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2021IMPACT REPORT
LEADERSHIPMESSAGEWe began 2021 with vaccinations becomingavailable and the proverbial light at the endof the tunnel shining.Back then, we couldn’t imagine that we’d be, for a second time, sharing areflection on a year that continued to be laden with uncertainty and disruption.Nevertheless, it was also one filled with achievement and accomplishment,which leads us to report upon a tremendously successful year.WITH THANKSTO THE CAGPBOARD OFDIRECTORSHeather Powers – ChairMichelle Osborne, CFRE – Past ChairGeoff Graham, CFRE – Vice ChairNinette Bishay, CPA, CA – TreasurerMichael Blatchford - SecretaryYolanda BenoitJanice FeuerCarmela GuerrieroSerena HakJill Nelson, CFRELaily PirbhaiWhile a virtual conference was not our first choice, the staff team andvolunteer leadership curated content and carefully considered details of anonline conference in order to live up to our established reputation of an eventwith first-class learning and meaningful networking, along with ideas andinspiration. Delegates showed up in considerable numbers, as much becausethe CAGP family is a communal group that yearns to connect, as they wantedto show their support for their association during a challenging time. We weremoved, and many told us the Conference was among the best in the virtualworld that they had attended.Our cornerstone offering of strategic philanthropic education continued tomove forward virtually, and new programs were offered so that we continuedto meet our commitments to members and wider stakeholders. We’reparticularly proud of our first webinar mini-series delivered in French,as well as the new Practical Philanthropic Conversations course.The Will Power campaign shone brightly in 2021, with an accelerated plan togo live across Canada as a result of the unique landscape presented by thepandemic. The message of the campaign is entirely fundamental to CAGP’smission and purpose, and the goals of the campaign are poised to makea transformational impact on our sector. Charities joined up in numberssurpassing targets, leaving us excited for the campaign’s ongoing vitality.At the same time, we remain laser-focused on the fact that we are building– with our partners – for long-term success. Who better understands theconcept of perseverance and patience than gift planners? We are evergrateful to those who are joining and staying with us through this journey.Recognizing you, the individual engaged with CAGP and reading this report,is always a crucial part of what we do. CAGP would not be possible if not forour community of volunteers, chapters, supporters, and others who make ourmovement so special. One of the most noteworthy indicators of that support isour membership numbers, which hit record-high levels in 2021. We view this asa demonstration of a need for more education and networking in our field, andwe are here to serve that growing need.On that basis, we continue to forge forward with an attitude of abundance, afirmly held belief in kindness, and a vision of a better world through strategiccharitable giving.Heather and RuthHeather PowersChair of the Boardof DirectorsRuth MacKenziePresident & CEO 2
