier is passionate about impact investing and development of new business models that integrate impact, sustainabillty and life cycle thinking. As head coach and designer of incubator-accelerator programs for impact companies at EspaceINC and I’Esplanade, a Montréal-based accelerator dedicated to social innovation, he contributes to the growth of innovative, efficient and sustainable start-ups. As Senior Manager of SVX Québec, Alain-Olivier is building communities of coaches, experts and investors willing to support and invest in impact companies.
Vincent Dionne is a tax litigator. He has represented taxpayers against federal and provincial tax authorities in cases before the Tax Court of Canada, the Federal Court, the Federal Court of Appeal, the Court of Quebec (administrative division), the Quebec Superior Court (civil and commercial divisions), the Quebec Court of Appeal and the Supreme Court of Canada. He has extensive experience in the fields of taxation and the regulatory environment for charities and other tax-exempt organizations, including public sector entities, for which his services have been retained to advise, negotiate and make representations to the tax authorities with respect to audit matters (including GST and QST issues), charitable registration, governance and fundraising.
Sandra Dow, CPCA
Sandra is a passionate leader and advocate for philanthropic giving in Canada. As Vice President, Philanthropic Giving at the Arthritis Society, she has established and led outstanding fundraising programs for the Society for more than 20 years. Sandra served a three-year term as volunteer Chair of CAGP’s GTA Chapter from 2014-2017. She has been an enthusiastic volunteer for a variety of organizations and initiatives. She is an accredited Certified Professional Consultant on Aging TM. Sandra is a longstanding member of the GTA Chapter.
A celebrated storyteller, Mike is writer, director, and producer of numerous documentaries. He recently won a Canadian Screen Award, and the Allan King Award for Documentary Excellence for Secret Path. He is also a CSA winner for Best Science Documentary for Invasion of the Brain Snatchers. He received a Gemini Award for Best Direction, and a nomination for the Allan King Award for his film, One Ocean. He also won a Gemini Award for his film, The Hockey Nomad. Mike is co-founder of the Gord Downie and Chanie Wenjack Fund, part of the movement to jumpstart reconciliation between Indigenous and non-Indigenous. Before his career in film and television, Mike worked as a deep shaft miner in Northern Ontario; a medical researcher at McGill University; a junior economist in Toronto; and as a windsurfing instructor in the US Virgin Islands. He holds a Bachelor of Science with Honours from Queen’s University, and an MBA from York University’s Schulich School of Business.
Depuis plus de vingt-cinq ans, Elizabeth-Ann Doyle a travaillé dans des institutions culturelles telles que la Place des Arts, le Musée des beaux-arts de Montréal et le Cirque du Soleil, expériences qui ont forgé sa passion absolue pour le milieu des arts. Elle a cofondé MU, un organisme de charité qui souhaite transformer Montréal en galerie d’art à ciel ouvert, en réalisant des murales ayant au cœur de ses préoccupations la démocratisation de l’art et le développement local. En douze ans, 110 fresques et plus de 300 murales communautaires ont été réalisées dans 15 quartiers de la métropole. MU a pu soutenir 75 artistes, collaborer avec 50+ groupes communautaires et contribuer notamment à l’embellissement de 20 HLM et une cinquantaine d’écoles.
Claude is a donor-centered fundraising professional with over 19 years of experience in planned giving, annual giving, major gifts, sponsorships and stewardship. Currently he works as the Manager of Planned Giving at the University of Ottawa. Previously, he served as the Coordinator and then Director of Philanthropy at the Canadian Museum of History and War Museum for 14 years and also worked at the Queensway Carleton Hospital Foundation. He is an active member of CAGP and served as Chair of the CAGP Ottawa Chapter (2008-2011). He was also a member of the board for the AFP Ottawa chapter and served as the Chair of the AFP Philanthropy awards for 3 years.
Julia Éthier-Deschamps, conseillère en dons majeurs et planifiés, est une véritable passionnée de la philanthropie et des dons planifiés. Son expertise, sa rigueur et sa détermination font d’elle une ressource indispensable auprès des donateurs et des professionnels de la santé et des dons planifiés. Julia exerce son art à la Fondation de l’Institut de Cardiologie de Montréal.
Charlotte Field is a Philanthropic Counsel, Digital Specialist at Good Works. She’s helped a multitude of charities to effectively integrate digital into their fundraising programs and create seamless digital donor journeys. Charlotte specializes in all things online, including email, websites, social, and content creation. Charlotte is a member of the Tech4Good Ottawa Steering Committee, a volunteer with her local CAGP chapter, and was selected for the Session Advisory Committee for the 2019 Nonprofit Technology Conference.
