Languages
Webinar Wednesdays Archives
Below you will find the following archived webinars:
Please check the Webinar Wednesdays page under Professional Development to access webinar recordings from September 2018 to present.
2020 - 2021 Webinars
Gifts of Insurance - WTF? (Where’s The Fundraising?)
Presenter: DeWayne Osborn, Cardinal Capital Management
Originally broadcast on June 30, 2021
FREE WEBINAR
CAGP's Best Practice Guidelines for Life Insurance Donations: A new and exciting public resource for Charities, Advisors and Donors
Presenters:
Ryan Fraser, CFP, CIM, MFA-P, Quiet Legacy Planning Group Ltd.
Jill Nelson, CFRE, MFA-P, The Princess Margaret Cancer Foundation
Yolanda Benoit, BC SPCA
Brenda McEachern LLB, TEP, RBC Wealth Management
Originally broadcast on June 9, 2021
Download the newly created suite of resources
Click here to access the presentation & speaker bios
Empowered Women are Changing Philanthropy
Presenters: Jo-Anne Ryan FEA, MFA-P, TD Wealth, Juniper Glass, Lumiere Consulting and PhiLab, and Aneil Gokhale, Toronto Foundation
Originally broadcast on May 26, 2021
Presenters: Lynne Boardman, Harvey McKinnon and Associates and David Kravinchuk, The Common Good Fundraising Agency
Originally broadcast on April 28, 2021
Presenters: Yolanda Benoit, BC SPCA and Patricia Ward, Heart and Stroke Foundation of Canada
Originally broadcast on March 31, 2021
Presenter: Glenn Stewardson, CFP, The Donor Motivation Program®
Originally broadcast on February 24, 2021
Presenter: Lyndsay Green, Author
Originally broadcast on January 27, 2021
Presenters: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation and Peggy Killeen, CFRE, CAGP Foundation
Originally broadcast on November 25, 2020
Taking Your Securities Donation Program to the Next Level
Presenter: Michael Chisholm, Scotia Wealth Management
Presenter: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on September 30, 2020
This webinar was sponsored by PearTree Canada
2019-2020 Webinars
Donations of Bitcoin and other Crypto-currencies
Presenter: Karen J. Cooper, LL.B., LL.L., TEP, Drache Aptowitzer LLP
Originally broadcast on June 24, 2020TEP, Drache Aptowitzer LLP
Administering Bequests and Puppy Training
Presenter: Kris Love, Solus Trust Company Limited
Originally broadcast on May 27, 2020
FREE WEBINAR
Can We Even Talk about Planned Giving Now?!
Presenter: Paul Nazareth, VP, Education and Development, CAGP
Originally broadcast on May 6, 2020
How to Land More Appointments with Major and Legacy Gift Donor Prospects
Presenter: Greg Warner, Founder and CEO, MarketSmart
Originally broadcast on April 29, 2020
Connecting, Considering & Confirming: How to Engage Donors in Planned Giving
Presented by: Jen Love, Agents of Good & Aimée Lindenberger, Refocus Communications & Fundraising
Originally broadcast on March 25, 2020
Secondary Assets may be Philanthropic Gold
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 26, 2020
Gift Planning within a Campaign Framework
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 29, 2020
Reading and Understanding Financial Statements of Charities and Foundations – for Gift Planners
Presented by: Gordon Holley, CPA, CA, CPB Humanity Financial Management Inc.
Originally broadcast on November 27, 2019
FREE WEBINAR
Charitable Giving Strategies for High Net Worth Donors - Sliced and Diced by Profession
Presented by: Jo-Anne Ryan, TD Wealth
Originally broadcast on November 13, 2019
When Doing Good Crosses the Line
Presenters: DeWayne Osborn, Cardinal Capital Management & Florence Carey and Ian Scarth, MLT Aikins LLP
Originally broadcast on October 30, 2019
Making the Ask
Presenters: Janice Meighan and Ken Ramsay, Empowerment Dialogue Inc.
