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Webinar Wednesdays
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Every month, the CAGP Foundation presents engaging and informative webinars to enrich your career. These webinars are presented by professional presenters who have extensive knowledge of the subject and who are very active in the area of strategic charitable giving.
Each webinar is one hour in length. Registrants will be sent login information one day before the webinar, and a link to the webinar recording will be forwarded within a day of the broadcast.
- CAGP Members: $40 | Group viewing: $80
- Non-Members: $60 | Group viewing: $135
Tax exempt
Please note that there are no refunds for webinars.
Webinar Wednesdays Sponsor
Upcoming FREE Webinar
These webinars are held once a year and are FREE to both CAGP members and non-members alike!
Important Note: While registration is open to all, and free for CAGP members and non-members alike, attendance is limited to the first 500 people to sign onto the live session. We suggest signing on five to ten minutes early to have the best chance of getting on the live session. If for any reason you are unable to connect to the live session, rest assured you’ll get the full recording by email within 24 hours of the webinar.
Standards of Practice for Donor Advised Fund Foundations Upcoming Webinars for 2024 - 2025
Members: $40 | Group viewing: $80
Non-members: $60 | Group viewing: $135
Tax exempt
Wednesday, January 29, 2025 | 1:00 - 2:00 pm ET
Integrating the Donor Journey: a team approach to annual, major and planned giving
Presenters: Peggy Killeen, CFRE, CAGP Foundation and Janice Correa, ROM Governors
As gift planners we should not be surprised to see a thread connecting the traditionally departmentalised functions in most development programs – it’s called gift planning! Today the donor journey is evolving and getting more multifaceted. Donors are not only using blended gifts for annual donations, but there is more potential for major campaign contributions to be made using securities, donor-advised funds and deferred gifts, than ever before. Is your team ready to re-map your donor journey to include gifts of assets and conversations about the long term? Armed with insights from researchers like Dr. Russell James, Penelope Burk and CAGP’s own Will Power Campaign, we can prepare ourselves and our colleagues to map an integrated donor journey that will maximise giving opportunities.
Wednesday, May 28, 2025 | 1:00 - 2:00 pm ET
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
A myriad of ways exist to help donors leave gifts from their estates. Most of the time, these solutions are fairly straightforward. In some circumstances, however, creativity can lead to unusual but highly effective solutions that use standard gift-planning vehicles in ways that have been rarely envisioned. When the science and art of gift planning is combined, magic happens.
Join Bobby Kleinman and Ryan Fraser who together will "pull back the curtain" as they take a deep dive into four highly unique case studies that cover a wide range of situations. Ryan and Bobby will give examples as diverse as giving to a charity that doesn’t yet exist to working around the inherent limitations of gifting residue from spousal trusts. Each of the four cases is a real-world, existing solution that has a novel solution to complex goals that were achieved with creativity driven by deep and meaningful conversations between donors, advisors and charities.
Please click here to see the French webinars coming up in 2024-25
CE Credits
Full participation in CAGP webinars is applicable for 1 credit 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.
For information about CAGP webinars, contact Erin Kuhns, Manager, Education and Training: 1-888-430-9494 Ext. 222 or email ekuhns@cagp-acpdp.org
MFA-P™ - Webinars beginning in March 2021 and going forward, are worth 1 CE hour on your MFA-P relicencing application.
Past Webinar Recordings Available to Purchase
Recordings of past webinars are available for purchase. Click on the title for more information.
Unless otherwise noted, webinar recordings from September 2023 onward are:
- CAGP Members: $ 40 (tax exempt)
- Non-Members: $ 60 (tax exempt)
Unless otherwise noted, webinar recording prices until June 2023 are:
- CAGP Members: $ 35 (tax exempt)
- Non-Members: $ 50 (tax exempt)
Click here to access French webinar recordings.
Past 2024-2025 Webinars
Assessing Value – it may not be what you think!
