What CAGP Foundation does

CAGP Foundation is a federally registered Canadian charity (registration #776727323 RR0001) headquartered in Ottawa, focused on advancing education, research, and awareness for strategic charitable giving across Canada. Its mandate centres on supporting donors, gift planners, and the broader philanthropic sector with the knowledge, tools, and convening capacity needed to design and execute effective giving strategies, including planned and legacy gifts.

The foundation operates with a lean staff of 1-10 employees under Executive Director Ruth MacKenzie, with Development Director Peggy Killeen leading fundraising and Board Chair Amanda Stacey providing governance oversight. Operationally, it runs on DonorPerfect as its donor CRM and has formalised a partnership with the Canadian Association of Gift Planners (CAGP), the national industry body for the gift-planning profession, giving it distribution into professional advisors and charitable-giving practitioners across the country.

Revenue is generated through charitable donations, multi-year pledges, and legacy / planned gifts. A $500,000 five-year pledge from Donald K. Johnson represents a significant anchor commitment, while 62%+ of the donor base gives on a recurring basis and seven legacy donors have been documented. The foundation is roughly five years post-incorporation and is in an early institutional-building phase, with the development function and major-gift pipeline still being constructed.

Name

CAGP Foundation

Legal name

CAGP Foundation

Website

https://cagpfoundation.org

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

CAGP Foundation is a federally registered Ottawa-based Canadian charity that advances education, research, and awareness for strategic charitable giving, serving donors, gift planners, and advisors through programs developed in partnership with the Canadian Association of Gift Planners.

Ownership category

akta.pro rank

Product category

Philanthropy Education and Planned Giving Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Educational Support Services (61171)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

akta.pro secondary industries

Community Foundations (BPAGAKAB), Fundraising & Annual Giving (EDALAOAB), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Charitable foundation services
• Planned giving education
• Philanthropy research
• Donor relationship management
• Legacy gift programs

Headquarters

HQ city

Ottawa

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Marketing or Sales, Technology or R&D, Personnel

Revenue model

1. Donations and Multi-Year Pledges: The foundation receives charitable donations from individuals and organizations. Over 62% of donors give through recurring gifts and pledges, allowing for strategic long-term planning.
2. Planned/Legacy Gifts: The foundation receives ultimate gifts through bequests, estate planning, and legacy giving arrangements. Seven visionary individuals have made the foundation part of their legacy.
3. Founding Donor Contributions: Significant leadership gifts from founding donors including a $500,000 multi-year pledge from Donald K. Johnson over 5 years, demonstrating substantial early institutional support.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

CAGP Foundation supports education, research, and awareness to advance strategic charitable giving and planned giving in Canada. It does this by developing and delivering educational curricula for professional advisors through a contractual relationship with CAGP, while raising charitable funds through a multi-year pledge program, planned/legacy gifts, and online donations. Donations power the foundation's mission to expand access to high-quality philanthropic education across Canada.

Product overview

CAGP Foundation operates as a single unified offering focused on advancing strategic charitable giving in Canada through education and donor engagement. The core product portfolio consists of educational programs for professional advisors in charitable gift planning, multi-year pledge and planned giving mechanisms, legacy giving options, and an online donation platform. The foundation delivers specialized curriculum targeting professional advisors including financial planners, CPAs, and lawyers, while enabling individual donors to make both immediate and long-term planned gifts. A donor database system (DonorPerfect) supports internal operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Education Program for Professional Advisors An educational curriculum developed by CAGP Foundation specifically targeting professional advisors in Canada, delivered contractually through CAGP to build capacity in strategic charitable gift planning.
• Multi-Year Pledge Program A recurring donation mechanism allowing donors to make sustained multi-year commitments to support long-term planning of CAGP Foundation's programs, with over 62% of donors contributing through recurring gifts.
• Legacy Giving Program A program inviting individuals to include CAGP Foundation in their legacy planning, with seven visionary individuals having committed the organization as part of their planned giving.
• Online Donation Platform Digital giving platform enabling Canadians to make one-time or recurring donations to support strategic charitable giving education and outreach.

Quantifiable outcome

• Over 62% of donors give through recurring gifts and pledges, enabling strategic long-term planning.
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core, flagship and supporting.

• DonorPerfectcoreTechnology or IntegrationDonorPerfect provides the donor database for CAGP Foundation, powering their donor management and fundraising operations. CAGP has partnered with DonorPerfect to offer CAGP members a 10% discount on the #1 Rated Fundraising Software.
• Canadian Association of Gift Planners (CAGP)flagshipStrategic or Co-development PartnerCAGP Foundation is contractually engaged with CAGP to deliver education programs with newly developed curriculum specifically targeting professional advisors. The foundation supports CAGP's strategic activities and local chapters.
• TD WealthsupportingGTM or Marketing PartnerTD Wealth is listed as a founding donor at the $10,000+ level, indicating financial support and potential referral partnership.
• CAGP Ottawa ChaptersupportingChannel Partner/ Reseller/ DistributorLocal CAGP chapter supporting strategic charitable gift planning in the Ottawa region.
• CAGP Southern Alberta ChaptersupportingChannel Partner/ Reseller/ DistributorLocal CAGP chapter supporting strategic charitable gift planning in Southern Alberta.
• Victoria Estate Planning CouncilsupportingGTM or Marketing PartnerProfessional association of estate planning professionals that likely refers clients and shares educational resources.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CAGPFoundation
• LinkedInlinkedin.com/company/cagp-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CAGP Foundation