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, December 13, 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

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

Registration opens on November 16, 2017, and closes at 12 Noon EST on December 11, 2017

Nuts and Bolts Presentation:
An Insider's Guide to Prospect Research

Devon Villa Gessert, owner of DVG Discovery, will provide a guide for novices and a refresher for seasoned fundraisers on the key components of prospect research and the wonderful stories it can tell. We already know the benefits research can provide us when it comes to gaining more information and insights into our prospects, but how do you get there? Maybe you don't have a lot of time to dive into someone's financials or a prospect's entire family tree. Devon will show research tactics that are quick, easy and free so you are able to self-sufficiently gauge a prospect's potential wealth and capacity, as well as interest. Walk away with a solid foundation of what to look for and the sources (both free and cost) for the information.

Luncheon Presentation:
Understanding Your Organization's Unique Culture and History: Learning the Culture and Leveraging Key Relationships to Accelerate You Getting Settled

Speakers: Jaye Lopez Van Soest, CFRE and Steven Titlebaum, CFRE
Our speakers will share their experiences on when they joined organizations serving the deaf and blind communities. Learn how they accelerated the learning curve, used the opportunity to become better acquainted with donors, and leveraged key relationships.

 


Speakers

Nuts and Bolts Presentation:

Devon Villa GessertDevon Villa Gessert, Owner, DVG Discovery
A Washington, D.C. native, Devon Villa Gessert has 15 years of prospect research and prospect management experience and more than 20 years of experience in the non-profit sector. Devon's development career started as a development assistant at KCET-TV in Los Angeles. She went on to serve as development associate with Atlanta Women's Foundation, and most recently served as research coordinator, assistant director of research, and finally director of research at American University, where she built and managed a team of researchers.

During her tenure at AU, Devon managed the design of AU's prospect management system. The system, intended to focus on collaboration and coordination within the Advancement office, was aimed at identifying a prospect's interest and matching that interest with the right fundraiser.

Having been involved with the ARPA for many years, Devon was called to lead the formation of the "Prospect Research" domain of the ARPA Body of Knowledge. Additionally, serving in various volunteer roles during numerous conferences, Devon is the recipient of both ARPA's Distinguished Service Award and the APRA-Metro DC Chapter's 5 Year's of Leadership Award. She also was selected to join the 21st Century Leadership Institute at American University in 2015.

 

Luncheon Presentation:

Jaye Lopez Van SoestJaye Lopez Van Soest, CFRE, Director of Development, American Foundation for the Blind Consultant
Jaye Lopez Van Soest, CFRE, serves as director of development for the American Foundation for the Blind, which works to create a world of no limits for people who are blind and visually impaired.

Jaye previously served as development director for Public Justice and for UDC Law. She is a past president of the Association of Fundraising Professionals Washington, D.C. Metro Area Chapter (APF DC), where she also served as vice president for membership, and co-chair of the Diversity Committee for the chapter. Jaye currently serves on the board of directors for the Association of Fundraising Professionals (AFP), and was co-chair of AFP's Diversity and Inclusion Summit, held October 2013 in Pittsburgh, PA. Jaye served as chair of AFP's Diversity & Inclusion Committee in 2015-2016.

Jaye was co-chair of the 6th Annual Bridge to Integrated Marketing & Fundraising Conference, held July 2011 in National Harbor, MD. The Bridge Conference combines the resources of two dynamic associations: AFP DC and the Direct Marketing Association of Washington (DMAW).

Born and raised in suburban Los Angeles, Jaye graduated from the University of Southern California and currently lives in the Washington, D.C. area.

 

Steven L. TitlebaumSteven L. Titlebaum, CFRE, Consultant, Strategic Donor Solutions
Steven is a fundraising consultant with more than 20 years of non-profit experience, 15 years specifically in direct fundraising with local and national nonprofit organizations. Most recently, he was working with the United Fresh Start Foundation to set up their development operations.

Previously, he worked at Gallaudet University, the world's only university with programs specifically designed to accommodate deaf and hard-of-hearing students. He was the director of development and worked with major donors to raise funds for special projects. He has served as director of resource development for Capital Caring (formerly Capital Hospice) where he managed corporate giving and created a Corporate Advisory Group. Steven also taught (in American Sign Language) an "Introduction to Fundraising" course at Gallaudet, the first of its kind offered by the University.

Currently he serves on the boards of Discovering Deaf Worlds and DAWN (formerly Deaf Abused Women's Network). Previously, he served on the board of the Association of Fundraising Professionals (AFP) DC Chatper. In addition to his volunteer work, Steven has spoken on a variety of nonprofit and fundraising topics. He has spoken at AFPDC and DMAW's Bridge Conference for the last three years. In 2016, he presented at the National Council on LaRaza's Conference in Orlando, Florida. He served on the Interactivity Foundation's policy panel focused on first-generation college students and has served on two other policy panels: "Future of Civil Rights" and "Future of Childhood." He spent more than eight years as a "Big Brother."

Steven has a Master's degree in Human Services Administration from Spertus College in Chicago and became a Certified Fundraising Executive (CFRE) in 2007.

 

 

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, 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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