Past Programs Archive
March 11, 2020
Luncheon Sponsor
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
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
January 8, 2020
Luncheon Sponsor
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
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
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
Morning Presentation - IRAs: The "Tax Free" Gift or The Queen on Our Chessboard with Jeff Comfort, Oregon State University Foundation
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
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
Morning Presentation - Prime the Pump — How to Intentionally Discover the Best Available Gift Plan with Dan Shephard, Principal, The Shephard Group
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
Morning Presentation - 2019 Advocacy Update with Michael Kenyon
Luncheon Presentation - Annual Business Meeting with Elana F. Lippa, NCGPC President
April 10, 2019
Luncheon Sponsor
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
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
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
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
Luncheon Session - Mindfulness & Gift Planning with Karen Gallardo, CFRE, CAP, Director of Planned Giving, Best Friends Animal Society
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
Luncheon Session - Prospect Research and Management with Gift Planning with Jason Chestnutt and Chris Hubert
November 14, 2018
Morning Presentation - Morning Presentation - Donation of Personal Property: Benefits to All with Sandra Tropper
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
Luncheon Presentation - Addressing #MeToo in Nonprofit Development - Part II with Doug White, Jason Hegy, Elana Lippa, and Angela Sosdian
June 13, 2018
Nuts and Bolts Presentation - Tax Reform: What Comes Next? with Perry Wasserman
Luncheon Presentation - NCGPC Annual Business Meeting with Meg Roberts
April 11, 2018
Nuts and Bolts - Giving IRAs: Risks and Opportunities with John McKee
Luncheon Presentation - Donor Advised Funds: Heaven or Hell? with John McKee
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
Treasure or Trash? Accepting Gifts of Tangible Personal Property with Jane B. Kolson
Working With Professional Advisors with Rebecca Rothey
February 14, 2018 — Joint Meeting with AFP-DC
Luncheon Sponsor
Nuts and Bolts Presentation - Blended Gifts Part I with Dr. Scott Janney, CFRE
Luncheon Presentation - Blended Gifts Part II with Dr. Scott Janney, CFRE
January 10, 2018
Luncheon Sponsor
Nuts and Bolts Presentation - 50 Ways to Lose Your Deduction with Bill Gray
Luncheon Presentation - Creating Effective Gift Acceptance Policies with Bill Gray
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
Nuts and Bolts Presentation - An Insider's Guide to Prospect Research with Devon Villa Gessert
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
November 8, 2017
Luncheon Sponsor
Nuts and Bolts Presentation - Elder Financial Abuse: What Do We Need To Know? with Barbara Mulitz, Esq., M.M.Sc.
Luncheon Presentation - Ethics Confidential with Doug White
Beginner's Session Roundtable
Master's Session Roundtable
October 4, 2017
Monthly Meeting Sponsor
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
September 13, 2017
Luncheon Sponsor
Nuts and Bolts Presentation - Tax Economics of Charitable Giving with Craig R. Stevens, Partner, Aronson, LLC
Luncheon Session - Putting the Centric in Donor-Advised Funds with Joanne Pipkin, Director of Development, Greater Washington Community Foundation
June 14, 2017
Luncheon Sponsor
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
Nuts and Bolts Presentation - Estate Administration Essentials aka R.I.P (Realizing Individuals' Plans)
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
March 8, 2017
NCGPC Spring Social
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
Crafting Your Message with Andy Brommel, Director Communications Consulting, Campbell & Company
Luncheon Session - Major Gifts: Bigger, Better, Sooner with Jay Steenhuysen, Principal
January 11, 2017
Luncheon Sponsor
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
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
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
October 5, 2016
Luncheon Sponsor
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
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
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
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
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
January 13, 2016
Luncheon Sponsor
Nuts and Bolts - Getting Started in Charitable Gift Planning with Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE
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
Masters Session - Distinguishing the line between providing helpful philanthropic assistance vs. inappropriate financial advice
December 9, 2015
Luncheon Sponsor
Nuts and Bolts - Is it Donor Relations or Stewardship? with Kathleen Diemer
Luncheon Session - Stewarding Planned Gifts and Engaging Planned Giving Donors
October 14, 2015
Luncheon Sponsor
Presentation - Approaching Annual Fund Donors to talk about Estate Planning with Stephen Y. Mohyla Jr., CFP
September 16, 2015
Luncheon Sponsor
Morning Session - "Gifts, Money, and Taxes 101" with Craig R. Stevens, CPA
Luncheon Session - "Tax and Estate Planning Implications of Obergefell v. Hodges" with Michele Zavos, Esq.
April 8, 2015
Luncheon Sponsor
Nuts & Bolts - "Planning for Closely-held Business Owners Using Charitable Tools" with Phil Cubeta
Luncheon Presentation - "Inspired Philanthropy for Highest Capacity Donors" with Phil Cubeta
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
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
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
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
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
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
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
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