2021 HIGHLIGHTSEDUCATION2021 saw a full year of delivering nationaleducation online, including our first-evervirtual conference, attended by497PEOPLEa huge success!The virtual conference opened up CAGPlearning to a host of new attendees whohad not experienced our offerings before,and the topics presented have led to acontinued commitment by CAGP towardsdiversity, equity, and inclusion in our work.We delivered 4 Gift Planning Fundamentals online, WebinarWednesdays continued to run through 2021, and we launched abrand new online course – Practical Philanthropic Conversations.In addition, we delivered 36 ”in-house” training sessions andspeaking engagements, customized to individual clients.6,450Total engagementswith CAGPeducation in 2021MEMBERSHIPThe first year of the crosscountry campaign officiallylaunched in Sept. 2021 withover 500 charity and advisorpartners joining the movement.In just the first two months ofthe campaign, 11% of Canadiansknew about the campaign andcould recall the ads and 42%of Canadians who saw the adschanged their minds and arenow more likely to leave a giftin their Will!130,000In total,people explored the idea ofleaving a gift in their Will onwillpower.ca and11,500 actions weretaken towards leaving a giftin a Will.Membership grew continually in 2021, despite the ongoing pandemic,with 1,463 active members as of Dec 31, 2021. That’s an increase of27.77% from the previous year and a 29% increase since December2019. In this time of challenge and change, CAGP membership hasbeen a steady rock for our community. Special thanks to our Chapterswho have doubled their stewardship efforts to ensure members stayconnected and supported.1,463activemembers as ofDec 31, 2021FRIENDS OF CAGP 2021In 2021, Darren PriesKlassen (top) andRoss Young (bottom)were recognized fortheir contributionand dedication to themission of CAGP. 3
OURTHANKSCAGP’s successrelies heavilyon 19 Chaptersacross Canadathat are led by180 passionateprofessionals ingift planning whovolunteer their timeand expertise torepresent CAGP intheir regions. Wecan’t thank themenough for theirdedication andhard work!Vancouver IslandSonia Egey-SamuBeth Cairns – ChairJayde JessomeHilary AbbottDarlene KowalchukRod AbbottRandy LiedtkeLaurie BienertMatt MandrusiakAlyson DahlKat MooneyKate DonahueBarb NobleShelley EngelhardtSherry SchaeferJane EvansChristy SoholtYvette GuiguenoLaura SvajlenkoJennifer JasechkoTerry TobinMichelle JohnsonGreg KuhnGordon LarinAlberta SouthKaren Filbert – ChairJaime McMillanHeather BachGreater VancouverAreaKevin DavidsonRaman Johal – ChairKate Bake-PattersonNicco BautistaKaren BrownCelia CamposAubrie GirouMoira GookstetterRory GreenRobert HamanishiAimée LindenbergerKris LoveDarya SawyckyJeannie ScarfeMike ToddJane WestheuserRich WiddifieldJanice WilliamsKamloopsAlisa Coquet – Co-ChairShelby Lomas – Co-ChairSasha CarterMargaret ChrumkaNena Jocic-AndrejevicAlberta NorthLeona Yez – Past ChairHeather BerezowskiSusan DeikeMoses GabrielKathryne GibsonKaleigh GoehringerRob LockeSheelagh MercierNeil WilliamsRoss YoungShirley YurchiSaskatchewan NorthMelissa Mann – ChairTrina MortsonJen PedersonStacey SchewagaJay StarkSaskatchewan SouthKurtis Krug – ChairMaureen HarrisonTicia HewardMichele KriegerErin MacAulayJeff NorwigTrina OwensLeanne PosehnCrystal SchmalleKaleta StrainJamie Craig 4
Adam ChapmanTrish GergichSue HardyVicki HayterSarah MorkinWaterloo-WellingtonJessica Wroblewski – ChairLana DadsonLandon JenningsRubin KatakiLynn WhethamManitobaJackie Markstrom – ChairKathryne CardwellFlorence CareyAllison CranmerMia DunnJanice FeuerPat LilleyChristopher MahussierRena MolinariPatrick O’ConnorBeth ProvenLynda RubanBlair SmithNiagara-GoldenHorseshoeCarrie Gemmell – ChairDarlene Bennett-HowesAmanda BraetJoan CosbyErin CourtGena DureaultTracy GeoffroyJoanne Harris-BedfordMichael LongvalRicky PiedrahitaCarol RameShauna ReidTanya RumbleStephen WebbMatina SinghWindsor & Essex CountyGreater Toronto AreaLisa Kolody – ChairKelly GosselinSandra PreslandPatricia ValleauJanice Correa – Co-ChairKaren Hudson – Co-ChairMarisa BarlasJack BergmansPeggy WinchMikhael BornsteinChatham-KentClara EtaLisa Caron – ChairBrad DavisJodi MaroneyMargery MuharremEli ClarkeBecky FallisAbdesh FurmahTammy GarciaAngus GordonAnne TaylorAnn GorwillLondonDaniel