Involve Your organization Events

March 23, 2010 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 Coordinator at 1-888-430-9494 ext. 2 or education@cagp-acpdp.org

TO REGISTER, CLICK HERE.