Calvin Fong is a non-profit professional with over 10 years of non-profit experience and over 20 years of prior experience in the private wealth management field. He joined the Vancouver Foundation in May 2014 in the role of Director, Donor Services. This role allows him the privilege to work with donors, both individuals and charities, to establish their own endowment funds with Vancouver Foundation. He works to link the charitable interests of donors with the significant work being done in our communities to create a positive and lasting impact.
Daniel Frajman, TEP
Daniel Frajman is a partner at the Montréal law firm of Spiegel Sohmer Attorneys where he has practiced since 1995 in the areas of not-for-profit/charity law, trusts, estates and estate planning, and in commercial law relating to various contractual matters. Daniel believes in giving back and serves on several community boards and committees, is the immediate past Branch Chair of STEP-Montréal, is a CAGP member, guest lectures in charity, trust and corporate law at the McGill University Faculty of Law and enjoys speaking and writing in his field. Daniel is a member of the Bar of Quebec and of the Law Society of Ontario.
Ryan Fraser, CFP, CIM
Ryan Fraser is past-president of the Estate Planner Council of London and a past chair of the CAGP London Chapter. He was founding President of The Secrets of Radar Museum and has served extensively in leadership positions on boards and committees of numerous not-for-profit organizations including Brain Tumour Foundation of Canada, London Heritage Council, Trillium Plus Music and Letters and many others. Ryan’s extensive commitment to the not-for-profit sector has also been twice recognized by the Province of Ontario which awarded him the Ontario Volunteer Service Award in both 2009 and 2015. He is a graduate of both the University of Michigan and the University of Western Ontario where he was awarded the University Gold Medal.
Carla Funk, Ph.D.
A CAGP member, Carla has served on the local Vancouver Island Chapter since 2006, a consistent presenter at National Conferences, and a national Board Director for over 5 years. She started her career in Africa and Europe. It was when she returned to Canada 21years ago that she entered the world of strategic charitable giving. In BC she has worked with environmental, health research, children’s health, and First Nations organizations. Carla earned a doctorate from Royal Roads University (2016) and has since translated parts of her findings into leadership skills workshops. She is President and CEO at Transform International Canada.
Alexis Gaiptman, CFRE
Alexis Gaiptman, CFRE is the Associate Director of Development at Montréal Neurological Institute and Hospital (McGill University). She is a proven leader with over 12 years of fundraising experience in healthcare and has been leading planned giving programs since 2011. Her background is in Political Science, Women’s Studies and Community Economic Development. She 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, volunteer with AFP GTA, AFP International as well as part of the Executive for the local Montréal CAGP Chapter.
Diplômée de HEC Montréal en finance et membre de l’Association Canadienne des Professionnels en Dons Planifiés (ACPDP), Jocelyne Gonthier est consultante en dons majeurs et planifiés. Elle compte plus de 25 ans d’expérience en philanthropie après de différents organismes. Elle a occupé pendant 12 ans le poste de Directrice des dons majeurs et planifiés à la Fondation HEC Montréal où elle a mis en place une approche intégrée basée sur la complicité entre dons majeurs et dons planifiés. Tout au long de sa carrière, elle a conçu, élaboré et implanté des programmes et stratégies en dons majeurs et planifiés ainsi que des programmes de reconnaissance. Elle est conférencière auprès de diverses organisations dont l’Association française des Fundraisers à Paris, au Congrès national du Conseil canadien pour l’avancement de l’éducation (CCAE) et à l’Association des fondations d’établissements de santé au Québec (AFESAQ). Elle a aussi été membre du comité organisateur de colloques en dons planifiés de l’APFF en 2008, 2012, 2016 et 2018. Elle anime également des formations sur les dons majeurs et planifiés à l’Université de Montréal dans le cadre du programme de formation continue.
Khalil Guliwala is a non-profit junkie with 7 years of communications and fundraising experience. Currently at the McGill University Health Centre Foundation (MUHCF), he previously fundraised for animals at the Montréal SPCA, and handled demographic data analysis and knowledge translation at the World Federation of Hemophilia (WFH). In his free time he volunteers at non-profits, including Nature Canada, Action Against Hunger (ACF), Artistri Sud, and Adoption Council of Canada (ACC). An avid reader, he measures the seasons by the number of book sales occurring (Fall is glorious!). He currently lives in Longueuil, Quebec with his wife, daughter,son, and three cats.
