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Nous tenons à remercier notre sponsor, le Donor Motivation Program, pour ses seize années de soutien à notre programme de formation.
EXTRA CHARGE APPLIES
The most advanced discussion on strategic philanthropy
in Canada
The Advanced Canadian Gift Planning Summit is the meeting place for industry-leading expert advisors and fundraisers engaged in philanthropy. It is where philanthropic planning meets tax, finance, insurance, succession and estate planning.
Incorporating interactive and in-depth presentations and discussions on current topics, this gathering of advanced professionals provides a unique opportunity to study the highest level of philanthropic strategy for the biggest and most complex gifts being planned in Canada and globally.
Learn more about The Advanced Summit
EXTRA CHARGE APPLIES
Are you new to gift planning and want to learn the basics?
Are you an executive director or board member who is interested in starting a gift planning program at your charity but need to learn more before ‘jumping in’?
Or, perhaps you want to add some gift planning ‘tools and techniques’ to support your donors in expanding and enhancing their philanthropy.
If so, this course is exactly what you need.
Learn more about Gift Planning Fundamentals
Speakers: Presenters: Sherri Grosz, Abundance Canada and Lisa Dayanandan, Edmonton Community Foundation
Lisa Dayanandan
Sherri Grosz
Explore the evolving intersection of philanthropy, investment strategy, and governance in this dynamic, case-based workshop.
Purposeful Partnerships invites financial professionals, foundation leaders, and board members to engage in real-world scenarios that highlight tax-smart giving strategies, innovative uses of insurance and securities, and the fiduciary responsibilities of managing charitable assets. Through rotating case study stations, participants will collaborate on solutions that balance mission, risk, and return, equipping them with actionable insights to steward philanthropic capital with integrity and impact.
What to Expect:
- Engage in rotating case study stations focused on:
- Tax-efficient charitable giving (e.g., securities, insurance, cash and/or other real property)
- Values-aligned investment management for foundations and endowments
- Fiduciary responsibility and governance in managing charitable capital
- Collaborate with peers from the financial and charitable sectors
- Walk away with actionable insights to strengthen your organization’s philanthropic strategy
Ideal for: Charity executives, board members, foundation staff, financial advisors, and anyone involved in managing or advising on charitable assets.
Speakers: Evan Connell, Canada Life and Kristin Ramlal, Canada Life
Kristin Ramlal
Evan Connell
Death is the one inevitable aspect of life, yet the impact we leave behind hinges on how we choose to live and love. M. Scott Peck described love as “the will to extend one’s self for the purpose of nurturing one’s own or another’s spiritual growth.” Lives devoted to nurturing hold the potential to create enduring legacies. In times of loss, these legacies become vivid reminders of our interconnectedness and the meaning of our existence.
This keynote promises a profound experience as Nneka shares personal stories woven into her family's history, deeply rooted in the legacy of the Underground Railroad. Her spoken word explores the enduring legacy within her historically Black community, offering intimate tales of love and generosity. This heritage is a living tradition passed through generations, strengthened by familial bonds. Nneka's storytelling highlights how her ancestors' sacrifices shape and inspire descendants, offering a timeless message of love and legacy.
Speaker: Nneka Allen, The Empathy Agency Inc.
Plenary Sponsor: Aqueduct Foundation
Nneka Allen
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: Intermediate / Intermédiaire
Amid today’s torrent of AI-spun content, audiences feel like they’re trapped inside the bottle, squinting at a label they can’t read. Storytelling is the glass-cutter. By understanding the science, strategy, and structure behind a well-told story, your nonprofit can break through the automated slop, reveal its unique purpose, and move real people to real action. Strategic stories translate mission into moments partners want to champion, donors feel compelled to fund, and volunteers line up to live. This session arms you with proven frameworks and playful practice so your voice stays human, hopeful, and memorable.
Speaker: Doug Darling, Tripwire Media and Strategic Storytelling
Deep Dive Sponsor: BC Children's Hospital Foundation
Topic Stream Sponsor: Good Works
Doug Darling
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Introductory / Introduction
New to the field? Curious how gift planning can amplify your overall fundraising results? What IS “Gift Planning”, anyway, and how does it work? You are welcome here and we want to ensure you are prepared with an understanding of key concepts and terminology to make the most of other sessions at the conference. Leave with an orientation to the basics, along with practical ideas and resources. There will be some time for group work and conversations, so please come prepared to share!
Speaker: Tara Sandler, CAGP
Topic Stream Sponsor: Canada Life
Tara Sandler
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Intermediate / Intermédiaire
The world of giving options has never been more complex. From securities and private company shares to donor-advised funds and legacy gifts, today’s donors are navigating a landscape that’s far beyond cash and cheques. It’s not enough to simply “make the ask.” This session will help charities and advisors step into the donor’s shoes and understand how small barriers can stop big gifts. You’ll walk away with real-life donor stories, a clear overview of giving vehicles, and insights into how to update your digital presence, donor language, and systems to unlock bigger gifts for your charity.
Speakers: Tammy Kyte, GiveWise Foundation Canada and Jessica Rayne, GiveWise Foundation Canada
Topic Stream Sponsor: Canada Life
Tammy Kyte
Jessica Rayne
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: General / Général
Legacy giving thrives when fundraising and marketing teams work together — but too often, they’re on different pages. This session will help you build stronger, more productive relationships with your marketing and communications team to make legacy giving visible, valued, and aligned with your organization’s voice. We’ll explore how to navigate competing priorities, advocate for legacy giving within content calendars and brand systems, and collaborate on materials that speak to your audience’s unique needs. Whether you're starting from scratch or strengthening an existing partnership, you'll leave with practical ideas, real-world examples, and renewed confidence in cross-department collaboration.
