CGP Conference

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: 

• Navigating Planned Gift Conversations with Your Donors
• Best Manager Ever
• Bequest Administration: Longer than a Chicago Winter
• A Highly-Visual Guide to 4-Tier Accounting for Charitable Remainder Trusts
• Shaping winning, ongoing Legacy Challenge programs - lessons from the field