KachaniJustin Pilon – ChairGord BaptistSerena HakRichard LefebvreOttawaMitch Miller – ChairPaul BrousseauMegan Doyle RayNadine FowlerBetty-Ann HowardKatie LoftusChelsea McIntyreJenny MitchellMaurice PrevostSelva Trebert SharmanQuebecMichel Beauchamp – Co-ChairAntonietta Nicolo – Co-ChairKaren BouchardGérard BriandKim CavenerJosée DarcheGina (Luigia) Di FilippoNancy DossousLucille GrimardJeremy HampsonNatalia KistrugaNancy LepageKim NguyenVéronique SaliburCatherine St-AndréPrince Edward IslandNova ScotiaElizabeth Finney – ChairSara BurkeToni CroftSiobhan DohertyGeoff GrahamJohn MacDonaldLaura O’BrienJill PelkeyHeather StrickeyLori ScottNewfoundland &LabradorMike Kidney – ChairLaura MullinAlice Wu 5
In addition to ourChapters, CAGP’swork is supportedby numerouscommitteesthat offer theirexpertise insupport of themany aspects ofour work nationally.We extend ourdeepest thanksto the followingprofessionals:National EducationCommitteeGovernment RelationsCommitteeJill Nelson – ChairAmanda Stacey – ChairClaude DrouinMichael BlatchfordRyan FraserRick Braun-JanzenErin KuhnsMalcolm BurrowsRuth MacKenzieTerrance CarterJanice Loomer MargolisNicole D’AoustPaul NazarethMark GoldbloomSara NeelyElena HoffsteinDeWayne OsbornRobert KleinmanMichelle OsborneBrenda Lee-KennedyLydia PotocnikRuth MacKenzieHeather PowersSusan ManwaringJanice Loomer MargolisMargaret MasonGrant MonckElizabeth MoxhamJill NelsonBrad OffmanMichelle OsborneLaily PirbhaiHeather PowersJo-Anne RyanSilvia UgoliniRoss YoungMembershipCommitteeCarmela Guerriero – ChairYolanda BenoitEli ClarkeLandon JenningsLara KinnearClare LevyPaul NazarethJennifer PedersonTanya Rumble 6
National AdvisorCouncilLydia Potocnik – ChairBMO Private WealthJordyn AllanMiller Thomson LLPMichel BeauchampBeauchamp et Gilbert,notaires inc.Christine BrunsdenTrusted LegacyMalcolm BurrowsScotia WealthManagementWe would also like to recognize andthank these funders and sponsors fortheir support in 2021.Abundance CanadaScotia Wealth ManagementBlackbaud CanadaThe Donor Motivation Program BlakelyThe Foundation (WCPD)BMO Private WealthCAGP FoundationCanadaHelpsCanadian Donor’s GuideCardinal Capital ManagementJennifer ButtonRBC Royal TrustCarters Professional CorporationFlorence CareyF I Carey Law CorpCI Assante Private ClientRyan FraserQuiet LegacyPlanning GroupCFREDLA Piper (Canada) LLPDonorPerfect CanadaEnvironics AnalyticsMark HalpernWEALTHinsuranceFasken Martineau DuMoulin LLPJeremy HampsonCI AssanteMiller Thomson LLPGordon HolleyHumanity FinancialManagement Inc.KBF CanadaNorton Rose Fulbright CanadaPearTree CanadaPGgrowthIan HullHull & Hull LLPPrivate Giving Foundation at TDCandice JayConnor, Clark & LunnRaymond James CanadaFoundationKurtis KrugFreedom 55 FinancialRBC Wealth Management –Royal TrustQuiet Legacy Planning GroupJonathan LewisEastport Financial GroupBradley OffmanSpire PhilanthropyJo-Anne RyanTD PrivateGiving FoundationAmanda StaceyMiller Thomson LLPGlenn StewardsonAssante HydrostoneStephen WebbEntrust Financial ServicesRoss YoungICP PlanningWe would also like 7
GRATITUDE REPORTFROM THE CAGPFOUNDATIONYou give us hopeOur deepest gratitude goes to our amazing donors and supporters. 2021 was not theeasiest of years but we received unwavering encouragement and we are grateful forit. We thank you all for giving us hope.We’re inspiredWe were able to make a million dollar announcement when Donald K. Johnsonpledged this inspirational amount over the next five years. Don’s gift was notonly a renewal of his original and extremely generous pledge to us as a FoundingDonor, but a DOUBLING of his previous support. His unwavering generosity over thelast five years has been vital to our growth in this key phase of our existence and hisforesight allows us to continue to build