Past Programs Archive

March 11, 2020

Luncheon Sponsor

The Stelter Company Logo

Roundtable Discussion 1 - Gifting Complex Real Estate and Other Unique Assets (i.e. Art) with Gary Altman, Esq., Founder, Principal Attorney, Altman & Associates

Roundtable Discussion 2 - Environmental, Social and Governance (ESG) and Public Benefit Corporations with Lawrence Bell, Principal, Advisors, LLC.

Roundtable Discussion 3 - Secure Act and Testamentary Charitable Unitrust with James Brennan, Vice President, Trust Specialist with Retirement and Personal Wealth Solutions, Bank of America

Roundtable Discussion 4 - Bequests, Life Insurance and Charitable Gift Annuities with Vijay Khetarpal, President, Chief Executive Officer, Integrity Financial Group, LLC


February 12, 2020

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - Enhancing the Gift Conversation: Major Gift and Planned Giving Officer Collaboration with Moderator: Martha Schumacher, President and CEO, Hazen Inc. and Panelists: Kevin J. Cannady, Director of Development Programming, Urban Institute; Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution; Debra G. Kathman, JD, Director of Gift Planning, World Wildlife Fund; Adam Lewis, Director of Planned Giving, George Washington University; Kay Tuttle, Gift Planner, Smithsonian Institution

Luncheon Presentation - Charitable Planning Strategies in a New Giving Environment with Mary Jovanovich, Sr. Manager Business Development, Schwab Charitable

Handout Available


January 8, 2020

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - Demystifying Charitable Remainder and Charitable Lead Trusts: How you can help your donors make larger gifts to your organizations and reduce their taxes! (Part I) with Anneke H. Niemira, J.D., LL.M., Senior Wealth Strategist, Vice President, Hawthorn, PNC Family Wealth

Luncheon Presentation - Demystifying Charitable Remainder and Charitable Lead Trusts: How you can help your donors make larger gifts to your organizations and reduce their taxes! (Part II) with Anneke H. Niemira, J.D., LL.M., Senior Wealth Strategist, Vice President, Hawthorn, PNC Family Wealth

Beginner's Roundtable Discussion - Notification to Documentation: Outlining Gift Intentions with Donors with Kara Barnes, Senior Director of Planned Giving, American University

Master's Roundtable Discussion - Gift Acceptance and Counting Policies: A Gift Planner's Role in Setting the Stage for Productive Gift Conversations with Seth D. Speyer, Executive Director of Planned Giving, American University


December 12, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - PG Marketing: How to get from the couch to a 5k… or even a Marathon! with Nicole Engdahl, Senior Vice President, Planned & Annual Giving, National Park Foundation

Handout Available

Luncheon Presentation - Donor Stewardship & Gift Planning: A Panel Discussion with Louisa Sizemore, Deputy Director of Planned Giving, Friends of the Earth, Casey Zia, Associate Director of Donor Relations and Communications, National Academies of Science, Engineering, and Medicine, Debbie Eliason, Senior Director, Planned Gifts, WETA, Nan Moring, Director of Major Gifts & Planned Giving, Capital Caring Health


November 20, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - IRAs: The "Tax Free" Gift or The Queen on Our Chessboard with Jeff Comfort, Oregon State University Foundation

Handout Available

Afternoon Presentation - The Silence of the Lambs: Retirement Plan Distributions to Charities with Jeff Comfort, Oregon State University Foundation

Handout Available Handout Available

Beginner's and Master's Roundtable Discussion - Charitable IRA Gift Opportunities and Developing Problems with John W. Jensen, CFP, Senior VP & Consultant, SHARPE Group


October 16, 2019

Luncheon Sponsor

The Stelter Company Logo

Breakfast Presentation - Working with Donors, Fiduciaries, Families and Friends from Gift through Estate Administration with Steve Maughan, The Humane Society of the United States, Jade Bristol Verity, J.D., Human Rights Campaign and Patricia G. Wang, University of Maryland


September 11, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - Prime the Pump — How to Intentionally Discover the Best Available Gift Plan with Dan Shephard, Principal, The Shephard Group

Handout Available

Luncheon Presentation - Three Steps to Introduce the Gift Plan with Dan Shephard, Principal, The Shephard Group

