Original Canadian Gift Planning Course

Join us for the next Original Canadian Gift Planning Course 

February 3-7, 2025

Niagara-on-the-Lake, Ontario

Registration is open! 

Queen's Landing Hotel 
Niagara-on-the-Lake, Ontario
 

Register Now
 

“This course is full of great content for any gift planner, but the nuggets of real life examples and the networking experience you get from attending  is pure gold.”

- Christina Beeston, Development Officer, Children Believe

 

Quick links

About the Course

The Original Canadian Gift Planning course is the longest-running and one of the most respected courses available on philanthropy in Canada. Originally developed in 1990, this comprehensive 5-day course provides in-depth education on the full range of gift planning issues: from detailed information on the tax aspects of gift planning to topics such as working with donors, program marketing, stewardship, and ethics. This course provides an unrivaled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies, while always incorporating adult-learning principles.

Who Should Attend

The Original Canadian Gift Planning course is suitable for charity-based gift planners, senior executives, board members as well as professional advisors, accountants, insurance agents and estate planners involved in charitable giving.

The Experience

This comprehensive course covers all aspects of gift planning from the very technical to importance of building relationships with donors. You will spend the week with colleagues from across the country, learning from each other as well as the two outstanding faculty selected specifically for their expertise. Be assured you will be part of a very intense, educational experience and a fun and unforgettable week where you will be fully immersed in the world of gift planning.

Some of the topics covered:

  • Tax Aspects of Gift Planning in Canada
  • Charitable Bequests & Endowments
  • Publicly Listed Securities
  • Charitable Gift Annuities
  • Cultivation of Prospects
  • Gifts of Life Insurance
  • Planned Giving Topics
  • Recognition of Donors
  • Stewardship
  • Marketing
  • Starting a Gift Planning Program
  • Dealing with the Subject of Death
  • Ethical & Liability Issues
  • Group Case Studies

See the agenda

Subject to change
 

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.

Dates

Monday, February 3 - Friday, February 7, 2025

Faculty

Paul Nazareth, MFA-P & Sherri Grosz CFP®

 

IMPORTANT:

As this is an intensive and highly interactive course starting early each morning and featuring required evening activities, attendees are strongly encouraged to stay at the hotel. This ensures that individuals, and their team members, get the most out of the course. All registrants must purchase the meal plan and attend the meals. If you have any questions about this, please contact Erin Kuhns at ekuhns@cagp-acpdp.org or 888-430-9494 Ext. 222.

Course Location

Queen’s Landing Hotel
155 Byron Street
Niagara-on-the-Lake, Ontario
L0S 1J0
Phone: 905-468-2195
Toll-free: 1-888-669-5566
Click here for directions http://www.vintage-hotels.com/queenslanding/contact_maps.php

 

Transportation

There are several ways of getting to Niagara-on-the-Lake:

  • By car/car rental – it’s approximately an hour and a half from Toronto Pearson Airport to Queen’s Landing Hotel in Niagara-on-the-Lake.
  • By train & taxi or Uber – You can take the train from Toronto Union Station to St. Catharines, which is then about a 30-minute taxi ride to Queen’s Landing Hotel. Click here to visit STC St. Catharines Taxi Company.
  • Shared transportation – When the majority of people have registered for the course, I will email the group with a link to a Google spreadsheet where people can post that they’re looking for a ride or offering a ride to others. We have done this in the past with great success. It’s a great way to share the costs of a rental car as well.

 

Pricing

There are two payments for this course:

  1. Tuition & meals (paid to CAGP Foundation)
  2. Accommodation (paid to Queen's Landing Hotel)

1. Tuition 

Tuition cost (Tax exempt):

Early Bird Price (August 19 – November 1, 2024)
CAGP Member: $1,890.00
Non-member: $2,190.00

Regular Price (November 2 – December 30, 2024)
CAGP Member: $1,990
Non-member: $2,290

Deadline to register for the course is Monday, December 30, 2024.

