Plenary speakers

David Chilton

David Chilton

Most people know David Chilton as the author of The Wealthy Barber or as a Dragon from his years on CBC's Dragons' Den; however, he thinks of himself first and foremost as an entrepreneur.

Dave opened his first business at age 18 and hasn't looked back. Over the years he's started companies in finance, publishing, frozen food, kitchen accessories, and more. He's also invested in dozens of private companies along the way and still has over 25 holdings.

His true professional passion, however, remains the area of personal finance, where he tries to mix humour and common sense to help people handle their money more wisely. A frequent guest on national TV and radio shows, and a much sought-after speaker, Dave lives just outside Waterloo, Ontario.

Lana Eagle

Lana Eagle

Lana Eagle advises companies on how to better engage and work with Indigenous communities and to find a pathway forward through a Reconciliation framework. In 2017 she was elected to the Board of the Association for Mineral Exploration (AME) BC. Lana is an appointed member of BC’s Indigenous Business and Investment Council. She is a Director of Geoscience BC and most recently has been elected to the board of Prospectors and Developers Association of Canada. She serves as Chair of the Central City Foundation in Vancouver. Lana is a member of the Whitecap Dakota First Nation in Saskatchewan.

Mohamad Fakih

Mohamad Fakih

A multifaceted entrepreneur whose extensive experience in fields such as Executive Management, Corporate Finance, Real Estate and more recently, Retail and Restaurant Management has led Mohamad Fakih to his successful growth. After acquiring the nearly bankrupt Paramount Fine Foods in 2006, Mohamad was committed to bringing his vision of creating the number one Middle Eastern halal restaurant chain in Canada to life. Through the use of his extensive business knowledge and experience, he transformed the flagship location into a profitable restaurant chain. Now with over 50 Paramount Fine Foods locations operating within Southern Ontario, Alberta, British Colombia, Pakistan, Lebanon and UK a vertically integrated Paramount Butcher Shop with 7 locations globally, a mobile food truck called Yallaparamount, Fresh East, a new quick serve concept, and long term domestic and international expansion plans, Mohamad has successfully implemented his full-fledged strategy for growth while providing employment to over 1500 individuals .
Mohamad has been recognized for his efforts in supporting employment and economical growth in Ontario. He has been awarded by Toronto Board of trade and Brampton board of trade as Business leader of the year , by Pionners for Change , named by Toronto life between top 50 most influentials in 2016 , 5 times Top Choice award, and acknowledged by Ernst and Young Entrepreneur of the Year for his passion to create social change. Along with his business skills, Mohamad Fakih is dedicated to giving back to the community and supporting multiple causes.

Tareq Hadhad - Peace - 2021 - Applehead (1)

Tareq Hadhad

Tareq Hadhad is telling his story. He was a Syrian refugee and now living his new life with his entrepreneurial family in Canada’s east coast. He is the founder and CEO of Peace by Chocolate and was awarded RBC’s top Immigrant Award as Entrepreneur of the Year in 2020.

Tareq has spoken at Amnesty International’s Human Rights Conference, presented keynotes from Jamaica to England and spoken to several corporate and government organizations. He has done over 500 interviews with news teams across the globe. Tareq speaks on the compelling story of his family, the positive impact of Syrian newcomers and the spirit of entrepreneurship.

Session Speakers

Refocus Communications & Fundraising

Aimée Lindenberger, CFRE, B.TECH, Certificate in Philanthropic Psychology

Aimée Lindenberger helps non-profits more deeply engage their supporters – to raise more money and make the world a better place. With 20+ years of marketing and communications experience, a tender heart and insightful mind, and being one of the first in Canada to obtain a Philanthropic Psychology Certificate, she shares new approaches with charities across Canada, helping them build fundraising communications and Legacy Giving programs.

Whether working with the largest national organizations, or local small shops, she brings her unrelenting curiosity and a drive to make meaningful connections with supporters to every organization she works with.

QEII Foundaton

Amanda Hatt

Amanda Hatt is the Director of Community Programs with the QEII Foundation in Halifax, Nova Scotia. Leading a talented team of fundraising professionals within direct marketing, mid-level giving, community fundraising, and signature events and partnerships, she develops integrated strategies that inspire all levels of the community to advance health care through the QEII Health Sciences Centre. Organizational success is measured in life-changing moments experienced every day by patients and their loved ones at the QEII.

Amanda started her fundraising career in 2016, bridging over a decade of marketing expertise with the fundraising principles our industry knows well. It’s this strategic blend that has driven storytelling strategies through her portfolio. Integrating art and science to inspire donors to make the impossible possible has led to more than 60% net revenue growth across her portfolios over 5 years. More than that, it is working with her team to thread the connections, supporting their growth and development, that has truly defined her success within the fundraising field.

Amanda Stacey
Norton Rose Fulbright Canada LLP

Amanda Stacey, J.D. (Juris Doctor)

Amanda Stacey is a partner in the wealth and private client group, and charities and tax exempt organization group at Norton Rose Fulbright Canada LLP. Ms. Stacey provides advice in the areas of wealth management, estate planning, charity and not-for-profit law. She advises clients on Wills, trusts, powers of attorney, family business succession planning, and corporate re-organizations. Ms. Stacey also advises on the establishment, tax compliance, governance, and regulation of charities and not-for-profit organizations. She also assists financial institutions with issues pertaining to administering estate assets, registered and non-registered accounts, powers of attorney and capacity issues. Ms. Stacey was the Chair of the board of CAGP from 2017-2019 and a board member from 2012-2020. She is a frequent writer and speaker on a variety of estate planning and charity and not-for-profit topics.

Ange MacCabe
Intuity Performance

Ange MacCabe, CHRM, ACC

Ange is the CEO and Co-Founder of Intuity Performance. She has spent the past ten-plus years building Human Resources and performance systems and processes for private and public sectors within construction, logistics, manufacturing, IT, NGO’s, and retail businesses. As an established HR Workplace Trainer, Coach, Facilitator, Ange focuses on Whole Person Performance. The people behind the jobs, not just the jobs themselves. Ange focuses on helping organizations foster culture alignment, coaching managers to lead with trust and respect, and creating safe to fail environments for teams to succeed. Ange has served on several boards, including Bryony House and The National Thyroid Foundation of Canada.

Angus Gordon
Gluskin Sheff + Associates

Angus Gordon, TEP

Angus Gordon, Wealth Planning, Philanthropy at Gluskin Sheff + Associates, supports the donor advised fund program and assists clients by preparing their strategic philanthropic giving plans. Prior to joining Gluskin Sheff, Angus was part of the Gift & Estate Planning and Legal Department at SickKids Foundation where he was responsible for the administration, management and stewardship of the estates and trust portfolio while also assisting in updating and creating new policies and advising on complex gifts. His previous experience includes working at RBC as a Trust Officer where he administered a portfolio of estates, trusts and powers of attorney. He is also co-chair of the CAGP GTA Community Engagement Committee.


Arin Klug, J.D. (Juris Doctor)

Arin Klug is the Co-Founder & President of Epilogue. Prior to starting Epilogue, he practiced for 7 years as a tax and estate planning lawyer in downtown Toronto, helping his clients achieve their estate planning, business succession, and philanthropic goals.

Arin founded Epilogue after seeing how difficult it was for people to complete their estate planning, and learning that most Canadian adults don't have even basic estate planning in place. Epilogue's goal is to democratize estate planning for all Canadians.


Arundel Gibson CHRL, MBA, MFA-P

Arundel joined KPMG in 2018 with over 20 years of diverse experience as a result of leadership roles in both the not for profit sector and corporate environments. Arundel supports clients to articulate their philanthropic ambition and provides insight for demonstrating long-term social and environmental impact. Arundel earned an MBA from the Ivey Business School at University of Western Ontario and achieved the MFA-P designation with distinction. Arundel is a Director of Friends of Ruby and a member of the Stewardship Committee at Grace Church on-the-Hill and the Community Outreach Committee, Canadian Association of Gift Planners, Greater Toronto Area.

Winnipeg Symphony Orchestra

Beth Proven, CFRE, BA, CIM

Beth Proven has been in fundraising and not-for profit administration since 1994, first starting out working for various arts organizations, moving to university fundraising for 18 years (10 in planned giving), two years at a children’s hospital and is now has returned to her roots in the arts as the VP Development at the Winnipeg Symphony Orchestra.

A regular speaker at CAGP locally and nationally, Beth is also the recipient of the National Friend of CAGP Award, as well as the Provincial Chapter’s Friend of CAGP Award.

Bryan Millman
Norton Rose Fulbright Canada LLP

Bryan Millman

Bryan is a lawyer at the law firm of Norton Rose Fulbright Canada in Vancouver with a focus on the law surrounding charities and other entities in the voluntary sector. He provides advice on matters related to the establishment, administration and regulation of charities, societies and other not-for-profit and tax-exempt organizations in Canada.


Fong photo
Vancouver Foundation

Calvin Fong

Calvin joined the Vancouver Foundation in May 2014 in the role of Director, Donor Services. This role allows Calvin the privilege to work with donors, both individuals and charities, to establish their own endowment funds at Vancouver Foundation. Prior to joining Vancouver Foundation, Calvin was the Manager, Philanthropic Services with Vancity Community Foundation for 5 years leading the Philanthropic Services team and managing its donor advised funds for individual and charitable organization donors. Before that, Calvin practiced over 25 years in the domestic and offshore wealth management industry, practicing in the personal trust field

Director of Gift Planning (retired)

Charles O'Neil

Charles is a charitable giving advisor with 34 years experience specializing in strategic gift planning. Prior to his retirement he was Director of Gift Planning at the QEII Health Sciences Centre in Halifax, the largest health centre in Atlantic Canada. He also was principal of O’Neil Planned Giving Services for many years, a consulting firm providing gift planning programs and advice to a wide range of charitable organizations.

Charles has been an active member of the Canadian Association of Gift Planners since 1995, serving on the national board and numerous conference program committees. He is honoured to be a recipient of both the national Friend of the CAGP and Friend of the CAGP Nova Scotia award. He also is past president of the Halifax Estate Planning Council. A frequent speaker at conferences and the CAGP Fundamentals course, he is delighted to present at the 2022 CAGP conference.

Charlotte Field
Good Works

Charlotte Field

Charlotte has more than a decade of experience in communications, marketing and fundraising, with a focus on building integrated programs. Her professional sweet spots are in using digital tools to elevate traditional mail and legacy fundraising programs, and in creating digital programs from the ground up. In her six years with Good Works, Charlotte has worked with clients of every size and mission, including Kids Help Phone, The MS Society of Canada, Trans Canada Trail, The Ontario SPCA & Humane Society, The Ottawa Hospital Foundation, and many more.

She's also a co-author of You Can’t Take It With You: The Art & Science of Legacy Fundraising (the second edition of Iceberg Philanthropy). Charlotte holds a bilingual BA in Communication and Management from the University of Ottawa. She is an active member of the NTEN, AFP and CAGP communities.