Beginner's Roundtable Discussion - The Importance of Discernment in Gift Planning with Patricia G. Wang, Executive Director of Development, Gift Planning, University of Maryland

Master's Roundtable Discussion - Donors are Talking: Are You Listening? with Gayle Union, Manager, Planned Giving, Marine Corps Heritage Foundation


June 12, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - 2019 Advocacy Update with Michael Kenyon

Handout Available

Luncheon Presentation - Annual Business Meeting with Elana F. Lippa, NCGPC President


April 10, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Presentation - Charitable Practices and Preferences of Wealthy Households with Marc Q. Broderick, Senior Vice President, Private Client Advisor, Bank of America Private Bank and Uday J. Shah, CFP®, Senior Vice President, Private Client Advisor, Bank of America Private Bank

Luncheon Presentation - The Gift of a Lifetime and Stewarding Beyond with Robert J. Brennan, Vice President for University Advancement, Mount St. Mary's University, Patrick F. McAuliffe, Jr., Director of Gift Planning, Mount St. Mary's University and Chip Giese, Vice President, Sr. Planned Giving Relationship Manager, PNC Institutional Asset Management


March 13, 2019

Luncheon Sponsor

The Stelter Company Logo

Roundtable Discussions

Blended Gifts — A Win-Win for Everyone with Vikki Ismael, CGPA
Charitable Gift Annuities — The Good, the Bad and the Ugly with Tiffanie Purvis
Donor Advised Funds and Impact Investing with Shannon Scott
Gifts of Life Insurance with Judith H. Vereen and Beady Waddell


February 13, 2019

Sponsor

The Stelter Company Logo

Morning Presentation - Bequest Programs: 10 Key Ingredients with Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania

Luncheon Presentation - What a Great Hat! with Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania


January 9, 2019

Luncheon Sponsor

The Stelter Company Logo

Morning Session - How Many Ways Can I Say Thank You?: Sharing Impact with Your Donors with Laura Gobbi, Director of Donor Relations and Events, Office of Advancement, Smithsonian Institution

Handout Available

Luncheon Session - Mindfulness & Gift Planning with Karen Gallardo, CFRE, CAP, Director of Planned Giving, Best Friends Animal Society

Handout Available

Beginner's Roundtable Discussion - The Importance of Discernment in a Gift Planning Discussion with Patricia G. Wang, Acting Executive Director of Gift Planning and Estate Administration, University of Maryland
Vikki Ismael, Director of Gift Planning, University of Maryland

Master's Roundtable Discussion - Legacy Challenges Revisited! A Powerful Way to Secure New Planned Gifts and Get Donors to Document Them with John B. Kendrick, CAP, Assistant Vice President of Development, Planned Giving, George Washington University
Courtney L. Tsai, CAP, Executive Director, Development, Planned Giving, George Washington University


December 12, 2018

Morning Presentation - Survey Says ... Know Your Donors — It Pays to Ask with Nathan Stelter

Handout Available

Luncheon Session - Prospect Research and Management with Gift Planning with Jason Chestnutt and Chris Hubert

Handout Available


November 14, 2018

Morning Presentation - Morning Presentation - Donation of Personal Property: Benefits to All with Sandra Tropper

Handout Available

Luncheon Presentation - Bequest Administration with Gary Altman, Esq.

Beginner and Master's Roundtable Discussions

Beginner's Roundtable Discussion: Advancing Donor Strategies with Kara Barnes
Master's Roundtable Discussion: Non-Tax Motivations for Charitable Giving with John Jensen, CFP


October 10, 2018

Morning Presentation - Discussing Philanthropy with Their Clients: A Panel of Professional Advisors with Moderator: Mark Ewert and Panelists: Tim Hughes, Erik Fromm, Shawn Howard, Kevin P. Conley, and Aquanetta J. Betts


September 12, 2018

Morning Presentation - Addressing #MeToo in Nonprofit Development - Part I with Doug White

Handout Available

Luncheon Presentation - Addressing #MeToo in Nonprofit Development - Part II with Doug White, Jason Hegy, Elana Lippa, and Angela Sosdian

