Involve Your Organization Events Archive

December 12, 2009 Greater Vancouver RoundTable - Holiday Social

Join us for our social mingler and share some holiday cheer with us!

Please bring a guest who is interested in finding out more about the Greater Vancouver RoundTable of the CAGP-ACPDP and listen to Norma Cameron telling some unique stories certain to be of interest to gift planning professionals and professional advisors alike.

Time: 5:00 p.m. Cocktails & hors d’ouvres
5:30 p.m. CAGP welcome, presentation from Norma Cameron & light entertainment
7:00 p.m. Good night & happy holidays

Location: 4th Floor, YWCA, 535 Hornby Street, Vancouver

Pricing: $15 (including GST.) Includes one free drink ticket and lots of hors d’ouvres!

Please pay at the door, cash or cheque payable to CAGP.

RSVP: Please RSVP to Celia Campos at ccampos@ywcavan.org / 604-895-5810 by December 7th, 2009.

Please click here for the event poster

November 24, 2009 Victoria: The How To & Why To of Estate Planning For You & YOUR Beneficiaries

What: LEAVE A LEGACY Library Series
When: Tuesday, November 24 from 1:30p.m. to 3:00p.m.
Speaker: Brenda Milbrath
Where: Nellie McClung Branch, Greater Victoria Public Library @ 3950 Cedar Hill Crossroad (just off McKenzie Avenue and west of Shelbourne Street)
Cost: FREE

For more information, please contact Suzanne Dube at suzd@shaw.ca.

Organized by the Greater Vancouver Island LEAVE A LEGACY Committee

October 28, 2009 Ottawa RoundTable - Legacy Giving for the Small Shop Fundraiser and Everyone Else

Presented in partnership with AFP – Ottawa Chapter, come out and join your colleagues for our first educational session of the year!

When: Wednesday October 28, 2009 from 7:00 am – 9:00 am (Breakfast included)
Where: Hampton Inn, 100 Coventry Road – Room 212

Speaker: Helen Deboer-Daggett, Director of Development, Norfolk General Hospital Foundation

We all know how easy it is to get bogged down with the everyday tasks of the fundraising shop. Whether your shop is large or small, legacy giving or planned giving should always be included in the business plan. Helen will share her big shop and small shop experiences as she presents on keeping legacy giving at the forefront.

Open forum discussions and sample handouts will address this important topic to boost your legacy giving program with minimal effort and limited expense.

Helen DeBoer-Daggett has over 10 years fundraising experience and 25 years of business management. She has gained respect of her passion for Legacy Giving and serves as the Director of Development at Norfolk General Hospital Foundation. As a leader in her field, Helen has worked with a staff of one to a staff of 30. Formerly, she was the Director of Legacy Giving with Hamilton Health Sciences Foundation and now works in Rural Hospital Foundation with 2 staff.

FEES Members of CAGP-ACPDP™ - $30.00, Non-Members - $40.00

REGISTER NOW BY CLICKING THIS LINK: http://www.regonline.com/builder/site/Default.aspx?eventid=781428

October 27, 2009 Victoria: Planned Giving - Why and How to Make it Happen

What: LEAVE A LEGACY Library Series
When: Tuesday, October 27 from 1:30p.m. to 3:00p.m.
Speaker: Sara Neely
Where: Nellie McClung Branch, Greater Victoria Public Library @ 3950 Cedar Hill Crossroad (just off McKenzie Avenue and west of Shelbourne Street)
Cost: FREE

For more information, please contact Suzanne Dube at suzd@shaw.ca.

Organized by the Greater Vancouver Island LEAVE A LEGACY Committee

October 20, 2009 CAGP-ACPDP™ ORIGINAL Gift Planning Course

Description: The Canadian Gift Planning course, CAGP-ACPDP™’s week-long course, is the longest running and most respected course on Canadian philanthropy. Founded in 1990, this demanding comprehensive 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. The course provides an unrivalled educational experience, balancing formal classroom learning, in-depth discussions, group work, and case studies.

Who Should Attend: This comprehensive course in gift planning is suitable for charity-based gift planners as well as professional advisors, accountants, insurance agents and estate planners involved in charitable giving.

The Experience: Please note that this course is completely comprehensive – covering all aspects of gift planning – from the technical to the “soft” side. You will spend the week with colleagues from across the country – learning from them as well as the two wonderful faculty chosen specifically for this course. Most of all, you need to know that this is a very intense week – a fun and one-of-a-kind experience but where you will be fully immersed in the world of gift planning 24/7.

This course fills up quickly with only the first 44 registrants accepted for attendance.

Some of the topics covered: • Tax Aspects of Gift Planning in Canada • Charitable Bequests & Endowments • CRT’s & 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

For more information, please contact Sharyon Smith, National Education Programs at 1-888-430-9494 ext. 2 or education@cagp-acpdp.org

TO REGISTER, CLICK HERE.