Impact
Report
www.cagp-acpdp.org
2022
Table of Contents
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Leadership
Message
CAGP shone again in 2022, demonstrating our continued resilience and ability to adapt. Despite being armed with a solid roadmap for the year on January 1st, by January 15th it was entirely turned on its head as the pandemic continued to interfere with plans and schedules. Where it would have previously been incomprehensible to do things like cancel a national conference or change its dates just a few months before, in just two years we experienced both!
We have weathered many challenges with grace and success, and this year we are particularly pleased to share with you a picture of the tremendous impact CAGP continues to have on our mission. In this report you will discover the fantastic results we are already seeing across the organization, such as the outcome of the many courses and webinars we’ve delivered with excellence. Additionally, participants in our annual National Conference on Strategic Philanthropy continue to tell us it is among the very best fundraising conferences in the country, and the exceptional Will Power campaign, now in its third year, continues to see impressive uptake. Not only that, but our membership continues to grow, surpassing 2021’s record numbers and revealing that the community of professionals that make up CAGP are deriving much value. In this report, we are also thrilled to celebrate the many volunteers, supporters, partners, and donors who make the CAGP movement so unique.
In many ways it was a reflective year for CAGP’s leadership. We are nearing the end of our current strategic plan and are considering our future aims and goals. As we evaluated our performance, we noted that, while the pandemic was undoubtedly disruptive, there were also areas where it accelerated some of our plan’s objectives. For example, we successfully delivered education in a virtual setting and offered more French-language webinars and the fully bilingual Volonté de faire (Will Power’s francophone equivalent campaign).
Current societal and sector issues and trends encouraged us to lead and lean into conversations on philanthropy and its intersection with inclusion, equity, and social justice and, as an essential first step, work to achieve more diversity in our membership. We were honoured to join The Circle on Philanthropy and to have a team participate in their remarkable Partners in Reciprocity fellowship program. We look forward to continuing to integrate a reconciliation lens in our programs, policies, and operations. These will be essential pillars as we look forward to strategic planning in 2023.
This year’s Impact Report wraps up with a message of gratitude from the CAGP Foundation, and we echo that message as the voice of CAGP. We applaud the superb staff team and remarkable volunteers who continue to deliver CAGP’s mission and message with excellence and passion.
Heather PowersChair of the Board of Directors
Ruth MacKenziePresident & CEOWith Thanks
to the CAGP
Board of Directors
Heather Powers
Chair
Geoff Graham, CFRE
Vice Chair
Serena Hak
Secretary
Danzel Pinto
Treasurer
Kathy Arney
Michael Blatchford
Carmela Guerriero
Jill Nelson, CFRE
Laily Pirbhai
2022
Highlights
Education
We delivered two Gift Planning Fundamentals online, continued with our Webinar Wednesdays series and launched a successful Bequest Administration Essentials course. We returned to in-person Conference, Original Course and Advanced Summit. We delivered 26 “in-house” gift planning training sessions and speaking engagements, customized to individual clients.
Total engagements with CAGP education in 2022
5,662
Engagements
Conference
The 2022 CAGP Conference was held in beautiful Halifax, NS, where 330 delegates attended from across Canada. The theme was Rise Again, Navigating The Future. The topics presented during the conference have led to a continued commitment by CAGP for diversity, equity and inclusion in our work, led by the FRANK Talks plenary where we touched on “A Reimagined Future of Philanthropy – Are we courageous enough for transformative change?”.
2022 In-person Conference
330
Delegates
Membership
In 2022, CAGP saw its highest recorded membership numbers ever, despite challenges brought on by the pandemic. We had 1,441 active members as of December 31, 2022 and new members continue to join.
Active Members
as of December 31, 2022
as of December 31, 2022
0
New Members
joined in 2022
joined in 2022
0
Organizations with
Group Memberships
Group Memberships
0
Members are
Will Power Partners
Will Power Partners
1
Friends of CAGP
In 2022, Fraser Green and Jasmine Sweatman were recognized for their contribution and dedication to the mission of CAGP.
