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MONDAY, SEPTEMBER 19


8:00 AM

BREAKFAST + welcome


8:30 am
- 9:45 am

Session 1

Tax-effective Charitable Giving – Different Strokes for different folks

Jamie Golombek

Philanthropy forms part of nearly every client meeting Jamie conducts with high net worth clients. Join us as Jamie shares his personal experiences and discussions with clients on the topic of strategic charitable giving and how he tailors the philanthropic solution to meet the client’s situation, with tax savings as a driving factor in donation design.

 


9:45 am
- 10:15 am

Session 2

Life insurance – a journey through optionality

Hemal Balsara CPA, CA, CFP, TEP, FEA

Life insurance contracts are financial instruments designed to last many decades, surviving structural business changes, ownership and family transitions.  Along the way, Corporate Reorganizations, changes in ownership structures, estate plans, family structures, death and business successions trigger a cascading web of complexity.  To top it off, there have been several legislative and tax changes that have made ownership transitions tricky, ACB and CDA calculations complicated.

Life insurance is frequently mandated to securitize assets, to fund shareholder buy-outs, to protect the business when key people are difficult to replace, to equalize an estate, to fund deferred capital gains tax, to replenish capital accounts, and to also fund philanthropic initiatives.

Now that you are stuck dealing with this unique financial instrument that could be around for 60+ years, what questions should you ask and how do you how do you plan now, to avoid unintended consequences of restructuring in the future? How can philanthropic objectives of a family be achieved by using life insurance?


10:15 am
- 10:45 am

BREAK


10:45 am
- 11:45 am

Session 3

Is Your Gift Receiptable? Things you need to know!

Laura West

This session will provide an overview of the relevant issues that need to be considered when determining whether a donor’s contribution to a registered charity is eligible for a charitable donation tax receipt.  Specific types of contributions that are not eligible for tax receipts will be highlighted. 

Special attention will be given to charitable contributions made by trusts – when can receipts be given and when they can’t – and why there is so much complexity involved when dealing with these types of charitable contributions.


11:45 am
- 1:00 pm

GROUP PHOTO FOLLOWED BY LUNCH


1:00 pm
- 1:30pm

Session 4

Gifts from Pensions and Registered Plans – Tips and Traps

Amanda Stacey

In this session, Amanda will provide an overview of pensions and the various types of registered plans on which you can designate a beneficiary. We will also discuss how to effectively designate a beneficiary on pensions and registered plans, and whether that should be done in a Will, on a bank or pension plan’s form, or another type of document altogether. Finally, we will also review the tax implications of such gifts.


1:30 pm
- 2:15pm

Session 5

The Hidden Brushstroke: Overlooked details in the gift of Art

Adam Aptowitzer

Most gift planners are aware of the ‘big’ issues on the donation of art, but there are many easily overlooked details that can arise in situations such as when the donor is the artist, in the context of estate planning, where the art is of an impermanent nature, where the art may incorporate restricted items or be part of a larger structure, or where the art and the artist reside in different jurisdictions.  This session will look closely at these situations.


2:15pm
- 3:15 pm

Session 6

The Gift of Private Shares – Opportunities and Risks

Florence Carey and Nicola Elkins

Unlike publicly listed securities, gifts of private company shares do not enjoy the same favourable tax rules regarding the tax on capital gains. There are also some rather complex rules surrounding the donation of private company shares; namely Non-Qualifying Securities and Excess Business Holdings Regime rules. Florence and Nicola will discuss these rules in the context of a case study and highlight opportunities for Excepted Gifts and possible RDTOH refunds associated with a properly developed gift plan.


3:15 pm
- 3:45 pm

break


3:45 pm
- 4:45 pm

Session 7

Panel: Tales in the Trenches – Day 1

Experienced CAGP members discuss their experiences with actual gift situations where creative solutions were required to close the gift and realize the donor’s philanthropic wishes! 


4:45 pm
- 5:00 pm

Overview of the day


A cash bar reception will commence at 5:30 pm followed by dinner at 6:00 pm - dinner is included with your ticket

TUESDAY, SEPTEMBER 20


8:00 AM

BREAKFAST + session overview


8:30 am
- 10:00 am

Session 8

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

Susan Manwaring, Bobby Kleinman and Sara Krynitzki

After decades of staying the same, Finance has mentioned changing the DQ.  What would that mean to your charity?  What would that mean to the sector?  Come hear a moderated panel of experts discuss all side of this contentious issue and bring your questions!


10:00 am
- 10:30 am

break


10:30 am
- 11:30 am

Session 9

Exploring Immigrant and Diaspora Philanthropy: Opportunities and Ideas

Krishan Mehta, Ph.D

Migration and diversity are key drivers of innovation and change across the charitable sector. Drawing on research and recent practices, we will explore how leaders are successfully advancing equity and inclusion principles in their organizations through their engagement of newcomer communities.


11:30am
- 12:15 pm

Session 10

The Strategy Behind Will Power and Where We Are Now

Laurie Fox, MBA

The Will Power campaign launched across Canada in September 2021, with the goal of making it common practice for Canadians to leave a gift to charity when planning their estate. Let us take you inside the strategy that lies behind this broad-based marketing campaign. We’ll share insights about public attitudes towards estate giving, marketing strategies that have worked to increase interest and prompt action, and where we’re headed in the future. This session is suited for both charities and financial/legal advisors.


12:15 pm
- 1:15 pm

lunch


1:15 pm
- 3:00pm

Session 11

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

During this session, experienced CAGP faculty members will come to each table to lead a discussion on a topic of interest for planned giving programs in Canada, and answer your questions.    


3:00 pm
- 3:30 pm

break


3:30 pm
- 4:30 pm

Session 12

Panel: Tales from the Trenches – Day 2

Experienced CAGP members discuss their experiences with actual gift situations where creative solutions were required to close the gift and realize the donor’s philanthropic wishes! 


4:30 pm
- 4:45 pm

Closing comments


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