Speaker: Aimée Lindenberger, Global Philanthropic Canada
Topic Stream Sponsor: Good Works
Aimée Lindenberger
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
A practical conversation of how Advisors can play a key role in advancing justice, equity,
and inclusion in the philanthropic landscape
Join us to move past fear into visibility to become empowered to take action on truth
and reconciliation to move towards a just transition. Learn about where we are currently
and the state of Indigenous thought within philanthropy, break down colonial thought and walk away with actionable steps you can bring to your practice.
Speakers: Chantelle Ohrling, Ecojustice and Lee Burton, MakeWay + Collective Wealth Nonprofit Consulting
Lee Burton
Chantelle Ohrling
TOPIC STREAM: Topic Streams (from First Name)
Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
LEVEL: Advanced / Avancé
In recent years, some charitable organizations have unexpectedly found themselves in the spotlight due to controversies surrounding certain donors, forcing them to consider the complex issue of returning donations. While returning a donation might seem straightforward, the reality is fraught with legal and tax intricacies that demand careful navigation: the consequences for noncompliant donation returns can be life-threatening for the organization.
The speaker will discuss examples where returns of donations have been allowed and explore the reasons for donation returns as well as the legal challenges involved and the various solutions available to charities.
Speaker: Jonathan Lafrance, Norton Rose Fulbright Canada LLP
Jonathan Lafrance
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: Intermediate / Intermédiaire
Amid today’s torrent of AI-spun content, audiences feel like they’re trapped inside the bottle, squinting at a label they can’t read. Storytelling is the glass-cutter. By understanding the science, strategy, and structure behind a well-told story, your nonprofit can break through the automated slop, reveal its unique purpose, and move real people to real action. Strategic stories translate mission into moments partners want to champion, donors feel compelled to fund, and volunteers line up to live. This session arms you with proven frameworks and playful practice so your voice stays human, hopeful, and memorable.
Speaker: Doug Darling, Tripwire Media and Strategic Storytelling
Deep Dive Sponsor: BC Children's Hospital Foundation
Topic Stream Sponsor: Good Works
Doug Darling
TOPIC STREAM: Marketing & Communications / Marketing et communications,
Gift Planning Vehicles / Véhicules de planification de dons, Building Relationships / Établissement de relations
LEVEL: General / Général
Last year, the CAGP Foundation unveiled new research on estate planning and charitable giving in Canada. This year, we’re taking it a step further - turning insights into action.
We’ll revisit key findings on how Canadians write their Wills, where they go for advice, who’s interested in legacy giving and what’s motivating them. Along the way, we’ll show real-world examples of marketing that connects with today’s younger legacy donor and reaches a more diverse audience.
Fresh perspectives, inspiring stories, and a few lightbulb moments guaranteed.
Speaker: Laurie Fox, CAGP
Topic Stream Sponsors: Good Works & Canada Life
Laurie Fox
TOPIC STREAM: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
LEVEL: Intermediate / Intermédiaire
For better or for worse, donors have become more skeptical about the bona fides of charities. Recent scams and abuses have led to a deterioration in the level of confidence donors have. But there are concrete ways for charities and advisors to rebuild this trust, reassure donors, and give charities the donations they need.
Speaker: Luke Johnson, L. Johnson Law Group
Luke Johnson
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
Faced with limited resources and campaign prep, UVic’s Leadership Giving team created a low-cost scalable strategy to qualify new leadership giving prospects, starting with $1K–$25K donors. Their pilot earned a 50% response rate and two planned gifts. In phase two, they expanded to include planned giving prospects—shifting their tone to meet the sensitivity of legacy conversations.
This session shares how their approach evolved, tools for empathetic rapport in planned giving, and lessons learned along the way.
You'll leave with practical strategies for qualifying donors across portfolios—even with a small team and budget—and ideas for advancing planned giving conversations with care.
Speakers: Lauren Stamhuis, University of Victoria and Randy Gelling, University of Victoria
Lauren Stamhuis
Randy Gelling
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: General / Général
Legacy giving is changing, and so are donors. This session explores how charities can spark meaningful conversations with emerging audiences about their long-term impact and philanthropic goals. Drawing on fresh research and actionable insights, we’ll uncover what motivates younger and more diverse donor segments, what barriers they face, and how to authentically connect with them. Featuring a case study from UNHCR Canada, we’ll highlight how integrated, values-driven marketing is inspiring action and building long-term commitment. Whether you're refreshing your strategy or starting from scratch, this session offers a roadmap to the future of legacy giving that is data-informed, and deeply human.
Speakers: Kimberley Blease, Blakely, Kudzai Riva, UNHCR Canada, and Nader El Nakib, UNHCR Canada
Topic Stream Sponsor: Good Works
Kimberley Blease
Kudzai Riva
Nader El Nakib
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Intermediate / Intermédiaire
Discover the role of Donor Advised Funds (DAFs) in supporting Canadian charities and learn about the latest trends and opportunities in DAFs. Our expert panel, featuring RBC Royal Trust, RBC Wealth Management, and RBC Dominion Securities, will share valuable insights on how your charity can benefit from DAFs, and provide you with practical tips to make the most of this growing philanthropic vehicle, including how Advisors educate donors to make informed decisions, engage next-generation donors, and leverage DAFs for maximum impact, particularly for high-net-worth individuals in Canada.
Speakers: Jennifer Button, RBC Trust & Danny Childerhouse, RBC Dominion Securities Inc.
Topic Stream Sponsor: Canada Life
Jennifer Button
Danny Childerhouse
Get ready for a twist on networking! Quizmasters Holly Greatrex and Holly Wagg take the main stage to challenge you with a mix of fun and thought-provoking planned giving questions. Questions will appear on the screens, and each table will work together to record their answers. At the end, tables will swap answer sheets for scoring. Top-scoring teams will win prizes—and, of course, bragging rights (maybe even a fancy badge for your name tag!).
