Program Schedule

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 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