Serena started her philanthropic journey at Free The Children, and has since become an Associate at Stonegate Private Counsel and the Associate Director of The Donor Motivation Program®. The Donor Motivation Program® is committed to engaging donors in the philanthropic conversation. She aims to break down the barriers between the for-profit and non-profit sectors. Through her current role as CAGP GTA Chair, she hopes to set an example of collaboration and innovation, to foster new ideas and partnerships. She is also involved with the George Hull Centre and Toronto Foundation. Outside of work, she loves trotting around town with her beagle Bogart.
Mary Hamilton, LL.B.
Mary Hamilton is a Partner in the Wills, Estates + Trusts practice group and has almost 30 years of experience in matters relating to wills, trusts and estate administration. She has held senior positions with various wills, estates and trusts groups in Vancouver and was named Vancouver Trusts and Estates Lawyer of the Year by Best Lawyers in 2011 and 2017. She is recognized by Lexpert, Who’s Who Legal and Martindale-Hubbell (distinguished peer review). Mary lectures frequently to client groups, lawyers, the charitable sector, and the public on topics pertaining to wills, estates, incapacity and charitable giving.
Vicki Hayter is the Associate Director of Philanthropy at Children’s Health Foundation in London supporting Children’s Hospital and makes Lucan, Ontario her home. A CFRE candidate, she is a proven leader with over 18 combined years of Major Gifts and Planned Giving experience in healthcare, education and the arts and is the Education Chair for the London CAGP Chapter. She is also a Singing Coach through the Royal Conservatory of Music and in addition to her one-on-one vocal teaching, she is a firm believer that ‘moments of silence are part of the music’. Vicki is driven by her passion for growth, ability to embrace change and desire to better our local communities.
Marnie Hill, CFRE
Marnie has been working and volunteering in the non profit sector since 1980 with local, national and international organizations. She joined the Canadian Red Cross in 2009, and is currently the National Director, Planned Giving. A former systems geek, she links the art and science of fundraising – looking for ways to support the planned giving team using data and process. Marnie attained the Certified Fund Raising Executive (CFRE) designation in 2002, and is Past Chair of the Board of CFRE International. She welcomes opportunities to strengthen the non profit sector by sharing her knowledge through peer mentoring and teaching.
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.
Stephen Huddart is President and CEO of The J.W. McConnell Family Foundation, a national private foundation based in Montréal, with additional staff in Vancouver, Toronto and Ottawa. The Foundation has played a leading role in developing social innovation and impact investing in Canada as a founding partner of Social Innovation Generation (SiG). McConnell’s other initiatives include Innoweave, The McConnell Reconciliation Initiative, Cities for People, RECODE and Well Ahead. Stephen serves on the Boards of Pearson College UWC. He is currently a member of the Government of Canada’s Social Innovation and Social Finance Strategy Co-Creation Steering Group.Stephen has worked as a social innovator and entrepreneur in the private, public and community sectors, and holds a Masters of Management degree from McGill University.
Karen Hudson provides consulting support and subject matter expertise on opportunities that exist at the intersection of the wealth management and charity sectors. Her work with Strategic Insight, a leading provider of research and advisory services to the financial services industry in Canada, includes collaborating on two donor-advised fund research papers. Karen also works directly with a donor-advised fund sponsoring foundation. Karen is in her 20th year in the wealth management industry. She graduated from Queen’s University with a Bachelor of Commerce (Honours). Karen is an active member of CAGP and a recent graduate of the Original Canadian Gift Planning Course.
Peggy Killeen, CFRE
Peggy Killeen, CFRE, is a development consultant with over 30 years of leadership experience in non-profits. Her career began in South Africa, managing grassroots advocacy, human rights and community organizations. She has also worked for international agencies in Central Africa and the former Yugoslavia. In Canada she specialized in fundraising, mainly for healthcare and education, with some forays into adult literacy and immigration services. Peggy volunteers for the CAGP Montréal Chapter, has served as a Director on the Boards of CAGP and the CAGP Foundation, and now works part time for the CAGP Foundation as its Development Director. Her mission is to work with authentic leaders to increase the capacity of their organisations to build and sustain fundraising revenue. Planned giving is her passion.
Natalia Kistruga, MA
Natalia is the Legacy Manager at the Canadian Red Cross. Within that role, she manages the legacy program in Quebec, inspiring donors to realize a significant gift. With a masters degree in psycho sociology, she is interested in analysing the socio-demographic portrait of legacy prospects and donors at the organizations where she works. Natalia is glad to share her findings on donors’ characteristics associated with charitable bequests.
