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Giving Back

Royalene Reed became a single mother to four young children after her divorce in the mid-1980s. Cheerful and outgoing today, she recalls with painful clarity her shame, loneliness and helplessness after losing her entire support system when she chose to end her...

When You Can’t Take It With You

Anthea Law Stevenson, Vogel & Company LLP For the past three years, I have enjoyed presenting at the annual Leave a Legacy event on estate planning, wills, probate, and executor’s duties. These presentations have allowed me to share legal information with members...

Founding professor leaves lasting legacy

Helen Stadelbauer was instrumental in shaping the University of Calgary Art Department. A strong believer in housing developmental art, studio art and art history under one department, She was a founding member of the art department and a staunch supporter throughout...

Imagine Canada Pleased With Federal Budget Measures Relating To Charities

Ottawa, February 11, 2014 – Imagine Canada, the national umbrella for Canadian charities, is pleased with a number of measures announced in today’s federal budget. The budget emphasizes the federal government’s belief “that the charitable sector plays an...

Bequests

The most common type of legacy gift is a charitable bequest or gift by Will. This may be a cash donation or even a gift of property such as real estate, a work of art or publicly listed securities. A bequest to a charity is very easy to put in place and can be...

Securities

A gift of securities provides an innovative and creative way to make a charitable gift and can include stocks, bonds and mutual funds. Federal incentives introduced in early 2006 have made it very attractive to donate publicly listed securities that have appreciated...

Life insurance

A gift of life insurance is made when you name a charitable organization as the beneficiary of the policy. This means that the charity would receive the insurance proceeds when you pass on.There are a number of ways to make a gift to charity through life insurance....

Annuities

A gift of annuity is made when you make a contribution of cash or other property to a charitable organization in exchange for a guaranteed lifetime income (or for a stated interval of time). It is an agreement or contract between you and your charity. Upon death, the...

Charitable remainder trusts

A gift of trust is made when you decide to make a charitable organization the secondary beneficiary to an irrevocable trust. The primary beneficiary (or the income beneficiary) includes you, and if applicable, your spouse. Throughout your lifetime, or for a stated...

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Due to the uncertainty with COVD-19 we are suspending this year’s Wills Power Seminar that was scheduled for May 2020. Please leave your name and email address and we will keep you up to date on new developments.

Sign Up For Our Email List And Help Leave A Legacy For The Next Generation

Enter your email address below to get FREE ACCESS to insights and information on how you can Impact future generations and leave your legacy through planned giving :

Give back to your community

Legacy giving can give you a way to significantly impact your community in a positive and lasting way.

Build and strengthen family tradition

Legacy giving is a great way to pass on your values around giving back and living in gratitude to your heirs.

Planning your impact and your retirement

Planned giving allows you to plan for your retirement and your estate while enabling you to build a legacy of giving back.

How To Get Started

One of the biggest misconceptions about leaving a legacy is that only the wealthy can do it. The truth, however, is that everyone can plan a legacy gift no matter their current income or assets – here are the main reasons to leave a legacy.

1. Choose a charity of choice

Think about the charity or cause you’d most like to support. Maybe you or someone you know has benefited from the service of a particular organization.

2. Talk to someone

Be sure your family is aware of your intentions so they can understand and support your decision. Let them know how you would like to be recognized

3. Consult appropriate professionals

Your estate lawyer, financial planner or tax accountant will help ensure the type and timing of your gift is appropriate to your financial situation.

Giving Options – Financial Strategies You Can Use

Legacy gifts are often referred to as planned gifts, since planning a gift can often result in a significant contribution to a charitable organization. While a commitment is generally made today, the financial benefits are usually not received by the charity until some time in the future. Below are just a few ways you can give back to your community.

Bequests

Bequests

The most common type of legacy gift is a charitable bequest or gift by Will. This may be a cash...

Securities

Securities

A gift of securities provides an innovative and creative way to make a charitable gift and can...

Life insurance

Life insurance

A gift of life insurance is made when you name a charitable organization as the beneficiary of the...

Annuities

Annuities

A gift of annuity is made when you make a contribution of cash or other property to a charitable...

Donor Stories

Below are stories of individuals who made a difference by employing planned giving as part of their charitable giving and estate planning. These are just a sampling of stories… more to come.

Giving Back

Giving Back

Royalene Reed became a single mother to four young children after her divorce in the mid-1980s....

What We Do

The 20 CAGP Chapters across the country are an essential partner in achieving CAGP’s vision and mission, by building and leveraging local relationships and engaging members to strengthen philanthropy and strategic charitable gift planning. 

Comprised of and serving CAGP’s 1200+ members throughout the country, Chapters provide education and professional development designed for charitable gift planners, professional advisors and senior decision makers, the opportunity to network and connect with their peers and colleagues at the local level is one of the most important and valuable benefits of membership in CAGP. 

Local Chapters also offer an array of other initiatives designed to build on local opportunities and address local needs, issues and priorities, such as mentorship programs, LEAVE A LEGACY™ events, newsletters and e-communications, etc. 

Our Mission

The Canadian Association of Gift Planners is the only organization in Canada that brings together charitable representatives with donor advisors in one professional association. Among our fundraising, legal and financial peers, we are looked to as the experts in strategic charitable gift planning.

Become a Sponsor. Get Involved.

Leave A Legacy Calgary is a volunteer based organization that relies on the generosity of sponsors. If you are interested in supporting our events as a sponsor, please get in touch with us here.

Our Sponsors

Here are the list of companies and organizations who enable our success