Handout Available


June 13, 2018

Nuts and Bolts Presentation - Tax Reform: What Comes Next? with Perry Wasserman

Handout Available

Luncheon Presentation - NCGPC Annual Business Meeting with Meg Roberts


April 11, 2018

Nuts and Bolts - Giving IRAs: Risks and Opportunities with John McKee

Handout Available

Luncheon Presentation - Donor Advised Funds: Heaven or Hell? with John McKee

Handout Available

Beginner's Session Roundtable - Creating a Multi-Channel Planned Giving Marketing Plan? with Kara Barnes

Master's Session Roundtable - The Art of Making the Ask with John Kendrick


March 14, 2018 — NCGPC Spring Social

Roundtable Discussion

Real Estate Gifts with David S. Disend

The New Tax Law with John W. Jensen

Handout Available

Treasure or Trash? Accepting Gifts of Tangible Personal Property with Jane B. Kolson

Handout Available

Working With Professional Advisors with Rebecca Rothey

Handout Available


February 14, 2018 — Joint Meeting with AFP-DC

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Blended Gifts Part I with Dr. Scott Janney, CFRE

Handout Available

Luncheon Presentation - Blended Gifts Part II with Dr. Scott Janney, CFRE

Handout Available


January 10, 2018

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - 50 Ways to Lose Your Deduction with Bill Gray

Handout Available

Luncheon Presentation - Creating Effective Gift Acceptance Policies with Bill Gray

Handout Available

Beginner's Session Roundtable - You Want to Give Us What? with Patty Wang

Master's Session Roundtable - Addressing Tax Law Changes with our Donors and our Institution's Leaders with John Kendrick, Craig Stevens, CPA, and Steve Mohyla


December 13, 2017

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - An Insider's Guide to Prospect Research with Devon Villa Gessert

Handout Available

Luncheon Presentation - Understanding Your Organization's Unique Culture and History: Learning the Culture and Leveraging Key Relationships to Accelerate You Getting Settled with Jaye Lopez Van Soest, CFRE and Steven Titlebaum, CFRE

Handout Available


November 8, 2017

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Elder Financial Abuse: What Do We Need To Know? with Barbara Mulitz, Esq., M.M.Sc.

Handout Available

Luncheon Presentation - Ethics Confidential with Doug White

Handout Available

Beginner's Session Roundtable

Master's Session Roundtable


October 4, 2017

Monthly Meeting Sponsor

Smart Giving

Breakfast Presentation - On the Road Again: Best Practices for Donor Visits with Adam Lewis, CFRE, Senior Associate Director, Planned Giving, The George Washington University and Sumana Chatterjee, Senior Development Officer, Folger Shakespeare Library

Handout Available (PDF)


September 13, 2017

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Tax Economics of Charitable Giving with Craig R. Stevens, Partner, Aronson, LLC

Handout Available (PDF)

Luncheon Session - Putting the Centric in Donor-Advised Funds with Joanne Pipkin, Director of Development, Greater Washington Community Foundation

Handout Available (PDF)


June 14, 2017

Luncheon Sponsor

Smart Giving

Session #1 - 2017 Advocacy and Association Update with Michael Kenyon, President & CEO, National Association of Charitable Gift Planners

Session #2 - National Capital Gift Planning Council Annual Meeting with Meg Roberts, President, National Capital Gift Planning Council


April 12, 2017

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Estate Administration Essentials aka R.I.P (Realizing Individuals' Plans)

Handout Available (PDF)
Handout Available (PowerPoint)

Luncheon Presentation - Short of a Séance: Following A Donor’s Expressed Wishes and Probate Problem-Solving with Rachel A. Eichhorn, Estates Administrator, Smithsonian Institution, Justine E. Van Wie, Director, Gift and Estate Administration, The George Washington University and Patricia G. Wang, Director of Gift Planning and Estate Administration, University of Maryland

Handout Available (PDF)
Handout Available (PowerPoint)


March 8, 2017

NCGPC Spring Social

Smart Giving

Roundtable Sessions

Community Foundations
Facilitated by: Joanne Pipkin, The Community Foundation for the National Capital Region

Donor Storytelling
Facilitated by: Nicole Engdahl, National Park Foundation

Managing and Building a Successful Gift Planning Team
Facilitated by: D. Kay Malone

