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Presented by the  


The Advanced Canadian gift planning summit

April 2, 2024
Westin Ottawa, Ottawa, Ontario

Deadline to register: March 20, 2024

Sponsored by 


The most advanced discussion on strategic philanthropy
in Canada

The Advanced Canadian Gift Planning Summit is the meeting place for industry-leading expert advisors and fundraisers engaged in philanthropy. It is where philanthropic planning meets tax, finance, insurance, succession and estate planning.

Incorporating interactive and in-depth presentations and discussions on current topics, this gathering of advanced professionals provides a unique opportunity to study the highest level of philanthropic strategy for the biggest and most complex gifts being planned in Canada and globally.

WHO SHOULD ATTEND?

  • Philanthropic Advisors

  • Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation

  • Executive charitable finance staff (CPA)
  • Trust and Estate practitioners
  • Professional Financial Advisors
  • Charitable gift planners with 10+ years of experience
  • Foundation managers (Community and Private) 

 

 

Full participation in the Advanced Canadian Gift Planning Summit s is applicable for 7 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification. Remember! As a CAGP member, you receive a 20% discount off of your CFRE certification or recertification! This course offers 7 hours credit for MFA-P re-certification.

 

 The Advanced Summit offers 7 MFA-P™ recertification credits.

 

 

Institute accredited CE (7 credits) 

 

Event Speakers

Tim Cestnick

Co-Founder & CEO, Our Family Office Inc.

Karen Cooper

Lawyer

Elena Hoffstein, MA, JD, TEP

Lawyer, Miller Thomson LLP

Robert Hayhoe, LL.M., TEP

Partner, Miller Thomson LLP

SHARMILA KHARE

DIRECTOR GENERAL, Charities Directorate

RUTH MACKENZIE

CEO, CAGP & EXECUTIVE DIRECTOR, CAGP FOUNDATION

Theresa L.M. Man

Partner, Carters Professional Corporation

Ilse Treurnight

Managing Partner, TwinRiver Capital

Schedule

Tuesday, April 2

7:30 am

Summit opens + breakfast

8:00 am

The Art of the Possible: Tales from a gift planner

9:00 am

Cross-Border Giving – Practical Insights into Canada/U.S. Donations

10:15 am

BREAK

10:30 am

Trust Issues

11:30 am

A Deep Dive Into the T3010 - Why the T3010 Matters to Gift Planners

12:30 pm

LUNCH

1:30 pm

Impact investing as part of gift planning

3:00 pm

BREAK

3:15 pm

Working Better Together

4:30 pm

Debrief / Questions

Presented by

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  • Sponsors

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