The Princess Margaret Cancer Foundation

Christie Geen-Difede

Christie Geen-Difede is the Bequest Administration Officer, Estate Giving at The Princess Margaret Cancer Foundation. She is responsible for managing the charity’s interest in estates which name the Foundation as a beneficiary. She ensures receipt of necessary information to comply with the fiduciary duties of a charitable beneficiary, assesses issues and brings forward options to resolve issues focusing on collaboration. Prior to joining Princess Margaret, she held a senior clerk role in a boutique law firm specializing in estate administration giving her experience with administering estates. She is also a licenced paralegal, with the Law Society of Ontario.

Christina Vroom
McGill University

Christina Vroom

Christina Vroom is the Associate Director, Bequests & Planned Gifts at McGill University. With over 17 years of fundraising experience in annual, special, major and planned gifts, Christina is a passionate relationship fundraiser helping donors and organizations achieve meaningful philanthropic and fundraising goals. Prior to being bitten by the fundraising bug, Christina worked in marketing and special events. She is a member of CAGP, sits on RUQDP (Regroupement des universités québécoises pour les dons planifiés) and is a certified Commissioner of Oaths. Christina currently sits on the Board of Directors of the Visual Arts Centre, chairs their fundraising committee, and has been actively involved with Mount Allison University and the Leukemia & Lymphoma Society of Canada. Christina holds a BA and a Certificate of Bilingualism from Mount Allison University, a DSEF from the Université de Strasbourg, and a Certificate of Spanish from McGill University.

Cowman_headshot 2021
Kelowna General Hospital Foundation

Colleen Cowman, PhD

Colleen proudly joined Kelowna General Hospital Foundation as Director of Planned Giving in Sept 2021. With 20+ years of major, leadership, planned giving, and campaign experience, Colleen has been Director, Development at Hamilton Health Sciences Foundation; ED, Loran Awards (CMSF) and the Mood Disorders Association of Ontario, and undertaken progressive positions at McGill University, Youth in Motion, PEN Canada, and McMaster University. A lifelong volunteer, Colleen has chaired the Imperial Court of the Waterfall Empire’s Executive Council, and has held volunteer leadership roles with organizations including The Canadian Warplane Heritage Museum, Hamilton Irish Arts, and various youth leadership awards programs.


Daniel Goldgut

Daniel Goldgut is the CEO and Co-Founder of Epilogue. He spent 4 years in Toronto as a tax and estate planning lawyer for high and ultra-high net worth clients. Now, he's on a mission to democratize estate planning for all Canadians with Epilogue.

Darcie Acton, CFRE
Milestone Consulting

Darcie Acton, CFRE

Darcie is the owner and principal of Milestone Consulting, specializing in capacity building, philanthropic development, and advocacy in the grassroots charitable and non-profit sector. A community builder, Darcie has served as a municipal Councillor, and has served on various boards and committees in her region. Darcie is a proud member of AFP since 2000, serving in various capacities for her chapter and for the AFP Foundation for Philanthropy – Canada. She is an AFP Master Trainer. Born and raised in Edmonton, Darcie is a graduate of the University of Alberta, and has lived in Northern Alberta for the past 25 years

Darren Pries-Klassen
Abundance Canada

Darren Pries-Klassen, CFP. Degrees in Theology and Leadership

Darren has been CEO of Abundance Canada since 2009. He has degrees in Theology and Leadership, has completed the CREST leadership program and holds the Certified Financial Planner designation. In 2016 he led a successful rebranding of Abundance Canada that included a major change to the organization’s governance model. He has served on several boards including the national board of CAGP and the CAGP Foundation. He currently sits on the Board of Imagine Canada.

Kravinchuk, photo edit
The Common Good fundraising agency

David Kravinchuk

I firmly believe philanthropy’s power belongs to everyone. So, I spend my days helping mom-n-pop donors achieve their dream of building a better future. I'm thrilled to work with clients across Canada and internationally, inspiring donors to unleash their desire for meaningful change by giving to causes they care most about. It's astonishing to see how mundane tools like email, direct mail packages, case statements, legacy booklets and telephone scripts can create momentum for movements that are making measurable gains on the world's most intractable issues. Nothing is more gratifying. And that's why I'm deliriously devoted to spreading the practice of purposefully and precisely investing in deep donor relationships. So, you'll see me speaking at conferences pretty much wherever someone will let me (so far, Canada, USA, New Zealand and Slovakia).

Agents of Good

David Love

David raised his first dollar from a legacy gift in 1982. He raised his most recent one yesterday. In 2013, the AFP Greater Toronto Chapter recognized his efforts by awarding him their lifetime achievement award. He now occasionally works with his daughter’s direct response company, Agents of Good, where he is affectionately known as “The Godfather of Good. Last spring, his book, “Green Green: Reflections on 51 Years of Raising Money for Nature” was published.

David lives in the Happy Valley Forest just north of Toronto with his wife, children, grandchildren and golden retriever discovering the magic of the forest.

Doug Earle
Fighting Blindness Canada

Doug Earle, CFRE

Doug Earle, CFRE is President and CEO of Fighting Blindness Canada. Doug has worked securing planned gifts for 2 universities, 2 hospitals, 5 health charities and TVOntario public television. Over Doug's 36 year professional fundraising experience, he was instrumental in raising $1.2 billion for social, educational and health causes in the world.