Presenters: Greg Gillis, FSA, FCIA, CFA, CFP®, Lawton Partners and DeWayne Osborn CPA, CGA, CFP®, MFA-P, Cardinal Capital Management
Originally broadcast on November 27, 2024
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
2023 - 2024 Webinars
Let Your Moral Compass Be Your Guide
Presenters: Vicki Hayter, Children's Health Foundatin (London) and Crystal Schmalle, Hospitals of Regina Foundation
Originally broadcast on May 29, 2024
FREE WEBINAR
What Boards Need to Know about Gift Planning
Presenter: Paul Nazareth, MFA-P, CAGP
Originally broadcast on April 17, 2024
Redefining Metrics in Gift Planning: Beyond Financial Counting
Presenters: Catherine Cornish, Royal Columbian Hospital Foundation and Meena Das, NamasteData and Data Is For Everyone
Originally broadcast on January 31, 2024
Current Trends in Donor & Gift Agreements
Presenters: Laura West, B.A., J.D., TEP, Norton Rose Fulbright Canada LLP and Tanya Hannah Rumble, MPNL, CFRE, MFA-P™ (she/her), Toronto Metropolitan University
Originally broadcast on November 29, 2023
Gift Planning Trends Seen by Advisors
Presenters: Arundel Gibson, MBA, MFA-P, Joel Bray, CFP, CLU, MFA-P, Candice Jay, CIM, FCSI, MFA-P
Originally broadcast on September 27, 2023
2022-2023 Webinars
Donor-Advised Funds in Canada: Discussion, debate, de-mystifying
Presenters: Keith H. Sjögren, Nicola Elkins, Benefaction Foundation, Diane Silva, London Community Foundation
Originally broadcast on June 28, 2023
Why you need a Stewardship Plan in Planned Giving
Presenters: Mike Duerksen, BuildGood and Brad Quiring, MCC Canada
Originally broadcast on May 31, 2023
FREE WEBINAR
Words that work in major and planned gifts fundraising: Statistical analysis of the words and phrases that encourage planned giving
Presenter: Russell N. James III, J.D., Ph.D., CFP®, Texas Tech University
Originally broadcast on May 10, 2023
Bridging the Gap – Donor advised funds and charities working together
Presenters: Sara Neely, CFRE, Victoria Foundation; Karen Dillon, MFA-P, Canada Gives
Originally broadcast on April 26, 2023
Data is Your Legacy Program’s Super Power
Presenters: Cathy Mann, Fundraising Lab; Anne LeMesurier, Fundraising Lab
Originally broadcast on March 29, 2023
Five Fallacies of Fundraising That Limit Authentic Relationships with Donors and Clients
Presenter: Tanya Hannah Rumble, Faculty of Arts, Toronto Metropolitan University
Originally broadcast on February 22, 2023
Current Trends in Prospect Research
Presenter: Natalina Hamilton, MBA, CFRE, Breast Cancer Society of Canada
Originally broadcast on January 25, 2023
Cryptocurrency Donations: A complex gift, let's talk about risk!
Presenters: Jane Ricciardelli, CanadaHelps and James Emerson, KPMG
Originally broadcast on December 7, 2022
FREE WEBINAR
Everything you’ve ever wanted to know about ENDOWMENTS
Presenter: Brad Offman, MFA-P, Spire Philanthropy
Originally broadcast on November 9, 2022
Working with Professional Advisors: A 2022 Update
Presenters: Tina Tehranchian, The Donor Motivation Program®; Florence Carey, BA, LLB, TEP, ICD.D, FI Carey Law Corporation; Ross Young, ICP Planning Ltd.
Originally broadcast on October 26, 2022
Gifts of Insurance in the Real World
Presenter: DeWayne Osborn CPA, CGA, CFP, MFA-P
Originally broadcast on October 5, 2022
2021-2022 Webinars
Ask the Advisor – A year in review
Presented by: DeWayne Osborn, CPA, CGA, CFP, MFA-P
Originally broadcast on June 29, 2022
In conversation with…. Malcolm Berry
Presented by: Malcolm Berry, BC Children’s Hospital Foundation & Ruth MacKenzie, CAGP
Originally broadcast on May 25, 2022
FREE WEBINAR
Making the Case for a Gift Planning Program to Your Boss and Board
Presented by: Paul Nazareth, MFA-P, CAGP
Originally broadcast on May 11, 2022
Legacy Glitter & Donor Lifelines: Inspiration and Ideas for Looking After Your Precious Legacy Donors
Presented by: David Love, Jen Love & John Lepp - Agents of Good
Originally broadcast on April 27, 2022
Engaging with Older and Vulnerable Clients in the Emerging Regulatory Landscape in Canada
Presented by: Raphael Tachie, Gowling WLG
Originally broadcast on March 30, 2022
Broad Based Marketing for Gift Planning – A Partnered Webinar with the Canadian Marketing Association’s NFP Council
Presented by: Brady Hambleton, CM & Allen Davidov, MBA, CM - Canadian Marketing Association’s Not-For-Profit Council
Originally broadcast on February 23, 2022
Staying Out of Trouble: Keeping estate and life insurance gifts on the right side of the tracks
Presented by: Margaret Mason, Norton Rose Fulbright LLP & Kevin Wark, LL.B, CLU, TEP, Conference for Advanced Life Underwriting (CALU)
Originally broadcast on January 26, 2022
A Gift of Inclusion? Immigrant Philanthropists on Doing Giving Right
Presented by: Krishan Mehta, PhD,Ryerson University
Originally broadcast on November 24, 2021
FREE WEBINAR
Why Gifts of Publicly Traded Securities Can Be Your “Frenemy” and What You Should Know About Them
Presented by: Rick Braun-Janzen, Abundance Canada & Christine Beaumont, B. Comm (Hons.), CFP, MFA-P, Paul Craft Financial
Originally broadcast on November 10, 2021
Private Share Gifts – are they on your list of acceptable property?
Presenters: Leilani Kagan, Ryan Palmer & DeWayne Osborn, CPA, CGA, CFP, MFA-P
Originally broadcast on September 29, 2021
For 2013-2020 webinars, please check the Webinar Wednesdays Archives page in the Resource Library.
The Webinar Wednesdays series is offered by:
