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After each session, you are invited to stay with the CAGP community for an extra 15 minutes with our host DeWayne Osborn of Cardinal Capital Management and the voice of CAGP's "Ask an Advisor" member benefit program. DeWayne will unpack and summarize the session, then host a discussion with those who join us!

Session 1

2 NOVEMBER

MONDAY

The Philanthropy of Private Business Shares

1pm - 3pm EST

Learn about helping private business shareholders identify and unlock the value of their companies for philanthropy, including a case study on a gift of private company preferred shares.

Brenda Lee-Kennedy CPA, CA, TEP, PricewaterhouseCoopers LLP and Brenda McEachern, B.Comm., LL.B, TEP, RBC Wealth Management Financial Services Inc. 

Full participation in The Philanthropy of Private Business Shares is applicable for 2 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

The Institute's CE Accreditation Services – FAQ What are The Institute's CE  Accreditation Services? The Institute for AdvaInstitute accredited CE (2.0 credits) 


Session 2

9 November
MONDAY

Charitable giving using Trusts – Tackling the complexities

1pm - 2:30pm EST

Trusts are a frequently used estate planning tool.  This session will explore the issues and traps associated with making charitable gifts out of a trust, whether it is a family trust, alter ego/joint partner trust, or a trust established in a Will. 

Amanda Stacey, Norton Rose Fulbright

Full participation in Charitable giving using Trusts – Tackling the complexities is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

The Institute's CE Accreditation Services – FAQ What are The Institute's CE  Accreditation Services? The Institute for AdvaInstitute accredited CE (1.5 credits) 


Session 3

16 November
MONDAY

Cross-Border Philanthropy: Supporting Charitable Projects Outside of Canada

1pm - 2;30PM EST

Canadians are well-known for their generosity; whether supporting their local communities with their time, talent, or charitable giving, research shows that 72% of Canadians have engaged in charitable activity. What they might not know, however, is that their generosity can extend globally in a safe, secure, and efficient manner. 

Join Benoit Fontaine, Executive Director, KBF Foundation CANADA to learn about how Canadians can support charitable projects around the world. This session will address CRA regulations on funding international projects, how to build a project agreement, and more. 

Yvonne Chenier, Q.C will be available to answer questions on the legal aspects you need to be aware of when granting internationally.  

Benoît Fontaine, Executive Director, KBF CANADA with Yvonne Chenier, Q.C.

Full participation in Cross-Border Philanthropy: Supporting Charitable Projects Outside of Canada is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

The Institute's CE Accreditation Services – FAQ What are The Institute's CE  Accreditation Services? The Institute for AdvaInstitute accredited CE (1.5 credits) 


Session 4

23 November
MONDAY

The Court’s View of Mental Competency – It may not be what you thought!

1pm - 2:30pm EST

One of if not the biggest fears of working with seniors is mental competency. Will the gift be challenged on the grounds that the donor was not mentally competent? John will explore how the courts view this delicate issue and will show you that there is no one way or the highway for all situations. In reality, it all comes down to marbles.

John E.S. Poyser

 

Full participation in The Court’s View of Mental Competency – It may not be what you thought! is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

The Institute's CE Accreditation Services – FAQ What are The Institute's CE  Accreditation Services? The Institute for AdvaInstitute accredited CE (1.5 credits) 


Session 5

30 November
MONDAY

Teams in the Trenches

1pm - 3pm EST

Investment advisor, insurance specialist, lawyer, director of planned giving. Join this interdisciplinary panel on their journey with a donor, from the opening conversation to a fully implemented Donor Advised Fund at the Victoria Foundation. Learn how they designed the plan, what obstacles they encountered along the way, and when they engaged each other in the process.

Cody McMullin, CPA, CA, CFA, Investment Counsellor, RBC Phillips, Hager & North Investment Counsel Inc.

Brenda McEachern, B.Comm., LL.B, TEP, Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management Financial Services Inc.

Sara Neely, CFRE, Director of Philanthropic Services, Victoria Foundation

Tim Greengoe, BA,MBA,CFP,CLU,CHS, Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

 

FFull participation in Teams in the Trenches is applicable for 2 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 


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