The CAGP Toronto Chapter is launching a new initiative, Engage & Explore Webinar Wednesdays to bring together members of our strategic giving community for a collaborative professional development opportunity.
Join your fellow gift planners and professional advisors for a new series of in-person screenings of the CAGP National Webinar Wednesday Topics, followed by a round table discussion with attendees. This will be a special opportunity to connect in-person with peers and discuss key challenges facing our industry together.
Our first session will take place on Wednesday, December 11 from 4:30-6:00 pm. All sessions will be held at the University of Toronto at 21 King’s College Circle, Toronto. Future in person Engage & Explore Webinar Wednesday dates include: Feb 12th, April 2nd, and June 11th from 5:00-6:30 pm.
Use this registration page to RSVP for the entire series today. This special series is limited to 20 registrants, so please RSVP early to secure your spot. Details of the times and locations of the viewings will be released shortly. Full participation is eligible for 1 CFRE credit per session.
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)
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)
For a detailed description of all upcoming webinar topics, please click here.
Event Registration: $50 for CAGP members ($70 for non-members) which includes live in-person group viewing for all 4 webinars! NOTE: This is an in-person event only. Remote viewing is available for purchase via CAGP National website here.
