The 27th National Conference on Strategic Philanthropy will be a virtual experience
APRIL 14 - 16, 2021

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.
- Wednesday, April 14
- Thursday, April 15
- Friday, April 16
- On Demand Sessions
- Gift Planning 101: On Demand
Welcome

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
BREAK

Social Justice Philanthropy - Key Concepts and Competencies
Assante Session - TBC
Exploring the Why Behind Giving: Lessons for Legacy Planning
Using Social Media in Planned Giving - What You Need to Know
Speakers: Christine Kang; Jackie Mersereau SPONSOR: Blakely
BREAK

Crystal Ball - Future Trends
Small Shop Stewardship
Philanthropic Psychology: Lessons from the Therapist’s Couch
Driven by Purpose: Stories to Inspire Your Donors to Make Planned & Strategic Gifts
Speaker: Ryan Fraser SPONSOR: Quiet Legacy Planning Group
Scoring and Finding your Best Planned Giving Prospects
Speaker: Allen Davidov SPONSOR: Environics Analytics
SOCIAL TIME
How to Get Your CFRE
Speaker: Sonya Swiridjuk SPONSOR: CFRE
Strategic Philanthropy, the Evolution of Planned Giving: Establishing a Truly Integrated Planned Giving Program at Your Organization
Speaker: Ed Sluga SPONSOR: PGgrowth
Welcome

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
BREAK

Uncovering Hidden Treasure – Top 5 Basic Tools to Tackle Estate Administration
Conversations with Widows Around Death, Grief and Legacy Giving
Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers
The Hybrid Endowment
Speaker: Brenda McEachern SPONSOR: The Foundation (WCPD)
BREAK

Decolonizing Wealth

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
SOCIAL TIME
Welcome

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
BREAK

Gender, Power and Wealth: Slaying your Assumptions to Raise more Money
Reconciliation Through Gift Planning: How Settlers Can Give Back Through Planned Gifts
Building a Donor Focused Strategy for Future Legacy Success
Speakers: Kimberley Blease; Stephen George SPONSOR: Blakely
Using CAGP’s Life Insurance Guidelines to Increase Gifts and Reduce Risk
BREAK

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
Donor Advised Funds: What Your Charity Can and Can’t Do
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)
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
Flexibility in Endowment Strategy
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)
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. Track: Technical expertise Level: Intermediate SPONSORS: KBF Canada and The Foundation (WCPD)
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. Track: Managing a gift planning program Level: Experienced SPONSOR: KBF Canada
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
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
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
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
PRICING
Missed the Super Early Bird offer? Don't despair!
The best price available for non-members
Groups of 3-5 team colleagues: $1750
- One person must be a CAGP Member
Groups of 6 - 10 team colleagues: $3500
- One person must be a CAGP Member
It's not too late to be part of the largest national gathering of strategic planned giving experts!
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!
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
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.
Contact us
Questions? Comments? Ideas? We want to hear from you.
- 888-430-9494 Ext. 222