Pre-Conference learning opportunity

Gift planing fundamentals

Enhance your learning with this one-day interactive learning experience

The Westin Edmonton
10135 100 Street NW
Edmonton, AB
T5J 0N7

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.

time

7:30 am - 5:00 pm

presenters

Jill Nelson, CFRE, MFA-P and Sherri Grosz CFP®

cost

CAGP Members: $560
(+ 5% GST)
Non-members: $610
(+ 5% GST)

LEARN MORE ABOUT...

The 2025 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

"Recently when our charity engaged a group of advisors I was called to have conversations about client philanthropy. I was surprised at how confident I felt answering their questions, and I know it was because of taking the CAGP Gift Planning Fundamentals course. I really enjoyed being able to share the strategy of gift planning with them, and wouldn’t have been able to do so without the course."

"I learned so much in this one-day course that I felt I had a week's worth of information. The presenters were excellent and very engaging. It was well worth the time and money."

The CAGP Gift Planning Fundamentals course was everything I needed as a new planned giving fundraiser to plan and market a brand new gift planning program and to gain confidence in soliciting gifts from our valued donors. As a small town fundraiser, I know that some of the gift planning tools will rarely, if ever, be utilised or desired from our donors, so I also appreciated that the most advantageous and commonly used tools were focused on in the course."

Added Networking & Social Time

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.

Best Available Rates Are Secured for Quality Rooms

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.

Special Guest Status

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.

Keeping the CAGP Conference Viable

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.

Quality vs Bargains

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.