April 14-16, 2021

62 inspiring speakers

There may be some spots still available, 

contact Erin Kuhns for more details.

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Website Sponsor
Premier Conference Sponsor

The 27th National Conference on Strategic Philanthropy will be a virtual experience

Countdown to #CAGP21

CAGP is the only organization that enables charitable gift planners and professional advisors to collaborate and network.

Each year, our members from coast to coast come together for an intensive 3-day national conference. With inspirational speakers, skilled presenters and facilitators, CAGP’s National Conference on Strategic Philanthropy provides an outstanding opportunity for delegates to learn, network, exchange experiences, and keep up-to-date on all new trends, issues and the latest practices in strategic charitable gift planning.

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Available Sessions To Choose From - Live and pre-recorded. All sessions available for 6 months to rewatch.

CONFERENCE SCHEDULE

Education Sponsor
11:00
11:00 - 11:15
Main Room

Welcome

Welcome to #CAGP21 online - meet your host for the next three days, Sam Laprade.
11:15
11:15 - 12:15
PLENARY

Is Work Killing You?

Speaker: David B. Posen

Can workplace stress actually kill people? The literal answer is “Yes.” But much more commonly it kills energy, spirit, engagement, morale – and productivity. For too long, employers have left issues like stress management and work-life balance to individual employees to figure out. It needs to be a shared responsibility. In this insightful presentation, you will discover “The Big Three” causes of workplace stress, some myths about productivity and how organizations can create policies that enhance employee well-being and performance. Reducing workplace stress is a win/win/win for employers, employees and the organization as a whole.

SPONSOR: RBC Wealth Management - Royal Trust

12:15
12:15 - 12:45

BREAK

Sponsored by the Canadian Donors Guide

12:45
12:45 - 13:45
Concurrent Session

Social Justice Philanthropy - Key Concepts and Competencies

Speakers: Holly McLellan; Jon McPhedran Waitzer; Shereen Munshi
12:45
12:45 - 13:45
Concurrent Session

The Female Advisor Perspective – How A Shift of Power & Wealth Is Impacting The Financial & Philanthropic Planning Conversations

Moderator: Serena Hak
Panelists: Joady Guyot, Gillian Stovel, Betty-Anne Howard, Janine Purves.
SPONSOR: CI Assante

12:45
12:45 - 13:45
Concurrent Session

Exploring the Why Behind Giving: Lessons for Legacy Planning

Speakers: Richa Arora; Arundel Gibson
12:45
12:45 - 13:45
Concurrent Session

Using Social Media in Planned Giving - What You Need to Know

Speakers: Christine Kang; Jackie Mersereau
SPONSOR: Blakely

13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Concurrent Session

Crystal Ball - Future Trends

Speaker: Patrick O'Connor
14:15
14:15 - 15:15
Concurrent Session

Small Shop Stewardship

Speakers: Rochelle Greaves; Roxanne Tackie
14:15
14:15 - 15:15
Concurrent Session

Philanthropic Psychology: Lessons from the Therapist’s Couch

Speakers: Leah Eustace; Aimée Lindenberger
14:30
14:30 - 14:50
Special Sponsor Session (Concurrent)

Driven by Purpose: Stories to Inspire Your Donors to Make Planned & Strategic Gifts

Speaker: Ryan Fraser
SPONSOR: Quiet Legacy Planning Group

14:55
14:55 - 15:15
Special Sponsor Session (Concurrent)

Scoring and Finding your Best Planned Giving Prospects

Speakers: Allen Davidov; Jennifer Robins
SPONSOR: Environics Analytics

15:15
15:15 - 15:30
Plenary

Plenary - Day 1 Wrap Up

Join Sam for a short wrap-up to the day and our first raffle draw – a Nespresso Deluxe, courtesy of Norton Rose Fulbright. You MUST be in this session LIVE in order to be in with a chance to win.
15:30
15:30 - 16:15
Networking Rooms - Group Chat

SOCIAL TIME

Mix and mingle with fellow attendees, catch up with old friends and make new friends.
10:30
10:30 - 11:00
Special Early Bird Concurrent Session

How to Get Your CFRE

Speaker: Sonya Swiridjuk
SPONSOR: CFRE

10:30
10:30 - 11:00
Special Early Bird Concurrent Session

Strategic Philanthropy, the Evolution of Planned Giving: Establishing a Truly Integrated Planned Giving Program at Your Organization

Speaker: Ed Sluga
SPONSOR: PGgrowth

11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Creating A More Inclusive Sector

Speaker: Hon. Senator Ratna Omidvar

Implementing and following diversity and inclusion practices is an expectation for all sectors of Canadian society. The charitable sector is no exception and it’s operational staff and governance structures should reflect the communities they serve. Senator Omidvar will talk about the importance of diversity and inclusion, the need for the sector to understand its own diversity and to take leadership and ownership in creating a more inclusive, engaged and vibrant Canada.