This lively, casual session is designed to spark conversation, help attendees connect on day one, and maybe even teach a few new things along the way. Come for the trivia, stay for the laughs—and see if your table can claim the top spot!
Table Talks Trivia Lunch Sponsor: Myriad Canada
Holly Wagg
Holly Greatrex
Topic Stream: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
Level: Introductory / Introduction
AI is transforming fundraising, from drafting donor letters to prospect research, yet few organizations have a policy to guide its use. This interactive lab empowers attendees to develop a first draft of an ethical AI policy, grounded in their mission and values. Participants will explore a practical, human-centered framework, reflect on their organization’s needs and stakeholders, and actively write core policy sections during the session. Leave with a working draft, a peer-reviewed outline, and confidence to lead ethical AI conversations internally.
Speakers: Matt Dirks, Neralake and Michelle Gazze, Neralake
Michelle Gazze
Matt Dirks
Topic Stream: Gift Planning Vehicles / Véhicules de planification de dons
Level: Intermediate / Intermédiaire
This presentation explores how donors can align their values, resources, and actions to create meaningful, lasting change. Through education and real-world examples, we’ll uncover how intentional giving transforms philanthropy from simple cash donations into potentially larger, proactive, donations. The session will introduce various gifting vehicles, explore tax-efficient strategies, and offer practical ideas to inspire charities, colleagues, and donors. Whether you're a long time CAGP member or just beginning your giving journey, this session will inspire ways to give with clarity, confidence, and compassion.
Speaker: Joel Bray, Cardinal Capital Management
Topic Stream Sponsor: Canada Life
Joel Bray
Topic Stream: Building Relationships / Établissement de relations
Level: General / Général
This interactive session will present tactics, strategies and tips for maintaining a solid and long-term relationship with your donors who have committed to a gift in their Will to your organization. Find out the top six reasons that gifts in Will are not realized and how you can overcome these and keep the fire alive with the donor through intentional ‘slow burn’ stewardship.
Speaker: Megan Doyle Ray, CHEO Foundation
Megan Doyle Ray
Topic Stream: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
Level: Advanced / Avancé
We are seeing an increasing trend of donors making significant gifts of private company shares to charities as part of their estate and succession planning. These gifts provide a unique opportunity to charities and can have significant impact. We will provide an overview of the legal rules that charities need to be aware of under the Income Tax Act with respect to receiving gifts of private company shares, and discuss practical issues that arise in holding shares on a long-term basis.
Speakers: Elena Hoffstein, Miller Thomson LLP, Michelle Boatter, Miller Thomson LLP, and Sarah Fitzpatrick, Miller Thomson LLP
Elena Hoffstein
Sarah Fitzpatrick
Michelle Boatter
Topic Stream: Marketing & Communications / Marketing et communications
Level: General / Général
You’ve likely read studies or heard presentations on how important it is to use plain language when speaking with clients. We know using words that are easy to understand will increase business, yet industry jargon can easily creep into our emails, websites and client conversations. So how can we recognize when we’re doing this, stop it from happening, and still share our information in a professional way? In this presentation, hear about tools and strategies used in journalism and communications to create clear messaging and how we can apply them to our own industry.
Speaker: Abby Schneider, South Saskatchewan Community Foundation
Topic Stream Sponsor: Good Works
Abby Schneider
Topic Stream: Not About Gift Planning / Pas sur la planification des dons
Level: General / Général
The workplace is often thought of as an extrovert’s place. However, in today’s world, where trust, empathy, and listening are becoming more and more valued by teams and stakeholders, introverts have special superpowers in these areas, offering a calm, thoughtful presence that fosters stronger collaboration and deeper relationships.
This session will debunk some of the myths about introverts and reveal how introversion can be a leadership and workplace strength. We will also look at the ways that managers and colleagues can make their environments more welcoming to introverts.
Whether you’re an introvert or a leader, this session is for you.
Speaker: Carissa Konesky, Simon Fraser University
Carissa Konesky
Topic Stream: Building Relationships / Établissement de relations, Know your Charity / Connaissance de son propre organisme de bienfaisance
Level: Intermediate / Intermédiaire
At SickKids Foundation, we’ve reimagined mid-level and legacy giving as parts of a single continuum—because our donors don’t see themselves in silos, and neither should we. In this session, Nancy Horvath and Kate Ewing share how combining Leadership Giving and Gift & Estate Planning into one team has created a more seamless, donor-centered approach. Drawing on insights from Dr. Russell James’ research and real-world case studies, we’ll explore early wins, evolving strategies, and the untapped potential of Donor-Advised Fund donors when viewed holistically. Learn how a unified model can deepen relationships, increase giving, and position your team for long-term growth.
Speakers: Kate Ewing, SickKids Foundation and Nancy Horvath, SickKids Foundation
Nancy Horvath
Kate Ewing
Topic Stream: Building Relationships / Établissement de relations
Level: General / Général
Legacy giving is personal—and deeply cultural. This session explores how fundraisers and advisors can meaningfully engage diverse communities in estate planning conversations by building trust, cultural awareness, and respectful dialogue. Drawing from real-world experience with Caribbean, faith-based, and newcomer communities, we’ll examine how values, traditions, and beliefs shape attitudes toward legacy. You’ll leave with practical tools and language to initiate inclusive, donor-centered conversations that reflect identity, belonging, and purpose. Whether you’re new to gift planning or looking to deepen engagement, this session will help you move donors from curiosity to commitment—one culturally thoughtful conversation at a time.