Robert A. Kleinman, FCPA, FCA
Robert (Bobby) Kleinman is Executive VP of the Jewish Community Foundation of Montréal. He has written many planned giving articles and the JCF Planned Giving Handbook (available to the public at www.jcfmontreal.org).
David lives to empower donors of modest means to experience self-fulfillment by achieving their philanthropic dreams. He advises The Common Good’s clients like CPAWS/SNAP (Quebec), Crossroads/Carrefour International, The Walrus and SumOfUs.org on successful strategies for annual giving and legacy marketing programs that build value through meaningful donor relationships. David also founded Western Canada Fundraising Conference (WCFC), the award-winning annual conference for professional fundraisers in western Canada. Before launching The Common Good, David was the Senior Philanthropic Counsel at Good Works. Prior to consulting, he was immersed in donor relationship fundraising at University of Alberta and MS Society of Canada.
A graduate in social work, communication and public management, Sylvain Ladouceur has worked in the philanthropy, community, associative and education sectors for nearly 20 years. His passion for community development, communications, new technologies and humanity has carried him throughout his career. He is currently Manager of Planned Giving at the University of Ottawa. He also served as Executive Director of the Université du Québec en Outaouais Foundation (2011-2015), Director of the Annual Campaign and Director of Development at Centraide Outaouais (2002-2011), in addition to maintaining his activities as a speaker, facilitator and as a contractual professor at La Cité (Ottawa).
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 wills variation provisions of the Wills, Estates and Succession Act, as well as issues relating to the validity of testamentary instruments and the administration of estates. 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.
Aimée Lindenberger is Chief Engagement Officer at Refocus Communications & Fundraising. She loves to spend her days 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 is Vice Chair of the CAGP Greater Vancouver Chapter, and serves as VP – Communications & Government Relations for AFP Greater Vancouver as well as being a member of their Fraser Valley Committee.
David Love & Jen Love
David raised his first dollar for the environment in 1969. His current obsession is helping environmental and social justice organizations reap the benefit of the coming legacy tsunami. After being at WWF-Canada for 20 years, he’s now back supporting their legacy program which he started in 1982. He also works with his daughter’s direct response company, Agents of Good, where he is affectionately known as “The Godfather of Good.” In 2013, his colleagues in the AFP Greater Toronto Chapter recognized his efforts by awarding him their lifetime achievement award. Far from marking the end of David’s career, this inspiring recognition spurs him on to be a better fundraiser every day. He does that by continuing to put donors first.
Agent Jen Love is a storyteller. And not in a poetic sense. In a fumbling, arm-waving, half-sentence-speaking, let’s-get-to-the-heart-and-the-feelings sense. Write drunk, edit sober…even if you’re only drunk on emotions. Inhaling an attitude of gratitude and exhaling #donorlove, Jen’s title is Partner at Agents of Good, a collective of donor champions.
Darren G. Lund, MA, J.D.
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.
Ruth has a 30-year background in the nonprofit sector, working at the local, provincial and national levels. For 12 years she was with Volunteer Canada, serving as its President and CEO from 2007-2013, and previously held the position of Director, Volunteer Development with the Canadian Cancer Society, Nova Scotia Division.
Ruth also has experience running a small business, having established and ran her own microbrewery for which she was recognized with an Entrepreneur of the Year award.
Ruth is also a committed volunteer and has served on countless boards and committees locally, nationally and internationally. She currently Chair the Board of CanadaHelps, as well as the Champlain Region Grant Review Team of the Ontario Trillium Foundation – Canada’s largest granting agency. Ruth also served on the Governor General of Canada’s Volunteerism and Philanthropy Advisory Committee. In acknowledgement of her contribution to volunteerism, Ruth was awarded the Queen Elizabeth II Diamond Jubilee Medal by the Governor General in April 2012.
Kimberley MacKenzie, CFRE
Kimberley is an award winning fundraiser, CFRE, AFP Master Trainer and has consistently delivered double-digit growth for fundraising programs. She works as a consultant with a variety of organizations to advance a culture of philanthropy and create transformative results that raise more money for their missions. Kimberley has served as Editor for Hilborn Canada’s eNEWS, was a member of the Advisory Panel for the Rogare Think Tank at Plymouth University and an executive member of the Planned Giving Council of Simcoe County. You can contact her on twitter via @kimberleycanada; email her email@example.com or at www.kimberleymackenzie.ca.
Theresa L.M. Man, M.Mus., LL.B., LL.M.
