National Capital Gift Planning Council

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Program Schedule


2018-19 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 2018-19 monthly events.

Monthly Luncheon at PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Survey Says ... Know Your Donors — It Pays to Ask, by Nathan Stelter, Vice President, The Stelter Company
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Prospect Research and Management with Gift Planning, by Jason Chestnutt, Chief Education Officer, Office of Gift Planning, University of Virginia; and Chris Hubert, Assistant Director of Research, University of Virginia

Wednesday, December 12, 2018 - Monthly Luncheon

Location: PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Survey Says ... Know Your Donors — It Pays to Ask, by Nathan Stelter, Vice President, The Stelter Company
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Prospect Research and Management with Gift Planning, by Jason Chestnutt, Chief Education Officer, Office of Gift Planning, University of Virginia; and Chris Hubert, Assistant Director of Research, University of Virginia

NCGPC Member Cost: $30
Non-Member Cost: $60
Walk-in Member Cost: $40
Walk-in Non-Member Cost: $70

Registration opens on November 19, 2018, and closes at 12 Noon EST on December 10, 2018

Morning Presentation:
Survey Says . . . Know Your Donors – It Pays to Ask

Speaker: Nathan Stelter, Vice President, The Stelter Company

This presentation will provide answers to common questions planned giving professionals are asking about surveys and how to put them to best use in growing their planned giving program. No matter your nonprofit's size or sector you'll gain valuable information on:

  1. Why should your organization survey? What should you expect from surveying your donors?
  2. Who should you be surveying and what's the best format?
  3. How often should you send surveys? Can you survey too much?
  4. How can the results of your organization's survey impact your planned giving program?

Luncheon Presentation:
Prospect Research and Management with Gift Planning

Speaker: Jason Chestnutt, Chief Education Officer, Office of Gift Planning, University of Virginia; and Chris Hubert, Assistant Director of Research, University of Virginia

This session will explore how your research office can assist in identifying gift planning prospects, and how to market this research within your office to expand your prospect pool and encourage strategic collaboration.


Speakers

Morning Presentation & Luncheon Presentation:

Nathan StelterNathan Stelter, Vice President, The Stelter Company

Nathan Stelter is vice president for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,400 organizations nationally with a staff of over 100 individuals. The home office is located in Des Moines, Iowa, with regional representation in Dallas, Texas; Chicago, Ill.; Asheville, NC; Boston, MA; Washington, DC and Denver, Colo.

Nathan's responsibilities include a little bit of everything…from product development, strategic partnerships and marketing consultation to client services and corporate marketing. His primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions for Stelter clients that connect with donors and provide results for the organization.

Nathan's expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing, marketing trends, and cutting-edge donor and fundraising research. He's been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications. Nathan has recently accepted a nomination to join the board for the National Association of Charitable Gift Planners, he's a past board member of the National Capital Gift Planning Council (Washington, DC) and is currently a member of the Mid-Iowa Planned Giving Council.

Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing. When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va. They are the proud parents of 11-year-old Benjamin Hawkeye, 8-year-old Brody and 6-year-old Brynn along with three Brussels Griffon puppies, Lola, Bubbles and Fergus.

Luncheon Presentation & Luncheon Presentation:

Jason ChestnuttJason Chestnutt, Chief Education Officer, Office of Gift Planning, University of Virginia

Jason was named Chief Education Officer for the University of Virginia this year and has been with the gift planning office since June 2007, including serving as director. Prior to joining the University, Jason spent eight years as a financial advisor at Morgan Stanley and Merrill Lynch, both in Atlanta. His experience lies in the area of wealth management with an emphasis on the legal and tax aspects of gift planning. Jason is a native of West Point, VA and graduated the University of Virginia in 1998.

 

Chris Hubert, Assistant Director of Research, University of Virginia

Chris Hubert is the Assistant Director of Research at the University of Virginia, a position he has held since 2013. He joined UVa in 2006 as a development researcher. He has served as publicity chair (2011-15) and interim treasurer (2012) for the Virginia chapter of the Association of Professional Researchers for Advancement (APRA). Chris has a B.A. (with honors) in English from Bates College, an M.A. and Ph.D. in Russian Literature from the University of Virginia, and a Certificate in Leadership from UVa's School of Continuing and Professional Studies.

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 eight 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, Jan 9, 2019 – Monthly Luncheon at PNC Bank

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - How Many Ways Can I Say Thank You? Sharing Impact With Your Donors - Laura Gobbi, Director of Donor Relations and Events, Office of Advancement, Smithsonian Institution
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - What Should You Do When You "Get a Seat at the Table" - Asking the Right Questions for Donor Strategy Success - Ed Cadogan, Senior Associate Director of Gift Planning, The Nature Conservancy
1:30 – 2:30 p.m. – Beginner and Master's Roundtable Sessions

Wednesday, Feb 13, 2019 – Joint Meeting with AFP at Maggiano's at Chevy Chase

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Bequests, Part I - Lynn Malzone Ierardi, JD, Director of Gift Planning, University of Pennsylvania
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Bequests, Part II -Lynn Malzone Ierardi, JD, Director of Gift Planning, University of Pennsylvania

Wednesday, March 13, 2019 – Spring Social/Roundtables at Maggiano's at Chevy Chase (4:00 pm - 6:30 pm)

Wednesday, April 10, 2019 – Monthly Luncheon at PNC Bank (10:45 am - 1:30 pm)

Thursday, May 23 - Friday, May 24, 2019 – Planned Giving Days 2019

Wednesday, June 12, 2019 – Annual Meeting at PNC Bank (10:45 am - 1:30 pm)

 


Monthly Program Locations:
Maggiano's Little Italy at Chevy Chase — 5333 Wisconsin Ave NW, Washington, DC 20015
PNC Bank — 800 17th St NW, Washington, DC 20006

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

Parking: For Maggiano's there is a garage located next to Maggiano's, with the entrance on Wisconsin Ave NW. Please follow the signs for Friendship Heights in the garage, and it will lead you to Maggiano's. There are several parking garages near PNC Bank, the nearest are on Pennsylvania NW and 17th Street NW, or 18th and I Street NW.

Access to PNC: 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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