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Chaque année nos membres viennent de tous les coins du pays pour participer à ce congrès national intensif qui dure trois jours. Mettant en vedette des conférenciers hautement qualifiés et des présentateurs inspirants, le programme du congrès offre de nombreuses et exceptionnelles occasions d’apprentissage, de réseautage, d’échange d’expériences et d’actualisation des tendances, stratégies et méthodes nouvelles dans le domaine de la planification stratégique des dons de bienfaisance.
Speaker: David B. Posen Can workplace stress actually kill people? The literal answer is “Yes.” But much more commonly it kills energy, spirit, engagement, morale – and productivity. For too long, employers have left issues like stress management and work-life balance to individual employees to figure out. It needs to be a shared responsibility. In this insightful presentation, you will discover “The Big Three” causes of workplace stress, some myths about productivity and how organizations can create policies that enhance employee well-being and performance. Reducing workplace stress is a win/win/win for employers, employees and the organization as a whole. SPONSOR: RBC Wealth Management - Royal Trust
Speakers: Christine Kang; Jackie Mersereau SPONSOR: Blakely
Speaker: Ryan Fraser SPONSOR: Quiet Legacy Planning Group
Speakers: Allen Davidov; Jennifer Robins SPONSOR: Environics Analytics
Speaker: Sonya Swiridjuk SPONSOR: CFRE
Speaker: Ed Sluga SPONSOR: PGgrowth
Speaker: Hon. Senator Ratna Omidvar Implementing and following diversity and inclusion practices is an expectation for all sectors of Canadian society. The charitable sector is no exception and it’s operational staff and governance structures should reflect the communities they serve. Senator Omidvar will talk about the importance of diversity and inclusion, the need for the sector to understand its own diversity and to take leadership and ownership in creating a more inclusive, engaged and vibrant Canada. SPONSOR: Miller Thomson
Speaker: Brenda McEachern SPONSOR: The Foundation (WCPD)
Speaker: Edgar Villanueva Blaming banksters and capitalism for the awful mess that is 21st Century North America has become a popular pastime among academics, activists, and economists, whose bestsellers propose their signature solutions. Yet, one place where solutions are never sought is within Indigenous culture. With Decolonizing Wealth, a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, the award-winning Native American funder, Edgar Villanueva, steps into that space with a prescription for restoring balance and healing our divides. Villanueva proposes that Indigenous peoples’ ways and worldviews offer not just valuable but essential guidance in transforming the institutions that control access to money. SPONSOR: Raymond James Canada Foundation
Speakers: Albert Labelle & James F McMillan Major gift donors across Canada are aware of tax-efficient ways to facilitate their giving other than simply writing a cheque – are you? Flow-Through Share Donations have secured their place as a proven philanthropic gifting format for donors and charities alike. You will learn the basics of FTSD from leading provider, PearTree Canada and gain insights and methodology used in the successful approach of donors from an experienced major gift fundraiser. SPONSOR: PearTree Canada
Speakers: Elena Hoffstein & Brittany Sud Charitable remainder trusts can be a useful charitable giving tool in the inter vivos context, but have posed issues in recent years in the testamentary context as a result of changes to the laws on testamentary charitable giving. This presentation will provide an overview of charitable remainder trusts, the issues surrounding testamentary charitable remainder trusts, and Canada Revenue Agency’s views on testamentary charitable remainder trusts. SPONSOR: Miller Thomson LLP
Speakers: Yogesh Bhathella; Sukhminder S. Virk Establishing a legacy is an especially powerful way to connect with others and trusted advisors have a unique role in helping to guide clients through this process. Working with clients of diverse backgrounds can be an incredibly rewarding experience but may require a shift in our way of thinking… and feeling. In this session the speakers will share their own experiences working across cultures on legacy planning and provide tips on overcoming cultural barriers. They'll help us understand our own unconscious biases – all with an open, honest, and non-judgemental attitude. SPONSOR: BMO Private Wealth
Speakers: Kimberley Blease; Stephen George SPONSOR: Blakely
Speakers: Andrew Chunilall; Naki Osutei; Natasha Smith Beyond the current uncertainty created by the COVID-19 pandemic, society is grappling with questions of indigeneity and reconciliation, cultural communities and a racist divide, growing global economic inequality, and evolving political contexts. Philanthropy intersects with all of these issues, and as such it can be part of the problem or part of the solution. For philanthropy to play a role in resolving these challenges it requires inward reflection and new strategies for action. Join us in closing out CAGP’s 27th National Conference on Strategic Philanthropy as we hear from three leaders sharing insights on how they have reimagined how philanthropy can lead us on a path to a fairer, more just and inclusive future. SPONSOR: Private Giving Foundation - TD
Speakers: Karen Hudson & Keith Sjogren 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 outline the basic legal concepts of a donor advised fund, a current snapshot of the landscape in Canada, as well as some of the common myths and mistakes that organizations and donors fall into when engaging them. Level: General SPONSOR: KBF Canada
Speaker: Eli Clarke For front line fundraisers, the most impactful action we can take is to meet with our donors face-to-face. Yet unfortunately, securing meetings with donors often falls to the bottom of our to-do list. Join Eli Clarke from the University of Toronto, to learn how he met with over 180 donors in one year. Together, we will explore how to get out from behind your desk and meet with your donors face-to-face by focusing on:
