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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.

Advocis | The Financial Advisors Association of Canada   Institute accredited CE (6 credits) 

 


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.


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

4:30 pm

Closing comments

Location


TORONTO METROPOLITAN UNIVERSITY

POD 250
JOR Jorgenson Hall
380 Victoria Street, Toronto, ON

Sponsors


CAGP is grateful to our sponsors. If you would like to sponsor the 2022 event, please get in touch with Ruth MacKenzie at rmackenzie @ cagp-acpdp.org.

REGISTRATION

Registration is now open!

Presented by

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  • Sponsors

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