There are people in our community who can help you make arrangements to leave your legacy. They are members of the Canadian Association of Gift Planners (CAGP), a professional membership organization whose mission is: “Advancing philanthropy by fostering the quality and growth of charitable gift planning.” CAGP has a code of Ethical and Professional Standards to which its members adhere.

Charities that want to encourage and help their donors make legacy gifts will often encourage a member of their staff to join CAGP, since they will then have access to current information and educational opportunities in the area of legacy gift planning. Lawyers, accountants, financial planners and other professionals who provide advice to people about their wills, estates and taxes also join CAGP in order to stay abreast of developments in the field.

The following pdf lists the people who are members of CAGP’s Southern Alberta RoundTable.

LEAVE A LEGACY™ encourages you to contact the individuals on this list if you need assistance leaving your legacy.