Canadian Association of Gift Planners (CAGP)

The Inaugural MFA-P™ Symposium has come to a close after a morning full of valuable insights! We finished with thought-provoking sessions from Kristin Ramlal, PFP, CIM, FCSI, RWM, MFA-P, Evan Connell, Nicola Elkins, Ron Bernbaum and Bobby Kleinman on impactful giving strategies, with closing remarks from Paul Nazareth, MFA-P, Brad Offman, Evelyn Jacks, and Ruth MacKenzie. A big thank you to our sponsors - Benefaction Foundation, Canada Life, CI Assante Wealth Management and PearTree Canada - for making this event possible. This Symposium was a true collaborative effort from CAGP, Spire Philanthropy and Knowledge Bureau, bringing advisors together to foster impactful philanthropy. #MFAPSymposium #Philanthropy #CharitableGiving #FinancialAdvisors #CommunityImpact #CAGP

The morning sessions at the inaugural MFA-P™ Symposium have been inspiring, and we’re not done yet! We began with quick talks by Candice Jay, CIM® FCSI® MFA-P™, Arundel Gibson MBA, MFA-P and Paul Nazareth, MFA-P, setting the stage for the morning sessions: "The MFA-P™ in Action!" by Chanchal (Sisi) Chakrabarti CLU,CHS,MFA-P; "From Scarcity to Abundance: The Value of a Generosity-Based Financial Planning Practice" by Adam Malcolm - MFA-P, CFP, RIS; and "The Convergence of Generosity and Practicality" by Serena Hak, MFA-P. Each session highlighted new ways to bring charitable giving into the heart of financial planning. A huge thank you to all speakers for sharing their expertise and sparking meaningful conversations around strategic charitable giving. #MFAPSymposium #CharitableGiving #FinancialPlanning #Philanthropy #CAGP

The inaugural MFA-P™ Symposium has officially kicked off in Toronto this morning, with opening remarks from Serena Hak, MFA-P, CI Assante Wealth Management, Ruth MacKenzie, CAGP, Evelyn Jacks, Knowledge Bureau, and Brad Offman, Spire Philanthropy. CAGP is thrilled to see many passionate advisors and industry leaders come together to advance strategic charitable giving. With an incredible lineup of speakers and sessions, this morning promises valuable insights and connections that will help drive impactful philanthropy. Thank you to partners and sponsors Benefaction Foundation, Canada Life, CI Assante Wealth Management, and PearTree Canada for helping make this event a reality. #MFAPSymposium #CAGP #CharitableGiving #Philanthropy #FinancialAdvisors

🚨 Ne manquez pas ce webinaire GRATUIT ce mercredi 30 octobre: « Le cycle de sollicitation dans tous ses états ! », présenté par Marc Deschênes, Université Laval. ㅤ Dans ce webinaire, Marc propose un regard concret sur chacune des étapes du cycle de sollicitation : identification, qualification, sensibilisation, sollicitation, reconnaissance et fidélisation. Il revisite nos lieux communs et nos a priori. Pour chaque étape, il s’attarde aux aspects déterminants : Quoi faire ? Quoi dire ? Comment le dire ? Et surtout, comment éviter les pièges et les raccourcis menant à des impasses. ㅤ Afin de mieux comprendre les donatrices et les donateurs, les solliciteurs (fundraisers) ont en main un outil puissant et structuré : la conversation philanthropique. À cet égard, la littérature et les recherches récentes en philanthropie (Canada et États-Unis) nous révèlent 1. Que la vie philanthropique de la donatrice ou du donateur ne s’arrête pas après avoir fait un don planifié et 2. Qu’à travers des engagements de ce type se cachent les sympathisants les plus fidèles à votre cause. ㅤ Inscrivez-vous dès aujourd'hui: https://bit.ly/40bcpae. ㅤ #CycleDeSollicitation #DonsMajeursEtPlanifiés #EngagementDonateurs #Philanthropie #ACPDP #CAGP

🚨 The early bird deadline is fast approaching! Don't miss your chance to register for the Original Canadian Gift Planning Course at a discounted rate - available only until November 1, 2024! ㅤ Join us from February 3-7, 2025, at Queen's Landing Hotel, Niagara-on-the-Lake, for Canada's longest-running and most respected course on philanthropy. Over five days, you'll dive deep into gift planning, from technical details to relationship-building with donors, guided by experts Paul Nazareth, MFA-P & Sherri Grosz, CFP®. ㅤ Whether you're a charity-based gift planner, senior executive, board member, or professional advisor, this course covers it all: Tax Aspects, Charitable Bequests, Life Insurance Gifts, and more! ㅤ Secure your spot now before the early bird pricing ends! Learn more and register today: https://bit.ly/2YHGRW0. ㅤ #GiftPlanning #Philanthropy #NonprofitTraining #Education #CAGP #ACPDP #ProfessionalDevelopment