Speaker: Rhonda Sogren, North York General Hospital Foundation
Rhonda Sogren
Topic Stream: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
Level: Introductory / Introduction
Picture it: You’re visiting a donor you’ve known for years. She welcomes you with a hug and ushers you into the living room where tea and biscuits are awaiting you. After your initial pleasantries, she tells you she’s disowning her whole family and leaving her estate to your organization. Is this a “big win” for your organization or do obligated to find out more which could potentially change the outcome?
Let’s dive into the ethical “grey area” of planned giving conversations and provide practical solutions for protecting your relationship, your organization and your donor.
Speaker: Lisa Dayanandan, Edmonton Community Foundation
Lisa Dayanandan
Topic Stream: Know your Charity / Connaissance de son propre organisme de bienfaisance
Level: Intermediate / Intermédiaire, Advanced / Avancé
Legacy gift conversations rarely happen by chance—donors often leave subtle signals long before they raise their hand. Yet many charities miss these clues hidden in their data. This session bridges strategic analysis and relationship-building by showing how to detect and interpret quiet but powerful signs of planned giving potential. We’ll explore behavioural and engagement triggers that often precede a legacy conversation. You’ll learn how to look for these insights, and craft personalized outreach that builds trust. Practical examples and real-life tips will help you read donor signals, build authentic relationships, and prospect for planned gifts with sharper focus.
Speakers: Ligia Peña, Globetrotting Fundraiser and Sigrid Penner, Focus Further Solutions
Sigrid Penner
Ligia Peña
Topic Stream: Gift Planning Vehicles / Véhicules de planification de dons
Level: Intermediate / Intermédiaire
With the popularity of donor-advised funds (DAFs), donors have more options than ever for structuring their giving. Endowments remain a popular tool—but are they always the best choice? For those seeking timely, high-impact philanthropy, alternatives like spend-down funds, annuities, or hybrid models may offer greater flexibility and alignment with their goals. This session explores how to structure gifts that balance long-term sustainability with meaningful, near-term impact. Using real-world examples and practical strategies, we’ll examine when each model fits best and invite participants to share insights in a collaborative discussion on intentional, effective philanthropy.
Speaker: Peter Fardy, Northport Philanthropic Advisory Services
Topic Stream Sponsor: Canada Life
Peter Fardy
Topic Stream: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
Level: General / Général
This presentation offers an essential review of CAGP’s thirty-year track record as a principal advocate for the charitable sector. The speakers will detail the high-stakes submissions to the Department of Finance and CRA that have already redefined philanthropy—and outline the critical path forward.
Participants will gain a practical understanding of policy advocacy and learn to:
Nicole D'Aoust
Malcolm Burrows
Grant Monck
Susan Manwaring
As Canada’s population continues to grow and cultures from around the globe call this country home, understanding the traditions (of those who call this country home) that shape generosity has never been more important. In this thought-provoking session, Sana Mahboob explores the intersection of faith, culture, and planned giving through the lens of Islam –the fastest-growing religion in Canada.
Drawing on personal experiences and professional insights, she unpacks the principles of Islamic philanthropy, where is your place during the end-of-life rituals, and the lasting impact of giving in perpetuity. Participants will leave with a deeper appreciation of how cultural awareness builds trust, strengthens relationships, and opens doors to engaging tomorrow’s donors – today.
Speaker: Sana Mahboob, Prairies Economic Development Canada, University of Manitoba
Plenary sponsor: Abundance Canada
Sana Mahboob
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
The Nine Faces of Philanthropy: An Advisor’s Inner Landscape explores how advisor self-awareness and relational readiness lay the foundation for meaningful legacy conversations. Drawing on UBC’s approach to philanthropic planning, this session blends technical planning with emotional insight to help advisors better understand their own communication style and build deeper trust with clients. Participants will engage in reflection exercises and explore how different personality dynamics influence giving conversations. The session also highlights the strategic role charities can play (beyond the transaction) as partners in Charitable impact planning. Advisors will leave with tools to support values-based conversations and more transformative client relationships.
Speaker: Shakeela Begum, University of BC
Deep Dive Sponsor: BC Children's Hospital Foundation
Shakeela Begum
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: General / Général
Navigating Your AI Transformation," offers a deep dive into the ongoing journey of AI integration within organizations, particularly focusing on its implications and opportunities in the fundraising sector. It discusses the evolution of AI technologies like predictive and generative AI, emphasizing their potential to enhance donor experiences through precision, personalization, and efficiency. Additionally, it addresses common concerns and questions regarding AI, such as privacy, ethical considerations, and the fear of job displacement, reassuring attendees that AI's role is to augment rather than replace human capabilities. The session aims to equip attendees with practical insights on leveraging AI responsibly to optimize and innovate in their operational and strategic endeavours, ultimately driving more informed and effective fundraising practices.
Speaker: Nathan Chapelle, Virtuous
Topic Stream Sponsor: Good Works
Nathan Chapelle
TOPIC STREAM: Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
LEVEL: Advanced / Avancé
As charitable beneficiaries encounter more complex estates, it’s crucial for charities to understand their rights and duties in the estate administration process. This session will guide participants through recognizing red flags in accounts, key questions to ask, and how to address challenges that may arise. It will also cover how to review and negotiate releases with executors, lawyers, and trust companies, while also preserving these relationships. Attendees will leave with practical tools to uphold their rights, while ensuring estates are appropriately administered, the charity’s interests are protected, and the intentions of the Testator are honoured and upheld.
Speakers: Christie Geen-Difede, The Princess Margaret Cancer Foundation and Liana Murphy, SickKids Foundation
Liana Murphy
Christie Geen-Difede
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Introductory / Introduction
Everyone experiences grief at some point in their life. For some, it impacts their daily lives. For others, it lingers in the background.