Originally broadcast on September 25, 2019
2018-2019 Webinars
Building a Culture of Philanthropy – The secret to success
Presented by: Peggy Killeen, CFRE, Development Consultant
Originally broadcast on June 26, 2019
A Gift Acceptance P&P Tune Up
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on May 29, 2019
FREE WEBINAR
Myth Busting Research - Philanthropy is Good for Business
Presented by: Dr. Carla Funk, Transform International Canada
Originally broadcast on May 8, 2019
Insurance Gifts without the Headaches
Presented by: Ryan Fraser, CFP CIM, Quiet Legacy Planning Group
Originally broadcast on April 24, 2019
Here for Good: A Proactive and Brand-Oriented Marketing Approach to Legacy Giving
Presented by: Holly Greatrex and Ryan Davies, Carleton University
Originally broadcast on March 27, 2019
Unusual Gifts Exempt from Capital Gains
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on February 27, 2019
Tailoring the Philanthropic Discussion
Presented by: Laura West, Norton Rose Fulbright Canada LLP
Originally broadcast on January 30, 2019
Details Matter: Ensuring your charity gets the full benefit of its legacy gift
Presented by: Roger Lee, DLA Piper (Canada) LLP
Originally broadcast on November 28, 2018
FREE WEBINAR
And the Beat Goes On: How to Get Legacy Donors and Prospects in the 21st Century
Presented by: David Love, Agents of Good
Originally broadcast on November 14, 2018
Click here to view the webinar on YouTube
Delivering the Unexpected
Presented by: Dee Dee Sung and Cecilia Huang, University of British Columbia
Originally broadcast on October 31, 2018
Diving into Gift Agreements
Presented by: Adam Aptowitzer LLB., Drache Aptowitzer LLP
Originally broadcast on September 26, 2018
FREE WEBINAR
Explore the Impact of the GRE Regime on Charitable Giving
Presented by: Hayley Maschek, KPMG Law LLP and Yolanda Benoit, BC SPCA
Originally broadcast on September 12, 2018
Click here to view the webinar on YouTube
2017-2018 Webinars
Ask an Advisor - Your questions, DeWayne’s answers
Presented by: DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management
Originally broadcast on June 27. 2018
Marketing and Making the Case: Essential tools for building a successful gift planning program
Presented by: Denise Fernandes, Plan International Canada
Originally broadcast on May 30. 2018
Gifts Involving Registered Plans
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on April 25, 2018
Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University
Originally broadcast on March 28, 2018
Stewarding Planned Giving Donors through Listening
Presented by: Heather Powers, Centraide of Greater Montreal
Originally broadcast on February 28, 2018
Gift Planning Metrics
Presented by: Michelle Osborne, CFRE, University of Toronto
Originally broadcast on January 31, 2018
Donor Advised Funds: A Strategic Philanthropic Journey
Presented by: Aneil Gokhale, Toronto Foundation
Originally broadcast on November 29, 2017
FREE WEBINAR
Planned Giving for Small Shops
Presented by: Paul Nazareth, CanadaHelps
Originally broadcast on November 8, 2017
Click here to view the webinar on YouTube
Nine Actions to Increase Legacy Gifts
Presented by: Gwen Chapman, DonorFocus 360
Originally broadcast on October 25, 2017
The Power of Collaboration: Advisors and Gift Planners Working Together
Presented by: Ross Young, CA, CFP, FEA, Secure Capital Management
Originally broadcast on September 27, 2017
2016-2017 Webinars
Tax Event Gifts
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on June 28, 2017
Non-Real Property Valuation - What you need to know!
Presented by: Amanda Salvatori CPA, CA, CBV, MNP and DeWayne Osborn CPA, CGA, CFP, Cardinal Capital Management, Inc.
Originally broadcast on May 31, 2017
FREE WEBINAR
Building a Business Case for Planned Giving for Your Board
Presented by: Colleen Bradley, Planned Giving Solutions
Originally broadcast on May 17, 2017
Click here to view the webinar on YouTube
Let's Talk About Death, Baby
Presented by: Janice St-Denis, CFRE, McMaster University
Originally broadcast on April 26, 2017
Planned Giving for Pennies - How to jumpstart your bequest program
Presented by:: Kimberley MacKenzie, Kimberley MacKenzie & Associates
Originally broadcast on April 5, 2017
The Philanthropic Flow - A Truly Donor-Centred Approach to Philanthropy
Presented by: Norma Cameron, CFRE, The Narrative Company
Originally broadcast on February 22, 2017
Estate Administration: Receipts and Releases
Presented by: Jill Nelson, CFRE, The Princess Margaret Cancer Foundation
Originally broadcast on January 25, 2017
Government Relations for Your Charity - A Practical Toolkit
Presented by: Grant Monck, Fundraising Consultant Services
Originally broadcast on November 30, 2016
Insurance Gifts - Are You Really Getting a Gift?
