Past Programs | National Capital Gift Planning Council

Wednesday, November 10, 2021

Carlo Laurore

Best Practices for an Emerging Gift Planning Program and How to Reinvigorate a Long-Standing One
Speaker: Carlo Laurore, CFP®, CHFC®, CLU®, RICP®, CFRE, Senior Philanthropic Manager, Planned Giving, Boy Scouts of America
11:30 AM - 1:00 PM

Every organization needs a jolt, in this session you will walk away with best practice strategies to revamp and reinvigorate your gift planning program no matter the size or the maturity of your program.

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Wednesday, October 13, 2021

Stephanie C. Buckley, CAP®

Mark Speltz

Using the Past to Guide Your Donor's Philanthropic Legacy
Speakers: Stephanie C. Buckley, CAP®, Philanthropic Services National Leader, Wells Fargo Private Bank / Philanthropic Services
Mark Speltz, Senior Historian & Vice President at Wells Fargo Family & Business History Center
11:30 AM - 1:00 PM

With so many important charitable causes to support, how do donors choose the charity that will receive their largest charitable gifts? As a fundraiser, how do you help donors connect to what’s most important?

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Tuesday, September 14, 2021

Robert F. Sharpe, Jr.

The Pandemic and Philanthropy - What have we learned and where do we go from here?
Speaker: Robert F. Sharpe, Jr., CEO, Encore
11:30 AM - 1:00 PM

It has been well over a year since the world began to grapple with the global COVID-19 pandemic. Now that widespread vaccination campaigns are underway and numbers of cases and deaths are declining in many areas of the country, the nonprofit sector is beginning to look to the future.

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Wednesday, May 12, 2021

Randy A. Fox

Ten Billion for Charity and How I Hope to Get There
Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC
11:30 AM - 1:00 PM

This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.

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Wednesday, April 14, 2021

Nathan Stelter

Kathryn Miree

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success
Speakers: Nathan Stelter, President, The Stelter Company
Kathryn Miree, JD, President, Kathryn W. Miree & Associates
11:30 AM - 1:00 PM

The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program or growing an existing program, these principles will allow you to energize your program, focus on a strategy for your work, and engage meaningful long-term gifts for your organization.

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Wednesday, March 10, 2021

John McKee

Jeopardy! The Unplanned Giving Edition
Speaker: John McKee

How does your tangential planned giving knowledge stack up? Find out in a friendly round of Jeopardy!, featuring topics related to charitable giving, video clues, and of course, Daily Doubles. Participants will play along in the webinar’s “chat” and keep track of their earnings in this fun and lively game with gift planning peers.

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Wednesday, February 17, 2021

Courtney L. Tsai, J.D.

Fernando Gonzalez

Using Donor Advised Funds to Promote Planned Giving
Speakers: Courtney L. Tsai, J.D., Assistant Vice President, Planned Giving, George Washington University & Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust

This presentation will equip major gift officers, planned gifts officers, and other development professionals with knowledge about DAFs so that they can speak intelligently about this gift vehicle. Attendees will learn the benefits of working with DAFs to increase philanthropic commitments to their charities; about Designated Funds; how a DAF can accept complex assets; how to use DAFs to bring multiple generations into the philanthropic conversation; and how DAFs can be used for estate planning purposes.

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Wednesday, January 6, 2021

Thomas Moore

Richard Miller

Mark Hays

Nina Cohen

Endowments, Foundations and Planned Giving in 2021: What is changing and what will stay the same?
Speakers: Richard Miller, Senior Relationship Manager and Wealth Advisor, Glenmede Trust Company N.A. & Nina Cohen, Director of Endowment and Foundation Advisory, Glenmede Trust Company N.A.

Over the past four years, there have been significant changes to philanthropy under Federal tax law. Following the election and as we move into 2021, gift planners will be looking for more clarity around potential policy changes that will affect their donors. Join us for a presentation and discussion of the political landscape and the challenges and opportunities for charitable giving that we may expect going forward.

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Wednesday, December 16, 2020

Crystal Thompkins

Top 3 Giving Trends and Why They Should Matter to Advisors & Gift Planners
Speaker: Crystal Thompkins, National Director, Gift Planning Services, BNY Mellon

The unprecedented events of 2020 are fueling a growing sense of urgency among philanthropic families to make a meaningful impact on the organizations and causes they care about.

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Thursday, November 19, 2020

George Nichols III

Dien Yuen, JD/LLM, CAP®

How to Harness Philanthropy's Power for Tangible Impact
Speakers: George Nichols III, President & CEO, The American College of Financial Services & Dien Yuen, JD/LLM, CAP®, The Christopher Blunt and Gretchen Nickel Professor in Philanthropy; The American College of Financial Services

Learn from George Nichols III and his perspective on areas of immense need, the vision that is guiding philanthropic initiatives at The American College of Financial Services, and the recent research on donors of color that highlights the needed shifts in mission-minded community funding.

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Thursday, November 12, 2020

Tracy Malloy-Curtis, JD

Sabrina Naylor

The Time to Invest in Planned Giving is Now
Speakers: Tracy Malloy-Curtis, JD, Legacy Giving Director, Mal Warwick Donordigital & Sabrina Naylor, Creative Services Executive, Mal Warwick Donordigital

This presentation will discuss ways to advocate for investment, plan for growth, and engage your donors during these challenging times.

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Tuesday, October 20, 2020

Brantley Boyett

Online Estate Planning and the Upside for Planned Giving in a Pandemic and Beyond
Moderator: Brantley Boyett, CEO, GivingDocs

Can increased awareness of mortality effect positive change in behavior and feelings towards estate planning and legacy giving? How can you help your donors put those positive feelings into action during a pandemic (and beyond)?

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Wednesday, September 16, 2020

Dr. Russell N. James III

Using Storytelling in Legacy Fundraising: New Findings, Ancient Origins, and Practical Tips
Moderator: Dr. Russell N. James III

Join NCGPC and special guest, Dr. Russell N. James III, for a virtual presentation about the ancient art of storytelling, the newer science of bequest fundraising, and how to do both better.

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When:

06.02.2020
10:00 AM - 11:300 AM

Where:

Online/Webinar

Register

The National Capital Gift Planning Council invites you to join us for a special complimentary webinar, followed by a brief annual business meeting of the council.
Although COVID-19 forced us to cancel Planned Giving Days 2020, the National Capital Gift Planning Council is pleased to have converted our keynote presentation into a timely, useful webinar that will help you use your influence to affect positive change and to expand your donor base. This webinar is open to members and guests and is provided at no cost.

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