A partner with Carters, Ms. Man practices in the area of charity and not-for-profit law and is recognized as a leading expert by Lexpert and Best Lawyers in Canada. 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 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. Ms. Man has also written articles for numerous publications, including The Lawyers Weekly, The Philanthropist, Hilborn:ECS and Charity & NFP Law Bulletin.
Lesley Mansfield is the Executive Director of the Halton Learning Foundation and is a passionate community volunteer, speaker and experienced fundraiser. Recognized by the United Way of Milton as co-recipient of the 2009 Volunteer of the Year award and the 2009 Milton Chamber of Commerce Citizen of the Year award, Lesley is the immediate past president of the Milton Chamber of Commerce. She is the past board president of the United Way of Milton and was a director of the Prosperity ONE Credit Union Charitable Foundation. In 2011, Lesley received the Milton Chamber of Commerce’s Business Person of the Year award.
Susan Manwaring, LL.B.
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.
Teresa Marques, CFRE
Teresa Marques is an accomplished charitable sector leader and senior executive with extensive experience leading development teams in the healthcare and post-secondary education sectors. Ms. Marques has been instrumental in the growth and development of the partnership-based Rideau Hall Foundation (RHF) through strategic relationship building, program development and communications strategy. Prior to joining the RHF in 2016, she held senior leadership roles at the Centre for Addiction and Mental Health (CAMH) Foundation, York University and the Canadian Foundation for AIDS Research (CANFAR). She holds degrees in Canadian history from the University of Ottawa and York University, as well as a post-graduate certificate from Dalhousie University’s School of Continuing Education, with a focus on non-profit governance. In addition to her professional qualifications and experience, she is an established community leader and noted volunteer with several charities in Toronto and Ottawa.
Margaret Mason, QC
Margaret Mason is a charities lawyer with more than 30 years of experience advising donors, charities and other tax-exempt organizations and their boards, often on highly sensitive and complex matters. She is past Chair of the CAGP Government Relations Committee and a Friend of CAGP.
Mitch Miller is the Executive Director of the the Hillel Lodge Long Term Care Foundation. In his 3+ years at the Lodge he has stewarded growth in all areas that he is responsible for while still finding time to drive his younger daughter to rhythmic gymnastics.
Jenny Mitchell, CFRE, DMA
Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), 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.
Paul Nazareth is Vice President, Education & Development at the Canadian Association of Gift Planners advancing our mission, partnerships and supporting our Chapters nationally. He has spent 19 years in planned giving, most recently VP at the charity CanadaHelps. Paul has been a philanthropic advisor with Scotia Wealth and charities like the University of Toronto and the 230 Churches of the Catholic Church of Greater Toronto. He is on the board of several charities, is Chair of the Advisory Committee at the Humber College postgraduate fundraising program, a speaker in every province with AFP as well as advisor communities like Advocis, CPA and Estate Planning Councils across Canada.
Franco is the Director of Ethnocultural Strategy at The Princess Margaret Cancer Foundation, responsible for its fundraising and outreach in the ethnic community. Prior to this role, Franco was the Policy Advisor to Senator Victor Oh in Ottawa and worked as Special Assistant to Toronto City Councillor Mike Del Grande. Franco also worked in Hong Kong as Executive Officer in the Government and served in an external relations role at Cathay Pacific Airways. Franco speaks English, Cantonese, Mandarin and French.
Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment industries. Throughout his career, Richard has been involved in starting or growing non-profits that focus on technology, science and engineering in jurisdictions in BC, Alberta, and NWT.
Trizana Parillo is a Development Officer in Leadership Annual Giving at Concordia University. She has worked as an experienced fundraiser for over 12 years, including three years exclusively in planned giving, at which time she also volunteered with the Toronto CAGP Roundtable. After receiving her BA in Political Science at Carleton University, she completed her Certificate in Fundraising Management at Algonquin College of Applied Arts and Technology. Trizana has worked in the fields of higher education and international aid and has a background in marketing and public relations.
Hilary M. Pearson, CM
Hilary Pearson is President of Philanthropic Foundations Canada. Since 2001 she has grown the organization to become a leading voice in Canadian organized philanthropy. Author of numerous articles on Canadian philanthropy, Ms Pearson speaks frequently at conferences and workshops on trends and issues in Canadian philanthropy. An expert in nonprofit governance, Ms. Pearson has served on several national boards of directors. She chairs the Advisory Body of the Coady Institute at St Francis Xavier University and is a member of the Advisory Committee to the Masters Program in Philanthropy and Nonprofit Leadership at Carleton University. She holds honourary doctorates from Carleton University and the University of New Brunswick. She is a Member of the Order of Canada.
