What to expect at #CAGP22

We will be adding details to this schedule as things are confirmed. To help you with your planning, here’s an overview of what you can look forward to in Halifax in April 2022.

Education
Sponsor

07:00
07:00 -

Registration opens + Breakfast

08:00
08:00 - 09:00

Plenary

09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from
10:45
10:45 - 11:15

Break + Exhibit Hall

Time to refresh, network and meet exhibitors
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from
12:30
12:30 - 13:30

Plenary

13:30
13:30 - 14:15

Break + Exhibit Hall

Time to refresh, network and meet exhibitors
14:15
14:15 - 15:15

Afternoon Sessions A - 60 mins

6 different sessions to choose from
15:30
15:30 - 16:30

Afternoon Sessions B - 60 mins

6 different sessions to choose from
16:30
16:30 - 18:00

Welcome reception

18:30
18:30 -

Dinner in Halifax

Join us for an optional outing to relax and meet new people
07:00
07:00 -

Breakfast

08:00
08:00 - 09:00

Plenary

09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from
10:45
10:45 - 11:15

Break + Exhibit Hall

Time to refresh, network and meet exhibitors
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from
12:30
12:30 - 13:30

Plenary

Canadian Association of Gift Planners - Annual General Meeting
13:30
13:30 - 14:30

Break + Exhibit Hall

Time to refresh, network and meet exhibitors
14:30
14:30 - 16:00

The FRANK Talks

Short, snappy, insightful. These TED-style talks are designed to inspire and challenge!
18:00
18:00 - 16:30

Reception and Gala Dinner

Time to celebrate!
07:00
07:00 -

Breakfast

08:00
08:00 - 09:00

Plenary

09:15
09:15 - 10:45

Morning Sessions A - 90 mins

6 different sessions to choose from
10:45
10:45 - 11:15

Break + Exhibit Hall

Time to refresh, network and meet exhibitors
11:15
11:15 - 12:15

Morning Sessions B - 60 mins

6 different sessions to choose from
12:30
12:30 - 13:30

Closing Plenary

14:00
14:00 - 16:00

Optional Social Activity

Plenary

08:00

Coming soon

Description to follow.

Speaker here 

Sponsor

 

Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

 

09:15 – 10:45

Title here

Track: Side of the desk

Education level: General 

Description here

Sponsor

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Government Relations Update

Description to follow.

Speaker here 

Sponsor

 

Afternoon Sessions
2:15 - 3:15

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

2:15 – 3:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Afternoon Sessions
3:30 - 4:30

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 

3:30 – 4:30

Title

Track: Managing a Gift Planning Program

Education level: General

Description

Thursday, April 7

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

David Chilton, The Wealthy Barber

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Lunch Plenary

12:30

CAGP Annual General Meeting

Description

Edgar Villanueva

SPONSOR

 

FRANK Talks

2:30

The FRANK Talks 2022

Description

 

SPONSOR

Friday, April 8

Special Early Bird Session 07:00

07:00 – 08:00

Title

Track: Sponsored

Education level: General

Description

 
SPONSOR
 
 
 

Morning Plenary

08:00

Title here

Description here

Lana Eagle??

SPONSOR


Morning sessions
09:15 to 10:45

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

 

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

09:15 – 10:45

Title here

Track: Managing a Gift Planning Program

Education Level: Intermediate

Description here

Speaker

SPONSOR
 

Morning Sessions
11:15 to 12:15

11:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description

 
1:15 – 12:15

Title

Track: Managing a Gift Planning Program

Education level: General

Description


 

Closing Plenary

12:30

Title here

Description

Tareq Hadhad

SPONSOR

 

On Demand Sessions

These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.

On Demand Session Sponsor:

1. Donor Advised Funds: The Canadian landscape, myths and reality

Education Level: General

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 provide a current snapshot of the landscape in Canada, based on the most recent report on DAFs from Investor Economics, and address some of the most common myths about DAFs. For more information on the Investor Economics report Donor-advised Funds. New Opportunities for Charities and Wealth Managers, please contact Keith Sjogren at keith.sjogren@issmarketintelligence.com.

 

2. Designating a Charity as Beneficiary – Tips and Traps for Gifts from Registered Plans

Education Level: Intermediate

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.

 

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

Education Level: General

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

Eli Clarke

 

4. Flexibility in Endowment Strategy

Education Level: Experienced

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.

Nicole K. D’Aoust LL.B 

 

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

Education Level: Experienced

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.

Jennifer Button & Brad Offman, MA, MBA, CFRE, MFA-P

Gift Planning 101: On Demand

These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.

Gift Planning 101 Sponsor:

1. Talking to donors about gift planning

Education Level: Gift Planing 101

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.

 

2. Common types of gift vehicles

Education Level: Gift Planning 101

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.

 

3. Basics of estate admin

Education Level: Gift Planning 101

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.

Colleen DeJager

 

4. Basics of Planned Giving marketing

Education Level: Gift Planning 101

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.

Claude Drouin

Education Session Tracks

Managing a Gift Planning program

For those who are engaged in blended giving leadership and/or gift planning on a regular basis.

You have mastered the fundamentals of planned giving and these sessions will challenge you and help take your program to the next level.

 

Side of the desk

For those who are responsible for gift planning, either parts of, or for an entire fundraising program.

Do you come back from conferences brimming with ideas and strategies only to have other priorities get in the way of implementation? These session topics are particularly suited to those who are wearing multiple hats and expected to have expertise in a variety of strategies.

 

Technical expertise

For charity fundraisers and professional advisors who have spent more than a decade in gift planning with clients and donors.

You have considerable technical knowledge and have developed a confident rapport with philanthropic clients or engage in strategic gift planning with donors. These sessions will help to advance your leadership level knowledge.  

 

Communications and marketing

These sessions will examine trends and specific marketing methods to take your role as a partner in gift planning to an advanced level.

 

Gift Planning 101

Get the basics of Gift Planning down in advance of the conference. Watch any time! Content recorded in advance.

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)