DTD Consulting

Dree Thomson, ACFRE, CFRE

Dree Thomson specializes in charitable sector growth, capacity building and change management. She holds the permanent designation of Advanced Certified Fund Raising Executive (ACFRE), is an AFP Faculty Training Academy Master Trainer and recently received the 2021 AFP-VI Outstanding Fundraising Professional Award. A recognized leader in the sector, Dree works with clients to create strong fund development programs, streamline operations, execute major campaigns and plan for organizational growth. She is a successful recruiter, coach and mentor of key staff and leadership volunteers. An active educator and committed volunteer, Dree is a member in both the Association of Fundraising Professionals (AFP) and Canadian Association of Gift Planners (CAGP).


Ed Sluga, CFRE

Ed Sluga, CFRE, is the co-founder of PGgrowth Inc. and the current President and Managing Consultant. Ed is one of Canada's most experienced planned giving professionals. An innovator and thought leader in the sector for over 25 years, Ed has helped hundreds of organizations develop and benefit from long-term, sustainable and proactive fundraising and planned giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed's chief motivation is helping organizations achieve the goals of their mission within their communities. Ed has an unmatched perspective on the development and planned giving approaches available to organizations. Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor with the Humber College Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course.

Office of the University Counsel, University of British Columbia

Elizabeth Moxham

Liz Moxham is legal counsel in the Office of the University Counsel at The University of British Columbia ‎since 2012 primarily supporting the fundraisers. She started her career in taxation at ‎PriceWaterhouseCoopers where she developed her interest in the charitable sector. She then worked in ‎planned giving at BC Children’s’ Hospital Foundation for 6 years and earned her CFRE before joining ‎UBC. Liz is Chair of the National section of the Charities and Not-For-Profit Law subsection of the ‎Canadian Bar Association, a member of CAGP since 1997, and on CAGP’s Government Relations ‎Committee since 2001. ‎

Fraser Green
Good Works

Fraser Green

Through his careers in business, politics and philanthropy, Fraser Green has honed his talent as one of this country’s most passionate and persuasive storytellers. Fraser is a Principal at Good Works, one of Canada’s leading fundraising consulting agencies. At Good Works, Fraser’s focus is on communications/message strategy, content creation and active donor listening. Fraser is a gifted writer and a sought-after public speaker. He presents regularly at fundraising conferences in Canada, the USA and Europe. Fraser is the co-author of ‘Iceberg Philanthropy’ and ‘You Can’t Take It With You’ and the author of 3D Philanthropy. In his spare time, Fraser is passionate about playing his guitars, yin yoga, skiing, cycling, reading biographies and talking way too much.

McGill University

Heather Powers

Heather Powers is the Director of Development at the McGill University Faculty of Law. She started her career in philanthropy in 2002, where she started as a Gift Planning Assistant at Harvard University. She spent 2010-2019 at Centraide (the United Way) of Greater Montreal, where she began their planned gift recognition society and grew the program to $24M in bequest intentions. While her primary role now focuses on major gifts, she remains a strong planned giving advocate and weaves this conversation into as many donor conversations as possible. Heather serves as Chair of the Board of Directors of CAGP.

Holly Greatrex
Carleton University

Holly Greatrex, CFRE

Holly Greatrex, BA/21 is a Certified Fund Raising Executive (CFRE) and the Associate Director of Planned Giving in the Department of University Advancement at Carleton University. Holly has over 16 years of fundraising and professional experience at Carleton and is a member of the Canadian Association of Gift Planners (CAGP). Holly helps develop and manage the Planned Giving Department’s marketing and fundraising plans including the design and delivery of the Carleton University Giving Insight newsletter, surveys and other lead generating marketing efforts and tools.

Holly Wagg
Good Works

Holly Wagg, MA, CFRE

Holly Wagg leads both the people and business at Good Works - a Canadian fundraising agency that specializes in direct mail, digital and legacy giving for annual donors. She the proud co-author of You Can’t Take It With You: The Art & Science of Legacy Fundraising (2019) and she co-founded the Ten Oaks Project in 2004 for which she was honoured with a lifetime achievement award in the queer community before she cracked 30. She’s a widowed, and re-married, mother of six (two adopted, one bio and three step-children) who you can often find adventuring outdoors or trying to be better at CrossFit, gymnastics and yoga.

Ingrid Gingras
The Ottawa Hospital Foundation

Ingrid Gingras

Wife, Mom, Marketer. Spending early career days in a newsroom, Ingrid quickly learned the importance of collaboration and trust. Today, Ingrid leads a team of data-driven marketing strategists and digital experts who focus on direct response revenue generation. Over the past years, Ingrid has worked on increasing communication between marketing and philanthropy, aligning the teams’ objectives, and sharing the responsibility of program success. Afterall, marketers are fundraisers too! Ingrid has more than 15 years of experience in non-profit communications and marketing, teaches marketing and advertising at Algonquin College, and sits on the board of Ottawa Victim Services.

Philanthropist and a founder of Ecotrust Canada

Dr. Jacqueline Koerner, PhD

Dr. Jacqueline Koerner is a Fellow in Philanthropy at the Morris J. Wosk Centre for Dialogue, SFU. She has an extensive background in the non-profit sector and in philanthropy, both professional and voluntary, public and private. She is passionate about engaging collaboratively to build dignity and justice broadly. Dr. Koerner is a founder, and current Co-Chair, of Ecotrust Canada, a Vancouver-based charity that works with rural, remote, and Indigenous communities. Her doctoral research was carried out in Bangladesh with the world’s largest, non-profit organization, BRAC, where she investigated its integrated charitable and social enterprise approach to poverty alleviation, framed in theories of resilience and place in a globalized economy.

