Gift Planning Fundamentals

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.

Tuesday, April 2 | 8:00 am - 5:00 pm


Read what attendees had to say at the end of the day:

Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation’s Gift Planning Fundamentals is a one-day introductory course that will give you the boost you need to thrive in your career.

Topics include:

  • Current philanthropic trends and tax issues
  • Some common types of planned gifts in Canada
  • How to introduce and discuss planned gifts with your donors … and more 

Date: Tuesday, April 2, 2024 – 8:00 am – 5:00 pm
Location: The Westin Ottawa, 11 Colonel By Drive, Ottawa, Ontario K1N 9H4
Presenters:  Grant Monck, LL.Band Sherri Grosz CFP®
Cost: CAGP Members: $560 / Non-members: $610 (plus 13% HST)

Registration deadline: Wednesday, March 20, 2024.

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!

This course offers 7 hours credit for MFA-P re-certification.