Gift Planning Fundamentals

◊  Are you new to gift planning and wanting 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 might be exactly what you need.

See the Agenda for the day

Read what one of our Gift Planning Fundamentals attendees had to say at the end of the day:
“Certainly among the top pro-D sessions I’ve taken over 25 years in Advancement work with highly relevant and topical information, practical application and a great resource list shared by exceptional presenters.”
          ~ Sherri Magson, University of the Fraser Valley

Read our Q & A 

Bursaries for Gift Planning Fundamentals
This year, we also have 10 bursaries for Saskatchewan residents who are non-members for the pre-Conference Gift Planning Fundamentals. Click here to learn more.

Regina, Saskatchewan

Date: Tuesday, April 21, 2020 – 7:30 am – 5:00 pm
Location: Delta Hotels Regina, 1919 Saskatchewan Drive, Regina, SK S4P 4H2
Presenters: Paul Nazareth, CAGP and Sherri Grosz, CFP®, Abundance Canada
Cost: CAGP Members: $400 / Non-members: $450 (plus tax)



Full participation in Gift Planning Fundamentals is applicable for 7 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification. Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification!


    Institute accredited CE (7.0 credits)