But how does grief impact fundraising? Have you ever experienced the loss of a donor?
Join me as we discuss grief impacts our organizations, and our fundraising practices more than we realize.
Speaker: Jaya Mootoo, Oakville Community Foundation and Jaya Mootoo Consulting
Jaya Mootoo
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
Often in gift planning, both donors and charities come forward with great ideas, but they end up failing to be actually implemented. Why does this happen? Why do so many great ideas fail to be realized? Sometimes this is because the original idea gets diluted with an ever-broadening scope of work, or because the issue which is trying to be solved is hidden under the surface. Sometimes it is the pursuit of perfection that ends up being the enemy of the good. We'll look at some real life case studies to show how being flexible and open minded can allow both donors and organizations to come together to get an end result that is successful for all parties.
Our presenters will bring best practices from the Fundraising, Financial Planning, Research and Responsible Investing world, and talk about the importance of researching the "below the surface" to get to the important key facts that allow for collaborative implementation and systematic change that is increasingly needed within our sector.
Speakers: Kelly Hirsch, Kaivalya Research Ltd. and Ryan Fraser, Quiet Legacy Planning Group Ltd
Ryan Fraser
Kelly Hirsch
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: Intermediate / Intermédiaire
Planned giving offers donors a way to express their deepest values and shape the future - and how we invite that legacy matters. In this interactive session, we’ll explore how planned giving psychology and Community-Centric Fundraising (CCF) principles can come together to create legacy materials that feel both inspiring and inclusive. Using Ecojustice’s new planned giving brochure as a case study, we’ll examine how equity, reconciliation and behavioural psychology in copy writing can honour individual motivation while reflecting collective care. Participants will then apply these tools directly to their own materials, walking away with fresh insights and practical strategies for building lasting, values-aligned relationships through legacy communications.
Speakers: Chantelle Ohrling, Ecojustice and Esther Lee, Elevate Philanthropy
Topic Stream Sponsor: Good Works
Chantelle Ohrling
Esther Lee
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
The Nine Faces of Philanthropy: An Advisor’s Inner Landscape explores how advisor self-awareness and relational readiness lay the foundation for meaningful legacy conversations. Drawing on UBC’s approach to philanthropic planning, this session blends technical planning with emotional insight to help advisors better understand their own communication style and build deeper trust with clients. Participants will engage in reflection exercises and explore how different personality dynamics influence giving conversations. The session also highlights the strategic role charities can play (beyond the transaction) as partners in Charitable impact planning. Advisors will leave with tools to support values-based conversations and more transformative client relationships.
Speaker: Shakeela Begum, University of BC
Deep Dive Sponsor: BC Children's Hospital Foundation
Shakeela Begum
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
Donor-Advised Funds (DAFs) are reshaping Canadian philanthropy, bringing both new opportunities and real tensions. This session explores the evolving partnership between SickKids Foundation and Aqueduct Foundation to show how intentional collaboration can overcome common challenges, such as donor anonymity, stewardship gaps, and structural misunderstandings. Blending sector insights with real-world experience, we’ll examine what drives DAF use, where friction arises, and how operational and cultural shifts can unlock deeper donor engagement. Attendees will gain practical tools, lessons learned, and a refreshed perspective on DAFs: not as barriers, but as partners in creating more meaningful, donor-centred impact.
Speakers: Arden Burrows, Aqueduct Foundation, Min Jones, Aqueduct Foundation, and Nancy Horvath, SickKids Foundation
Arden Burrows
Min Jones
Nancy Horvath
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Advanced / Avancé
The American gift planning experience uses various charitable trusts as a means of creating large bequests. The Canadian tax system does not provide the same opportunities. This session examines the modalities around using trusts in Canada such as spouse trusts and chartable remainder trusts and looks at pseudo trusts, other structures to achieve desired results.
Speaker: Robert Kleinman, JCF of Montreal
Topic Stream Sponsor: Canada Life
Robert Kleinman
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: General / Général
In an era where trust and engagement are essential, this bilingual 60-minute session explores how authentic, narrative leadership can help philanthropic professionals anchor and communicate the “Why” behind their mission. Through an analysis of philanthropic leadership styles, inspiring real-world examples, and a practical co-creation exercise, participants will strengthen their leadership posture based on transparency, coherence, and inspiration. Slides will be in both English and French, with presenters switching languages throughout to engage all participants and celebrate linguistic diversity.
Speakers: Aimée Lindenberger, Global Philanthropic Canada and Claude Lestage, Lestage Service Conseil
Claude Lestage
Aimée Lindenberger
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: Introductory / Introduction
Are you working in a small shop, as part of a small team, or perhaps running a legacy program off the side of your desk? Do you have more donor visits and calls to do than you do hours in a day?
Fear not, legacy fundraiser, we’ve got your back with this small-team-friendly workshop. This session is chock-full of tips, tools and tactics that can help you manage your pipeline en masse, while still staying true to the highly-personalized experience your donors deserve.
Speaker: Melanie Lepper, Good Works
Topic Stream Sponsor: Good Works
Melanie Lepper
TOPIC STREAM: Not About Gift Planning / Pas sur la planification des dons
LEVEL: General / Général
Gift planning has traditionally served a narrow demographic, often sidelining marginalized communities. This session challenges that norm, exploring how fundraisers and advisors can intentionally decolonize and diversify gift planning practice. Drawing from lived experience and professional insight, Ebenezer and Francisca will unpack the structural inequities embedded in legacy fundraising and propose practical, equity-centered solutions. Participants will gain tools to segment their messaging, broaden donor pipelines, and build trust across cultures and communities—charting a path that is both visionary and viable.
