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Gift Planning Fundamentals
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 in person, or two half-days online, 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
Who should attend?
Anyone who wants to gain a basic understanding of this strategic approach to fundraising, including:
- Fundraising professionals who wish to add additional gift planning ‘tools and techniques’, and providing value to donors, enabling them to give more by taking advantage of the generous tax benefits offered by the Canadian Government.
- Board members and/or Executive Directors who’ve heard gift planning is “the way of the future”, and wish to learn more about this area before starting a gift planning program at their charity.
- Professional Advisors who work with clients to achieve their philanthropic goals.
“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. Thank you CAGP for everything you do to promote strategic philanthropy in Canada”.
Ash Hunkin, Development Officer: Legacy Giving. Royal Columbian Hospital Foundation
This course can be exclusively tailored to your organization. Click here for more details.
This course is offered both in-person and online.
The in-person course includes:
- A full day of interactive learning
- All the course materials and resources
- Unique networking opportunities with other fundraisers and professional advisors
- Breakfast, lunch and 2 coffee breaks
- CE Credits: 7 CFRE credits; 7 MFA-P credits
The online course includes:
- Two half-days of interactive learning
- All the course materials and resources
- Unique networking opportunities with other fundraisers and professional advisors
- CE Credits: 7 CFRE credits; 7 MFA-P credits
Upcoming Presentations
Gift Planning Fundamentals In-person (pre-Conference) - In Edmonton
Date: Tuesday, April 8, 2025
Time: 7:30 am - 5:00 pm
Location: The Westin Edmonton, 10135 100 Street NW, Edmonton, AB
Presenters: Jill Nelson, CFRE, MFA-P and Sherri Grosz CFP®
Cost:
CAGP Members: $560 (+ 5% GST)
Non-members: $610 (+ 5% GST)
Gift Planning Fundamentals In-person - In Toronto
Date: June 2025 (exact date TBC)
Time: 7:30 am - 5:00 pm
Location: Toronto, ON (exact location TBC)
Presenters: TBC
Cost:
CAGP Members: $575 (Tax exempt)
Non-members: $625 (Tax exempt)
More information will be available in January 2025.
Gift Planning Fundamentals ONLINE
Dates: Next dates to be confirmed (fall 2025)
Times:
9:00 a.m. – 1:30 p.m. PDT
10:00 a.m. – 2:30 p.m. MDT
10:00 a.m. – 2:30 p.m. CST
11:00 a.m. – 3:30 p.m. CDT
12:00 p.m. – 4:30 p.m. EDT
1:00 p.m. – 5:30 p.m. ADT
Location: Online
Presenters: To be confirmed
Cost (tax-exempt):
CAGP Members: $525 / Non-members: $575
Click here to view the agenda
Registration is now closed.
Techniques fondamentales de dons planifiés (en personne, en français)
Date : À confirmer (2025)
Lieu : À confirmer
Présentateurs : À confirmer
Coût (Exempt de taxes) :
Membres de l’ACPDP : 575 $
Non-membres : 625 $
If you have questions about Gift Planning Fundamentals, please contact Erin Kuhns, Manager, Education and Training at ekuhns@cagp-acpdp.org.
Are you unsure about where to begin or which course is right for you? We have two recommendations for you:
Our Professional Development Roadmap is a helpful guide for gift planners and fundraisers in their journey to becoming a successful charitable gift planner.
This Course Descriptions document contains a brief description of each of our 4 courses in one place, to help you decide which is the right fit for you at this point in your career.
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 recertification. 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.
Need a little more convincing? Read what our past attendees had to say:
“If you want to know what the rules are and the trends - this session is great.” - 2017 Attendee
“The knowledge and practical experience by the presenters far exceeded my expectation. ” - 2017 Attendee
"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." - Marie Miller, Queen's University
"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. Thank you very much to the planners, hosts and of course, the presenters for volunteering their valuable time preparing and presenting the content." - Chelsea McIntyre, District Memorial Hospital Foundation
Gift Planning Fundamentals Cancellation Policy
- Up to 14 days before the course: Full refund or credit that is good for up to one year
- 7 - 14 days before the course: Credit that is good for up to one year
- Within 7 days of the course: No refund*
*Note: You may transfer your registration to another team member within your organization at any time. There is a $75 administration charge plus any difference between member and non-member pricing, if applicable.
All cancellations must be received in writing.
CAGP Foundation reserves the right to amend or cancel the event.
If an event has to be cancelled or rescheduled we will contact you as soon as possible to notify you of the change. You will be offered an alternative date or a full refund.
In the event of a cancellation, we will not reimburse travel, accommodation or other costs related to the event.
For more information, contact Erin Kuhns, Manager, Education and Training:
1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org.
This education session is offered by:
