Join your fellow gift planners and professional advisors for Engage & Explore, a new series of in-person viewing party gatherings of the CAGP National Webinar Wednesday Topics, followed by a round table discussion with attendees. The series provides an opportunity to connect in-person with peers and discuss key challenges facing our industry together.
- Final session for this series is coming up!
- DATE: June 11 from 5 – 6:30 pm
- Location: University of Toronto, 21 King’s College Circle
Registration: $15 for CAGP members ($25 for non-members) -- this includes in-person group viewing for the final session! NOTE: This is an in-person event only. Remote viewing is available for purchase via CAGP National website here.
This series is limited to 20 registrants, so please RSVP early to secure your spot.
Full participation is eligible for 1 CFRE credit per session.
Unusual uses of Gift Planning Vehicles
Presenters: Robert Kleinman, Jewish Community Foundation of Montreal; Ryan Fraser, CFP®, MFA-P™, RIS, CIM, Quiet Legacy Planning Group Ltd.
Moderator: Serena Hak, MFA-P™, LLQP, CI Assante Private Client and The Donor Motivation Program® Canada
IN PERSON: Wednesday, June 11, 2025 (5:00-6:30 pm)
PAST SESSIONS:
The How (and WHY) of Supporting Non-Qualified Donees
Presenters: Aneil Gokhale, Toronto Foundation; Mohamed Huque, Toronto Foundation; Heather Keachie, Gardiner Roberts LLP
Originally broadcast on October 2, 2024
IN PERSON: Wednesday, December 11, 2024 (4:30-6:00pm)
Assessing Value: It May not be What you Think!
Presenters: Greg Gillis - FSA, FCIA, CFA, CFP®, Lawton Partners; DeWayne Osborn – CPA, CGA, CFP®, MFA-P, Cardinal Capital Management
IN PERSON: Wednesday, February 12, 2025 (5:00-6:30 pm)
Integrating the Donor Journey: a team approach to annual, major and planned giving
Presenters: Peggy Killeen, CFRE, CAGP Foundation and Janice Correa, ROM Governors
IN PERSON: Wednesday, April 2, 2025 (5:00-6:30 pm)
For a detailed description of the upcoming webinar topic, please click here.