Faculty of Health Sciences at McMaster University

Janice St. Denis, CFRE

Janice L. St-Denis, CFRE, is a passionate relationship fundraiser with almost 20 years of experience working in major gift fundraising and gift planning. She is currently also training as an end-of-life doula and feels strongly about the need for open conversations about death and grief. Janice believes that people-serving professions should attend to this privilege with great care and compassion; it is her personal mission to help connect others with resources for their own journey. If you’d like to continue the conversation, follow Janice on twitter (@jlstdenis), visit her blog (, or connect via LinkedIn.

Langley Innovations

James M. Langley

As President of Langley Innovations, Jim has pioneered a number of practices that have been emulated by hundreds of institutions of higher learning. The knowledge he acquired from conceiving and conducting three path-breaking campaigns at three major institutions and the insight he gleaned from decades of research on donor behavior has been shared in five books, dozens of articles, hundreds of blog posts and scores of seminars, workshops and speeches. As a result, his expertise and insight, particularly on how institutions can adapt best to changing and unchanging philanthropic realities, is highly sought after by Canadian and U.S. institutions and professional advancement organizations.

Jay Stark
Sutton Wealth Planning

Jay Stark, CFP, MFA-P

As a Certified Financial Planner Jay has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes for more than 20 years. His expertise has helped hundreds of families in the Saskatoon area realize their goals of giving back and creating a lasting legacy. Jay co-created the Abundant Retirement Process out of his passion to help people fulfill their true potential and impact their communities in a meaningful way. Through his own experiences, from meeting his family’s sponsored child in Nicaragua through Compassion Canada, to being a Kinsmen member and working behind the scenes on their Telemiracle committee, he has seen first hand the impact we can have. He recently earned his MFA-P and is very excited to be in Halifax for the first time! Jay will be presenting the session "Their Unique Why! This is Our Why! What is Your Why?" with Joan Cosby.


Jenny Mitchell, CFRE, DMA

Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), works closely with not-for-profit leaders to change the world - one mission at a time. Chavender assists clients, across Canada and the U.S., to inspire their donors and achieve their fundraising goals through personalized fundraising coaching and training. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.

Jim Martin
The Halton Learning Foundation

Jim Martin

Jim Martin (he/him) has been a fundraiser for 25 years. During that time, he has worked with food security, HIV/AIDS, disability, huntington disease and other charities. Jim identifies as living with PTSD and is a parent in a neurodiverse family, with two children communicating with AAC (Augmentative and Alternative Communication) devices. Every year, Jim observes the major Watergate anniversaries and waits for spring training to begin.

The Donor Motivation Program Canada

Joan Cosby, CFP, MFA-P

Joan Cosby is a recognized financial educator, consultant, and Certified Financial Planner, specializing in estate and charitable tax planning. For over 18 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic objectives. With a strong background in both Canadian tax law and front-line work experience in the non-profit sector, Joan helps people align their wealth with what matters most to them. Joan finds fulfillment in fostering strong relationships between families and those causes and charities that are deeply meaningful to them. Currently, she serves on the Board of Directors of Nelson Youth Centres and serves on the executive for the Niagara Golden Horseshoe chapter of the Canadian Association of Gift Planners. Joan enjoys condo-living in the ever-evolving downtown core of Hamilton. Joan will be presenting the session "Their Unique Why! This is Our Why! What is Your Why?" with Jay Stark.”


Joseph Micallef

Joseph leads the financial services practice nationally for the firm and has a dedicated specialization in financial services taxation serving clients in the banking, wealth and asset management, private equity, banking, capital markets and broker dealer taxation matters.

In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

DLA Piper (Canada) LLP

Kate Bake-Paterson, BA, LLB

Kate Bake-Paterson is a lawyer at DLA Piper (Canada) LLP who practices in the area ‎of charities and ‎not-for-profit organizations. She regularly advises organizations on a broad range of ‎issues, including ‎governance and other matters related to incorporating and organizing not-for-profit ‎entities; regulatory ‎compliance (such as obtaining and maintaining charitable registration); receipt of charitable gifts and ‎other planned giving ‎and the conduct of social enterprise. Kate also assist donors in making charitable ‎gifts. Kate is a member of the executive of both the Canadian Bar Association National section and BC ‎subsection of Charities and Not-For-Profit Law.‎

Kate Lazier

Kate Lazier, LLB, CFP

Kate Lazier is Director Philanthropy and Legacy Planning at CIBC. As part of CIBC Family Office Service team, Kate supports philanthropic families to make thoughtful and impactful charitable gifts. Kate uses her extensive knowledge of charitable law to plan tax efficient gifts. She enjoys sharing her knowledge on philanthropy. Kate is lawyer called to the Bar in Ontario and is a certified financial planner. Prior to joining CIBC she spent 15 years practicing charity and non-profit law at a national law firm. Kate has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada.

Kathy Arney
KEA Canada Ltd.

Kathy Arney, ARCT, BCom, CPA, CA, MFA-P

Kathy Arney has spent her career growing organizational capacity, improving results and enabling people to reach their full potential. Kathy’s business degree and CPA designation combined with her executive background and two decades of working in philanthropy support her work helping clients strengthen their organizations and improve their impact. Through KEA Canada, she provides services in a variety of areas including resource development, capacity-building, strategic planning, board development, government relations, campaign planning and management, coaching and interim leadership. Kathy held senior positions at Queen’s University, UBC Okanagan, Carleton University, University of Saskatchewan and Banff Centre and has consulted with other leading universities, arts organizations, community and social service organizations and First Nations and Metis organizations. Kathy obtained her MFA-P designation in February 2021.