Ligia Peña, CFRE, MInstF
Ligia Peña, CFRE is the Global Legacy Manager at Greenpeace International where she drives Greenpeace’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. She’s a seasoned presenter internationally and she’s the author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada. When she’s not geeking out on legacy related things, she’s either knitting, cooking or planning her next trip.
Genane is the Associate Campaign Director of Estate Giving at The Princess Margaret Cancer Foundation. Genane loves to listen and build relationships with donors who are passionate about supporting the cancer centre with a gift in their will. Genane was first introduced to non-profit work when she was an assistant at the Canadian Cancer Society. She later worked with Cornerstone Group of Companies before holding various roles in estate administration. Now, at the Foundation, her role allows her to be involved with a cause that she loves while helping donors create meaningful gifts.
Lydia Potocnik, LL.B, TEP
Lydia Potocnik is Vice-President, Philanthropic Advisory Services at BMO Wealth Management. She assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Lydia’s legal background as an estate planning and trust administration lawyer also allow her to ensure that clients’ philanthropic goals are part of their larger wealth and estate plan so that the values of philanthropy are passed on to future generations. Lydia has a unique perspective on philanthropy given that she has worked both in the charitable sector with donors for a hospital foundation and in the private sector with clients for BMO Wealth Management. She is a member of The Law Society of Upper Canada, Past Chair of CAGP’s Golden Horseshoe Roundtable, a member of the Society of Estate and Trust Professionals (STEP), completed her Certificate in Elder Law and is actively involved in her community with several charities as a Board member.
Darren Pries-Klassen, CFP
Darren joined Abundance Canada in 1998 as a Gift Planning Consultant. In 2009, Darren was appointed to the role of CEO. In 2015 -16 Darren led the organization through a rebranding process. (They were formerly Mennonite Foundation of Canada). Darren has degrees in Theology and Leadership. He has completed the CREST leadership program and holds the Certified Financial Planner designation. He has served on several Boards including Kitchener-based Kindred Credit Union and the CAGP National Board where he was Chair for two years.
Janine Purves, CFP®, CPCA, CCS
Janine Purves is a Senior Financial Advisor with Assante Capital Management Ltd., assisting business owners, self-employed, and executives make financial decisions to meet their life goals. Janine specializes in wealth planning, and helps to enhance her clients’ lives in ways that truly make a difference, focusing on estate and legacy planning. She is a big believer in giving back to her community, being involved in numerous non-profit organizations including Seneca, Aphasia Institute, Richmond Hill Board of Trade, and Mackenzie Health Foundation. She is honoured to have been awarded The Advancing Women and Girls award both federally and provincially, and the Portraits of Giving award in 2017-2018.
Gena Rotstein, FEA, MA
Since 2002 Gena Rotstein has been working with North American philanthropic families helping them with their legacy planning and philanthropic transition management. Following the sale of her previous company, Dexterity Ventures, she along with her business partner, Richard Ouellette, launched Karma & Cents Inc. a Social Impact Lab. In addition to Karma & Cents, Gena is the Executive Director of Place2Give Foundation, co-founder of CivicTechYYC, SheEO Activator and a Family Enterprise Advisor. Recognized internationally, she is published in various industry publications, the Globe and Mail and Financial Post and has appeared on BNN, Alberta PrimeTime, CBC, and the TEDxCalgary stage.
Diplômée de la Maîtrise en management des entreprises culturelles à HEC Montréal, Julie Roy possède une première formation en musique classique. Ses expériences l’ont amenée à se perfectionner en gestion philanthropique et en développement stratégique des organisations. Conseillère principale – Développement philanthropique et dons planifiés à la Fondation CHU Sainte-Justine depuis avril 2018, Julie Roy a été directrice générale de la Fondation du Conservatoire de musique et d’art dramatique du Québec pour une période de 3 ans. Elle a œuvré auparavant comme responsable du développement philanthropique à la Fondation du musée d’archéologie et d’histoire de Montréal, Pointe-à-Callière, où elle aura, entre autres réalisations, organisé l’implantation d’un programme de dons planifiés.
Jo-Anne Ryan is Vice President, Philanthropy at TD Wealth. She develops strategies to help clients incorporate philanthropy in their overall financial and estate plans. She has also led TD’s research efforts around Women and Philanthropy since 2014. She is the architect and Executive Director of the Private Giving Foundation, the first donor advised fund to be launched by a financial institution in Canada. Jo-Anne is a member of CAGP’s government relations committee. She is a member of the Estate Planning Council of Toronto and an active volunteer on several gift planning committees for charities. She is also the Vice Chair of the Board for Bishops University Foundation and is a member of the advisory board at Carleton University for its Masters in Philanthropy and Non-profit Leadership program – the only one of its kind in Canada.
Lauren is the Director of Operations at Common Good Solutions and co-founder of Placemaking 4G, the first CIC recruitment firm aimed at attracting and retaining young professionals in Atlantic Canada. She draws from more than 10 years of experience in public speaking, team culture, and coaching and her passions include team management and building, the national and international social enterprise sectors, and working with youth. She holds a Bachelor of Science in Biopsychology and a Bachelor of Business Administration from the University of Winnipeg.
Keith H. Sjögren
Keith Sjögren is a Senior Consultant at Investor Economics, a leading provider of research and advisory services to the financial services industry. In his role Keith is responsible for managing consulting and research engagements with a range of financial institutions and businesses. Keith sits on the Investment Committee of the Centre for Addiction and Mental Health Foundation as well as a special committee of the Ontario Securities Commission focused on issues related to seniors. Keith is also the Chair of the Advisory Committee to the Masters Program in Philanthropy and Nonprofit Leadership offered by Carleton University. He is the author of three studies of women and philanthropy as well as a recently-released study of donor-advised funds.
Ed Sluga, PGgrowth’s President, is one of Canada’s most experienced planned giving professionals. For over 23 years, he has helped hundreds of organizations from across the country develop and benefit from long-term, sustainable and proactive fundraising and planned giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed’s chief motivation is helping organizations achieve the goals of their mission within their communities. Ed has an unmatched perspective on the development and planned giving approaches available to organizations. Ed is the co-author of Worthy and Prepared along with Peter Barrow.
Natasha Smith, LL.B.
Natasha is a senior associate in Miller Thomson LLP’s Social Impact Group. Natasha’s practice focuses exclusively on providing taxation and corporate governance advice to charities and other non-profits. Natasha assists clients in determining the best structure for their organization and provides advice on various issues including incorporation and charitable registration operating in foreign jurisdictions, structuring complex gift agreements, reporting, and general compliance under legislation governing the voluntary sector. Natasha has experience structuring merger and asset-transfer transactions between non-share capital corporations, advising on social enterprise and social finance ventures, facilitating corporate re-organizations and responding to CRA audits.
Adam Spence is Director of Social Venture Connexion (SVX) at MaRS. Adam helped found the MaRS Centre for Impact Investing and the School for Social Entrepreneurs – Ontario. He was Executive Director of the Ontario Association of Food Banks (OAFB) and led a number of higher education and training organizations. He’s been recognized through numerous awards, including the Queen’s Jubilee Gold Medal.
Janice L. St-Denis, CFRE
Janice L. St-Denis, CFRE, is a passionate relationship fundraiser with 15 years of experience working in major gift fundraising and gift planning. Janice has worked with The Arthritis Society, Médecins Sans Frontières (MSF), and is now the principal fundraiser in the Faculty of Health Sciences at McMaster University in Hamilton, Ontario. Janice feels strongly about the need for open conversations on death, and believes that people-serving professions should attend to this privilege with great care. If you’d like to connect, follow on twitter (@jlstdenis) or connect via LinkedIn.
Ingrid Tsui, LL.B., TEP
Ingrid Tsui leads the firm’s Charities + Non-Profit practice group, assisting charities and non-profit organizations in all aspects of their operations. She also leads the firm’s Wills, Estates + Trusts practice group, advising clients regarding estate planning and estate administration. Ingrid is a regular contributor to Continuing Legal Education, holds a TEP designation, is a member of the Estate Planning Council, and has written and lectured on a variety of estate and corporate topics for legal and non-legal audiences. She has been selected by her peers for inclusion in Best Lawyers in Canada in the area of Trusts and Estates.
Arrivée à la Fondation CHU Sainte-Justine à temps partiel en mai 2011, Me Johanne Viau, notaire, est notamment responsable du suivi des successions. Me Viau est membre de la Chambre des notaires du Québec depuis juin 1985 et elle a siégé au bureau de l’Ordre à titre de représentante du district de Montréal ainsi qu’à titre d’administratrice au Fonds d’assurance-responsabilité professionnelle de la Chambre. Sa formation juridique combinée à son expérience auprès des testateurs et liquidateurs lui permettent une meilleure compréhension de la démarche philanthropique qui se cache derrière chaque legs testamentaire ou autres dons planifiés plus complexes.