Speakers: Ebenezer Fordjour, Royal Alexandra Hospital Foundation Edmonton and Francisca Ololo, Vancouver Foundation
Francisca Ololo
Ebenezer Fordjour
In a rapidly changing technological landscape, the most successful nonprofit professionals will be those who ask the best questions. Curiosity is the key to innovation, adaptability, and meaningful impact, yet often, efficiency is prioritized over exploration. As artificial intelligence reshapes our work, the ability to think critically, challenge assumptions, and seek new possibilities will determine who thrives.
In this engaging keynote, Nathan Chappell, a leading expert on AI and philanthropy, explores how nonprofit professionals can unlock the power of curiosity to drive innovation and deepen their mission impact. This session is for anyone in the nonprofit sector who wants to embrace curiosity as a superpower—one that drives innovation, strengthens connections, and ensures AI serves humanity. Join us for an inspiring conversation about how curiosity can transform your career, your organization, and the future of philanthropy.
Speaker: Nathan Chapelle, Virtuous
Plenary Sponsor: Miller Thomson LLP
Nathan Chapelle
Rest, recharge, connect (work)... the choice is yours. OR join us at one of the optional events available.
More details to come....
More details to come....
Join us for networking, drinks, and entertainment before the banquet begins.
Reception Sponsored by BC Children's Hospital Foundation
Join us for delicious food, chatting with friends and colleagues, and of course, awards!
Banquet Sponsored by CIBC Private Wealth
Banquet Entertainment sponsored by CanadaHelps
Open seating - meet new friends, or organize a gathering together with others, the choice is yours.
TOPIC STREAM: Know your Charity / Connaissance de son propre organisme de bienfaisance
LEVEL: Introductory / Introduction
In today’s fast-changing landscape, planned giving professionals face shrinking budgets and rising expectations. This idea-rich session explores how constraints can fuel innovation. Learn cost-effective strategies for lead generation, digital-first outreach, and maximizing existing resources. Discover how to create work that serves multiple purposes and tap into events already on your calendar. Whether you're rethinking your approach or refining your program, you'll leave with practical tools and fresh inspiration to thrive with limited resources.
Speaker: Holly Greatrex, Carleton University
Deep Dive Sponsor: BC Children's Hospital Foundation
Holly Greatrex
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Introductory / Introduction
Take it from the top! Whether you’re brand new to legacy giving or looking to breathe new life into your program, this theatre-inspired session will help make your legacy giving program shine. Jen and Jayne will show you the impact of a heartfelt approach to legacy fundraising, guided by kindness, curiosity and connection. You’ll leave with strategies, case studies and tips and tricks that will inspire ideas for legacy programs of all sizes.
Speakers: Jayne Whitfield, University of Guelph and Jen Love, Agents of Good
Jen Love
Jayne Whitfield
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: Intermediate / Intermédiaire
A strong planned giving case for support is essential—it’s a future-focused vision that inspires legacy gifts and aligns with your mission. In this session, Peggy and Kudzai will outline practical steps to develop a compelling case to encourage your supporters to consider a legacy gift. They’ll share real-world examples, and explore how the process itself can clarify goals, engage donors, and support and motivate staff and volunteers. Participants will leave with guidelines, best practices, and ideas for using the case internally and externally. Participants are encouraged to share their own materials in advance for feedback and discussion
Speakers: Kudzai Riva, UNHCR Canada and Peggy Killeen, PGgrowth
Topic Stream Sponsor: Good Works
Peggy Killeen
Kudzai Riva
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Advanced / Avancé
Business owners and incorporated professionals can benefit from extra tax advantages for their charitable donations and many of them are not aware of these tax advantages. Educating them and their advisors can help increase the amount of donations from these individuals.
Speaker: Tina Tehranchian, C.M., Donor Motivation Program®
Topic Stream Sponsor: Canada Life
Tina Tehranchian
TOPIC STREAM: Marketing & Communications / Marketing et communications
LEVEL: General / Général
Looking for the inside scoop on what's really happening with Canadian bequests? Good Works and Epilogue have partnered to bring you all-new, all-Canadian research with the numbers you actually need. We'll dive into the current size of the Canadian bequest market, show you which demographics are driving legacy giving, and reveal those all-important average gift amounts. No fluff—just data to help you benchmark your program, set realistic targets, and make your case to leadership. Come with questions, leave with the information you need to supercharge your legacy program.
Speakers: Arin Klug, Epilogue and Charlotte Field, Good Works
Topic Stream Sponsor: Good Works
Charlotte Field
Arin Klug
TOPIC STREAM: Know your Charity / Connaissance de son propre organisme de bienfaisance, Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
LEVEL: Intermediate / Intermédiaire
Gift acceptance policies shape how charities respond to gifts that may carry ethical, reputational, or mission-related risks. Building on applied research from the MPNL program at Carleton, this session offers practical guidance for crafting or updating gift acceptance policies that centre equity, reconciliation, and organizational values. Through real-world case studies and peer reflection, we’ll explore how to align policies with your mission, respond to donor influence, and address contentious gifts with confidence. You’ll leave with a framework—and inspiration—for creating a policy that reflects your organization’s heart and is ready for the future.
Speakers: Bill Mintram, Rideau Hall Foundation, Ellen Doty, University of Alberta, and Tanya Rumble, Toronto Metropolitan University
Tanya Rumble
Ellen Doty
Bill Mintram
TOPIC STREAM: Know your Charity / Connaissance de son propre organisme de bienfaisance
LEVEL: Introductory / Introduction
In today’s fast-changing landscape, planned giving professionals face shrinking budgets and rising expectations. This idea-rich session explores how constraints can fuel innovation. Learn cost-effective strategies for lead generation, digital-first outreach, and maximizing existing resources. Discover how to create work that serves multiple purposes and tap into events already on your calendar. Whether you're rethinking your approach or refining your program, you'll leave with practical tools and fresh inspiration to thrive with limited resources.