and to dream even bigger.Paying it forward is powerfulWe received a significant gift of 100,000 from Bob and Jill Strachan.Bob is a long-time member of CAGP and a believer in the power ofstrategic charitable giving.We’re honoured by your commitmentIt should come as no surprise that the majority of our supporters, who are CAGPmembers and committed volunteers, tend to be loyal, and that they also plan theirgifts. We have a 63% donor retention rate! 45% of our donors give through monthlyor annual pledges. And we are deeply honoured to have eight legacy commitments.Bottom lineOur revenue for the year was 621,953, of which 222,855 came from ourgenerous Will Power Campaign funders. The remaining 399,098 allows us torespond innovatively to the growing demand for our resources, education andprofessional development offerings and gives us the capacity to provide a strongvoice for tax policy supporting charitable giving in Canada.Thank you again to all our supporters for believing in the power of strategicphilanthropy to change the world, for making it your life’s work, and for payingit forward with your generosity!“I have great confidencein the work beingaccomplished acrossthe country by CAGP –it’s more importantand needed than ever,and it strengthens thecharitable sector as awhole.”Don Johnson“This is a way for meto give back. No otherorganization could haveoffered me this kindof education and alsointroduced me to thisincredible network ofpassionate people. I’velearned so much overthe years that I wasable to incorporateinto my investment andplanning practice withphilanthropic clients.I see the growth ofthis good work thatwill have an impacton communities andcharities in Canada and Iwant to pay it forward.”Bob StrachanCAGP Foundation Board of DirectorsAdditional volunteersBeth Proven – ChairJanice FeuerJoan BlightGreg LichtiJill Nelson – Vice ChairBrad OffmanNicola ElkinsCharles O’NeilRoss Young – TreasurerRicky PiedrahitaMichelle JohnsonTina TehranchianAndrew Valentine – SecretaryAndrea RobertsonRoger LeeKeith ThomsonMarcella Zanella 8
OUR 2021 DONORSAND SUPPORTERSWe’re immensely grateful to our growing family ofsupporters for their loyalty and generosity.Legacy Donors 5,000 1,000 Michelle JohnsonRod AbbottJoan BlightRuth MacKenzieCanadian Legal WillsMalcolm BurrowsChelsea McIntyreCarters Law FirmFlorence CareyPaul C.S.C NazarethSandra DowJanice FeuerCharles O’NeilJeremy HampsonIan FraserBeth ProvenElena HoffsteinRyan FraserKeith ThomsonRuth MacKenzieDoug & Carla FunkNeil WilliamsOakville Community FoundationSerena HakAmanda StaceyGreg Lichti & Garth NorbratenSaskatoon CommunityFoundationDavid LoveJennifer StebbingJeffrey Norwig 500,000 Donald K. Johnson 50,000 Benefaction FoundationThe Donor Motivation Program Rideau Hall FoundationRobert & Jill StrachanTina TehranchianWillfulRoss B. & Alison Young 2,500 Toronto FoundationYolanda Benoit 25,000 Michael BlatchfordThe Conference for Advanced LifeUnderwriting (CALU)Doggone FoundationPrivate Giving Foundation 10,000 Foundation of Greater MontréalJewish Community FoundationDeWayne OsbornPearTree CanadaSusan ManwaringVictoria FoundationBlackwood FamilyEnterprise ServicesKim CavenerEpilogue WillsGeoff C. Graham & James B. TeePeggy KilleenPaul & Chastity NazarethSara NeelyJill NelsonBrad OffmanMichelle M.B. OsborneHeather PowersDarren & Monika Pries-KlassenBeth ProvenJasmine SweatmanAndrew ValentineMarilyn MonsonCharles O’NeilRicky PiedrahitaGregory SniderLorna SomersConor TappSilvia UgoliniRalph & Gay Young FamilyCapital FundMarcella Zanella 500 Ninette BishayDoris CameronEli ClarkeFlavelle Family FoundationClare LevyJanice Loomer MargolisJen PedersonLigia PeñaLaily PirbhaiDoug PufferAnne ThibodeauVital Toronto Fund atToronto Foundation 9
