#CAGP22 Schedule
Education
Sponsor
Plenary
Morning sessions
09:15 to 10:45
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
09:15 – 10:45
Title here
Track: Side of the desk
Education level: General
Description here
Sponsor
Morning Sessions
11:15 to 12:15
11:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
Lunch Plenary
Afternoon Sessions
2:15 - 3:15
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
2:15 – 3:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
Afternoon Sessions
3:30 - 4:30
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
3:30 – 4:30
Title
Track: Managing a Gift Planning Program
Education level: General
Description
Thursday, April 7
Special Early Bird Session 07:00
Morning Plenary
Morning sessions
09:15 to 10:45
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
SPONSOR
Morning Sessions
11:15 to 12:15
11:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
Lunch Plenary
FRANK Talks
2:30
The FRANK Talks 2022
Description
SPONSOR
Friday, April 8
Special Early Bird Session 07:00
Morning Plenary
Morning sessions
09:15 to 10:45
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
09:15 – 10:45
Title here
Track: Managing a Gift Planning Program
Education Level: Intermediate
Description here
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administratio
SPONSOR
Morning Sessions
11:15 to 12:15
11:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
1:15 – 12:15
Title
Track: Managing a Gift Planning Program
Education level: General
Description
Closing Plenary
On Demand Sessions
These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.
On Demand Session Sponsor:
1. Donor Advised Funds: The Canadian landscape, myths and reality
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
Education Level: General
Donor-advised funds are increasingly popular and are now offered by a wide-range of public foundations in Canada. However, there is still significant confusion about what a DAF is and what the benefits and restrictions of DAFs are. This session will provide a current snapshot of the landscape in Canada, based on the most recent report on DAFs from Investor Economics, and address some of the most common myths about DAFs. For more information on the Investor Economics report Donor-advised Funds. New Opportunities for Charities and Wealth Managers, please contact Keith Sjogren at keith.sjogren@issmarketintelligence.com.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
2. Designating a Charity as Beneficiary – Tips and Traps for Gifts from Registered Plans
Conversations with Widows Around Death, Grief and Legacy Giving
Education Level: Intermediate
In this session, participants will learn everything they need to know about designating a charity as beneficiaries of a registered plan – including a registered retirement savings plan, a registered retirement income fund, and a tax-free savings account.
3. Discovery Meetings: Get Out From Behind Your Desk and Uncover Prospects and Planned Gifts
Education Level: General
For front line fundraisers, the most impactful action we can take is to meet with our donors face-to-face. Yet unfortunately, securing meetings with donors often falls to the bottom of our to-do list.
Join Eli Clarke from the University of Toronto, to learn how he met with over 180 donors in one year. Together, we will explore how to get out from behind your desk and meet with your donors face-to-face by focusing on:
- Prioritizing donor contact
- Quickly identifying prospects
- Contacting, following up, and securing meetings
- Preparing for meetings
- Leading and having meaningful conversations
4. Flexibility in Endowment Strategy
Education Level: Experienced
As the charitable sector strives to ‘build back better’, endowments are a long standing strategy that can help the charitable sector respond post-crisis with more flexibility. This presentation will discuss the different approaches to endowments today as well as best practices for ensuring that the charity and the donor are on the same page when it comes to the endowment terms. Although endowments are often started for a ‘rainy day’, when it started raining in 2020, many charities found themselves in situations where the terms of past endowments were unclear and inflexible. We will provide examples of such situations and possible solutions in discussing how charities are indeed building back better to empower endowments that are as impactful and flexible as they need to be.
5. A Collaborative and Practical Approach: How RBC Integrates Philanthropic Planning into a Holistic Financial Plan
Education Level: Experienced
Strategic philanthropic planning can, and should, be a part of an integrated financial plan. In this presentation, we will discuss how RBC takes a holistic approach to planning which may involve several different parts of the bank, including Investment professionals, Wealth Management, Insurance, Estate and Trust Services; and potentially allied external professionals as well. This approach places the client at the centre of strategy, ensuring that experts from a number of different areas are introduced to provide the client with the most effective solutions, including strategic philanthropic advice.
