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The RBC Convention Centre
375 York Ave, Winnipeg, Manitoba
R3C 3J3
Registration is now closed. Please contact Erin Kuhns at ekuhns@cagp-acpdp.org to be added to a waiting list.
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.
Click image to download the DRAFT agenda – more details to come…
Included with your registration
One Year In: Understanding the Political Context
April 2026 marks the one-year anniversary of a new federal government. With a trade war with the US underway and the renegotiation of CUSMA looming, the laser focus on the economy, tariffs and sovereignty has affected the nonprofit sector in a number of ways. This session will examine the latest happenings in public policy advocacy and the policy ideas that are surfacing as the sector prepares for the next federal election.
The New Frontier of HNW Planning: Navigating Emergent Complexity in Philanthropy, Policy, and Practice
This session addresses the "issues brewing" at the intersection of wealth management, sophisticated philanthropy, and evolving policy. We will analyze the emergent, complex trends currently reshaping the financial sector and Canadian advisor practices for high-net-worth (HNW) clients. A central focus will be the crucial planning implications surrounding philanthropy, including a deep dive into the ripple effect of proposed and enacted US tax changes on private foundations and their influence on cross-border and domestic charitable strategies. Attendees will gain actionable insights on proactively managing risk and leveraging new opportunities in this increasingly complex landscape.
Included with registration
Q&A with CRA: a tale of 2 Directors
Come hear Blaine Langdon Director, Charities, Personal Income Tax Division, Tax Policy Branch, Department of Finance and Robert Delaney Director, Policy, Planning and Legislation Division in the Charities Directorate in a moderated session describing the hot issues, trends, and or concerns in their respective departments, as well as answering member’s questions on a wide range of policies, regulations, and legislation, that governs the sector.
Cultivating magic with AI: Practical Considerations for Nonprofits
Looking to understand the latest developments in AI and how it may be relevant to nonprofits? This session is for you. This session will include an overview of what’s out there, what to watch out for, and the tools that people are using across the sector. You will learn about practical examples, tactics, and tools when using AI and leave with a clearer sense of next steps for you and your organization.
The 2026 charitable landscape in Canada
Social Capital and Values-based planning
The donor conversation and learning a donor’s story
Gifts of Life Insurance
Involving the donor’s family
Gift Acceptance Policies
How Publicly Listed Securities gifts work
Donor Advised Funds
Bequest Administration
Tracking and reporting on Bequests
Practicing the conversation with donors
Working with Professional Advisors
One of the key reasons people attend conferences is to meet other likeminded delegates. By staying at the conference hotel, you enhance your opportunities to meet with colleagues and share experiences and ideas. It also ensures you don't miss out on additional activities.
CAGP has invested time and effort to negotiate the best rate available over the time period of the conference. In addition, the hotel has provided a simple, quick and efficient way to book your hotel room at the conference rate and works with CAGP to ensure delegates receive the type and service associated with that room.
As a delegate booked into the conference hotel within the room block, you are considered a special guest by the hotel. Guests at the hotel receive preferred service and benefit from the additional concessions negotiated by CAGP and the hotel.
Making a booking at the hotel where the CAGP conference is taking place not only benefits you, it also has a significant impact on the Association. CAGP has negotiated numerous concessions and benefits with the hotel and many are based on ensuring delegates stay at the conference hotel. If we don't meet our commitment to the hotel, CAGP could be financially responsible for lost revenue owed to the hotel.
Hotels that sell rooms on a discount website are looking to sell rooms that they may not otherwise have sold – rooms by the elevator, parking garage or ice machine. Not the top of the line in their inventory.
Blaine Langdon is the Senior Director of the Charities Section in the Tax Policy Branch of the Department of Finance. He has worked on tax and regulatory issues with respect to registered charities, non-profit organizations and qualified donees for the past 25 years, in a variety of roles at both Finance and the CRA.
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.
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.
Coming soon
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.
Since his call to the bar, Roger has developed an extensive practice in trust and estate litigation. He assists individuals and charities with respect to their rights under the wills variation provisions of the B.C. Wills, Estates and Succession Act, issues relating to the validity and interpretation of testamentary instruments and trusts, and issues related to estate administration. He also advises corporate and individual trustees, as well as personal representatives, of their legal obligations and duties on a regular basis and acts for beneficiaries who question the actions of the trustees of their particular trusts.
Roger has been listed in the The Best Lawyers in Canada directory under Trusts and Estates (Litigation) since 2006 and is recognized by Lexpert® and Benchmark Canada as a leading practitioner in the field of estate and trust litigation.
Susan is a senior partner in Miller Thomson’s Social Impact Group, delving into intricate charity and non-profits issues, tax dispute and audit matters involving charities and non-profits, and international programming and structuring activities. Susan has been recognized as a Friend of CAGP which reflects her long standing membership of CAGP and her extensive volunteer contributions to the gift planning community. Susan has also been recognized extensively for her expertise and participates widely in sector activities including many public policy discussions related to the regulation of the charity and non-profit sectors.
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.
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.
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.
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.