Speaker: Nicole K. D'Aoust 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. Level: Experienced SPONSOR: KBF Canada
Speaker: Amanda Stacey In this session, participants will learn everything they need to know about designating a charity as beneficiaries of a registered plan - including a registered retirement savings plan, a registered retirement income fund, and a tax-free savings account. Level: Intermediate SPONSOR: KBF Canada
Speakers: Jennifer Button; Brad Offman Strategic philanthropic planning can, and should, be a part of an integrated financial plan. In this presentation, we will discuss how RBC takes a holistic approach to planning which may involve several different parts of the bank, including Investment professionals, Wealth Management, Insurance, Estate and Trust Services; and potentially allied external professionals as well. This approach places the client at the centre of strategy, ensuring that experts from a number of different areas are introduced to provide the client with the most effective solutions, including strategic philanthropic advice. Level: Experienced SPONSOR: KBF Canada
In 2021 more fundraisers are making blended asks, talking about gift planning and major gifts together. Much of our CAGP curriculum focuses on the gift vehicles; understanding them, accepting, receipting and stewarding these donations as well as marketing. This session will focus exclusively on how to talk to donors about gift planning, blended giving and the nuances of discussions that involve gifts of assets. We will also address working with family and professional advisors. Speaker: Paul Nazareth SPONSOR: Abundance Canada
While there are many gift vehicles available in our modern toolbox, and Canada has one of the most varied and beneficial donation options we will focus on the most common that a fundraiser and advisor will see in their day to day work and average year. Any fundraiser looking to integrate gift planning into their fundraising program and advisor to hear about the most common philanthropic discussions with clients will find this quick primer of high value. Speaker: Ryan Fraser SPONSOR: Abundance Canada
2021 is predicted to see a marked rise in realized bequests coming to charities, even if you have support from a finance team or legal counsel are you comfortable with the bequest administration process? Do you feel confident to ensure you are stewarding a donor’s wishes, supporting executors in their legal obligations and representing your charity and fulfilling your fiduciary obligations as a legal beneficiary of an estate? This primer on estate administration will walk you through the basics and need to know process around receiving donations from estates. Speaker: Colleen de Jager SPONSOR: Abundance Canada
Marketing planned gifts is a nuanced strategy to find the balance between explaining the gift vehicle and facilitating the donor’s care and motivations. We will discuss the program marketing strategy for charities of all sizes and all capacity levels from launching a gift planning program to integrating messaging in a larger charity marketing calendar. Charity marketing staff and fundraisers who work together will find strategic value in attending this primer on how to integrate gift planning into charity marketing plans. Speaker: Claude Drouin SPONSOR: Abundance Canada
Il n'est pas trop tard pour vous joindre au plus grand rassemblement national d'experts en planification stratégique de dons !
Il n'est pas trop tard pour vous joindre au plus grand rassemblement national d'experts en planification stratégique de dons !
Pourquoi ne pas adhérer à l’ACPDP aujourd’hui : cela vous permettra de faire des économies au moment de l’inscription ET de profiter de toute une gamme d’autres privilèges.
Groupes de 3 à 5 : $1750
Groupes de 6 à 10 : $3500
C’est le seul congrès au Canada qui permet d’avoir accès à des informations approfondies portant spécifiquement sur les dons planifiés et la philanthropie stratégique.
Au congrès, vous entendrez parler en exclusivité des amendements législatifs et des avantages fiscaux récents, des tendances actuelles et émergentes dans le domaine de la philanthropie, ainsi que de nouveaux outils et de technologies d’avant-garde.
Assistez à des discussions stimulantes qui remettront en question vos perceptions et vous encourageront à réinventer l'avenir.
Rencontrez des centaines de professionnels qui sont des chefs de file dans le milieu de la bienfaisance et qui relèvent les mêmes défis que vous.
Établissez des contacts avec des fournisseurs venus de partout au Canada et familiariser-vous avec les produits qu’ils offrent et prenez connaissance des idées et des outils de pointe qu’ils proposent.
Et si la richesse pouvait être utilisée pour guérir ?
« Edgar décrit avec compassion et clarté les étapes réfléchies et pratiques pour mettre notre argent au service de nos valeurs. Des leçons importantes pour quiconque travaille dans la finance ou la philanthropie. »
— Keith Mestrich, président et chef de la direction, Amalgamated Bank
Plénière de clôture, le jeudi à 14 h 45 HE
L’ACPDP est une association nationale qui constitue non seulement une source d’inspiration pour les professionnels prenant part à la planification stratégique de dons de bienfaisance au Canada, mais elle organise aussi pour eux de nombreuses activités de formation. L’association travaille activement à l’instauration d’un environnement fiscal et législatif favorisant l’essor des dons philanthropiques, à la création d’un milieu propice à l’établissement de contacts entre professionnels et spécialistes ayant des préoccupations similaires et à la mise en œuvre d’activités de formation et de perfectionnement professionnel exceptionnelles.
Le congrès national de l’ACPDP est le forum par excellence pour rencontrer des homologues qui comprennent à la fois ce que vous faites et les méthodes de travail que vous mettez en œuvre pour créer de l’impact.
Formation – Inspiration – Établissement de contact
C’est un rendez-vous !
Advocis
Blackbaud Canada
Blakely
Fondation ACPDP
Canadian Donor’s Guide
Cardinal Capital Management
CFRE
Environics Analytics
Fasken
PearTree Canada
PGgrowth
Quiet Legacy Planning Group
The Foundation (WCPD)