Gift Planning 101: On Demand
These bonus pre-recorded sessions are available On Demand to all Conference delegates from the time you register on the Pheedloop platform, until 6 months following the Conference. These sessions are not part of the live Conference schedule.
Gift Planning 101 Sponsor:
1. Talking to donors about gift planning
Uncovering Hidden Treasure: Top 5 Basic Tools to Tackle Estate Administration
Education Level: Gift Planing 101
In 2021 more fundraisers are making blended asks, talking about gift planning and major gifts together. Much of our CAGP curriculum focuses on the gift vehicles; understanding them, accepting, receipting and stewarding these donations as well as marketing. This session will focus exclusively on how to talk to donors about gift planning, blended giving and the nuances of discussions that involve gifts of assets. We will also address working with family and professional advisors.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
Administration of an estate file can be straightforward and sometimes there is hidden treasure. Come to this interactive session where in small groups, you will implement tools to help navigate estate files working through real life examples and discover hidden treasures. This session will provide participants with five tools to use for estate review in a more systematic manner, highlighting key fundamentals that fulfill your obligation to your donor and protect your charitable interests.
2. Common types of gift vehicles
Conversations with Widows Around Death, Grief and Legacy Giving
Education Level: Gift Planning 101
While there are many gift vehicles available in our modern toolbox, and Canada has one of the most varied and beneficial donation options we will focus on the most common that a fundraiser and advisor will see in their day to day work and average year. Any fundraiser looking to integrate gift planning into their fundraising program and advisor to hear about the most common philanthropic discussions with clients will find this quick primer of high value.
3. Basics of estate admin
Education Level: Gift Planning 101
2021 is predicted to see a marked rise in realized bequests coming to charities, even if you have support from a finance team or legal counsel are you comfortable with the bequest administration process? Do you feel confident to ensure you are stewarding a donor’s wishes, supporting executors in their legal obligations and representing your charity and fulfilling your fiduciary obligations as a legal beneficiary of an estate? This primer on estate administration will walk you through the basics and need to know process around receiving donations from estates.
4. Basics of Planned Giving marketing
Education Level: Gift Planning 101
Marketing planned gifts is a nuanced strategy to find the balance between explaining the gift vehicle and facilitating the donor’s care and motivations. We will discuss the program marketing strategy for charities of all sizes and all capacity levels from launching a gift planning program to integrating messaging in a larger charity marketing calendar. Charity marketing staff and fundraisers who work together will find strategic value in attending this primer on how to integrate gift planning into charity marketing plans.
Education Session Tracks
Managing a Gift Planning program
For those who are engaged in blended giving leadership and/or gift planning on a regular basis.
You have mastered the fundamentals of planned giving and these sessions will challenge you and help take your program to the next level.
Side of the desk
For those who are responsible for gift planning, either parts of, or for an entire fundraising program.
Do you come back from conferences brimming with ideas and strategies only to have other priorities get in the way of implementation? These session topics are particularly suited to those who are wearing multiple hats and expected to have expertise in a variety of strategies.
Technical expertise
For charity fundraisers and professional advisors who have spent more than a decade in gift planning with clients and donors.
You have considerable technical knowledge and have developed a confident rapport with philanthropic clients or engage in strategic gift planning with donors. These sessions will help to advance your leadership level knowledge.
Communications and marketing
These sessions will examine trends and specific marketing methods to take your role as a partner in gift planning to an advanced level.
Gift Planning 101
Get the basics of Gift Planning down in advance of the conference. Watch any time! Content recorded in advance.
SPONSORS
Premier Partner
Education Sponsor
Gold Sponsors
Silver Sponsors
Advocis
Blackbaud Canada
Blakely
CAGP Foundation
Canadian Donor’s Guide
Cardinal Capital Management
CFRE
Environics Analytics
Fasken
PearTree Canada
PGgrowth
Quiet Legacy Planning Group
The Foundation (WCPD)