National Capital Gift Planning Council

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Program Schedule


Thank you to PlannedGiving.com for sponsoring an entire year of monthly programming.
PlannedGiving.com


2017-18 Program Dates

Join us for valuable educational content, networking opportunities and up-to-date information on issues affecting gift planners. Mark your calendars now for our 2017-18 monthly events.

 

NCGPC Monthly Meeting

PNC Bank: 800 17th Street NW, Washington, DC 20006

 

Wednesday, November 8, 2017 - NCGPC Monthly Meeting

Location: PNC Bank: 800 17th Street NW, Washington, DC 20006

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Nuts and Bolts Presentation
11:45 a.m. - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation
1:30 - 2:30 p.m. - Beginner's Session Roundtable
1:30 - 2:30 p.m. - Master's Session Roundtable

Member Cost: $25
Non-Member Cost: $35
Walk-in Member Cost: $55
Walk-in Non-Member Cost: $65

Registration opens on October 19, 2017, and closes at 12 Noon EST on November 6, 2017

Nuts and Bolts Presentation:
Elder Financial Abuse: What Do We Need To Know?

Barbara C. Mulitz, Esq., Vice President, Sandy Spring Trust, and former Commissioner, Montgomery County Commission on Aging, will discuss the complexities of Elder Financial Abuse. This presentation will cover who commits these crimes, why these crimes are growing, and what everyone should do to decrease the risk of becoming a victim personally or helping adult donors when we, as fundraising professionals, find out about it.

Luncheon Presentation:
Ethics Confidential

Speaker: Doug White, Author, Teacher, Advisor
In this interactive session, Doug White will describe ethical dilemmas relating primarily to issues arising when the elderly are making deferred and outright charitable gifts. How does the gift planner know when to incorporate family members into the discussion? How does the gift planner do this to ensure the viability of the decision-making process while ensuring adherence to the donor's wishes? What ethical principles should guide the process?

 


Speakers

Nuts and Bolts Presentation:

Barbara C. Mulitz, Esq., MMScBarbara C. Mulitz, Esq., MMSc, Vice President, Sandy Spring Trust
Barbara Mulitz, Esq., M.M.Sc., is a Vice President and Senior Trust Officer at Sandy Spring trust. She served for six years as a Commissioner, on the Montgomery County Commission on Aging, where she focused on Public Policy and Elder Financial Abuse. Ms. Mulitz is an active advocate for elder financial abuse prevention and a frequent speaker on the topic, as well as related topics for older adults — including estate and wealth planning issues. Advocating for legislation to protect older adults, Ms. Mulitz helped successfully enact the 2012 financial "must report" statute in Maryland, and the Money Transmission Statute, enacted in Maryland in 2014. She has co-authored The Senior Resource Guide: How to Stop and Spot Elder Abuse, which appeared in the Washington Jewish Week — a consumer's guide to promote public education and awareness.

Ms. Mulitz holds a law degree from American University, The Washington College of Law; a Masters in Medical Science from Emory University, School of Medicine, Division of Allied Health; and a Bachelor's degree from the University of Maryland, with Mortar Board and Phi Kappa Phi Honors. She is a member of Leadership Montgomery '17, and currently serves on the Eldersafe Advisory Board, The Sidwell Friends Graduated Parents Alumni Board, and several other community-based organizations.

 

Luncheon Presentation:

Doug WhiteDoug White, Author, Teacher, Advisor
Doug White is the former director of Columbia University's Master of Science in Fundraising Management program. He has written four books, and is completing his fifth. The subject of one of the books is ethical decision-making at nonprofits. He also writes a regular column for the National Capital Gift Planning Council addressing ethical dilemmas.

 

 

ASL Interpreting If you will need a reasonable accommodation (e.g., large print materials, sign language interpreter), please specify this on the registration page of our website. This request must be received at least five business days prior to the program date to guarantee provision of the requested accommodation.

New Feature On Your on Your Confirmation Email: Add this Event to Your Calendar When you receive your registration confirmation email, look for a new feature that will easily let you add this event to your calendar. Look for this text: Click here to import this event into your calendar. It's that simple.

Note: We have a new, improved registration system for those registering more than one person.

 

Register

 

 

Wednesday, December 13, 2017 @ PNC Bank

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Nuts & Bolts - Devon Gessert, Owner, DVG Discovery
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon presentation - Steven Titlebaum, Consultant, Strategic Donor Solutions, and Nicholas Gould, Gallaudet University
1:30 - 2:30 p.m. - Beginner's Session roundtable

 

Wednesday, January 10, 2018 @ PNC Bank

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Nuts & Bolts
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon presentation - J. William "Bill" Gray, Jr., Esq., McGuire Woods, Richmond, VA
1:30 - 2:30 p.m. - Beginner's Session roundtable
1:30 - 2:30 p.m. - Master's Session roundtable

 

Wednesday, February 14, 2018 @ Maggiano's Chevy Chase (Joint Meeting with AFP-DC)

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Nuts & Bolts
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon presentation

 

Wednesday, March 14, 2018 @ Maggiano's Chevy Chase (Spring Social)

3:30 - 4:00 a.m. - Registration
4:00 - 5:20 p.m. - Roundtable discussions
5:20 - 6:30 p.m. - Networking reception

 

Wednesday, April 11, 2018 @ PNC Bank

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Nuts & Bolts
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon presentation
1:30 - 2:30 p.m. - Beginner's Session roundtable (Wang)
1:30 - 2:30 p.m. - Master's Session roundtable (Kendrick)

 

Wednesday, June 13, 2018 @ PNC Bank

10:15 - 10:45 a.m. - Registration
10:45 - 11:45 a.m. - Perry Wasserman
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Annual Business Meeting

 

 

Be sure to mark your calendars for the 26th Annual Planned Giving Days on May 24-25, 2018.

 


Taking Metro? For events at PNC, the nearest Metro is Farragut West (Blue/Orange line). For events at Maggiano’s, the nearest Metro is Friendship Heights (Red line).

Parking: There are several parking garages near PNC Bank (the nearest is on H Street). There is a garage located next to Maggiano’s, with the entrance on Wisconsin.

Access to PNC: There are two entrances to the PNC building. Please use the left entrance. You must be checked in by security at this building, so please allow a bit of extra time for this process.

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