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.
Holders of the MFA-P™, Master Financial Advisor in Philanthropy designation
The Advanced Summit is approved for 12 CFRE points.
The Advanced Summit offers 10 MFA-P™ recertification credits.
Institute accredited CE (6 credits)
Monday, September 19
Summit opens + breakfast
Tax-effective Charitable Giving – Different Strokes for different folks
Life insurance – a journey through optionality
Is Your Gift Receiptable? Things you need to know!
Retirement and Pension Fund Gift Issues – deep dive into 118.1 (5.2)
The Hidden Brushstroke: Overlooked details in the gift of Art
The Gift of Private Shares – Opportunities and Risks
Panel: Tales in the Trenches – Day 1
Overview of the day
A reception will begin at 5:30 pm with dinner to follow at 6:00 pm.
Tuesday, September 20
Breakfast + session overview
A look at the “new” world with a different DQ
New Canadian’s Philanthropy
The Strategy Behind Will Power and Where We Are Now
Round Tables, Hot Topics, Experienced Speakers, and YOU!
Panel: Tales from the Trenches – Day 2
JOR Jorgenson Hall
380 Victoria Street, Toronto, ON
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.