Presented by: CAGP Foundation

Tuesday, May 12, 2020

7:30 – 5:00

Whether you are new to gift planning or in need of a solid refresher, Gift Planning Fundamentals is a one-day introductory course that will give you the boost you need to thrive in your career. 

Topics include:

  • Current philanthropic trends and tax issues
  • Some common types of planned gifts in Canada
  • How to introduce and discuss planned gifts with your donors … and more

Includes breakfast, lunch, coffee breaks and materials.

Agenda: https://www.cagp-acpdp.org/sites/default/files/media/gift_planning_fundamentals_-_agenda_2020.pdf

Q&A: https://www.cagp-acpdp.org/sites/default/files/media/gp_fundamentals_qa_2020.pdf  

Date: May 12, 2020, 7:30 am – 5:00 pm

Location: Coast Capri Hotel in Kelowna, BC 

Presenter: Paul Nazareth, CAGP 

Price: WCFC Conference Delegates: $400*

*If you are a Conference Delegate, do the following to register:

1. Visit  https://www.cagp-acpdp.org/en/events/gift-planning-fundamentals-in-kelowna-2020

2.  Choose the WCFC Conference Delegate option on the registration form. 

3. Complete your registration and you will be charged $400. 

Full participation in Gift Planning Fundamentals is applicable for 7 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. 

 Institute accredited CE (7.0 credits)