Session Topic Streams

Topic Streams are congruent with CAGP’s Competency Framework.

Streamline your session choices with topic streams to ensure your conference education covers the gift planning bases.

Building Relationships
Sessions that explore the art of being truly donor- / client-centred, as experienced professionals share strategies and tactics for building an authentic rapport with donors and clients that will evolve relationships from the transactional to transformational.

1.2 Overcoming Your Planned Giving Program Pain-points
1.4 Donor Advised Funds: Perspectives From Providers and Charities
1.5 Crystal Ball – Future Trends
2.2 How Behavioral Science is Transforming Legacy Fundraising
2.3 Their Unique Why! This is Our Why! What is Your Why?
3.1 The Age Advantage
4.4 Generation Impact: A Deeper Dive
5.3 The Element of $1 Million+ Gifts
5.4 CAGP Death Café
5.5 Donors are Clients and Clients are Donors: Understanding the Client and Financial Advisor Philanthropic Conversation
6.4 Conversations with Widows Around Death, Grief and Legacy Giving
7.4 Live Toads 101 – How to Talk with Donors When Expectations Aren’t Met

Ethics & Judgement
Strategic charitable gift planning often brings unique opportunities and challenges. These sessions will enable delegates to proactively tackle challenges and pursue opportunities to manage gift planning programs with excellence.

4.1 Finding Front-line Gift Planners and Fundraisers: And the Secrets to Getting These Jobs
4.5 Above and Beyond: Dealing with Inappropriate Behaviour from Donors and Volunteers
6.5 Social Justice Philanthropy – Key Concepts and Competencies
7.5 Your Digital Undertaker – Estate Planning in the Digital Age

Gift Planning Vehicles
Bequests are the cornerstone, but why stop there? These sessions will serve to increase knowledge and understanding of the variety of current and deferred gift vehicles, such as securities, registered funds, insurance, gifts-in-kind, as well as the opportunities and impact they have for donors.

1.1 Gift Planning Overview
1.4 Donor Advised Funds: Perspectives From Providers and Charities
4.2 Endowment Planning with Foresight and Hindsight
4.3 The Life of a Donor/Wealth Client
7.1 Gifts of Land with Superior Tax Benefits: The Ecological Gifts Program

Legal Issues of Gift Planning & the Charitable Sector
These sessions will help professionals hone their technical knowledge and sharpen their expertise to support donors / clients along their philanthropic journey, and manage their gift planning program or practice with confidence and competence.

2.4 Charities, Charitable Giving and the Courts
3.4 A Case Law Review: Legal Pitfalls That Can Remove the “Fun” from Fundraising
5.2 Foreign or Non-resident Donors
6.3 Uncovering Hidden Treasure – Top 5 Basic Tools to Tackle Estate Administration
7.3 Working with an Aging Population – Issues and Strategies

Know Your Charity
Philanthropists are becoming increasingly involved and savvy, and estates are becoming more complex, making a sound understanding of governance and financial matters integral to success. These sessions reach beyond gift and estate planning to the broader spectrum of charity management and oversight.

1.3 Charities & Overhead – Forget Impact, Think Value!
2.1 From Ground Zero to Hero- How to Start a Legacy Giving Program for Your Charity
3.3 In and Out Collaboration: Charities Working Together
3.5 Effective Canadian Fundraising Leadership: What is it and How to Develop it?

Marketing & Communications
These sessions introduce delegates to the newest and greatest ideas to develop and distribute targeted gift planning marketing and communications collateral across multi-media platforms.

2.5 Gift Planning in Canada: New Research & New Strategies to Move the Dial Forward
3.2 Kids, Kittens, and Puppies and the 6 Critical Lessons to Raise More Money Through Effective Donor Communication
5.1 My Precious…Marketing Materials
6.1 Building Your Digital Legacy Factory: How to Use Online Tools to Identify and Cultivate Legacy Prospects
6.2 Exploring Empathy: A Practical Guide to Embracing Donor Concerns to Inspire Legacy Giving
7.2 Transform Your Legacy Marketing Program For The Better

Please note: The program and list of speakers are subject to change without notice.