CANADIAN ASSOCIATION OF GIFT PLANNERS

Transcription

1 CANADIAN ASSOCIATION OF GIFT PLANNERS Leave A Legacy Information Series: What Would You Like Your Legacy to Be? 6 p.m. 7:30 p.m. Featuring: Rachel Blumenfeld, Miller Thomson LLP; Jeffrey J. McKay, Manulife Securities Incorporated Education Session: Making the Case for Legacy Gifts Location: Ted Rogers School of Management, Room TRS -48, 55 Dundas Street West (7 th Floor from street level) Featuring: Malcolm Berry, Vice-President, Major Gifts, SickKids Foundation Webinar: Donor Profiles: Donor Trends Presented by: Malcolm Burrows Mentoring Breakfast Breakfast: 8 a.m., Presentation: 8:30 9:30 a.m. Location: Metro Hall, Room 304, 55 John Street Cost: Free RSVP: Valerie.Morrison@nygh.on.ca or by Thursday, 24 York Region-based event Breakfast: 8:30 a.m., Presentation: 9 a.m. to 0 a.m. Location: St Andrews Valley Golf Club, 4 Pinnacle Trail, Aurora, Ontario, L4G 3K3 Education Session: How to Create High Trust Donor Relationships in a Low Trust World! Location: Ted Rogers School of Management, 55 Dundas Street West Featuring: Keith Thomson, The Donor Motivation Program Webinar: Giving Through a Power of Attorney Presented by: Jasmine Sweatman Professional Advisors Conference: 8 th Annual Doing Well by Doing Good Conference Location: Mississauga Convention Centre Contact: Dan Jerred, Mindpath Financial Conferences, MIND (6463) ext. 222, djerred@mindpath.ca Cost: Early bird registrations (by ): $49, Regular registration: $99 As of 2/23/6

2 5 7 2 January 2 January 27 February 3 February 22 National Philanthropy Day Education Session: New Estate Donation Rules: The Impacts on Charities and Donors Location: CI Financial, 5 York Street, Second Floor Featuring: Amanda Stacey, Partner, Miller Thomson LLP; Michelle Osborne, University of Toronto Giving Tuesday & CAGP GTA Chapter Holiday Social 6:30 p.m. 8 p.m. Location: The Peter Gilgan Centre for Research and Learning, Gallery (second floor), 686 Bay St., Toronto (NW corner Bay St. & Elm St.) R.S.V.P. BY NOVEMBER 25: tammy.garcia@sunnybrook.ca ext Webinar: CRM2, Now You Will Know What your Advisor is Paid Presented by: DeWayne Osborn Education Session: Get Ready for Big Gifts! The 207 New Rules for Gifts of Private Securities and Real Estate Location: CI Financial, 5 York Street, Second Floor Featuring: Malcolm Burrows, Scotia Private Client Group Webinar: Working with a Litigator: Dealing with Litigation Efficiently and Avoiding Disputes If You Can Featuring: Eric N. Hoffstein, Minden Gross LLP Gift Planning Fundamentals 7:30 a.m. to 5 p.m. Location: Badminton & Racquetball Club of Toronto, 25 St. Clair Ave. West, Toronto, ON Featuring: Paul Nazareth, CanadaHelps; Jill Nelson, CFRE, The Princess Margaret Cancer Foundation Cost: CAGP members $350, non-members $400 Original Gift Planning Course 7:30 a.m. to 5 p.m. Location: Queen's Landing Hotel, Niagara-on-the-Lake Featuring: Michelle Osborne and Jill Nelson Cost: CAGP members $,779.75, non-members $2,8.75

3 February 24 March 3 March 30 April 6-8 April Webinar: The Personal Philanthropy Project: The Untapped Potential of Affluent Canadians Featuring: Michèle Benoit, Imagine Canada Education Session: Planned Gifts, Persuasion and the Brain Location: The Badminton & Racquet Club of Toronto, 25 St. Clair Avenue West, Toronto Featuring: Fraser Green, Good Works Webinar: Estate Donations & GREs: The Next Chapter Featuring: Malcolm Burrows, Scotia Private Client Group 23 rd Annual CAGP National Conference: Scaling New Heights Location: The Banff Centre, Banff, Alberta Early bird registration fees (before February 26, 206): Conference: CAGP members $800, non-members $,050 Pre-conference: Gift Planning Fundamentals (April 5): CAGP members $350, non-members $400 Webinar: Do the Right Thing? When Ethics and Values Collide Featuring: Ligia Peña, Montreal Oral School for the Deaf Foundation Leave A Legacy Information Series: Why an Updated Will is Critical Featuring: Carla Figliomeni, Milller Thomson LLP and Susan Horvath, ROM Governors Webinar: Planned Giving + Your Website Featuring: Holly Wagg, GoodWorks Leave A Legacy Information Series: Tax-Smart Estate Planning and Giving Location: Abilities Centre, Theatre, 55 Gordon Street, Whitby Featuring: Sandra Dow, The Arthritis Society and Tina Tehranchian, Assante Capital Management Inc.

4 July 4 August 4 TBD Advanced Canadian Gift Planning Course Location: The National Club, 303 Bay St., Toronto Early bird registration fees (before March 30, 206): Course: CAGP members $,525.50, non-members $, Registration fees (April -30, 206): Course: CAGP members $,638.50, non-members $, Friday symposium ( 3): CAGP members $406.80, non-members $400 Education Session: Joint CAGP/AFP Education Luncheon Location: Ted Rogers School of Management, Room TRS -48, 55 Dundas Street West Featuring: Chuck English and Mo Lidsky, co-authors of The Philanthropic Mind: Surprising Discoveries from Canada s Top Philanthropists Cost: CAGP members $55, non-members $70 Leave A Legacy Information Series: Will I Have Enough? Plan Today for Tomorrow Featuring: Mark J. Halpern, WEALTHinsurance.com and Martha Drake, University of Toronto Schools Webinar: How to Train Your Executor Featuring: Kris Love, Solus Trust Company Limited Leave A Legacy Information Series: You Can t Take it With You: Plan, Live and Give Featuring: Debbie Pearl-Weinberg, CIBC Wealth Advisory Services and Nicola Elkins, BenefAction Foundation Leave A Legacy Information Series: Estate Planning for the Single and Widowed 6 p.m. 7:30 p.m. Featuring: David A.S. Mills, Mills & Mills LLP and Ian Lebane, TD Waterhouse Private Client Trust Leave A Legacy Information Series: Why Having a Will is Important Location: North York Central Library, Elizabeth Beeton Auditorium, 520 Yonge Street Featuring: Eric N. Hoffstein, Minden Gross LLP and Susan Mullin, CAMH Foundation Professional Advisors Conference: 9 th Annual Doing Well by Doing Good Conference Location: TBD Contact: Dan Jerred, Mindpath Financial Conferences, MIND (6463) ext. 222, djerred@mindpath.ca

5 5 National Philanthropy Day Giving Tuesday and CAGP GTA Chapter Holiday Social