Press Release: 2021 Individual CGP Conference Scholarship Recipients Announced

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) Conference Scholarship fund was established to offer educational opportunities to fundraising and charitable gift planning professionals. This year's 15 CGP Conference Scholarship recipients include: Cathy Asmus, Jaena Cotter, Etienne Easley, Joe Eelkema, Jessica El-Zeftawy, Sherrica Hunt, Tracy Karbus, Brianne Kilpatrick, Germaine Mitchell, Meredith Mohlke, Amber Sizer, Bethany Sullivan, Cheryl Ward, Dustie Wiggins, and Staci L. Young. 

The goal of the fund is to promote philanthropic planning techniques among a broad base of individuals. Each scholarship includes complimentary conference registration and a one-year CGP membership. 

Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The scholarship donors include: Hibel Family Scholarship fund, George L. Wolff Memorial Scholarship Fund, Chisholm Chisholm & Kilpatrick LTD, Thinkgiving, Jon Abrams, Kent Weimer, and Kimberly Valentine.  

 

Jon Abrams scholarship recipient:

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Bethany Sullivan

Development Officer, Feeding Tampa Bay

Originally from New Hampshire, Bethany began her fundraising career over 15 years ago with the American Cancer Society. Prior to joining the team at Feeding Tampa Bay, where she is responsible for implementing a formal Planned Giving program for the organization in addition to soliciting major gifts, Bethany was a Philanthropic Advisor, and part of the 2nd largest bequest program at ALSAC/St. Jude Children’s Research Hospital, where she was first introduced to Gift Planning. Bethany earned her B.A Degree from Eckerd College in St. Petersburg, FL, and her MBA from Post University in Waterbury, CT.  She is currently working towards the designation of Chartered Advisor in Philanthropy from The American College of Financial Services. 

 

Kent Weimer scholarship recipient:

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E'tienne Easley

Director of Development, Family Promise of Greater Chattanooga

E'tienne F. Easley, M.S.A, currently serves as the Director of Development with Family Promise of Greater Chattanooga, an organization dedicated to homeless prevention. Although fairly new to fund development in this sector, Ms. Easley dedicated 14 years to the Hamilton County Department of Education which honed her grant writing skills and quickly becoming a Certified Grant Writer in 2016. Recently received a Diversity, Equity and Inclusion certificate from the University of South Florida Muma College of Business, she co-chairs the Black Voices of Family Promise Affinity Group. 

 

KIimberley Valentine scholarship recipients:

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Germaine Mitchell

Philanthropy Catalyst, DreamSpring

Ms. Germaine Mitchell is a native of New Orleans, Louisiana. For more than twenty (20) years, Germaine Mitchell has organized and successfully implemented comprehensive fundraising programs, special events, regional meetings and conferences for organizations ranging from health to human services, faith-based to adult education, and environmental to at-risk children and family services. She earned her BS in Pre-Medicine from Texas Christina University, a NonProfit Management degree from the University of New Orleans and a Corporate Paralegal Studies degree (with honors) from the Professional Career Development Institute in Atlanta, Georgia.   In 2015, Germaine officially made New Mexico her permanent place of residency. 


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Dustie Wiggins 

Director of Development, Home Repair Services of Kent County

Dustie Wiggins serves as the Director of Development at Home Repair Services of Kent County, a Grand Rapids-based nonprofit that equips and empowers homeowners throughout Kent County. A native of West Michigan, Dustie obtained a B.A. degree in International and Comparative Politics from Western Michigan University and then went to Thomas M. Cooley Law School. She achieved her Juris Doctor degree in 1999. After practicing law in Oregon and Michigan, she joined the Resource Development Team at HRS in 2017. “I love that our work results in people of all backgrounds getting to experience the many benefits of owning their own home!”

 

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Press Release: 2021 ThinkGiving CGP Conference Scholarship Recipient Announced

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) Conference Scholarship fund was established to offer educational opportunities to fundraising and charitable gift planning professionals. This year's 15 CGP Conference Scholarship recipients include: Cathy Asmus, Jaena Cotter, Etienne Easley, Joe Eelkema, Jessica El-Zeftawy, Sherrica Hunt, Tracy Karbus, Brianne Kilpatrick, Germaine Mitchell, Meredith Mohlke, Amber Sizer, Bethany Sullivan, Cheryl Ward, Dustie Wiggins, and Staci L. Young. 

The goal of the fund is to promote philanthropic planning techniques among a broad base of individuals. Each scholarship includes complimentary conference registration and a one-year CGP membership. 

Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The scholarship donors include: Hibel Family Scholarship fund, George L. Wolff Memorial Scholarship Fund, Chisholm Chisholm & Kilpatrick LTD, ThinkGiving, Jon Abrams, Kent Weimer, and Kimberly Valentine.  

 

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Jaena Cotter

Planned Giving Officer, Foundation for Community Care

Jaena serves as the Community Engagement Coordinator for the Foundation for Community Care. Jaena has the role of engaging donors, planning events, and working with internal and external social media marketing plans. Jaena joined the Foundation for Community Care in August of 2019 as the Foundation Assistant after just graduating from Montana State University – Billings with a bachelor’s degree in marketing. In 2020, her title changed to Community Engagement Coordinator. Now, Jaena plans to become a Certified Gift Planning Associate for the Foundation.

 

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Press Release: 2021 Chisholm Chisholm, & Kilpatrick LTD CGP Conference Scholarship Recipients Announced

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) Conference Scholarship fund was established to offer educational opportunities to fundraising and charitable gift planning professionals. This year's 15 CGP Conference Scholarship recipients include: Cathy Asmus, Jaena Cotter, Etienne Easley, Joe Eelkema, Jessica El-Zeftawy, Sherrica Hunt, Tracy Karbus, Brianne Kilpatrick, Germaine Mitchell, Meredith Mohlke, Amber Sizer, Bethany Sullivan, Cheryl Ward, Dustie Wiggins, and Staci L. Young. 

The goal of the fund is to promote philanthropic planning techniques among a broad base of individuals. Each scholarship includes complimentary conference registration and a one-year CGP membership. 

Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The scholarship donors include: Hibel Family Scholarship fund, George L. Wolff Memorial Scholarship Fund, Chisholm Chisholm & Kilpatrick LTD, Thinkgiving, Jon Abrams, Kent Weimer, and Kimberly Valentine.  

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Joe Eelkema

Chief Operations and Client Experience Officer, Cru Foundation

Joe Eelkema enjoys serving generous individuals and families who wish to steward resources with excellence and for great giving impact. He draws from over 10 years’ experience in charitable gift design, relationship management, asset management, and boutique donor services. Joe holds a Business Communications degree from Calvin University. He has also earned the Chartered Advisor in Philanthropy (CAP®) designation and he takes great pleasure in supporting the planned giving conversations of other Cru development representatives who work with the Foundation.  

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Brianne Kilpatrick

Director of Major and Planned Gifts, Goddard Riverside

Brianne Kilpatrick is currently the Director of Annual Giving at Goddard Riverside with 10 years of experience in fundraising. Brianne's work at Goddard consists of raising money for the annual fund, engaging potential planned givers, building a junior board, and creating volunteer opportunities for corporate volunteers. Brianne is passionate about fundraising for communities and youth

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Cheryl Ward

Development Director, Santa Monica College Foundation

Cheryl is a nonprofit fundraising professional with a depth of experience built over 16 years serving education and child welfare organizations. Her work at Santa Monica College Foundation supports student success at Santa Monica College, a premier community college with 5 campuses distinguished for being #1 in transfers to UCLA, UC Berkeley, and Columbia University, among other top tier institutions. Cheryl earned a B.A. in Political Science with an emphasis in Public Law at UCLA. and holds a CFRE (Certified Fundraising Executive) designation.

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Press Release: 2021 George L. Wolff Memorial Scholarship Fund CGP Conference Scholarship Recipients Announced

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) Conference Scholarship fund was established to offer educational opportunities to fundraising and charitable gift planning professionals. This year's 15 CGP Conference Scholarship recipients include: Cathy Asmus, Jaena Cotter, Etienne Easley, Joe Eelkema, Jessica El-Zeftawy, Sherrica Hunt, Tracy Karbus, Brianne Kilpatrick, Germaine Mitchell, Meredith Mohlke, Amber Sizer, Bethany Sullivan, Cheryl Ward, Dustie Wiggins, and Staci L. Young. 

The goal of the fund is to promote philanthropic planning techniques among a broad base of individuals. Each scholarship includes complimentary conference registration and a one-year CGP membership. 

Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The scholarship donors include: Hibel Family Scholarship fund, George L. Wolff Memorial Scholarship Fund, Chisholm Chisholm & Kilpatrick LTD, Thinkgiving, Jon Abrams, Kent Weimer, and Kimberly Valentine.  
 

Jessica El-Zeftawy

Development Officer, Frederick County Public Libraries

Jess is currently the Development Officer for Frederick County Public Libraries in Frederick, Maryland. In addition to getting the library's fundraising program off the ground, she is a Past-President of the Western Maryland Chapter of the Association of Fundraising Professionals, Fundraising Chair for the Rotary Club of Carroll Creek, a mentor in Women to Women Mentoring, Inc., and teaches a nonprofit management class at Hood College. When she isn’t at the library or in the classroom, she is most likely hanging out with her husband, her kids, and their ridiculously good-looking English bulldog.

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Tracy Karbus

Development Manager, Wishtoyo

With over 18 years experience in the nonprofit and corporate sectors,Tracy Karbus is passionate about helping take grassroots organization to the next level. Her specialty is working with multicultural groups. Bringing an equity and inclusion lens to organizational and development projects has helped to bridge the gap for the organizations that she has worked with. She has led various strategic initiatives and believes that diversity, communication and inclusion must be integrated into the fabric of an organization in order to produce high performance teams and increase collaboration. She has worked with community groups, and national and international companies.

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Staci L. Young

Development Associate, California Change Lawyers

Staci L. Young is the Development Associate at California Change Lawyers, a statewide foundation that empowers the next generation of lawyers, judges and activists. Staci's work in nonprofits is rooted in her love for storytelling and community building. She's previously worked with alumni associations, entertainment nonprofits and social service organizations. Staci obtained her Masters in Communication Management from University of Southern California and Bachelors in Public Relations from California State University Fullerton.

 

In Memorial of George L. Wolff

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Press Release: 2021 Hibel Family Scholarship Fund CGP Conference Scholarship Recipients Announced

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) Conference Scholarship fund was established to offer educational opportunities to fundraising and charitable gift planning professionals. This year's 15 CGP Conference Scholarship recipients include: Cathy Asmus, Jaena Cotter, Etienne Easley, Joe Eelkema, Jessica El-Zeftawy, Sherrica Hunt, Tracy Karbus, Brianne Kilpatrick, Germaine Mitchell, Meredith Mohlke, Amber Sizer, Bethany Sullivan, Cheryl Ward, Dustie Wiggins, and Staci L. Young. 

The goal of the fund is to promote philanthropic planning techniques among a broad base of individuals. Each scholarship includes complimentary conference registration and a one-year CGP membership. 

Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The scholarship donors include: Hibel Family Scholarship fund, George L. Wolff Memorial Scholarship Fund, Chisholm Chisholm & Kilpatrick LTD, Thinkgiving, Jon Abrams, Kent Weimer, and Kimberly Valentine.  

The Hibel Family Scholarship recipients are: 

Cathy Asmus

Member Initiatives Manager, Mother Jones

Cathy Asmus is Mother Jones’ Member Initiatives Manager leading both the midlevel giving and planned gift development programs. These programs exist right at the intersection of Mother Jones’ membership and major gifts teams. She works to ensure that the relationship between Mother Jones and its donor community is sustainable and meaningful.

Sherrica Hunt 

Director of Institutional Advancement, Bishop State Community College Foundation

Sherrica has a diverse background as a seasoned domestic and international marketing and business development professional turned fundraiser. Sherrica is a graduate of Leadership Mobile Class of 2018, Leadership Alabama Initiative Class of 2019, a member of Mobile's Bay 40 under 40 Class of 2019, and a 2021 Women Policy Institute Fellow for the Women's Fund of Greater Birmingham. She is a graduate of Talladega College with a B.A. in Biology, St. John's University Tobin College of Business MBA in Marketing, a professional certification in Human Resource Management from New York University, and a current doctoral student at Alabama State University to obtain her Ph.D. in Education, Policy, and Law. 

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Meredith S. Mohlke

Institutional Advancement, Purdue University Northwest

Meredith Mohlke joined Purdue University Northwest in 2019 and currently assists the institution as the Director of Development to the Chancellor and the College of Business Dean. She has served in various nonprofit roles for over a decade, primarily in higher education. Last year Meredith was selected as a Scholar recipient through the Chicago Council on Planned Giving, attending all of the bimonthly meetings and the annual symposium. Meredith is active in her community and also serves as a member of the United Way of Porter County Board of Directors in Indiana. Meredith earned her MBA from Valparaiso University, graduating with honors, and a BA in psychology from The University of Miami, Florida.


Amber Sizer, CNP

Chief Development Officer, Epilepsy Foundation Central & South Texas

Amber Sizer, CNP, is the newly appointed chief development officer for the Epilepsy Foundation Central & South Texas, bringing to the role more than 15 years of experience in philanthropy, nonprofit service, and event planning. In this capacity, she provides leadership and coordination for all fundraising and communication strategies and activities to strengthen, broaden, and diversify the foundation’s revenue mix. Amber earned her Bachelor of Arts degree in communication with a focus in public relations and a minor in nonprofit management in 2004 from the University of Texas at San Antonio, where she also received several awards.

 

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Press Release: Philanthropic Planning Group of Greater New York Named National Association of Charitable Gift Planners Council of the Year

Wednesday, December 31, 1969

Indianapolis, IN -- The Philanthropic Planning Group of Greater New York (PPGGNY) was awarded the honor of the National Association of Charitable Gift Planners (CGP) Council of the Year.

The CGP Council of the Year award recognizes a council that demonstrates significant achievement in the preceding year. This award celebrates innovative programming, special events, membership growth, community impact and other areas of contribution to the charitable gift planning field.

PPGGNY was established in 1972 and is a professional association for advocates of charitable giving. They offer a wide range of networking and educational opportunities to widen the reach of their members and raise awareness of current issues in the world of philanthropy. Their educational and training opportunities are designed to strengthen professional knowledge and provide innovative tools to better serve clients, donors, and the charitable foundations and organizations that connect us.

PPGGNY undertook several significant programs this past year, including the launch of PPGGNY University, a one-stop shop to learn about the field, and the Diversity, Equity, and Inclusion Initiative, to create meaningful, substantial, immediate, and institutionalized change.They adapted to the challenges presented by Covid-19 by replacing in person events with virtual networking, Zoom seminars, and adding sessions on career development. 

“PPGGNY has an obligation to the Planned Giving profession and our Council to engage with a newer generation of Planned Giving Officers who care about impact, and want to be engaged in creating meaningful, lasting change and we plan on being there every step of the way,” said nominator Meryl Cosentino

PPGGNY stays abreast of changing tax law and regulations that affect philanthropy and provide quick access to current charitable giving resources. Their speakers and educators are top industry leaders from across the nation. They encourage their members to be involved by volunteering their time and talent on various committees where ideas, skills, and experience will get you noticed. PPGGNY is a committed partner supporting the National Association of Charitable Gift Planners.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.

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Press Release: National Association of Charitable Gift Planners inducts new Hall of Fame class

Wednesday, December 31, 1969

Indianapolis, IN – The National Association of Charitable Gift Planners (CGP) has selected three individuals to be recognized into the CGP Hall of Fame. The 2021 Hall of Fame inductees include: Russell James, Johni Hays, and Brian Sagrestano. The 2021 Hall of Fame class will be honored at CGP Conference.