The Circle on Philanthropy

Kris Archie

Kris Archie, a Secwepemc and Seme7 woman from the Ts’qescen First Nation, is passionate about heart-based community work and facilitating positive change. Kris is the Chief Executive Officer of The Circle. In all of her roles, Kris works to transform philanthropy and contribute to positive change by creating spaces of learning, relationship-building and activation.

Norton Rose Fulbright
Norton Rose Fulbright Canada LLP

Laura West

Laura West is a partner in our private wealth group. She is engaged in a general practice in the areas of wealth management, estates, trusts, charity and not-for-profit law. She advises clients on wills, trusts, powers of attorney, healthcare representation agreements, charitable giving, family business succession planning, corporate re-organizations and estate administration, as well as the establishment, governance and regulation of charities and non-profit organizations.

CAGP / Will Power™

Laurie Fox, MBA

Laurie has been a die-hard charity sector professional for close to 2 decades. Most recently, Laurie specialized in gift planning at Toronto General & Western Hospital Foundation and Plan International Canada. It was there that Laurie discovered the power of strategic giving to turn the ordinary into the extraordinary; and its potential to help meet some of society's greatest needs. For the past two years Laurie has been working with CAGP to develop and launch the Will Power campaign, Canada's biggest effort to make leaving a gift in your Will a social norm.

Leanne Burton

Leanne Burton, MPNL

As Director, Partnership Development with makeWay, Leanne Burton plays a leadership role in developing philanthropic partnerships with foundations, corporations, and philanthropists. With a Master’s degree in Philanthropy and Nonprofit Leadership, Leanne strives to understand the full potential of foundations in addressing the most pressing issues of our time. In particular, she is focused on the role that foundations can play in advancing social justice philanthropy in allyship with black, Indigenous and communities of colour.

Liz Chornenki
YWCA Toronto

Liz Chornenki, Humber Fundraising Management Program Graduate

Liz Chornenki is the Annual Giving Officer at YWCA Toronto. A graduate of the Humber Fundraising Management Program, she has been involved with charity and fundraising her whole life, as a volunteer and a fundraiser. She has a passion for inclusive fundraising, and is constantly advocating for more diversity in this field. As a Disabled person, she is passionate about disability rights, and wants to see her community better represented in philanthropy from all angles- donor, fundraiser, and volunteer.

Liz Finney
Bonny Lea Farm / South Shore Community Service Association

Liz Finney

Liz has a passion for living every day with the awareness that life is short and a desire to live it consciously. As a certified death doula, she guides others to consider and prepare for death as a natural part of life. She also has over 25 years’ experience within government, public sector, not for profit and international organizations. Liz serves on a number of Boards, including as Chair of CAGP Nova Scotia Chapter, and is currently Director of Fund Development for Bonny Lea Farm, an all-inclusive service provider for people with intellectual disabilities. Connect with Liz on Linkedin.

Lynn Boardman
Harvey McKinnon Associates

Lynne Boardman

Lynne Boardman has been working in fundraising for 20 years, in Canada and the UK. She’s worked with wonderful organizations representing a myriad of different causes, from overseas development to health care, environmental causes, human rights, homelessness organizations and Indigenous education. Lynne works for Vancouver and Toronto-based fundraising consultancy, Harvey McKinnon Associates. She oversees client services and consults on strategy for clients like Amnesty International, Oxfam Canada, BC Children's Hospital, and Indspire.

Lori Reesor
Author, speaker & consultant

Lori Guenther Reesor, B.Math, MTS, DMin

Dr. Lori Guenther Reesor is an expert in faith-based giving. Her book Growing a Generous Church: A Year in the Life of Peach Blossom Church is based on donors she has met in her doctoral research on Christian giving and through church consulting. She has drunk countless cups of coffee from urns in church basements! In addition, she has worked for multiple faith-based long-term care facilities. She thrives on questions and is passionate about nurturing generosity. Check out her website at

Scotia Wealth Management

Malcolm Burrows

Malcolm Burrows is Head, Philanthropic Advisory Services at Scotia Wealth Management. He has worked in gift planning for 31 years at charities and Scotiatrust. He is the founder of Aqueduct Foundation, a foundation with donor advised funds, and a frequent speaker, writer and volunteer in the charitable sector. He is a proud Friend of CAGP since 2004.

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Norton Rose Fulbright Canada LLP

Margaret Mason, JD, STEP

Margaret Mason QC, a Friend of CAGP is a charities lawyer with more than 35 years of experience advising donors, charities, and their boards, often on highly sensitive and complex matters.

World Wildlife Fund Canada

Maya Ahmad, B.A. Hons.

Maya Ahmad is a passionate nature lover and goal-oriented professional. She is the Senior Specialist of Legacy Giving at World Wildlife Fund Canada and for more than a decade, she has been making connections between caring Canadians and WWF’s conservation work, helping to create a better future for wildlife through legacy gifts. In this role, she manages the marketing campaigns that help raise awareness about the power of a legacy gift, through direct mail, online and social media. She is WWF-Canada’s go-to person for legacy giving and a donor herself. The program has successfully grown its Legacy Circle and engaged thousands of Canadians on a legacy journey. Maya has been with WWF for 18 years. She is also a mother of two and enjoys sharing the wonders of nature with her boys – her own personal legacy project 🙂

Mission Fundraising

Michelle Bower Carter

Michelle has been raising funds for many of North America’s charities for nearly two decades. Her deep experience spans all aspects of fundraising and nearly every philanthropic sector. Client side, Michelle led Annual, Mid-Level and Legacy Giving programs. Agency side, Michelle led the Creative and Production department at Eaglecom, was Vice President of Integration at Blakely and in 2016 launched Mission Fundraising to meet the growing demand for fundraising videos - specifically in the area of Legacy Giving. Michelle has an extensive background in the areas of fundraising videos, integrated digital assets, DITV and media placement. This is where her passion lies and she takes great pride in helping charities leverage today’s emerging trends to better serve their causes and missions into the future.