Fraser GreenGood Works
Jasmine SweatmanSweatman Lawfirm
Support a charity in your Will
In the past three years of the Will Power campaign, we’ve seen the dial move a lot! When we started the campaign we saw that only 5% of Canadians had left a gift in their Will; according to public polling done with Environics in 2022, we now see that 8% of Canadians have left a gift in their Will. That’s 1.2M more Canadians that have left an expected $38B for charities in their Will.
In 2022 the Will Power campaign expanded its reach. 18% of the public now say they are aware of the campaign, and 2.7M Canadians say they are now thinking about leaving a gift in their Will because of the campaign.
None of this could have been accomplished without our seed funders and our community of 550 charities and professional advisors who have invested in the campaign and amplified the movement. Will Power partners appreciate the accessibility and flexibility of the campaign, allowing them to easily complement their own planned giving programs. The Will Power campaign is a collective movement promoting collaboration and advancing legacy giving across the country together with our partners.
In the past 3 years, the number of
Canadians who have left a gift in
their Will has risen from 5% to 8%
18% of the public
now say they are
aware of the campaign
Canadians
0
say they are now thinking about leaving
a gift in their Will because of the campaign
OUR
THANKS
To our 17 chapters across Canada led by 154 passionate professionals in gift planning, we are beyond grateful for your dedication and hard work. CAGP’s success results each year from the time and expertise you bring to your regions.
Chapters
Vancouver Island
Beth Cairns – Chair
Alli Cheng
Alyson Dahl
Jineane Eason
Shelley Engelhardt
Greg Kuhn
Jordan McClymont
Cheryl Onciul
Charlotte Paul
Monica Powell
Patrick Smith
Greater Vancouver Area
Kate Bake-Paterson – Chair
Carla Banfield
Nicco Bautista
Celia Campos
Anna du Bois
Moira Gookstetter
Robert Hamanishi
Raman Johal
Aimée Lindenberger
Kris Love
Darya Sawycky
Kerry Shillito
Katherine Smart
Rich Widdifield
BC Interior
Alisa Coquet – Co-Chair
Shelby Lomas – Co-Chair
Sasha Carter
Suzan Goguen
Nena Jocic-Andrejevic
Alberta North
Sonia Egey-Samu – Chair
Jayde Jessome
Randy Liedtke
Kat Mooney
Barb Noble
Christy Soholt
Laura Svajlenko
Terry Tobin
Tracy Zuk
Alberta South
Karen Filbert – Co-Chair
Kaleigh Goehringer – Co-Chair
Heather Bach
Whitney Bawel
Heather Berezowski
Susan Deike
Sheelagh Mercier
Neil Williams
Ross Young
Saskatchewan North
Melissa Mann – Chair
Trina Mortson
Jen Pederson
Stacey Schewaga
Jay Stark
Saskatchewan South
Kurtis Krug – Chair
Maureen Harrison
Amy Mohr
Trina Owens
Leanne Posehn
Crystal Schmalle
Kaleta Strain
Manitoba
Florence Carey – Chair
Mia Dunn
Janice Feuer
Pat Lilley
Jackie Markstrom
Rena Molinari
Patrick O’Connor
Beth Proven
Lynda Ruban
Monica Sigurdson
Blair Smith
Windsor & Essex County
Lisa Kolody – Chair
Mike Flanagan
Kelly Gosselin
Sandra Presland
Pat Valleau
Peggy Winch
Chatham-Kent
Lisa Caron – Chair
Jodi Maroney
Margery Muharrem
Anne Taylor
London
