Recent posts by askirvin
CGP Conference | Design Your Own Track: Early Professionals
Over the past several months, volunteers on the CGP Conference Committee have worked together to select sessions and topics to provide attendees with the latest professional development and educational opportunities at CGP Conference. Members of the Conference Committee designed specialized tracks to highlight sessions for specialized sectors of the planned giving community.
Topics: CGP Conference
Member Spotlight: Carlo Laurore
Meet Carlo Laurore, CFP® CHFC® CLU® RICP® AEP® CFRE CAP®!
Carlo is the Senior Vice President of Development for Boy Scouts of America, the Executive Director for the National Boy Scouts of America Foundation National Office of Development and the CGP Conference 2024 Committee Chair. Coming from his keynote presentation at the Carolina Gift Planning Conference, Carlo shared his path into planned giving, strategies for time management and the importance of personalizing professional relationships.
Topics: Member Spotlight
In Remembrance of Alice A. Pinsley, By Ronald A. Brown
Alice A. Pinsley, of Stamford, CT, passed away at home on May 22, 2024, after struggling with illness.. She was born in Bronx, NY, and raised in Teaneck, NJ.
Topics: In Remembrance
Member Spotlight: Melissa Vaillancourt
Meet Melissa Vaillancourt!
Melissa is the Director of Gift Planning at Syracuse University in Syracuse, New York. She holds a Master's in Communication and Rhetorical Studies and a Certificate of Advanced Study in Conflict and Collaboration from Syracuse University. In 2023, she was awarded a CGP Scholarship entailing a CGP Conference registration and a one-year membership.
Topics: Member Spotlight
Charitable Gift Planners of Central Florida’s List of Must-Do’s in Orlando
CGP Conference 2024 is going to take place in “The City Beautiful” – Orlando, Florida! Whether you’re a thrill-seeker, an arts aficionado, a foodie or a shopaholic, this world-class entertainment destination has something for everyone. With legendary theme parks, restaurants, and shopping as well as spectacular museums and world-class entertainment, you'll never run out of things to do.
Topics: CGP Conference
Member Spotlight: Matthew Treadwell
Meet Matthew Treadwell!
Matthew is a Gift Planning Attorney at the Indiana University Foundation for Indiana University Indianapolis (IUPUI). In addition to his work at IU Indy, Matthew is a member of the Board of Directors for the CGP, where he serves as the Emerging Professionals Chair and incoming Conference Chair. He is also a member of the Board of Directors for Ausome Indy.
Topics: Member Spotlight
CGP Conference 2024 | Make the Case
The CGP Conference is headed to Orlando, Florida from October 28 through 30. CGP Conference is the largest gathering of gift planning professionals where attendees have the chance to learn from and collaborate with the most respected people in the field.
Join hundreds of gift planning professionals from around the country to expand your network and skills. Use the guide below to make the most of your conference experience and have the best chance at getting the CGP Conference approved.
Before the Conference:
Topics: CGP Conference
CGP Conference 2023 Takeaways: Stewardship
By: Barbara Yeager
This year’s CGP Conference included sessions to support almost all 16 National Standards for Gift Planning Success, including Standard 14, which specifies that best-practice gift planning programs have “a robust, well-executed stewardship plan across all lines of fundraising focused on engaging donors in a meaningful way, building long-term donor relationships and maintaining a high donor retention rate.”
Topics: CGP Conference
Member Spotlight: Lauren Elliott
Meet Lauren Elliott! Lauren is the Director of Planned Giving at Georgia State University in Atlanta, Georgia. Lauren has always found herself intrigued by mortality, so her cocktail conversations often revolve around death, DNR's and living wills (you know- the fun stuff!). As an old soul and cancer survivor, she's not one to shy away from life's most challenging conversations.
Topics: Member Spotlight
Member Spotlight: Dien Yuen
Meet Dien Yuen! Dien is the CEO and co-founder of Daylight Advisors. She is also the founder of the Center for Philanthropy and Social Impact at The American College of Financial Services. Dien created the Advisors of Color CAP® Study Group, a support group for BIPOC advisors seeking their designations. She also designed the Purpose School, an immersive and interactive learning experience that helps leaders explore the intersection of purpose and social impact.
Topics: Member Spotlight