Presented by the

The Advanced Canadian gift planning summit

September 19 & 20, 2022
Toronto, Ontario
(in-person)

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)

The Advanced Summit is approved for 12 CFRE points.

The Advanced Summit offers 10 MFA-P™ recertification credits.

Institute accredited CE (6 credits)

Event Speakers

ADAM APTOWITZER

TAX LAWYER, CHARITY & NFP LAWYER AND ASSOCIATE PROFESSOR

HEMAL BALSARA

ASSISTANT VICE PRESIDENT, TAX AND ESTATE PLANNING, MANULIFE FINANCIAL

KELLY CHARLEBOIS

PARTNER, MILLER THOMSON LLP

NIKOLA ELKINS

FOUNDER & CEO, BENEFACTION FOUNDATION

LAURIE FOX

CAMPAIGN DIRECTOR, WILL POWER

Jamie Golombek

MANAGING DIRECTOR, TAX & ESTATE PLANNING, CIBC

ROBERT KLEINMAN

CONSULTANT, THE JEWISH COMMUNITY FOUNDATION OF MONTREAL

SUSAN MANWARING

CHARITIES LAWYER, PARTNER AND NATIONAL CHAIR, MILLER THOMSON LLP CHARITIES AND NOT-FOR-PROFIT GROUP

KRISHAN MEHTA

ASSISTANT VICE PRESIDENT, ENGAGEMENT, RYERSON UNIVERSITY

PAUL NAZARETH

VICE PRESIDENT, EDUCATION & DEVELOPMENT, CANADIAN ASSOCIATION OF GIFT PLANNERS

Sara Krynitzki

DIRECTOR, POLICY AND COMMUNICATIONS, PHILANTHROPIC FOUNDATIONS CANADA

Amanda Stacey

Partner, Miller Thomson LLP

Laura West

Partner, Norton Rose Fulbright Canada LLP

FLORENCE CAREY

LAWYER/CONSULTANT, F I CAREY LAW CORPORATION

Ross Young

PRESIDENT, ICP Planning

Schedule

Monday, September 19

8:00 am

Summit opens + breakfast

8:30 am

Tax-effective Charitable Giving – Different Strokes for different folks

9:45 am

Life insurance – a journey through optionality

10:45 am

Is Your Gift Receiptable? Things you need to know!

12:00 pm

Lunch

1:00 pm

Retirement and Pension Fund Gift Issues – deep dive into 118.1 (5.2)

1:30 pm

The Hidden Brushstroke: Overlooked details in the gift of Art

2:15 pm

The Gift of Private Shares – Opportunities and Risks

3:45 pm

Panel: Tales in the Trenches – Day 1

4:30 pm

Overview of the day

A reception will begin at 5:30 pm with dinner to follow at 6:00 pm.

Session descriptions

Tuesday, September 20

8:00 am

Breakfast + session overview

8:30 am

A look at the “new” world with a different DQ

10:30 am

New Canadian’s Philanthropy

11:30 am

The Strategy Behind Will Power and Where We Are Now

12:15 pm

Lunch

1:15 pm

Round Tables, Hot Topics, Experienced Speakers, and YOU!

3:30 pm

Panel: Tales from the Trenches – Day 2