AHP is partnering with the Canadian Association of Gift Planners (CAGP) to bring you this pre-conference workshop all about planned gifts. Whether you are new to gift planning or in need of a solid refresher, the CAGP Foundation's Gift Planning Fundamentals is a one-day introductory course that will give you the boost you need to thrive in your career.
- 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
Paul Nazareth, MFA-P
Vice President, Education and Development
Canadian Association of Gift Planners
Paul Nazareth has worked in Canada’s philanthropic sector for over 20 years. Currently, vice president, education and development at the Canadian Association of Gift Planners (CAGP), and was previously vice president at the charity CanadaHelps, where he worked with healthcare charities across Canada. Paul has been a philanthropic advisor with a national wealth management firm working with donor-advised funds and private foundations. He also spent over a decade working with charities large and small. Paul is on the board of several charities including the Circle on Indigenous Philanthropy and the Advisory Council of Carleton University’s Masters in Philanthropy and Nonprofit Leadership program, and he serves as faculty for the Master Financial Advisor in Philanthropy (MFA-P) designation in Canada, co-created by the Knowledge Bureau, CAGP, and Spire Philanthropy teaching advisors how to support philanthropic clients. Paul is the co-host of “The Intersection Podcast
”, writes on philanthropy for a variety of publications, and regularly appears on national radio and television to speak about generosity in Canada.