Vicki Hayter – Chair
Gord Baptist
Adam Chapman
Sarah Morkin
Justin Pilon
Waterloo-Wellington
Lynn Whetham – Co-Chair
Lana Dadson – Co-Chair
Landon Jennings
Jessica Wroblewski
Niagara-Golden Horseshoe
Carol Rame – Chair
Darlene Bennett-Howes
Lisa Bono
Amanda Braet
Joan Cosby
Graeme Dargavel
Gena Dureault
Carrie Gemmell
Joanne Harris-Bedford
Matina Singh
Marla Smith
Greater Toronto Area
Janice Correa – Co-Chair
Karen Hudson – Co-Chair
Ryan Armstrong
Marisa Barlas
Julie Brown
Clara Eta
Becky Fallis
Tammy Garcia
Arundel Gibson
Angus Gordon
Ann Gorwill
Serena Hak
Promod Sharma
Phoebe Uguy
Alice Wu
Ottawa
Mitch Miller – Chair
Paul Brousseau
Charlotte Field
Nadine Fowler
Betty-Anne Howard
Katie Loftus
Chelsea McIntyre
Erin Meisner
Maurice Prevost
Megan Doyle Ray
Selva Trebert Sharman
Quebec
Antonietta Nicolo – Chair
Gina (Luigia) Di Filippo
Nancy Perry Dossous
Samar El Soufi
Susan Elias
Lucille Grimard
Jeremy Hampson
Catherine Huard
Natalia Kistruga
Sylvain Ladouceur
Nancy Lepage
Julie Roy
Véronique Salibur
Catherine St-André
Nova Scotia
Sara Burke – Chair
Natalie Bobbitt
Toni Croft
Siobhan Doherty
Liz Finney
Geoff Graham
Laura O’Brien
Lori Scott
Heather Strickey
Committees
We also recognize the vital role of our committees and the expertise and support they bring to our work across the nation.
We extend our deepest thanks to each committee member for their diligent work to fulfill CAGP’s mission.
National Education Committee
Ryan Fraser – Chair
Kathy Arney
Florence Carey
Claude Drouin
Erin Kuhns
Ruth MacKenzie
Paul Nazareth
DeWayne Osborn
Michelle M. B. Osborne
Lydia Potocnik
Heather Powers
Sharon Redsky
Government Relations Committee
Amanda Stacey – Chair
Michael Blatchford
Rick Braun-Janzen
Malcolm Burrows
Jenn Button
Terrance Carter
Nicole D’Aoust
Elena Hoffstein
Robert Kleinman
Brenda Lee-Kennedy
Ruth MacKenzie
Susan Manwaring
Janice Loomer Margolis
Margaret Mason
Brenda McEachern
Grant Monck
Elizabeth Moxham
Jill Nelson
Brad Offman
Michelle Osborne
Laily Pirbhai
Heather Powers
Jo-Anne Ryan
Silvia Ugolini
Ross Young
Membership Committee
Carmela Guerriero – Chair
Eli Clarke
Geoff Graham
Landon Jennings
Lara Kinnear
Henrietta Lam
Clare Levy
Paul Nazareth
Jennifer Pederson
National
Professional Advisor
Council
Lydia Potocnik – Chair
BMO Private Wealth
Jordyn Allan
Miller Thomson LLP
Michel Beauchamp
Beauchamp et Gilbert, notaires inc.
Christine Brunsden
Trusted Legacy
Malcolm Burrows
Scotia Wealth Management
Jennifer Button
RBC Royal Trust
Florence Carey
F I Carey Law Corp
Ryan Fraser
Quiet Legacy Planning Group
Mark Halpern
WEALTHinsurance
Jeremy Hampson
CI Assante
Gordon Holley
Humanity Financial Management Inc.
Ian Hull
Hull & Hull LLP
Candice Jay
Connor, Clark & Lunn
Kurtis Krug
Freedom 55 Financial
Jonathan Lewis
Eastport Financial Group
Bradley Offman
Spire Philanthropy
Jo-Anne Ryan
TD Private Giving Foundation
Amanda Stacey
Miller Thomson LLP
Glenn Stewardson
Assante Hydrostone
Stephen Webb
Entrust Financial Services
Ross Young
ICP Planning
OUR
THANKS
We would also like to recognize and thank these Funders and Sponsors for their support in 2022.