Speaker: Holly Greatrex, Carleton University
Deep Dive Sponsor: BC Children's Hospital Foundation
Holly Greatrex
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: Intermediate / Intermédiaire
Learn how financial institutions are supporting their clients to make informed decisions on charitable giving. Take a peak behind the curtain to look at financial planning as a tool to enhance charitable giving. Learn what high net worth clients are discussing with their investment advisors, financial planners and family offices. Consider how charities can partner with banking professionals to support generous individuals and families.
Speakers: Christopher Mahussier, CIBC Private Wealth, Kate Lazier, CIBC Private Wealth, and Pasquale (Charlie) Aiello, CIBC Private Wealth
Kate Lazier
Christopher Mahussier
Pasquale (Charlie) Aiello
TOPIC STREAM: Know your Charity / Connaissance de son propre organisme de bienfaisance
LEVEL: Intermediate / Intermédiaire
A thriving planned giving program requires organization-wide support from top to bottom, from your gift administration staff to your marketing team to your major gift fundraisers. In this session we'll go over why this is critical and strategies to build awareness and gain support for planned giving up, down, and across your organization so your colleagues become your advocates and collaborators.
Speaker: Christine Kang, Centre for Addiction & Mental Health (CAMH) Foundation
Christine Kang
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons, Legal Issues & Ethics/ Questions juridiques & Éthique et jugement
LEVEL: Advanced / Avancé
In recent years, we have fielded a greater number of questions from US clients about how they can support Canadian registered charities in a tax efficient manner. Canadian charities also wonder how they can increase their sources of revenue from the US. In this session, we propose to discuss how the Canada-US Tax Treaty applies to cross-border charitable giving, as well as common structures for cross-border charitable giving including dual-recognized charities, "friends of" organizations, multi-chapter or umbrella organizations, and more.
Speakers: Nicole D'Aoust, McCarthy Tétrault LLP and Robert Hayhoe McCarthy, Tétrault LLP
Topic Stream Sponsor: Canada Life
Robert Hayhoe
Nicole D'Aoust
TOPIC STREAM: Gift Planning Vehicles / Véhicules de planification de dons
LEVEL: Introductory / Introduction
Despite the growing appetite for legacy giving, 65% of Canadian adults still don’t have a Will—creating a massive missed opportunity for charitable bequests. This session explores the psychological, cultural, and logistical reasons Canadians delay or avoid Will preparation. Drawing on over 25 years of insights from LegalWills.ca, we’ll look at what’s really standing in the way and how gift planners can help remove these obstacles. Attendees will gain a toolkit of actionable strategies to inspire Will completion, normalize legacy conversations, and empower more Canadians to leave a lasting charitable impact.
Speaker: Tim Hewson, LegalWills
Topic Stream Sponsor: Canada Life
Tim Hewson
TOPIC STREAM: Building Relationships / Établissement de relations
LEVEL: General / Général
This session introduces a new standard for insight-led fundraising: Extrospective Donor Experience Design. You’ll learn how to:
- Challenge assumptions about your donors
- Map the donor journey using real conversations with supporters and prospects
- Turn key insights into strategies for recruitment, stewardship, and long-term engagement
- Keep the donor experience front and centre at every touchpoint and stage of the giving journey
Through a case study, we’ll show how donor-led insights can shape strategies, tactics, and tools that drive long-term giving. By seeing giving through your donors’ eyes, we can design more meaningful experiences - from the heart, for the future."
Speaker: Leigh Sandison, Real Path
Leigh Sandison
The word for gift giving in Anishinaabe is bagijigan - a word that means how to present an opportunity for relationship. This is how Indigenous peoples view treaties, ceremonies, and is the principle in which every single policy and practice in Canada is built upon.
Come and hear one of this country’s foremost thinkers on Truth and Reconciliation for a frank and funny discussion on how Indigenous acts and principles of gift giving are more a part of your life than you might think.
Speaker: Niigaan James Sinclair, University of Manitoba
Plenary Sponsor: Raymond James Canada Foundation
Niigaan James Sinclair
Sana Mahboob is a passionate advocate for inclusive philanthropy and values-driven leadership. A sought-after speaker, she has shared her voice across Canada and beyond on topics including Islam and philanthropy, values-based giving, mentorship, ethics in leadership, and anti-Black racism. Her transparent and thoughtful style resonates with professionals across the charitable, advisory, and public service sectors alike. For over a decade, Sana has helped organizations and leaders bridge generosity, purpose, and equity while serving in executive roles on local, national, and international boards spanning philanthropy, youth, sports, and technology. A proud graduate of the University of Manitoba, she continues to give back through mentorship through the President’s Student Leadership Program.
Building on this foundation of community and connection, Sana serves as a Senior Officer with the Government of Canada, where she contributes to advancing inclusive economic development and public service excellence. Sana has been invited to speak by the Lieutenant Governor of Manitoba, academic institutions across Canada, and AFP chapters throughout North America. Her insights have been featured by CBC on International Women’s Day, CTV Canada, and international media outlets in Pakistan.
As an immigrant to Canada, Sana brings a deeply personal understanding of belonging, generosity, and the shared responsibility we all have to build stronger, more connected communities – the kind that we are proud to call home.