250 100 Up to 100Theresa Butler-PorterMaya AhmadJulia Al AkailaCAGP Nova Scotia ChapterCAGP Ottawa ChapterCandace BoersmaSusan EliasClaude DrouinLaura BylLeila FiouziMichele KriegerColleen DeJagerKathryne R. GibsonSam LapradeDonorPerfect CanadaCarmela GuerrieroLakehead Fundraising AssociationLeah EustacePaola Coronado HassMeredith MeadsDenise FernandesDiane LaundyGordon MoirFundraising EverywhereSheelagh MercierThe Perley and Rideau Veterans’Health Centre FoundationCarrie GemmellJustin PilonLara KinnearFrank MintonMaurice PrevostThomas G. RiglarJayne WhitfieldAndrea RobertsonLori ScottNeil WilliamsSTEGH Foundationand one donor who prefers to remainanonymousAnne Marie WatsonJennifer WalsomWinchester District MemorialHospital Foundationand one donor who prefers to remainanonymousMichelle JohnsonErin KuhnsJohn LeppIan LewerPat LilleyJenny MitchellOttawa EstatePlanning CouncilQEII Health SciencesCentre FoundationAlison Stonemanand one donor who prefers to remainanonymous 10
FINANCIALSFor the year ended December 31, OTAL2020Will Power campaign memberships and sponsorships - - 1,479,052 1,479,052 350,675Donations - - 371,728 371,728 228,129Membership fees 328,593 - - 328,593 286,846Conference 308,874 - - 308,874 143,417Education courses and designation program 32,047 - 143,054 175,101 234,183Job postings 36,490 - - 36,490 22,100Chapter events - 26,661 - 26,661 31,641Leave a Legacy and other sponsorships - 24,370 - 24,370 196,137Government assistance 18,353 - - 18,353 100,235Interest and other 11,505 1,573 - 13,078 21,633 735,862 52,604 1,993,834 2,782,300 1,614,996Will Power campaign - - 958,870 958,870 343,197Personnel 369,145 - 277,406 646,551 556,232Conference 231,760 - - 231,760 147,071Administration 98,471 49,413 14,793 162,677 106,466Professional fees 84,772 - 117 84,889 44,308Fundraising - - 60,501 60,501 46,039Rent 21,262 - 14,502 35,764 37,277Leave a Legacy - 19,899 - 19,899 172,641Memberships and honorariums 8,845 - 10,704 19,549 20,152Sponsorship - - 17,360 17,360 -Chapter events - 2,958 - 2,958 43,619Meals, travel and accommodation 329 - - 329 38,830 814,584 72,270 1,354,253 2,241,107 1,555,832NET REVENUE (EXPENSES) BEFORE INTER-FUNDREVENUE AND EXPENSES (78,722) (19,666) 639,581 541,193 59,164Contribution from Chapter to CAGP Foundation - (8,960) 8,960 - -Chapter grants (35,810) 59,635 (23,825) - -Management fee 110,549 - (110,549) - -Membership fees 21,270 - (21,270) - -Conference bursaries 12,475 (12,475) - - -Sponsorship 32,079 - (32,079) - -NET REVENUE (EXPENSES) FOR THE YEAR 61,841 18,534 460,818 59,164REVENUEEXPENSES541,193For a complete set of the 2021 Audited Financial Statements, please visit this link. 11
ABOUT USJoin us in making the world a better place through strategic charitable giving! Join Us.OUR TEAMDeidre CaustonExecutive AssistantLara KinnearMembership CoordinatorLaurie FoxDirector, Will Power CampaignErin KuhnsManager, Education & TrainingNancy HoManager, Will Power CampaignCaralen LawConference & Event PlannerPeggy KilleenDevelopment Director, CAGPFoundationClare LevyDirector, Strategic Communications& Stakeholder RelationsRuth MacKenziePresident & CEO, CAGP / ExecutiveDirector, CAGP FoundationPaul NazarethVice-President, Education &DevelopmentJaymie OakesAdministrative Assistant, Finance &Donor Relations2021IMPACT REPORTCanadian Association of Gift Planners14 Chamberlain Avenue, Suite 201AOttawa, Ontario K1S 1V91.888.430.9494info@cagp-acpdp.org
Ninette Bishay, CPA, CA - Treasurer Michael Blatchford - Secretary Yolanda Benoit Janice Feuer Carmela Guerriero Serena Hak Jill Nelson, CFRE Laily Pirbhai 2 . Greg Kuhn Gordon Larin Jaime McMillan Greater Vancouver Area Raman Johal - Chair Kate Bake-Patterson Nicco Bautista Karen Brown Celia Campos Aubrie Girou