Abundance Canada
Blackbaud Canada
Blakely
BMO Private Wealth
CAGP Foundation
CanadaHelps
Canadian Donor’s Guide
Cardinal Capital Management
Carters Professional Corporation
CFRE
CI Assante Private Client
DLA Piper (Canada) LLP
DonorPerfect Canada
Environics Analytics
Fasken Martineau DuMoulin LLP
Good Works
KBF Canada
KPMG Family Office
Miller Thomson LLP
Norton Rose Fulbright Canada
PearTree Canada
PGgrowth
Private Giving Foundation at TD
Quiet Legacy Planning Group
Raymond James Canada Foundation
RBC Wealth Management – Royal Trust
Scotia Wealth Management
The Donor Motivation Program™
The Foundation (WCPD)
Gratitude Report from the
CAGP Foundation
2022 was a big year! We reached a milestone, and the CAGP community warmed our hearts with their confidence and generosity.
The time has flown!
The month of March marked five years since we received our charitable status – and it’s been a game-changer. We’ve been able to achieve so much towards our vision of having a long-term impact on philanthropy in Canada. We are moved by all the support we’ve received since we took our first baby steps.
A great match
As we celebrated our birthday, we focused on giving thanks. We launched the Gratitude Movement, a way to show appreciation to our colleagues and those who’ve inspired us, by making a gift to the CAGP Foundation. Keith Thomson generously offered up to $100,000 to match gifts and pledges, and we were able to reach our goal by December 31st! How did we do it? Through new pledge donors and some great collaboration and teamwork.
You get it!
It should come as no surprise that 58% of our supporters make their gifts through monthly or multi-year pledges. We all know the value of planning and the importance of building sustainability. We are also incredibly honoured to have received three new legacy commitments this year, bringing our total to eleven!
Bottom line
We raised $738,807 in gifts and pledges, and our actual revenue was $523,515. Our endowment at The Winnipeg Foundation now stands at $36,952.
We could not do this without you – our community. Thank you for all that you do to build a better world.
Let’s keep the love going!
Keith Thompson
“I’m thrilled that the Gratitude Movement has been such a success. These commitments will go a long way to support the Foundation’s important work and I’m glad to have had the opportunity to amplify them. Thank you to all our donors - you’re making a huge difference!”
Emelita Ervin
“Making monthly donations helps the Foundation and me at the same time. They know that there is a certain amount that they can count on each month and I’m able to spread it out over the year.”
CAGP Foundation Board of Directors
Jill Nelson – Chair
Michelle Osborne – Vice Chair
Andrew Valentine – Secretary
Ninette Bishay – Treasurer
Beth Proven – Past Chair
Barbara Chambers
Grant Monck
Brad Offman
Ricky Piedrahita
Marcella Zanella
Additional Volunteers
Nicola Elkins
Roger Lee
Greg Lichti
Michelle Johnson
Charles O’Neil
Andrea Robertson
Tina Tehranchian
Our 2022 Donors
and Supporters
We’re immensely grateful to our family of donors for their loyalty and generosity. The donors in RED are our monthly supporters, and those in BLUE have multi-year pledges in place. We deeply appreciate their commitment and loyalty.
