Mentoring Program

Learning Partners

If you are:

  • new to the profession of gift and legacy planning (maximum of 3 years )
  • a member in good standing with the Canadian Association of Gift Planners for the Greater Toronto Area
  • would like to be assigned to a Mentor

Simply complete the attached application so we can partner you with a Mentor. Please indicate a maximum of three areas in which you would appreciate mentoring, and rank your needs with 1 indicating your greatest interest in learning.

By becoming a Learning Partner, you will be assisted by an experienced Gift/Legacy Planner whose knowledge, expertise, network and guidance will greatly assist you in becoming proficient practitioners in the field, in accordance with the Canadian Association of Gift Planners’ Standards of Professional and Ethical Practice. Each Mentor has made a commitment of 10 months (September – June) to work with their Learning Partner.

Please email your completed form to: or fax to: 416-971-3193.

Good luck and thank you for your interest in participating in the Mentoring Program!

Meredith Meads
Chair, Mentoring Committee

Tel. 416-946-7371

Fax: 416-971-2354

CAGP Learning Partner Application 2014-2015

Last Name: ______First Name: ______

Title: ______Date: ______

Organization: ______

Address: ______

Telephone: ______Fax: ______E-mail: ______

  1. Are you a member in good standing with CAGP? ______Since: ______
  1. What are the sizes of the gift planning departments that you have worked for?

 Small (<3)  Medium (3-10)  Large (10+)  Multi-Level

  1. How many years have you worked in or withthe charitable sector? (Please indicate sector and the number of years).

Health / Education / Social Service / Religious
Cultural/Arts / Professional Advisors - Lawyer, Financial Planner, Life
Insurance. (Please specify) / Other

4. How much of your current job involves gift or legacy planning? <25%  25- 50%  50-75% 75%+

5. Choose up to 3 areas of learning, with #1 indicating your greatest interest for learning:

Bequest & Estate Administration / How to Start a Gift Planning Program / Communication /Marketing
Charitable Gift Annuities
Please circle type:
Re-Insured or Self-Insured / Securities (Stocks, Bonds,
GICs, Mutual Funds) / Donor Development
(Moves Management)
Endowments / Taxation Issues / Prospect Research
Life Insurance/ RRSP /RRIF / Gift-in-Kind / Property/ Real Estate / Stewardship / Recognition
Private Family Foundation
Charitable Remainder Trusts/ Gifts of Residual Interest / Volunteer Development /
Management / Donor Advised Funds
  1. What is your preferred method of communication in terms of your mentoring relationship?

Face-to-face / Telephone / E-mail
  1. How much time do you require from a Mentor? 1 hour / month  2 hours/ month 2+ hrs./ month

8. What do you hope to achieve through the program? ______

Please return to: Meredith Meads, Chair, Mentoring Committee

Email: Fax: 416-971-2354