Congratulations on your MFA-P Designation, joanne!
Joanne Goodrich, M.A., CIM®, FMA, FCSI®
Vice President, Portfolio Manager and Wealth Advisor, Goodrich Livingstone Wealth Management | RBC Wealth Management | RBC Dominion Securities Inc.
I appreciated the MFA-P course for many reasons, the most important of which was its comprehensive detail about philanthropy in Canada from the context (who, what, why) to tax (personal and corporate) to specific strategies that donors and their advisors can use to maximize the effectiveness of planned giving.
I continue to use the values-based templates when speaking with clients who want to give but aren’t quite sure to which causes they should direct their giving. The tax calculators associated with the course are practical and I continue to use them in my work.
Finally, for anyone with a passion for public speaking, the course is an excellent resource for sharing the current state of philanthropy in Canada and how we can all make a difference by thoughtfully supporting causes that mean something to us.
Advance Your Career
CAGP has partnered with CFRE International, Advocis, and FPSC to offer continuing education credits for many of our sessions and programs at the Chapter and National levels. Members and non-members alike are given opportunities to earn credits towards designations through CAGP education.
The Niagara Golden Horseshoe Chapter offers events and education sessions each year. We invite you to develop your network and advance your career with us through diverse course offerings and events.
As a collective, we welcome your feedback on topics and encourage Chapter members to get involved. Should you wish to host your own education session or event, please reach out. We would love to hear from you!
At the current time of COVID, we are focusing on virtual touchpoints. Stay tuned for more updates on Summer and Fall events, including the launch of Will Power in our Niagara Golden Horseshoe region!
Professional development opportunities for CAGP members
Bursaries & Scholarships
Occasionally our Niagara Golden Horseshoe Chapter can offer a bursary to cover a member’s education or event fees. Members will receive invitations to submit their applications when funds become available, in a given year. We will keep you updated! Click here for more information.