SPONSOR: Miller Thomson

12:15
12:15 - 12:45

BREAK

Break sponsored by Blackbaud

12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Uncovering Hidden Treasure – Top 5 Basic Tools to Tackle Estate Administration

Speakers: Yolanda Benoit; Patricia Ward
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Conversations with Widows and Widowers Around Death, Grief and Legacy Giving

Speakers: Geoff Love; Jill Nelson; Charlotte Paul; Janice L. St. Denis; Holly Wagg
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers

Speakers: Liz LeClair; Jen Pederson; Peggy Killeen
12:45
12:45 - 14:15
Deep Dive - Concurrent Session

The Hybrid Endowment

Speaker: Brenda McEachern
SPONSOR: The Foundation (WCPD)

14:15
14:15 - 14:45

BREAK

Break sponsored by the CAGP Foundation

14:45
14:45 - 15:45
Main Room

Decolonizing Wealth

Speaker: Edgar Villanueva

Blaming banksters and capitalism for the awful mess that is 21st Century North 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 within Indigenous culture. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native American funder, Edgar Villanueva, steps into that space with a prescription for restoring balance and healing our divides. Villanueva proposes that Indigenous peoples’ ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money.

SPONSOR: Raymond James Canada Foundation

15:45
15:45 - 17:00
Networking Rooms - Group Chat

SOCIAL TIME

Join peers, friends, and meet new people - hosted by Paul Nazareth
10:30
10:30 - 11:00
Special Early Bird Session

Tax Efficient Giving: Flow-Through Share Donation Financing

Speakers: Albert Labelle & James F McMillan

Major gift donors across Canada are aware of tax-efficient ways to facilitate their giving other than simply writing a cheque – are you? Flow-Through Share Donations have secured their place as a proven philanthropic gifting format for donors and charities alike. You will learn the basics of FTSD from leading provider, PearTree Canada and gain insights and methodology used in the successful approach of donors from an experienced major gift fundraiser.

SPONSOR: PearTree Canada

10:30
10:30 - 11:00
Special Early Bird Session

Charitable Remainder Trusts: Tips and Traps

Speakers: Elena Hoffstein & Brittany Sud

Charitable remainder trusts can be a useful charitable giving tool in the inter vivos context, but have posed issues in recent years in the testamentary context as a result of changes to the laws on testamentary charitable giving. This presentation will provide an overview of charitable remainder trusts, the issues surrounding testamentary charitable remainder trusts, and Canada Revenue Agency’s views on testamentary charitable remainder trusts.

SPONSOR: Miller Thomson LLP

11:00
11:00 - 11:15
Main Room

Welcome

11:15
11:15 - 12:15
Main Room

Working with Diversity: An Advisor’s Perspective

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

12:15
12:15 - 12:45

BREAK

Break sponsored by Fasken

12:45
12:45 - 13:45
Concurrent Session

Gender, Power and Wealth: Slaying your Assumptions to Raise more Money

Speakers: Jenny Mitchell; Justin Pilon
12:45
12:45 - 13:45
Concurrent Session

Reconciliation Through Gift Planning: How Settlers Can Give Back Through Planned Gifts

Speakers: Michelle Johnson; Sharon Redsky
12:45
12:45 - 13:45
Concurrent Session

Building a Donor Focused Strategy for Future Legacy Success

Speakers: Kimberley Blease; Stephen George
SPONSOR: Blakely

12:45
12:45 - 13:45
Concurrent Session

Using CAGP’s Life Insurance Guidelines to Increase Gifts and Reduce Risk

Speakers: Yolanda Benoit; Ryan Fraser; Brenda McEachern; Jill Nelson
SPONSOR: The Foundation (WCPD)
13:45
13:45 - 14:15