Nathan Chappell is a thought leader, public speaker, author, and AI inventor, recognized globally as an expert on the intersection of Artificial Intelligence and generosity. Nathan serves as Chief AI Officer at Virtuous Software where he supports AI integration to help nonprofit organizations amplify mission at scale. In 2018, Nathan founded Fundraising.AI, a global advocacy organization for Responsible and Beneficial AI in the nonprofit sector. Additionally, he is author of two books, Nonprofit AI: A Comprehensive Guide to Implementing Artificial Intelligence for Social Good and the 2022 award-winning book, The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges, which has been deemed “required reading for this generation of fundraisers”. With over 20 years of nonprofit leadership experience, Nathan is a global keynote speaker and content contributor. His work has been featured in The Chronicle of Philanthropy, NPR, Forbes, Fast Company and more. His podcast, Fundraising AI, is among the top nonprofit technology podcasts worldwide.
Nathan serves as an advisor for the OpenAI Users Forum, the AI for Good Foundation, the International Committee for Information Technology Standards (INCITS), and the Forbes Technology Council.
He holds a Masters in Nonprofit Administration from University of Notre Dame, an MBA from University of Redlands, a certificate in International Economics from University of Cambridge, a certificate in Artificial Intelligence from MIT, a certificate in Philanthropic Psychology from the Institute of Sustainable Philanthropy, is a certified fundraising executive (CFRE) and holds a credential by IAPP as an AI Governance Professional (AIGP).
Niigaan Sinclair is Anishinaabe from Peguis First Nation. He is an award-winning writer, editor and professor of Indigenous Studies at the University of Manitoba who was named by Maclean’s magazine in 2022 as one of the most influential people in Canada. Niigaan is a multiple nominee of Canadian columnist of the year (winning in 2018) and his commentary appears weekly on multiple platforms across Canada – from the pages of The Winnipeg Free Press to TV shows on CBC, APTN and on his co-hosted podcast Niigaan and the Lone Ranger. His first book Wînipêk: Visions of Canada from an Indigenous Centre (McClelland & Stewart, 2024) was a national bestseller that won the 2024 Governor General Award for Non-fiction. He is a former secondary school teacher who won the 2019 Peace Educator of the Year from the Peace and Justice Studies Association based at Georgetown University in Washington, DC.
Rob was appointed Director of the Policy, Planning, and Legislation Division of the Charities Directorate in May 2022. He brings a wealth of experience to the role, having previously served within the Directorate as an Audit Advisor and as Director of Compliance from 2014 to 2019. During his tenure in Compliance, he led a significant redesign of the Directorate’s compliance approach.
Rob holds a Bachelor of Business Administration from Acadia University and has over 28 years of experience with the Canada Revenue Agency. Beyond his work in the Charities Directorate, he has held various leadership roles within the Compliance Programs Branch, including auditor, audit team leader, audit program manager, and Director overseeing Business Intelligence and Case Management Teams.
How can we harness technology to make a difference in the world? That’s the question Jason loves to explore with organizations. Jason serves as Chief Digital Officer of the Canadian Centre for Nonprofit Digital Resilience which aims to build a digitally-enabled nonprofit sector, where Canada’s diverse nonprofits use data and tech to advance their mission and multiply their impact. As an experienced digital executive, Jason has consistently provided leadership to help organizations stay ahead of the technology curve. He has successfully championed organization-wide digital-first approaches and has developed and implemented strategies that support operations, marketing, fundraising, and program delivery.
Jason also serves as an editor for Ledger, a journal focused on blockchain research, and has previously contributed his expertise to the boards of Ontario 211 and NTEN, promoting the skillful and equitable use of technology.
Troy McEachren is a partner in McCarthy Tétrault’s Montréal office whose practice focuses on charities and not-for-profits, private wealth, and trusts and estates. He delivers high-value legal counsel to charitable organizations, foundations, family offices, and high-net-worth individuals, guiding clients through complex tax, governance, and succession matters in both domestic and international contexts.
Recognized by Chambers and Partners, Lexpert, and Best Lawyers, Troy is widely regarded as one of Quebec’s leading legal advisors in the charitable sector. He regularly advises charities, foundations, and other tax-exempt organizations on governance, fiduciary obligations, compliance, and charitable giving. His private wealth practice includes succession planning, trusts, cross-border tax planning, estate litigation, and fiduciary obligations, where he counsels families, trustees, and institutions on both personal and organizational mandates.
With experience across both civil and common law frameworks, Troy offers clients seamless advice in matters that cross jurisdictions within Canada and internationally. His ability to bridge different legal systems allows him to advise organizations and families with complex, multi-jurisdictional needs.
Troy is a Trust and Estate Practitioner (TEP) and an active voice in the legal and charitable communities. He frequently publishes and speaks on fiduciary obligations, planned giving, and charitable governance, and has authored the “L’administration du bien d’autrui” chapter of JurisClasseur Québec – Successions et fiducies. His thought leadership continues to shape the legal landscape for charities and private clients in Canada.
Troy is also active in numerous professional organizations, including the Canadian Tax Foundation, the Society of Trust and Estate Practitioners (STEP), and the Canadian Association of Gift Planners.
Troy holds a BCL/LLB from McGill University and a B.Sc. from Acadia University. He was called to the Barreau du Québec in 1999 and is fluent in French and English.
Bruce MacDonald is the President & CEO of Imagine Canada. When carnivals and social good combined, it pointed to a path and for 30 years Bruce has been walking that route. From working for organizations that provide services to young people, older adults, persons with disabilities, community service clubs and sports and recreation groups, Bruce’s experiences have lead him to Imagine Canada. Prior to that, he was the CEO of Big Brothers Big Sisters of Canada where he participated in a collective effort to bring mentoring programs to kids. Bruce holds a Bachelor of Commerce in Sports Administration from Laurentian University, a Masters in Management in the Voluntary Sector from McGill University and a former record in the Guinness Book of World Records. From 2019-2023, Bruce served as Co-Chair of the Permanent Advisory Committee on the Charitable Sector working with the federal government. In 2025, Bruce received the King Charles III Coronation Medal in recognition of his distinguished achievements and leadership.