Follow Through Philanthropy

Michelle Johnson, CFRE

Passionate about the environment, justice, kids and critters, Michelle's worked at multinational ENGO's and small shops, making donor dreams and mission worthy gifts happen. She's built several profitable programs, with little or no budget, since 1996. During her years as a fundraiser, Michelle has obtained sustained and substantial investments for the preservation of endangered species, ancient forests, the preservation of indigenous culture, title and rights, privacy, the internet, health, the arts and more. Michelle served two terms as Chair of CAGP Vancouver Island, is a CFRE and is proud to be joining CAGP Foundation's Legacy Committee in 2021.

CAGP / Will Power™

Nancy Ho

Nancy joined The Canadian Association of Gift Planners (CAGP) in November 2021 as the campaign manager for Will Power, a campaign that encourages Canadians to leave a gift in their Will to a charity of their choice. She is inspired by the vision of this campaign, a vision that will see more funds be available to charities allowing them to do more social good.

Nancy’s background is in international sales management but her real calling is as a community activist. She has been a volunteer fundraiser for more than 20 years, raising money for various causes in the Montreal area. Nancy has held many roles, from co-director for the CIBC Run for the Cure to president of the foundation of a local public school, École Notre-Dame-de-Grâce, helping to ensure that low incomes families have the same opportunities as other families in the school. Nancy is a mother of two boys and you’ll find her on a soccer field, coaching, cheering and playing!

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Green Legacies

Natasha van Bentum

Natasha van Bentum is an international fundraising and outreach practitioner with a focus on the environment and farmland/foodland. Natasha has been instrumental in developing and promoting legacy programs in Canada and worldwide. This has resulted in millions of dollars being put to work by environmental organizations to address the vital issues of our time. Natasha's commitment to mentoring a new generation of practitioners, as well as producing and freely-sharing resources and tools for the sector, is well recognized.

CAGP Foundation/PGgrowth/Peggy Killeen Development Consultant

Peggy Killeen, CFRE

Peggy is a multi-decade strategic charitable giving and donor relations expert. Honoured by our community with the “Friend of CAGP” award in 2020, she has served on the board of CAGP and was one of the CAGP Foundation’s founding board members. An experienced development practitioner, her current work includes her role as Development Director for the CAGP Foundation and as Senior Consultant for PGgrowth, Canada’s largest national consulting firm focused on strategic gift planning programs. Her mission is to work with authentic leaders to increase the capacity of their organisations to build and sustain fundraising revenue. Gift planning is her passion and purpose.

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Foundation WCPD

Peter Nicholson, B.Comm.

Peter Nicholson started his financial services business in 1987 at the age of 22. Since 1995, Peter has been a recognized leader in Canadian tax assisted investments, with a specialized focus on philanthropic tax planning and tax reduction. Through his work with countless donors, foundations, institutions, and boards, he has helped generate in excess of $175 million for client donations. Nicholson is also a generous philanthropist in his own right and a tireless supporter of community initiatives. Over the years, Nicholson has served as a dedicated champion and board member for many foundations all across Canada, such as Winnipeg’s Canadian Museum of Human Rights, Children’s Hospital of Eastern Ontario, Ottawa Regional Cancer Foundation and founder of the Exuma Foundation of Canada. He is also a member of the Canadian Association of Gift Planners (CAGP), Association of Fundraising Professionals of Canada (AFP), the Clinton Global Initiative, and a ten-year veteran of the investment club Tiger 21. Since 1993, he has qualified for the Million Dollar Round Table (annual qualification is limited to the top 1% of finance professionals in the world).

Richard Lefebvre
The National Ballet of Canada

Richard Lefebvre, CFRE

Having formally trained as a dancer at Canada’s National Ballet School, Richard decided to combine his passion for arts, business, and community involvement leading to a career as a professional fundraiser. Currently, as Associate Director, Individual and Legacy Giving with The National Ballet of Canada, Richard helps donors achieve their philanthropic goals by supporting them in creating meaningful legacies. Richard is a member of CAGP GTA’s Executive Committee and is Co-chair of the Community Engagement Committee. During his spare time, Richard teaches Fundraising and Financial Management at Centennial College (in Toronto in the Arts Management program. Richard attained his CFRE in March 2021.

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Abundance Canada

Rick Braun-Janzen, CFP

Rick is an integral part of the Abundance Canada team. He joined the foundation in 1996 as the Director of Finance and most recently transitioned to Director of Gift Planning. Rick says, “It’s both humbling and inspiring to realize that each day, I can work with generous people who help to make the world a better place.” Before Abundance Canada, Rick worked for various for-profit companies and social profit agencies. He holds a Bachelor of Commerce (Honours) degree and the Certified Financial Planner designation. Rick is a member of the Canadian Association of Gift Planners (CAGP).

Rob Gottschalk
Ottawa Hospital Foundation

Rob Gottschalk

Husband, Dad and Fundraiser – The Ottawa Hospital Foundation Rob Gottschalk is a proud member of Canada’s philanthropic community with over 18 years’ experience across the political, education and health sectors. Currently the Associate Vice President, Philanthropy at The Ottawa Hospital Foundation, he has spent time at Sunnybrook Health Sciences Centre, McMaster University and PC Ontario Fund. Rob has spent most of his career focusing on comprehensive fundraising campaigns, leading major and planned giving teams, and developing strong volunteer and staff teams. Rob has served on the boards of education, health and fundraising charities. A graduate of Brock University and Humber College he “found his way” into fundraising following several years in the financial sector.

