CGP Conference is the place where charitable gift planning professionals gather annually to learn, network and collaborate with the best in the field.
Six tracks are designed to optimize your conference experience: Stay in one track to meet speakers and other attendees who are dealing with opportunities and constraints like yours or mix and match sessions from various tracks to meet your goals.
Current Events
A challenging year is nearing its end, and more uncertainty is on the horizon. It's never been more important to stay current on developments in the economy, demographics and donor choices and behavior. Speakers in this track will help you leave old assumptions behind and apply research and cultural awareness to your gift planning practice.
Sessions include:
- Qualified Charitable Distributions: The Year Past and The Decade Ahead
- The Intergenerational Wealth Transfer--How to Protect Against It and Profit From It
- Winds of Change: An Organizational Shift in Noncash Asset Fundraising
- The Elusive, Ever-Changing and Shape-Shifting Planned Giving Donor
- Watch for additional sessions to be added to this track soon!
Planned Gift Tech
Vehicles and assets, timing and taxes—these are the interlocking gears that set planned gifts apart from current gifts of cash. In these sessions, expert presenters explore the fundamentals and creative applications of planned gift vehicles.
Sessions include:
- Mine Your Own Business! Employing Your Data, Discovering Prime Prospects
- Conversion of Planned Gifts from Revocable to Irrevocable: Issues and Opportunities
- What’s in a Higher Rate? Understanding Deferred Gift Annuities
- Meet the Reversionary CLAT (or "iCLAT") – Immediate Income Tax Savings for Future Annual Gifts
- The Deep Dish on Gifts of Real Estate
- The SECURE Act: New Rules and New Charitable Strategies for IRAs
Donor Engagement
We say we're "donor-centric," but would donors agree that their goals are at the heart of our practice? In this track, speakers help you ask better questions, listen more carefully and build relationships that grow into gifts.
Sessions include:
- Conducting Successful PG Conversations with Donors and Their Professional Advisors
- Solicitation Preparation: The Keys to a Successful Ask
- Listen Up
- 7 Keys to Donor-Centric Relationships
- Long-Distance Relationships: What to Do When You Can’t Travel
- The Darker Side of Gift Planning: Dealing with Questions of Diminished Capacity, Undue Influence and Conflicts of Interest
Program Administration
Gift planning success requires sustained interest and investment in a program that may take years to produce gifts. In this track, speakers help you build strong program infrastructure, from making the internal case and managing risk to ensuring that gift commitments become gift revenue.
Sessions include:
- Demystifying Post-Death Administration: A Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator
- Dementia, Philanthropy and the Audit: What to Know, What to Have, What to Plan
- Nobody Puts Planned Giving in the Corner
- Making Donor Advised Funds a Win for Your Organization
- Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program
- Avoiding the Biggest Mistakes in Gift Administration
Major and Blended Gifts
Planned gifts aren't always deferred and major gifts aren't always cash. Sessions in this track build skills for collaboration among fundraising teams and between fundraisers and donor advisors to create the best gifts for a donor's goals and assets.
Sessions include:
- Breaking the Ice: Collaborating to Navigate Obstacles and Discover Solutions
- Life Events, We All Have Them! Turning Life's Transitions into Planned Gifts
- Listening for Black Swans: The Key to Larger Gifts
- Philanthropy for the Modern Family
- Gift Acceptance Models that Work: Building on Opportunities for Non-Cash Gifts
- The Moment the Magic Happens: Integrating the Gift Planning Conversation Into the Fundraising Team
Career Track
Wherever you want to go in your career, someone at CGP is happy to point the way. These sessions feature peers, coaches and mentors who will help you set goals, overcome obstacles and focus on the unique strengths you bring to the work of charitable gift planning.
Session information coming soon!
Summit Sessions (in various tracks)
This track honors the careers and professional perspective of the gift planning community’s most experienced thought leaders. In Summit sessions, you can expect to engage with the track dean, the speakers and your peers as you consider material that’s essential for advanced planners. At CGP 2020, Gift Planner Hall of Fame inductee Kathryn Miree will chair the Summit track.
Sessions include:
- Gift Acceptance Models that Work: Building on Opportunities for Non-Cash Gifts
- The Moment the Magic Happens: Integrating the Gift Planning Conversation Into the Fundraising Team
- The SECURE Act: New Rules and New Charitable Strategies for IRAs
- Avoiding the Biggest Mistakes in Gift Administration
- Putting Research to Work in Your Gift Planning Program
Bonus! On-demand Sessions
We had more great speakers than space in our virtual tracks. View these sessions as your time permits and communicate with the speakers in chat and at meet-ups where you can ask questions and network with others who share your interest in the topics.
Sessions include:
