Session Topic Streams

Topic Streams are congruent with CAGP’s Competency Framework.

Streamline your session choices with topic streams to ensure your conference education covers the gift planning bases.

Building Relationships
Sessions that explore the art of being truly donor- / client-centred, as experienced professionals share strategies and tactics for building an authentic rapport with donors and clients that will evolve relationships from the transactional to transformational.

Ethics & Judgement
Strategic charitable gift planning often brings unique opportunities and challenges. These sessions will enable delegates to proactively tackle challenges and pursue opportunities to manage gift planning programs with excellence.

Gift Planning Vehicles
Bequests are the cornerstone, but why stop there? These sessions will serve to increase knowledge and understanding of the variety of current and deferred gift vehicles, such as securities, registered funds, insurance, gifts-in-kind, as well as the opportunities and impact they have for donors.

Legal Issues of Gift Planning & the Charitable Sector
These sessions will help professionals hone their technical knowledge and sharpen their expertise to support donors / clients along their philanthropic journey, and manage their gift planning program or practice with confidence and competence.

Know Your Charity
Philanthropists are becoming increasingly involved and savvy, and estates are becoming more complex, making a sound understanding of governance and financial matters integral to success. These sessions reach beyond gift and estate planning to the broader spectrum of charity management and oversight.

Marketing & Communications
These sessions introduce delegates to the newest and greatest ideas to develop and distribute targeted gift planning marketing and communications collateral across multi-media platforms.

Please note: The program and list of speakers are subject to change without notice.