Sun Life Financial

Sanjana Bhatia, B.B.A, LL.B., LL.M (Tax), TEP

Sanjana Bhatia is a lawyer at Sun Life where she is a Director of Tax and Insurance Planning and supports Sun Life’s distribution partners and advisors to deliver training and thought leadership in all areas related to insurance taxation. Prior to joining Sun Life, Sanjana was a tax lawyer in a national law firm for several years. Prior to that, she was a Tax and Estate Planning Consultant at a major financial institution, and was a tax litigator for the Department of Justice. Sanjana started her career started as a research clerk at the Tax Court of Canada.

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CI Assante Private Client

Serena Hak, MFA-P

Serena Hak is the Head of Philanthropic Advisory Services at CI Assante Wealth Management. She has been featured in The Globe and Mail’s and is a frequent speaker on strategic philanthropy. Serena is part Vision 2020 program at the Toronto Foundation and currently serves on the boards of AMREF Canada, Outside the March and The Canadian Association of Gift Planners.

Abundance Canada

Sherri Grosz, CFP

Sherri is interested in people and loves to hear their stories. In her role at Abundance Canada, she goes beyond the technical and transactional functions of the job to listen to the stories of why donors choose to be generous and why particular charities matter to them. These opportunities help her to build strong relationships with her clients and their families, who often humble and inspire her own generosity. Sherri is a Certified Financial Planner ® professional and her affiliations include Canadian Association of Farm Advisors and the Canadian Association of Gift Planners. She is excited to co-present Gift Planning Fundaments.

Dalhousie University

Siobhan Doherty

Siobhan Doherty is the Director of Institutional Giving, at Dalhousie University in Halifax. She grew into this role after leading Planned Giving at Dalhousie, as well as previously held fundraising roles with the University of Calgary and The Canadian Cancer Society. Her fundraising career began at McGill University at the age of 18 and she hasn’t stopped since. Siobhan completed her BA from McGill and professional certificates in Public Relations and Marketing from UCalgary. Currently she volunteers on the board of the Halifax Chapter of CAGP and is the Vice-Chair of the non-profit dance company Votive Dance. Siobhan wants to continue her career in fundraising and is working towards her CFRE designation.

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Carters Professional Corporation

Terrance Carter, B.A., LL.B, TEP

Terrance S. Carter, B.A., LL.B, TEP, Trademark Agent – Managing Partner of Carters, Mr. Carter practices in the area of charity and not-for-profit law, and is counsel to Fasken on charitable matters. Mr. Carter is a co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations (Thomson Reuters), a co-editor of Charities Legislation and Commentary (LexisNexis, 2021), and co-author of Branding and Copyright for Charities and Non-Profit Organizations (2019 LexisNexis). He is recognized as a leading expert by Lexpert, The Best Lawyers in Canada and Chambers and Partners. Mr. Carter is a past member of CRA Advisory Committee on the Charitable Sector, and is a Past Chair of the Canadian Bar Association and Ontario Bar Association Charities and Not-for-Profit Law Sections.

Philanthropic Advisor

Terry Tobin

Terry Tobin is an independent philanthropic advisor who expertly applies his 25+ years’ experience to build engaged, integrated fund development environments. Since 2012 as Senior Development Officer at the Royal Alexandra Hospital Foundation, he was responsible for bequests, planned giving and legacy program growth.

Terry works closely with individuals and families to achieve their charitable giving plans and vision. He ensures there is a spotlight on donors who make lifetime charitable gifts, and emphasizes younger generations of philanthropic families. He enjoys stewarding estates in progress, and skillfully leads strategic communications to promote the role and impact of bequests. Terry is inspired by connecting with potential donors who are still discovering how they can make a larger impact than they thought possible.

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Carters Professional Corporation

Theresa Man, B.Sc., M.Mus., LL.B., LL.M.

Theresa L.M. Man, B.Sc., M.Mus., LL.B., LL.M. – A partner with Carters, Ms. Man practices in the area of charity and not-for-profit law and is recognized as a leading expert by Lexpert, Best Lawyers in Canada, and Chambers and Partners. In addition to being a frequent speaker, Ms. Man is co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations published by Thomson Reuters. She is member and former chair of the CBA Charities and Not-for-Profit Law Section, a member of the Technical Issues Working Group of Canada Revenue Agency’s (CRA) Charities Directorate, and a member and former chair of the OBA Charities and Not-for-Profit Law Section. Ms. Man has also written on charity and taxation issues for various publications.

Donor Motivation Program

Tina Tehranchian, CFP, CLU, CHFC, MFA-P

Since 1991, Tina Tehranchian has been advising high net worth individuals, families, and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income and charitable contributions. Tina is a much sought-after speaker and an award-winning financial educator. Her highly acclaimed industry comments and advice have been printed in The Wall Street Journal, The Globe and Mail, The Toronto Star, The National Post, Morningstar and Yahoo Finance. Tina is also a frequent contributor to the Canadian Business Journal and has been featured on CBC, CTV and BNN.

Miller Thomson LLP

Troy McEachren, TEP

Troy McEachren, TEP, is an experienced estate and trust lawyer. Capitalizing on his expertise in civil law, common law, and tax law, Troy focuses his practice on tax and estate planning, wills and trusts, and charitable giving. Troy is recognized as a leading expert on charities and not-for-profit organizations. Troy provides tax and corporate advise on a wide range of issues including relations with tax authorities, corporate governance, planned giving, commercialization activities and social enterprise.