Planned Giving Program? Why NOW is the Time: Resources

Thank you to Paul Nazareth for a wonderful session and for providing some great resources! See the resources mentioned during the webinar below:

Gift Planning education:

CAGP Resources:
Free bequest one pager for small charities
Free webinar, planned giving for small shops
To be part of the bequest campaign Will Power
CAGP textbook for finance and fundraising
To get free updates on planned giving from CAGP
A history of CAGP philanthropic advocacy & influence of tax policy in Canada
New data on Wills and bequests in Canada

Resources for Professional Advisors:
Having the philanthropic conversation
Quick guide for Advisors to having this conversation
CAGP : Showing Advisors why philanthropy = profit: Doing Good for Business
Professional advisor philanthropy designation (10% discount for CAGP Advisor Members)
Advisor competency roadmap
How can CAGP help advisors?

Contact Paul Nazareth:
VP, Education & Development. Canadian Association of Gift Planners (CAGP)
Toll-Free: 1.888.430.9494 x226
Mobile & Text: 416.554.7542

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