CAGP Blog
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Stay up to date with the latest gift-planning news, resources and events. CAGP is a national association that inspires and educates the people involved in strategic charitable gift planning. We advocate for a beneficial tax and legislative environment that strengthens philanthropic giving, create a networking environment with like-minded professionals and experts, and provide access to..
CAGP Blog
10M ago
July 13, 2023
It is with great community sadness that we share the passing of Calvin Fong this past month. As those who joined us in Vancouver know, Calvin was named this year as a ‘Friend of CAGP’ one of our highest honours we bestow each year to acknowledge significant contributions made at the local and national level of CAGP and which have had a national impact on strategic charitable gift planning.  ..read more
CAGP Blog
1y ago
March 31, 2023
Bobby Kleinman, FCPA, FCA - Member of the CAGP Government Relations Committee
The Federal Budget has raised much controversy on the plethora of new spending buckets and in some cases the perceived lack of spending in other buckets. There was not much there for CAGP members to get excited about ..read more
CAGP Blog
1y ago
March 3, 2022
Moving forward with fundraising or communications initiatives without understanding how they fit into the grand scheme of things is borderline irresponsible. It’s like showing up at the airport without knowing where you are going, without packing any luggage or a passport, and simply saying that you want to travel.
A surprising number of nonprofit organizations who turn to us for fundraising support and help with donor outreach have been operating either without a written strategic plan in place or with a strategic plan that is defunct ..read more
CAGP Blog
1y ago
September 28, 2021
This past June, the federal government passed legislation designating September 30th as a National Day for Truth and Reconciliation to commemorate the history and legacy of residential schools in Canada. The CAGP office will be closed on September 30th to recognize the importance of this day ..read more
CAGP Blog
1y ago
August 30, 2022
Tanya Rumble, CFRE, MFA-P, knows a thing or two about fundraising. In fact, she knows quite a bit. With more than a decade in the sector, she shares her most notable recent challenges, why she sees professional development as essential for fundraising professionals, and how CAGP membership and the CFRE credential have set her on a powerful career trajectory ..read more
CAGP Blog
1y ago
April 11, 2022
Finance Minister Freeland brought down the Federal budget on April 7, 2022. CAGP sent its members an acknowledgement of the Budget with newsletter charity analysis from three law firms, Carters, Miller Thompson, and Norton Rose Fulbright. Terrific reviews, excellently done, and we thank them for their quality work and leadership in the charitable community. There were two chief technical proposals in the budget – the disbursement quota (“DQ”) and charitable disbursements to non-qualified donees (“NQDs”). What is the word which describes the reaction to these proposals? – RELIE ..read more
CAGP Blog
1y ago
May 6, 2021
CAGP’s 27th Conference on Strategic Philanthropy, which took place April 14-16, 2021, tackled some big themes, none more so than the rallying cry to ‘reimagine the future of philanthropy’. These messages deeply resonated with conference attendees, so much so that we were asked to make some of the information available publicly so that attendees could share the words with their leadership and board members. Today we are pleased to do so ..read more
CAGP Blog
1y ago
January 12, 2022
Online Will writing is exploding in Canada, fueled by entrepreneurs who see a need in the market, better technology, changing demographics (did you know that the oldest Millennials are now 41?), and of course, COVID-19 making us all more aware of our mortality ..read more
CAGP Blog
1y ago
June 23, 2021
Category:
Summer Reads
Delving into the first pages of Digital Executor: Unraveling the New Path for Estate Planning triggered a memory of a Skype conversation with my dad a number of years ago. He, in his leather easy chair, camera focused on his face from the nose up, wanted help in copying and pasting content onto a Word document. As a tech-avoidant but somewhat capable user myself, to walk a retired digital newcomer verbally though this very simple process was eye-opening in terms of my own knowledge and patience, and my own digital know-how in working with others. Needle ..read more