Legacy Donors
Michelle Johnson
Ruth MacKenzie
Chelsea McIntyre
Paul C.S.C Nazareth
Jill Nelson
Charles O’Neil
Beth Proven
Doug Puffer
Keith Thomson
Gillian Whyte
Neil Williams
$500,000 +
Donald K. Johnson
$50,000 +
Benefaction Foundation
Power Corporation of Canada
Keith & Tanja Thomson
Toronto Foundation
$25,000 +
John Blachford
The Conference for Advanced Life Underwriting
(CALU)
Donor Motivation Program
Private Giving Foundation
$10,000 +
CIBC Foundation
Elena Hoffstein
DeWayne Osborn
PearTree Canada
Saskatoon Community Foundation
The Jewish Community Foundation of Montreal
Victoria Foundation
$5,000+
Sandra Dow
Jeremy Hampson
South Saskatchewan Community Foundation
Glenn Stewardson
Tina Tehranchian
$2,500+
Nicola Elkins
Grant Monck
Sara Neely
Jill Nelson
Darren & Monika Pries-Klassen
Janine Purves
Ralph & Gay Young Family Capital Fund
Christopher & Alison Richardson
Jasmine Sweatman
Richard Widdifield & Andrea Hannon
Brad Willems & Steve Willems
$1,000+
Rick & Colleen Braun-Janzen
Florence Carey
Carters Law Firm
Kim Cavener
Joan Cosby
Ian Fraser
Geoff C. Graham & James B. Tee
Betty-Anne Howard
Peggy Killeen
Robert A. Kleinman & Alice Herscovitch
Ruth MacKenzie
Paul & Chastity Nazareth
Charles O’Neil
Michelle M.B. Osborne
Heather Powers
Beth Proven
Lorna Somers
Amanda Stacey
Jay Stark
Conor Tapp
Silvia Ugolini
Andrew Valentine
Ross B. & Alison Young
Marcella Zanella
$500+
Yolanda Benoit
Michael Blatchford
Joan Blight
Malcolm Burrows
Canada Life
Barbara Chambers
Janice Feuer
Liz Finney
Carmela Guerriero
Janice Loomer Margolis
Susan Manwaring
Jenny Mitchell
Marilyn Monson
Jen Pederson
Ricky Piedrahita
Thomas G. Riglar
$250+
Kathy Arney
Ninette Bishay
Clare Levy
Greg Lichti & Garth Norbraten
Jackie & Kurt Markstrom
Brad Offman
Ligia Peña
Laily Pirbhai
Maurice Prevost
Doug Puffer
Anne Thibodeau
Waterloo Wellington Estate Planning Council
$100+
CAGP Ottawa Chapter
CAGP Vancouver Island Chapter
Doris Cameron
CanadaHelps
Jennifer Chegus
Eli Clarke
Claude Drouin
Estate Planners’ Council of Hamilton
Kim Falconer
Laurie Fox
Daniel Frajman
Ryan Fraser
David Kravinchuk
Michele Krieger
Sam Laprade
Caralen Law
David Love
Gordon Moir
Danzel Pinto
Up to $100
Deborah Bauder
Joel Bray
Jennifer Button
Beth Cairns
Eric Dean
Emelita Ervin
Carolyn Ferguson
Carrie Gemmell
Arundel Gibson
Pat Lilley
Krishan Mehta
Justin Pilon
Ann Rosenfield
Veronique Salibur
Janice St-Denis
Kelly Trickett
Natasha van Bentum
Holly Wagg
Jennifer Walsom
FINANCIALS
For the year ended December 31, 2022
About Us
Join us in making the world a better place through strategic charitable giving!
Our Team
Igor Fernandes
Communications Coordinator
Laurie Fox
Director, Will Power Campaign
Nancy Ho
Manager, Will Power Campaign
Peggy Killeen
Development Director, CAGP Foundation
Lara Kinnear
Membership Coordinator
Erin Kuhns
Manager, Education & Training
Caralen Law
Conference & Event Planner
Clare Levy
Director, Strategic Communications & Stakeholder Relations
Ruth MacKenzie
President & CEO, CAGP / Executive Director, CAGP Foundation
Susan Murphy
Communications Consultant
Paul Nazareth
Vice-President, Education & Development
Jaymie Oakes
Administrative Assistant, Finance & Donor Relations
Dana Thomson
Executive Assistant
Canadian Association of Gift Planners
14 Chamberlain Avenue, Suite 201A
Ottawa, Ontario K1S 1V9
1.888.430.9494 info@cagp-acpdp.org
Impact Report 2022
