gift planning
A new Gift Planning Designation for Advisors? Why this IS a big deal.
The partnership between the Canadian Association of Gift Planners and The Knowledge Bureau is a watershed moment for CAGP and a seminal moment for charitable gift planning in Canada. HERE’S WHY... by Brad Offman
The Tax Receipt I’ll Never Forget
Insurance Policy donations - MORE than just paperwork…
Behind the Scenes of a CAGP Conference
While my experience was different than most, I clearly recall my first CAGP Conference. Of course, it doesn’t date back 10-15+ years as with many who may be reading this; just five years, but what was unique for my experience was that my history with CAGP was just 8 days long, and I was now the leader of this organization. This was going to be my foreseeable future.