CAGP Advanced Canadian Gift Planning Course in Toronto

The CAGP will be offering an Advanced Canadian Gift Planning Course in Toronto from June 1-3, 2016.

I will be delivering two presentations.  The first will be on International Philanthropy on May 31, 2016:

International Philanthropy
Speakers: Mark Blumberg, BA, LLM, Blumberg Segal LLP
Many Canadian philanthropist are wanting to advance international causes. What are some of the considerations, cautions and options available when deciding how best to support such initiatives outside of Canada?   

The second presentation on June 1, 2016 I will be presenting with Doug Puffer of Simon Fraser University on Gift Acceptance and Managing Risk.  

Gift Acceptance and Managing Risk

Speakers: Mark Blumberg, BA, LLM, Blumberg Segal LLP; Doug Puffer BSc, Simon Fraser University

Charity’s policies for accepting and managing donations must be designed to protect the donor and the donee and at the same time encourage fundraisers and advisors to seek the best philanthropic strategies for clients and prospects. Charity’s internal policies for accepting gifts, counting, etc. can be either limiting or liberating, but they are critical as they form the backbone of a charity.

Here is the full agenda for the CAGP Advanced Canadian Gift Planning Course.