Meals

Meal Plan – to be paid to CAGP Foundation with registration:
Meal plan includes breakfast, lunch, dinner & coffee breaks between Monday afternoon and Friday lunch.

Per day: $155 + 18% service charge and 13% HST = $206.68 per day
Meal plan for 4 days (including service charge and tax): $826.71 

Total to be paid on registration (tuition + meals): 

Early Bird Member: $1,890 + $826.71 = $2,716.71
Early Bird Non-member: $2,190 + $826.71 = $3,016.71

Regular Member: $1,990 + $826.71 = $2,816.71
Regular Non-member: 2,290 + $826.71 = $3,116.71

2. Accommodation 
To be paid directly to Queen’s Landing Hotel upon checkout (but reservation must be made by the participant and secured with a credit card):

Per night: $159 + 3% Municipal tax and 13% HST = $185.06
Accommodation for 4 nights (Monday – Thursday, including tax): $740.24

Please note: If you are registering between December 20th & 30th - Once you have registered for the course, Erin will be in touch about reserving a room at the hotel. 

Social Activities

Optional Social Activity: Sommelier experience

Tuesday, February 4, 2025 - 6:30 - 7:30 pm at Queen’s Landing Hotel

Sommelier Selection of 5 wines (2oz) from the Niagara Peninsula

The group will get insight on:

- Wine basics
- How to taste wine
- Key factors in growing grapes in Canada
- Common Niagara Varietals
- Identifying faults in wine
- Different Glassware
- Niagara’s appellation system
- VQA, meaning and importance
- Food and Wine pairing basics
- Q&A

$66.67 per person (Breakdown: $50 + service charge and 13% HST)

If you wish to attend, there will be a place to sign up on the course registration and then I will follow up with you for payment separately.
 

Off-site Dinner

There will be an off-site dinner with a set menu on Thursday, February 6 at The Pillar and Post, a 20-minute walk from Queen’s Landing Hotel. This meal is included with your course registration, with the exception of drinks, which will be up to each participant to purchase.

Photo by Marcel Gross | Unsplash 

CE Credits

Full participation in the Original Canadian Gift Planning Course is applicable for up to 30.5 credits* 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.

 

MFA-P  Full participation of the Original Canadian Gift Planning Course is applicable for a maximum of 15 credits toward the MFA-P relicencing. 

Original Course Cancellation Policy – Please read carefully

Should you have to cancel your registration for the Original Canadian Gift Planning Course, please be aware of the following cancellation policy:

Tuition
Before November 1, 2024 – Full refund, less a $150 administrative fee*
November 2 – December 1, 2024 – 50% refund, less a $150 administrative fee*
After December 1, 2024 – No refund*

*IMPORTANT: Registration is transferable within your organization at any time, subject to a $150 administration fee.

Accommodation
In the event an attendee cancels a reservation less than 14 days prior to the arrival dates, the attendee shall be charged for each night’s accommodation as a cancellation fee at group rates.

All cancellations must be received in writing.

We are unable to waive this policy in the event of COVID-19 related cancellations. 

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.

Register Now

Need a little more convincing? Read what our past attendees had to say:

“This week, I had the honour to attend CAGP Foundation Original Canadian Gift Planning Course at the Banff Centre. It was the most rewarding professional education experience of my career." - Delphine Hasle, CFRE

“Fantastic all-around course put on by two excellent presenters who have been in the trenches. Highly recommend this course to anyone wanting to create or revamp their legacy giving program." - 2020 Course attendee

“This course is a comprehensive foundation for Gift Planning. The fine balance of both technical aspects and practical application provides the perfect springboard for any Development Department.  The facilitators provided both valuable insight and wit. This was time well spent." - 2020 Course attendee

Have questions? 

Contact the Manager, Education and Training:1-888-430-9494 Ext. 222 or email education@cagp-acpdp.org.

This education session is offered by:

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