Countdown to #CAGP21

Speaker: Sonya Swiridjuk
SPONSOR: CFRE

Speaker: Ed Sluga
SPONSOR: PGgrowth

Speaker: Hon. Senator Ratna Omidvar
SPONSOR: Miller Thomson

Speaker: Brenda McEachern
SPONSOR: The Foundation (WCPD)

Speaker: Edgar Villanueva

Blaming bankers and capitalism for the awful mess that is 21st Century America has become a popular pastime among academics, activists and economists, whose bestsellers propose their signature solutions. Yet one place where solutions are never sought is Native America. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native funder Edgar Villanueva steps into that space, with a prescription for restoring balance and healing our divides. Villanueva proposes that Native ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money.

SPONSOR: Raymond James Canada Foundation

Speakers: Yogesh Bhathella; Sukhminder S. Virk

Establishing a legacy is an especially powerful way to connect with others and trusted advisors have a unique role in helping to guide clients through this process. Working with clients of diverse backgrounds can be an incredibly rewarding experience but may require a shift in our way of thinking… and feeling. In this session the speakers will share their own experiences working across cultures on legacy planning and provide tips on overcoming cultural barriers. They'll help us understand our own unconscious biases – all with an open, honest, and non-judgemental attitude.

SPONSOR: BMO Private Wealth

Speakers: Kimberley Blease; Stephen George
SPONSOR: Blakely

Speakers: Andrew Chunilall; Naki Osutei; Natasha Smith

Beyond the current uncertainty created by the COVID-19 pandemic, society is grappling with questions of indigeneity and reconciliation, cultural communities and a racist divide, growing global economic inequality, and evolving political contexts. Philanthropy intersects with all of these issues, and as such it can be part of the problem or part of the solution. For philanthropy to play a role in resolving these challenges it requires inward reflection and new strategies for action. Join us in closing out CAGP’s 27th National Conference on Strategic Philanthropy as we hear from three leaders sharing insights on how they have reimagined how philanthropy can lead us on a path to a fairer, more just and inclusive future.

SPONSOR: Private Giving Foundation - TD

Speaker: Michael Blatchford

Donor-advised funds are increasingly popular and are now offered by a wide-range of providers in Canada. However, there is still significant confusion about what a DAF is and what the benefits and restrictions of DAFs are. This session will outline the basic legal concepts of a donor advised fund and discuss the reasons for the popularity of this kind of fund, as well as some of the common traps that organizations and donors fall into when using them.

Track: Technical Expertise Level: General

SPONSORS: KBF Canada and The Foundation (WCPD)

Speaker: Eli Clarke

For front line fundraisers, the most impactful action we can take is to meet with our donors face-to-face. Yet unfortunately, securing meetings with donors often falls to the bottom of our to-do list. Join Eli Clarke from the University of Toronto, to learn how he met with over 180 donors in one year. Together, we will explore how to get out from behind your desk and meet with your donors face-to-face by focusing on:

• Prioritizing donor contact
• Quickly identifying prospects
• Contacting, following up, and securing meetings
• Preparing for meetings
• Leading and having meaningful conversations

Speakers: Nicole K. D'Aoust; Gwenyth Stadig

As the charitable sector strives to ‘build back better’, endowments are a long standing strategy that can help the charitable sector respond post-crisis with more flexibility. This presentation will discuss the different approaches to endowments today as well as best practices for ensuring that the charity and the donor are on the same page when it comes to the endowment terms. Although endowments are often started for a ‘rainy day’, when it started raining in 2020, many charities found themselves in situations where the terms of past endowments were unclear and inflexible. We will provide examples of such situations and possible solutions in discussing how charities are indeed building back better to empower endowments that are as impactful and flexible as they need to be.

Track: Technical expertise Level: Experienced

SPONSORS: KBF Canada and The Foundation (WCPD)

Speaker: Amanda Stacey

In this session, participants will learn everything they need to know about designating a charity as beneficiaries of a registered plan - including a registered retirement savings plan, a registered retirement income fund, and a tax-free savings account.

Track: Technical expertise Level: Intermediate

SPONSORS: KBF Canada and The Foundation (WCPD)

Speakers: Jennifer Button; Brad Offman

Strategic philanthropic planning can, and should, be a part of an integrated financial plan. In this presentation, we will discuss how RBC takes a holistic approach to planning which may involve several different parts of the bank, including Investment professionals, Wealth Management, Insurance, Estate and Trust Services; and potentially allied external professionals as well. This approach places the client at the centre of strategy, ensuring that experts from a number of different areas are introduced to provide the client with the most effective solutions, including strategic philanthropic advice.

Track: Managing a gift planning program Level: Experienced

SPONSOR: KBF Canada

In 2021 more fundraisers are making blended asks, talking about gift planning and major gifts together. Much of our CAGP curriculum focuses on the gift vehicles; understanding them, accepting, receipting and stewarding these donations as well as marketing. This session will focus exclusively on how to talk to donors about gift planning, blended giving and the nuances of discussions that involve gifts of assets. We will also address working with family and professional advisors.

Speaker: Paul Nazareth

While there are many gift vehicles available in our modern toolbox, and Canada has one of the most varied and beneficial donation options we will focus on the most common that a fundraiser and advisor will see in their day to day work and average year. Any fundraiser looking to integrate gift planning into their fundraising program and advisor to hear about the most common philanthropic discussions with clients will find this quick primer of high value.

Speaker: Ryan Fraser

2021 is predicted to see a marked rise in realized bequests coming to charities, even if you have support from a finance team or legal counsel are you comfortable with the bequest administration process? Do you feel confident to ensure you are stewarding a donor’s wishes, supporting executors in their legal obligations and representing your charity and fulfilling your fiduciary obligations as a legal beneficiary of an estate? This primer on estate administration will walk you through the basics and need to know process around receiving donations from estates.

Speaker: Colleen de Jager

Marketing planned gifts is a nuanced strategy to find the balance between explaining the gift vehicle and facilitating the donor’s care and motivations. We will discuss the program marketing strategy for charities of all sizes and all capacity levels from launching a gift planning program to integrating messaging in a larger charity marketing calendar. Charity marketing staff and fundraisers who work together will find strategic value in attending this primer on how to integrate gift planning into charity marketing plans.

Speaker: Claude Drouin