Presented by: DeWayne Osborn CPA, CGA, CFP, Lawton Partners
Originally broadcast on October 26, 2016
Craft the Perfect Ask
Presented by: Ryan Fraser, Quiet Legacy Planning Group &
Kate Hodgson, 9to5 Narrative
Originally broadcast on September 28, 2016
The following webinars are no longer available for purchase, however, please contact the Manager, Education and Training if you have any questions about any of them:
2016 Webinars
How to Train Your Executor
Presented by: Kris Love, Solus Trust Company Limited
Originally broadcast on June 29, 2016
Planned Giving + Your Website
Presented by: Leah Eustace, Good Works
Originally broadcast on May 25, 2016
Do the Right Thing? When Ethics and Values Collide
Presented by: Ligia Peña, CFRE, Greenpeace International
Originally broadcast on April 27, 2016
Estate Donations & GREs: The Next Chapter
Presented by: Malcolm Burrows, Scotia Wealth Management
Originally broadcast on March 30, 2016
The Personal Philanthropy Project: The Untapped Potential of Affluent Canadians
Presented by: Michèle Benoit, Project Manager, Imagine Canada
Originally broadcast on February 24, 2016
Working with a Litigator: Dealing with Litigation Efficiently and Avoiding Disputes If You Can
Presented by: Eric N. Hoffstein, TEP, Partner, Minden Gross LLP
Originally broadcast on January 27, 2016
2015 Webinars
CRM2, Now You Will Know What your Advisor is Paid
Presented by: DeWayne Osborn
Originally broadcast on December 2, 2015
Giving Through a Power of Attorney
Presented by: Jasmine Sweatman
Originally broadcast on October 28, 2015
Donor Profiles; Donor Trends
Presented by: Paul Nazareth
Originally broadcast on September 30, 2015
Working with a Financial Advisor, Especially for Mutually Effective Business Development Purposes
Presented by: Chris Chipman
Originally broadcast on June 24, 2015
The Philanthropic Conversation: Understanding the Financial Advisor Approach and High Net Worth Individual Perspective
Presented by: Ruth MacKenzie
Originally broadcast on May 27, 2015
Leveraging the Invaluable Middle Donor
Presented by: Mark Trask & Janice Moro
Originally broadcast on April 29, 2015
Special Webinar: Canada’s New Estate Donation Rules – Understand; Get Ready
Presented by: Brenda Lee-Kennedy, Doug Puffer & Ruth MacKenzie
No cost
Originally broadcast on March 23, 2015
Sponsored by:
WRITING FOR FUNDRAISERS: Make your donor communications sing!
Presented by: Lisa MacDonald
Originally broadcast on March 25, 2015
State of the Legacy Nation
Presented by: Fraser Green
Originally broadcast on February 25, 2015
Words that work: What surveys from 12,000 people tell us about the words and phrases that encourage planned giving
Presented by: Russell N. James III, J.D., Ph.D., CFP®
Originally broadcast on January 28, 2015
2014 Webinars
Interview with CRA's Director of Compliance and Audit - Charities Directorate
Presented by: Blaine Langdon & DeWayne Osborn
Originally broadcast on November 26, 2014
Demystifying the Canadian Private Corporation
Presented by: Robert Kleinman FCPA, FCA
Originally broadcast on October 29, 2014
Volunteers - Making Your Legacy Program TAKE OFF!
Presented by: Sherry Booth
Originally broadcast on September 24, 2014
Making the Case for Planned Giving: Effectively Reporting Successes and Return on Investment
Presented by: Malcolm Berry
Originally broadcast on June 25, 2014
New Rules on Estate Donations
Presented by: Malcolm Burrows
Originally broadcast on May 28, 2014
When Good Gifts Go Bad (and How to Avoid it) –Navigating Donor-Restricted Gifts and Testamentary Giving
Presented by: Elena Hoffstein and Katie Ionson
Originally broadcast on April 30, 2014
Social Media Strategy for Real People
Presented by: Paul Nazareth
Originally broadcast on March 26, 2014
Interview with a Wealth Manager: How to Provide Value to Philanthropic High Net Worth Clients
Presented by: Jamie Townsend & DeWayne Osborn
Originally broadcast on February 26, 2014
Donations of Real Property: Are you ready for the big ones?
They are never, ever small.
Presented by: Doug Puffer
Originally broadcast on January 29, 2014
2013 Webinars
Can Insurance Create Lifelong Donors?
Presented by: Brenda McEachern
Originally broadcast on November 27, 2013
Stewardship - From up close & personal to reaching out across the miles & personal
Presented by: Yolanda Bronstein
Originally broadcast on October 30, 2013
Gifts from Holding Companies
Presented by: Malcolm Burrows
Originally broadcast on September 25, 2013
Planning for Success: Gift Planning in Comprehensive Campaigns
Presented by: Cheryl Stevens
Originally broadcast on August 28, 2013
Professional Advisors: Should we be cultivating them? If so, how do we do it?
Presented by: Brad Offman
Originally broadcast on July 31, 2013
Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 2
Presented by: Fraser Green
Originally broadcast on June 26, 2013
Fraser's Dance of the Seven Veils -
Legacy Persuasion Secrets Revealed at Last - Part 1
Presented by: Fraser Green
Originally broadcast on May 29, 2013
Life Insurance 101: The Do's and Don'ts
Presented by: DeWayne Osborn
Originally broadcast on April 24, 2013
Planned Giving Off the Side of Your Desk
Presented by: Paul Nazareth
Originally broadcast on March 27, 2013
How to Gather, Write and Publish Your Donor Stories
Presented by: Leah Eustace
Originally broadcast on February 27, 2013