Using Video
Facilitated by: Elissa Leif, MiniMatters

Networking & Socializing


February 8, 2017

Luncheon Sponsor

Smart Giving

Crafting Your Message with Andy Brommel, Director Communications Consulting, Campbell & Company

Luncheon Session - Major Gifts: Bigger, Better, Sooner with Jay Steenhuysen, Principal

Speaker Presentation


January 11, 2017

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation with Allen Thomas, JD, CFRE, CAP, Vice-President for Advancement and Alumni Relations, the American College, Bryn Mawr, PA

Real Estate Gift Acceptance Policy
Real Estate Gifts for the Layperson

Luncheon Session - Pitfalls and Possibilities: A Close Look at Complex Gifts of Real Estate with Chase Magnuson, President, Real Estate for Charities, Arlington, VA; Allen Thomas, Vice-President for Advancement and Alumni Relations, the American College, Bryn Mawr, PA; Sarah Funt, Residential & Commercial Real Estate Agent, Long & Foster, Bethesda, MD


December 14, 2016

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - An IRA Primer: The Basics of the Individual Retirement Arrangement facilitated by Stephen Y. Mohyla Jr. CFP, CAP

Lunch Presentation - IRAs and How To Use Them in Planned Giving with Stephen Y. Mohyla Jr. CFP, CAP


November 9, 2016

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Panel Discussion with Gift Planning Professionals facilitated by Phyllis Friedman, Bradley C. Snowden, Debbie Eliason, Adam Lewis, Karen Gallardo

Luncheon Session - How to Use Surveys to Achieve Planned Giving Success: Tips and Real World Examples to Get You Started with Charlotte Meyer, Director, Planned Giving, Ocean Conservancy and Dulcy Hooper, Director, Legacy Gifts, Project HOPE

How to Use Surveys


October 5, 2016

Luncheon Sponsor

Smart Giving

Morning Presentation: Special Needs Trusts: What They Are? How Do They Work? Who Needs Them? What Are the Charitable Gift Possibilities? with Joanne Marcus, MSW

Special Needs Trusts Pooled Special Needs Trusts


September 14, 2016

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Tips and Techniques to Blend Annual, Major and Planned Gifts with Tycely Williams, CFRE

Tips & Techniques 2016 Fundraising Effectiveness Survey Report Job Fusion or Confusion

Luncheon Presentation - The Practitioners Point of View: How to Create a Blended and Integrated Fundraising Strategies with Tycely Williams, CFRE


April 13, 2016

Luncheon Sponsor

Smart Giving

Nuts and Bolts Presentation - Family Feud: Macro Trends in Giving Among High Net Worth Individuals with E. John McKee

Luncheon Presentation - Women and Philanthropy: They Have the Wealth. Do You Have the Tools to Reach Them? with Claudine A. Donikian


March 9, 2016

Luncheon Sponsor

Smart Giving

Roundtable Topic #1: Building A Strong Endowment One Planned Gift at a Time with moderator Sara L. Eigenberg, Assistant Director of Planned Giving and Endowments, United States Holocaust Memorial Museum

Roundtable Topic #2: Launching an Effective Bequest Campaign with moderator Debbie Eliason, Director, Planned Gifts, WETA

Roundtable Topic #3: Help Your 70½+ Year Old Prospects Help You with moderator Lars Etzkorn, Esq., Lawyer, Lars Etzkorn Law PLLC

Roundtable Topic #4: Effective Estate Administration with moderator Barbara Spitzer, Senior Planned Giving Officer, BrightFocus Foundation


February 10, 2016

Luncheon Sponsor

Smart Giving

Opening Panel Discussion - Tips and Techniques to Opening Doors to Personal Contact with Donors with Anna B. Tate, Barbara L. Tesner and Charlotte Meyer

Luncheon Session - How Old Are You and Did You Know You Could? with Alexandra P. Brovey

Handout Available


January 13, 2016

Luncheon Sponsor

Smart Giving

Nuts and Bolts - Getting Started in Charitable Gift Planning with Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE

Handout Available

Luncheon Session - Are They Listening: How to Reach Your Entire Planned Giving Audience, Including Younger Donors with Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE

Handout Available

Masters Session - Distinguishing the line between providing helpful philanthropic assistance vs. inappropriate financial advice


December 9, 2015

Luncheon Sponsor

Smart Giving

Nuts and Bolts - Is it Donor Relations or Stewardship? with Kathleen Diemer

Handout Available

Luncheon Session - Stewarding Planned Gifts and Engaging Planned Giving Donors

Handout Available


October 14, 2015

Luncheon Sponsor

Smart Giving

Presentation - Approaching Annual Fund Donors to talk about Estate Planning with Stephen Y. Mohyla Jr., CFP


September 16, 2015

Luncheon Sponsor

Smart Giving

Morning Session - "Gifts, Money, and Taxes 101" with Craig R. Stevens, CPA

Handout Available

Luncheon Session - "Tax and Estate Planning Implications of Obergefell v. Hodges" with Michele Zavos, Esq.


April 8, 2015

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "Planning for Closely-held Business Owners Using Charitable Tools" with Phil Cubeta

Handout Available

Luncheon Presentation - "Inspired Philanthropy for Highest Capacity Donors" with Phil Cubeta

Handout Available

Novice Study Group Session

Master's Study Group Session: Options for Serving Potential Gift Annuitants When You Aren't Registered (or aren't registered everywhere)


March 11, 2015 – Spring Social - 3:45 pm – 6:00 pm

Luncheon Sponsor

Smart Giving

Roundtable Topics and Discussion Leaders

Two-Headed Cow Lectures at Harvard. Wins Awards with Viken Mikaelian, CEO, and Lauren D'Ambrosio, Account Executive, PlannedGiving.Com

Build Your Network, Build Your Career with Suzy Mink, Senior Philanthropic Advisor, Hollins University

Planned Giving in a Small Shop with Cindy Barrington, Associate Director, Gift Planning, Children's Hospital Foundation

Bequest Administration for Charities with Justine Van Wie, Senior Associate Director of Planned Giving, The George Washington University


February 11, 2015 - Held in conjunction with AFP DC

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "Gift Planning - When That's Not All You Do" with Joe Chickey

Handout Available

Luncheon Presentation - "2015: Charitable Giving's Best Year, Like Ever!" with Jay Steenhuysen, Principle and Founder of Steenhuysen Associates


January 14, 2015

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "How to Ask for a Gift" with Robert J. Brennan

Luncheon Presentation - "Planning in an Electronic Age: Digital Assets" with Anne W. Coventry, Esq.

Handout Available

Newcomer Session


December 10, 2014

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "Getting the Most Out of Your Mentor--Even if You Don't Think You Have One". Kay Malone, Senior Director, Gift Planning, World Wildlife Fund, will be our moderator for this panel discussion.

Panelists: Elissa Leif, CEO, MiniMatters Video+Marketing and Steve Marcus, Director of Development, Mid-Atlantic Region, CARE

Luncheon Presentation - "Building the Bridge: Skills That Transfer Between the Nonprofit and For-Profit Sectors" with B.J. Davisson, Senior Associate Vice President for Principal Gifts and Planned Giving, The George Washington University & Phillip Horne, Assistant Vice President for Development, Columbian College of Arts and Sciences, The George Washington University


November 12, 2014

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "What to Expect When You Are Expecting…a Bequest" with Beth K. McNally, Owner, McNally Fiduciary Support LLC

Handout Available

Luncheon Presentation - "Case Studies of Bequest Gifts" with Karen Gallardo, CFRE

Handout Available


October 8, 2014  - Breakfast Meeting

Luncheon Sponsor

Smart Giving

Part One - "What's Working and What's Not: Marketing Charitable Gift Annuities" with Nicole Engdahl, Director, Gift Planning Marketing and Stewardship at Special Olympics International & Meg Roberts, CFRE, Director of Planned Giving at The George Washington University

Handout Available

Part Two - "Show and Tell: Planned Giving Marketing Successes" with Nicole Engdahl & Meg Roberts, CFRE


September 17, 2014

Luncheon Sponsor

Smart Giving

Nuts & Bolts - "You Are What You Ask: Making the Most of Gift Discussions (Part I)" with John McKee, Executive Director of Gift Planning, University of Maryland

Handout Available

Luncheon Presentation - " You Are What You Ask: Making the Most of Gift Discussions (Part II)" with John McKee, Executive Director of Gift Planning, University of Maryland