Empower Client Philanthropy with Gift Planning Expertise
Advocis has partnered with the CAGP Foundation to offer members exclusive discounted access to the Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropycourse.
Join CAGP for this two-half-day online course, presented by Serena Hak, MFA-P, Senior Associate, CI Private Wealth on Monday, November 3, and Tuesday, November 4, 2025.
Course Fee:
CAGP Members: $525
Advocis Members: $525 (must enter Advocis Member ID during registration)
Advisors who can effectively help clients engage in effective and fulfilling philanthropy while incorporating the benefits of giving into their financial and estate plan will have deeper client relationships and a competitive marketplace advantage.
Attending the Gift Planning Fundamentals for Professional Advisors will give you:
Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
Tips to grow your book of business and connect with new clients through the philanthropic conversation;
A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage charity sector centres of influence.
This course has been approved by The Institute for 6.5 CE credits and 6 hours of MFA-P™ recertification credits.
