National Capital Gift Planning Council

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Program Schedule

2019-20 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 2019-20 monthly events.

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:30 a.m. - Morning Presentation - Prime the Pump — How to Intentionally Discover the Best Available Gift Plan, by Dan Shephard, Principal, The Shephard Group
11:30 - 12:15 p.m. - Luncheon
12:15 - 1:30 p.m. - Luncheon Presentation - Three Steps to Introduce the Gift Plan, by Dan Shephard, Principal, The Shephard Group
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Wednesday, September 11, 2019

Location: Maggiano's at Chevy Chase

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:30 a.m. - Morning Presentation - Prime the Pump — How to Intentionally Discover the Best Available Gift Plan, by Dan Shephard, Principal, The Shephard Group
11:30 - 12:15 p.m. - Luncheon
12:15 - 1:30 p.m. - Luncheon Presentation - Three Steps to Introduce the Gift Plan, by Dan Shephard, Principal, The Shephard Group
1:30 - 2:30 p.m. - Master's Session & Novice's Session

NCGPC Member Cost: $35
Non-Member Cost: $60
Walk-in Member Cost: $45
Walk-in Non-Member Cost: $70

Registration closes at 12 Noon EST on September 9, 2019

Morning Presentation:
Prime the Pump — How to Intentionally Discover the Best Available Gift Plan

Speaker: Dan Shephard, Principal, The Shephard Group

It isn't enough that you know the nuances of charitable remainder trusts or the due diligence required to analyze a gift of real estate. Your first challenge is to discover that your prospective donor is a promising prospect for a retirement CRUT or a bargain sale. Dan will introduce a proven conversational approach to discover the most promising gift plan or asset for a particular donor.

Luncheon Presentation:
Three Steps to Introduce the Gift Plan

Speaker: Dan Shephard, Principal, The Shephard Group

In this session, you will practice how to introduce the selected gift plan or asset in a way that is intellectually accessible and emotionally appealing to the donor, who is almost always a layperson when it comes to estate planning and tax law. The effective charitable gift planner must be able to effectively walk this layperson through the pages of an illustration for a charitable gift annuity or explain why certain details are on a questionnaire for a gift from a closely-held business.

Bring a Guest at the Member Rate:

As a special benefit, all NCGPC members have the option to bring a guest to our September program at our advanced member registration rate of $35. We hope you will consider inviting a colleague or client to learn alongside you during Dan's presentations on discovering and presenting promising gift plans at Maggiano's Chevy Chase.

If you are a member of NCGPC, please contact Emily Martin at administrator@ncgpc.org to obtain your special registration code for your guest. Members may register one guest only, and your guest's registration code must be completed in advance to receive the member discount. Additional guests are welcome to register and/or walk-in at the regular non-member rates.

Questions? Please contact Emily Martin at administrator@ncgpc.org. See you there!


Speakers

Dan ShephardDan Shephard, Principal, The Shephard Group

Dan Shephard is Principal of The Shephard Group, which provides training and consulting services focusing on the skillsets most valuable to frontline fundraisers. His training focuses on the intersection of major gifts and planned gifts and is based on the philosophy that, from the donor's perspective, they're one and the same. Dan's goal is to teach the frontline fundraiser to become an effective charitable gift planner.

A fundraising professional since 1986, Dan has served as Planned Giving Director for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Director of Development for the Chase College of Law at Northern Kentucky University.

Dan has taught hundreds of fundraising professionals the tools and techniques he will share with us today. His client list includes Columbia University, Cornell University, the Smithsonian Institution, Florida International University, Rochester Institute of Technology, World Wildlife Fund, and many more.

He is the author of Charitable Choices — How to Avoid Donor's Remorse.

 

Register

Wednesday, October 16, 2019 - PNC Bank
8:15 - 8:45 a.m. - Registration and Networking
8:45 - 10:15 a.m. - Breakfast Meeting

Wednesday, November 20, 2019 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Thursday, December 12, 2019 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, January 8, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Wednesday, February 12, 2020 - Maggiano's Chevy Chase
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, March 11, 2020 - Maggiano's Chevy Chase
3:30 - 4:00 p.m. - Registration and Networking
4:00 - 5:30 p.m. - Spring Social
5:30 - 6:30 p.m. - Reception

Wednesday, April 29, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions


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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