Wednesday, October 17

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

12:00 - 7:00 p.m.

 

Registration Open

 

 

1:00 - 2:30 p.m.

 

How to Increase Awareness Through Social and Video Marketing

This is an interactive discussion with local company, Canico Media. In this session, participants will discuss how charities can leverage social media and video marketing to increase awareness and gain supporters to make a larger impact. Canico Media will go over the different types of videos, the impact they have and how to post to social media effectively. 

 

   

1:00 - 5:00 p.m.

 

Gift Planning Fundamentals: Tools & Techniques

Registration includes the book Planned Giving in a Nutshell by Craig C. Wruck
* Requires an additional fee ($225 on or before August 28, $275 after August 28)
This pre-conference seminar will include topics like tax essentials, charitable gift assets, and planned gift vehicles. The emphasis is on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it.

 

 

1:00 - 5:00 p.m.

 

How to Start a Gift Planning Program

Registration includes the books Getting Started in Charitable Gift Planning: Your Guide to Planned Giving and Getting Started in Charitable Gift Planning: The Resource Book by Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE
* Requires an additional fee ($250 on or before August 28, $300 after August 28)
This pre-conference seminar will include topics like donor base demographics, policies and procedures, board and volunteer cultivation, and basic metrics to monitor the gift pipeline. The emphasis is on learning to assess your organization's readiness for planned gift fundraising, and laying the foundation for a successful program. If you're conducting a feasibility study, or you've been charged with starting a new program, you'll find expert advice and best practices here.

 

 

3:00 - 5:00 p.m.

 

Leadership Institute Roundtable

Leadership Institute is a group of CGP members with the highest levels of gift planning expertise. In this session, Leadership Institute participants will engage in focused discussion of topics currently critical to the field. Individuals who are not participants in the Leadership Institute are welcome to observe the discussion as audience members.

 

 

5:30 - 6:30 p.m.

 

Grand Opening Reception in Solutions Center

 

 

6:30 - 8:30 p.m.

 

Opening Dinner/Keynote Speaker

Chad Hymas inspires, motivates, and moves audiences, creating an experience that touches hearts for a lifetime. He is one of the youngest ever to receive the Council of Peers Award for Excellence (CPAE) and to be inducted into the prestigious National Speaker Hall of Fame.
In 2001, at the age of 27, Chad’s life changed in an instant when a 2,000-pound bale of hay shattered his neck, leaving him a quadriplegic. But Chad’s dreams were not paralyzed that day—he became an example of what is possible. Learn more...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thursday, October 18

 

 

 

 

 

 

7:30 a.m. - 5:00 p.m.

  Registration Open                

7:30 - 8:30 a.m.

  Breakfast in Exhibit Hall                

8:30 – 9:30 a.m. 

Affinity Group Sessions

 

Arts       Community Foundations       Environment      Healthcare       Higher Ed       Religious Orgs      Social Services

9:30 - 10:00 a.m.

  Networking Break in Solutions Center            

Regular Track Sessions

 

Planned Gift Tech

 

Getting Oriented

 

Collaboration Lab

 

Management & Administration

 

Communications & Marketing

 

Summit

10:00 – 11:00 a.m.

 
Don't Gamble Your Future: Best Practices for Endowments
Phil Purcell
 
What a Great Hat! - Is that a new gift planning hat?
Lynn Ierardi
 
Gift Planners and Advisers: Partnering to Achieve Philanthropic Solutions
Elizabeth Ayers and Jean Carter
 
Accepting Complex Gifts of Real Estate: A Builder's Guide
Jonelle Beck and Shelia Hard
 
Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing
Kathryn Miree
 
Here Come the Boomers
Kristen Dugdale 
 
                         

11:00 am - 11:30 pm

  Networking Break in Solutions Center            
                         

11:30 a.m. – 12:30 p.m.

 
Gifts of Copyrights, Trademarks and other Intellectual Property
David Newman
 
Stewarding Donors with Dementia

Jolene Hyppa Martin and Robert Hofmann
 
Impact Investing: Friend or Foe of Fundraisers?
Phil Cubeta
 
"Sorry, We Really Can't Accept Your Mouse Trap!"  Candidly Exploring the Acceptance and Counting of Unique, Complex and Special Planned Gifts
Philip Watson
 
Winning Hearts and Minds INSIDE Your Organization: Becoming Your Best Planned Giving Program Advocate
Cathy Sheffield and Patrick Schmitt
 
The Real Demographics of Baby Boomers - A very special generation or just typical old people?
Russell James
 
                         

12:30 - 2:00 p.m.

 

Luncheon Keynote - Claire Gaudiani

Claire Gaudiani  is an idealist and an engaged American. Through her books and public speaking, she calls on all Americans to leave our nation and the world a better place. Claire's expertise in the history and economics of philanthropy is a source of important ideas for the nation and for citizens of every political persuasion.
Claire’s career has been shaped by her belief that action is every bit as important as reflection. She launched her first not-for profit organization while still a graduate student at Indiana University in the 1970’s. She has continued to put her idealism, optimism, and determination into action on behalf of fellow citizens ever since. Learn more...
   
