Who Can Help Find an Advisor
Sometimes it can be difficult to understand all the implications to your financial situation in planning a gift to your preferred charity. The Canadian Association of Gift Planners (CAGP) can help you. Our membership includes professional advisors who can provide the right expertise and advice in planning a gift based on your financial and philanthropic goals.
- Estate Planner
- Financial Planner
- Stock Broker
- Insurance Broker
- Planned Giving Officer
- Philanthropy Consultant
Need assistance finding a Professional Advisor who specializes in Gift Planning?
Are you seeking the advice of one of these professional advisors in your city? Are you seeking a second opinion? Are you seeking someone who can review your financial situation and take into consideration your philanthropic goals? Do you want to make a difference – no matter how small - and you don’t know where to start?
**Search through our CAGP member database to assist you in locating a professional advisor in your area. Our members not only understand gift planning but also abide by the CAGP Code of Ethics.
Are you a Professional Advisor and are looking to be included in this database? Apply for a CAGP membership today!