Holly Wagg, CFRE, MA
Holly Wagg is Managing Partner and Head Counsel at Good Works. She’s also the co-author of the second edition of Iceberg Philanthropy, the go-to book on planned giving that shows fundraisers how very ordinary donors make extraordinary gifts to charity in their wills. Prior to joining the Good Works team in 2012, Holly spent 17 years managing the fund development and/or communications shops at ArtsSmarts, National Capital Region YMCA-YWCA, Canadian AIDS Society and Girls Action Foundation. Holly co-founded the Ten Oaks Project in 2004 for which she was honoured with a lifetime achievement award in the queer community before she cracked 30.
Brock Warner, CFRE
Brock is Director of Community Giving and Innovation at War Child, a humanitarian charity known for innovative online fundraising and engagement. He oversees the annual and monthly giving program, donor stewardship, and donor systems management. He is a Certified Fund Raising Executive (CFRE), is a professor of ePhilanthropy at Humber College and regularly presents across Canada about War Child, philanthropy and international development issues.
Laura West, LL.B.
Laura West is a partner at Norton Rose Fulbright Canada LLP and a member of the estates, trusts and wealth management group. She is engaged in a general practice in the areas of wealth management, estates, trusts, charity and not-for-profit law. Ms. West is the co-author of the book Charitable Giving in Canada. She 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 estate planning, charity and non-profit legal issues. Ms. West has been recognized by various publications as a leading lawyer in estates and personal tax planning, and charities/not-for-profit law.
Nancy Wood is the host of CBC Montréal News at 11. Prior to this, she spent two years with Radio-Canada’s Enquête, a current affairs investigative program where she worked on investigations into air-taxi safety, the Montréal Casino and the Canadian Forces. Wood has covered a wide range of events during her 30 years as a journalist, from federal and provincial politics to natural disasters and crime. She began her career in 1985 as a staff reporter with The Montréal Gazette. She went on to The Toronto Star and became a senior writer in Maclean’s magazine’s Ottawa bureau. In 1994, she joined CBC Radio as a writer-broadcaster, later hosting Radio Noon and Daybreak.
Bob Wyatt, LL.D. (Hon.)
Bob Wyatt has been executive director of The Muttart Foundation since 1989. For more than a quarter-century, the Foundation has been providing grants and other support in an attempt to help strengthen the collective action of Canada’s charitable sector. Bob has been particularly active in the regulatory field, including serving as the co-chair of the Joint Regulatory Table during the Voluntary Sector Initiative. He currently serves on the board of Philanthropic Foundations Canada and has previously served on the board of Imagine Canada, as well as a variety of other charities. Bob has received the Alberta Centennial Medal and the Queen’s Diamond Jubilee Medal for his service to the voluntary sector and, in 2017, was awarded an honourary doctorate in laws by Carleton University.
With more than 25 years experience in fund development and communications Leona Yez has worked in large and small organizations, integrating comprehensive fund development programs including Board development, annual and major gifts, corporate sponsorships and planned giving. Leona worked for five years at the Edmonton Community Foundation and 10 years as a consultant to the charitable sector with a focus on strategic communications and senior management mentorship. She has been the Manager of Planned Giving at YMCA of Northern Alberta since January 2016, inspiring current and future gifts to ensure sustainable funding that will impact the Edmonton community in perpetuity.
Ross Young, CA, CFP, FEA
Ross feels that making a difference and giving back are the core values that he shares with his clients. He works with his clients to gain an intimate understanding of their goals and values in order to allow them to do what they love, and he loves sharing in their successes. As a Chartered Accountant and Certified Financial Planner specializing in tax, estate and philanthropic planning, the value he brings to business owners and professionals helps them navigate the complexity of their family assets. Their biggest concerns are creating, growing and protecting their legacy in ways that is meaningful to them. His certification and experience as a Family Enterprise Advisor adds depth to the solutions he brings to the unique challenges of his clients.
Marcella is the Director of Planned Giving at the Nature Conservancy of Canada. She is responsible for the marketing of legacy giving and the cultivation and stewardship of donors and prospects across the country. Since 2008 she has been instrumental in the growth of the planned giving program. She holds a law degree from the University of Padua and had her own practice in Italy for 12 years. When she moved to Canada, she volunteered for Oxfam Canada and that experience in the nonprofit sector sparked the beginning of a new career. CAGP has been instrumental for Marcella’s professional development in strategic gift planning. She chaired the Greater Toronto Area Roundtable and she is the 2015 Sweatman Award recipient.