BREAK

14:15
14:15 - 15:15
Main Room

Reimagining The Future of Philanthropy

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

15:15
15:15 - 15:30
MAIN ROOM

Closing Remarks

Join Ruth MacKenzie and Sam Laprade in wrapping up the three days and hearing about plans for the 2022 Conference.
15:30
15:30 - 16:15
GROUP CHAT

Social Time

Join us in the "Group Chat" for some informal networking to end the conference.
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On demand

Donor Advised Funds: The Canadian landscape, myths and reality

Speakers: Karen Hudson & Keith Sjogren

Donor-advised funds are increasingly popular and are now offered by a wide-range of public foundations 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, a current snapshot of the landscape in Canada, as well as some of the common myths and mistakes that organizations and donors fall into when engaging them.

Level: General

SPONSOR: KBF Canada

-
ON DEMAND

Discovery Meetings: Get Out From Behind Your Desk and Uncover Prospects and Planned Gifts

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


Level: General

SPONSOR: KBF Canada

-

Flexibility in Endowment Strategy

Speaker: Nicole K. D'Aoust

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.

Level: Experienced

SPONSOR: KBF Canada

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Designating a Charity as Beneficiary - Tips and Traps for Gifts from Registered Plans

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.

Level: Intermediate

SPONSOR: KBF Canada

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A Collaborative and Practical Approach: How RBC Integrates Philanthropic Planning into a Holistic Financial Plan

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.

Level: Experienced

SPONSOR: KBF Canada

-
On demand

Gift Planning 101: Talking to donors about gift planning




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

SPONSOR: Abundance Canada

-
On demand

Gift Planning 101: Common types of gift vehicles




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

SPONSOR: Abundance Canada

-
On demand

Gift Planning 101: Basics of estate admin




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

SPONSOR: Abundance Canada

-
On demand

Gift Planning 101: Basics of Planned Giving marketing




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

SPONSOR: Abundance Canada

PRICING

Thank you to our Delegate Kit sponsor, Norton Rose Fulbright.

$ 599 for members

It's not too late to be part of the largest national gathering of strategic planned giving experts!

$ 750 for non-members

It's not too late to be part of the largest national gathering of strategic planned giving experts!

Or why not become a CAGP Member today to save on registration AND add a whole host of other benefits!

$ 1750+ Groups

Groups of 3-5: $1750

  • One person must be a CAGP Member
  •  

Groups of 6 - 10: $3500

  • One person must be a CAGP Member

A UNIQUE ONCE-A-YEAR OPPORTUNITY

In Canada, there is no other conference which provides the depth of information specific to planned giving and strategic philanthropy.

LEARN NEW TRENDS, STRATEGIES, TACTICS

Up-to-date legislation and tax benefits, current and emerging trends in philanthropy, new technology and tools are exclusively discussed at this conference.

PROVOCATIVE PLENARY SESSIONS

Engage in provocative discussions designed to challenge your perceptions and to encourage you to reimagine the future.

NETWORK AND CONNECT

Meet and exchange ideas with like-minded fundraisers, advisors and leaders in Canada’s charitable community.

SAMPLE AND COMPARE TOOLS

Connect with vendors from across Canada to learn about products and services and the latest tools, technology and ideas.

What if wealth could be used to heal?

“Edgar outlines with compassion and clarity thoughtful and practical steps toward aligning our money with our values. There are important lessons here for anyone working in finance or philanthropy.”

— Keith Mestrich, President & CEO, Amalgamated Bank

Edgar Villanueva

Thursday closing plenary - 2:45pm ET

About Us

CAGP is a national association that inspires and educates the people involved in strategic charitable gift planning. We advocate for a beneficial tax and legislative environment that strengthens philanthropic giving, create a networking environment with like-minded professionals and experts, and provide access to outstanding learning opportunities and professional development.

JOIN YOUR PEERS

CAGP’s National Conference is the only place to come together with peers who “get” what you do, and how your work makes an impact. 


Education – Inspiration – Connection

See you there! 

Contact us

Questions? Comments? Ideas? We want to hear from you.

SPONSORS

Premier Partner

Education Sponsor

Gold Sponsors

Silver Sponsors

Advocis

Blackbaud Canada

Blakely

CAGP Foundation

Canadian Donor’s Guide

Cardinal Capital Management

CFRE

Environics Analytics

Fasken

PearTree Canada

PGgrowth

Quiet Legacy Planning Group

The Foundation (WCPD)