🚨 Last chance! Do you know someone who should be celebrated for their contribution and dedication to the mission of CAGP? Nominations for the Friend of CAGP Award close this Monday, October 21st! ㅤ Each year the CAGP Board of Directors recognizes individuals who exemplify the spirit and vision of CAGP through the Friend of CAGP Award. This award acknowledges contributions made at the local and national level and which have had a national impact on strategic charitable gift planning. ㅤ If you would like to nominate an individual who you feel deserves special recognition as Friend of CAGP, you can learn more about the criteria for submissions and complete the online Nomination Form at this link: https://bit.ly/4eql4ct. ㅤ #FriendofCAGP #AmidelACPDP #CAGP #ACPDP #PlannedGiving #Philanthropy #Community #GiftPlanning

📅 Rejoignez-nous le 30 octobre pour le webinaire GRATUIT « Le cycle de sollicitation dans tous ses états ! », présenté par Marc Deschênes, Université Laval. ㅤ Dans ce webinaire, Marc propose un regard concret sur chacune des étapes du cycle de sollicitation : identification, qualification, sensibilisation, sollicitation, reconnaissance et fidélisation. Il revisite nos lieux communs et nos a priori. Pour chaque étape, il s’attarde aux aspects déterminants : Quoi faire ? Quoi dire ? Comment le dire ? Et surtout, comment éviter les pièges et les raccourcis menant à des impasses. ㅤ Afin de mieux comprendre les donatrices et les donateurs, les solliciteurs (fundraisers) ont en main un outil puissant et structuré : la conversation philanthropique. À cet égard, la littérature et les recherches récentes en philanthropie (Canada et États-Unis) nous révèlent 1. Que la vie philanthropique de la donatrice ou du donateur ne s’arrête pas après avoir fait un don planifié et 2. Qu’à travers des engagements de ce type se cachent les sympathisants les plus fidèles à votre cause. ㅤ Inscrivez-vous dès aujourd'hui: https://bit.ly/40bcpae. ㅤ #CycleDeSollicitation #DonsMajeursEtPlanifiés #EngagementDonateurs #Philanthropie #ACPDP #CAGP

🚨The MFA-P Symposium is almost here! With just a few weeks to go until the MFA-P Symposium on October 30th, 2024, now’s the time to secure your spot! Don’t miss out on this opportunity to expand your expertise in strategic charitable giving and grow your business with insights from industry leaders. ㅤ Who Should Attend? - MFA-P Graduates - Advisors looking to expand their knowledge on strategic charitable giving - Advisors eager to explore the MFA-P program ㅤ What to Expect? - Six dynamic sessions from industry leaders designed specifically to help advisors engage their clients around strategic charitable giving - An opportunity to meet peers and industry leaders who can help you build your business - Dynamic networking opportunities 📅 Date: Wednesday, October 30th ⏰ Time: 7:30 AM - 12:00 PM 📍 Location: CI Assante Private Client, 15 York Street, Second Floor, Toronto, Ontario ㅤ Learn more & register TODAY: https://bit.ly/3B1xskJ. ㅤ #MFAP #PlannedGiving #Networking #Philanthropy

Des nouvelles passionnantes ! L'inscription à la campagne Volonté de faire est OUVERTE pour une durée limitée cet automne ! ㅤㅤ Volonté de faire est la plus grande campagne canadienne de sensibilisation encourageant les gens à laisser un don de bienfaisance dans leur testament. Notre objectif ? Générer 58 milliards de dollars pour les organismes de bienfaisance et le travail important qu'ils accomplissent. ㅤ Pourquoi devenir un partenaire de Volonté de faire? - Se présenter devant le plus grand nombre de prospects de legs au Canada - Entrer directement en contact avec de nouveaux prospects intéressés par votre organisation ( NOUVEAU! ) - Accéder à une formation gratuite sur la planification des dons, à du matériel de marketing prêt à l'emploi et à bien d'autres outils encore.ㅤ ㅤ 🎥 Regardez ce webinaire de 10 minutes pour en savoir plus sur les avantages de Volonté de faire : https://lnkd.in/dNZSen99. ㅤ ⏳ Date limite d'inscription : 30 novembre 2024. Inscrivez-vous dès maintenant : https://lnkd.in/es8T7EUV. ㅤ Vous voulez en savoir plus ? Contactez-moi à l'adresse suivante : nho@cagp-acpdp.org. ㅤ #volontédefaire #donsplanifiés #donstestamentaires #collectedefonds #philanthropie #impactsocial

Exciting News! Will Power registration is OPEN for a limited time this fall! ㅤ Will Power is Canada’s biggest campaign encouraging people to leave a charitable donation in their Will. Our goal? Generate $58B for charities and the important work they do. ㅤ Why become a Will Power partner? - Get in front of Canada’s largest audience of legacy prospects - Connect directly with new prospects who are interested in your organization (NEW!) - Access to free gift planning training, ready-made marketing materials, and much much more. ㅤ 🎥 Watch this 10-minute webinar to learn about Will Power benefits: https://lnkd.in/dkCxb-MU. ㅤ ⏳ Deadline to register: November 30, 2024. Register now: https://lnkd.in/e9Q2JCi. ㅤ For more information, contact Nancy Ho at nho@cagp-acpdp.org. ㅤ #WillPowerCA #SocialImpact #PlannedGiving #LegacyGiving #Fundraising #Philanthropy