                         

2:00 – 3:00 p.m.

 
Bitcoin and Beyond: Making Virtual Currency Less Virtual
Bryan Clontz
 
A DAF's Beauty is in the Eye of the Donor
Sindy Craig and Carlos Byrne
 
When Boomer Bosses Meet the Millennial Mindset
Kelly Taylor and Bob Mueller
 
A Very Significant Donor Just Died. Now What?!?!
Fred Weber
 
The 9 Keys To Cutting Through Planned Giving Message Confusion
Barry Spencer
 
Make Your Charitable Estate Plan Great Again
Christopher Hoyt
 
                         

3:00 - 3:30 p.m.

  Networking Break in Solutions Center            
                         

3:30 – 5:00 p.m.

Concurrent with
Leadership Institute Roundtable
 
Accelerating the Remainder Gift: Two Case Studies
Russell Willis
 
The Ties That Bind: Effective Cultivation Techniques
Anne Melvin
 
How Major Gift Officers Become Planned Gift "Super Sleuths"
Craig Smith and Dan Shephard
 
Stuck in the Middle with You:  Donor, Planner, Business Officer
Christopher Kelly and Melanie Norton
 
Donor Insights: Why Planned Gifts Remain Secret
Katy Kotlarczyk and Gordon Trafton
 
Boomers & Gift Planning: Easy Rider or Apocalypse Now

Jeff Comfort, Cynthia Krause and Scott Lumpkin

3:30 – 5:00 p.m.

 

Leadership Institute Roundtable

           

 

 

 

Friday, October 19

           
                         

12:00 - 2:00 p.m.

  Registration Open            
                         

7:30 - 8:30 a.m.

  Breakfast in Soultions Center            
                         

Tracks

 

Planned Gift Tech

 

Getting Oriented

 

Collaboration Lab

 

Management & Administration

 

Communications & Marketing

 

Summit

8:30 –    9:30 a.m. 

 

IGNITE! Plenary

9:30 - 10:00 a.m.

 
Networking Break in the Solutions Center

10:00 – 11:00 a.m.

 
Business Gifts that Make Sense (and Raise Dollars)
Greg Baker
 
Zen and the Art of Fundraising: Key Pillars of Success

Alex Brovey
 
Thousands or Millions? Fixing Mistakes that Diminish Gifts 
Pam Davidson and Winton Smith
 
Charitable Bequest Administration: A Panel Discussion
Andrew Fussner, Beth Ridout, Meika Slotsema, and Stacy Sulman
 
How To Conduct Successful Planned Giving Conversations with Donors and Their Professional Advisors
Steven Schwartz
 
Tax Planning for the Rich and Famous Baby Boomers 

Joseph P. Toce Jr
                         

11:00 - 11:30 a.m.

 
Networking Break in the Solutions Center
           
                         

11:30 a.m. –12:30 p.m.

 
Real World Lessons on Gift Substantiation
Bill Knox
 
The Five Types of Blended Gifts – The What, Why and How of Closing Blended Gifts
Lani Starkey
 
The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base
Marcia Inger Navratil
 
Calming Troubled Waters - Eliminate Delays When Requesting IRA Death Proceeds
Johni Hays
 
The Coming Gift Boom and The Art of Integrated Marketing
Andrew Ragone
 
The Lost Cohort
Ruth Fitzgibbons
 
 

12:30 - 2:00 p.m.

 

Closing Luncheon - RUSSELL JAMES, J.D., Ph.D., CFP®

One million 990s can't be wrong! When he analyzed tax returns filed electronically between 2010 and 2016, Russell James discovered a few data points that predict whether an organization's fundraising revenue will dramatically increase or decline. He'll share recommendations about the types of gifts fundraisers should pursue, how to help donors feel more wealthy (and therefore more generous), and how managers can encourages fundraisers to cultivate the best gifts.  Russell's findings apply to all charitable organizations, from the largest to the smallest, in all sectors of the nonprofit world. He'll send you back to your desk with fresh incentive to apply everything you learn at CGP 2018.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2018 CGP Conference 

October 17-19, 2018 - Paris Las Vegas Hotel

CGP Conference is a unique meeting place for all of the professionals working in charitable gift planning. In your work, you’d love to find these people at the planning table—charitable, financial and estate advisors. At CGP Conference, you’ll sit around that training table, collaborating with the experts at the podium and your peers, leaving with the tools to do your job better.

800+ Charitable Gift Planners

Learn, network and collaborate with attendees from across the country, in all career stages, representing diverse organizations.

60+ Speakers​

Get inspired by a conference faculty of innovative keynote speakers and industry leaders who share their experiences and insights on charitable gift planning.

40+ Sessions​

Find solutions to the challenges charitable gift planners face in their day-to-day work by attending sessions you won't find anywhere else.