Philanthropy and Estate Planning: Trends, Impact & Secrets of Success

Philanthropy in Canada is evolving rapidly. This session explores emerging trends revealed through extensive Canadian Association of Gift Planners (CAGP) research and the national Will Power program, which encourages Canadians to use their Wills, RRSPs, and other assets to make meaningful charitable contributions. 

Laurie Fox, MBA, Campaign Director of Will Power, discusses national giving patterns and the growing movement toward legacy and planned giving. Mike Todd, MFA-P, shares how charities can position themselves to benefit from Donor Advised Funds (DAFs)—Canada’s fastest-growing giving vehicle—and strengthen their fundraising systems to make the most of these opportunities. Matt Mandrusiak, Manager of Philanthropy at the Edmonton Community Foundation, brings the donor’s perspective, illustrating how philanthropy shapes lives and communities in lasting ways. 

Together, they provide a comprehensive view of what’s driving today’s philanthropic landscape and how both charities and advisors can adapt to maximize impact.