The Hall of Fame is CGP’s highest honor. The lifetime achievement award recognizes those whose life's work impacts charitable gift planning in profound and meaningful ways, advancing the mission of CGP and bringing credit to all the professions engaged in charitable planning. The inductees have devoted service to and support of the field for a minimum of 10 years and have been outstanding influencers in the work of charitable gift planning.

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Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources

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Johni Hays, J.D. is Senior Vice President at Thompson & Associates. With more than 28 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized leader with her expertise in charitable gift planning. She served as the president of the Charitable Estate Planning Institute and she is the author of the book, Essentials of Annuities and co-author of two books, The Tools and Techniques of Charitable Planning and Message From the Masters—our Best Donor Stories that Made a Difference. Johni serves on the Smithsonian’s Professional Advisors Network in Washington, DC. In 2020 Johni received the Distinguished Service Award from CGP. She has previously served on CGP’s board of directors and has been a charter member of its Leadership Institute.

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Brian M. Sagrestano, J.D., CFRE, is the Founder of Gift Planning Development. He earned an A.B. cum laude from Cornell University and a J.D. cum laude from Notre Dame Law School. Brian led the gift planning efforts for several charities, including the University of Pennsylvania, before forming GPD in 2007 and helped facilitate gifts of over a billion dollars. His Planned Giving Essentials and Planned Giving in a Box programs guided hundreds of charities in the creation of donor-centered philanthropic planning programs. Brian co-authored three books, including the Philanthropic Planning Companion,  winner of the 2013 Skystone Partners Prize. He is a past member of the CGP board of directors and editorial board of the Journal of Gift Planning. In 2019, Brian was honored with the Crescendo Interactive GiftLeader award.

CGP is pleased to recognize these leaders in the field of gift planning as members of CGP Hall of Fame.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.

 

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Press Release: Laura Sidla receives National Association of Charitable Gift Planners Rising Star Award

Wednesday, December 31, 1969

Indianapolis, IN -- Laura Sidla of Philadelphia, Pennsylvania and Boston, Massachusetts recently received the prestigious honor of the National Association of Charitable Gift Planners (CGP) Rising Star Award.

The Rising Star Award is given to a newcomer in the field of charitable gift planning with outstanding talent and potential. The work of charitable gift planning is ever changing and expanding; this award encourages recipients to consider a lifelong pursuit of the field and continue active membership in their local councils and national association.

Laura is the Senior Director of Gift Planning at Partners In Health (PIH) where her work in gift planning helps the organization provide high quality health care, influence global policy, and replicate best practices globally. 

Laura studied marketing communications while fundraising for various large, small, local, and international nonprofits. She is a Certified Fundraising Executive, Chartered Advisor in Philanthropy, Fellow in Charitable Estate Planning, and wealth reclamation practitioner.

In 2016, Laura received the American Council on Gift Annuities’ Terry Simmons Scholarship and started PIH’s annuity program. She previously received the Youth in Philanthropy award from the Association of Fundraising Professionals Rhode Island chapter in 2006.

Throughout her 10 years at PIH, Laura established gift acceptance policies, database infrastructure, and marketing communication efforts. Her work accompanying supporters extends to PIH’s global sites, including Haiti, Rwanda, Malawi, Liberia, and Sierra Leone. The legacy program also grew under her leadership. 
  
Laura is grateful for the opportunity to accompany individuals through the philanthropic planning process to help ease pain, cure illness, and save lives for generations to come.

The National Association of Charitable Gift Planners is committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including guidelines, articles, model documents and samples that help enrich and advance careers. We connect colleagues at all levels through our national network, including those who defined the field. We exist to serve our distinguished profession and bring life to charitable gift planning.

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Charitable Sector Sign-On Letter Regarding Administration’s Proposal on Split-Interest Gifts

Read The Letter

2021 Registration Fees

 

 

Early-bird Rate*
*Extended for the remainder of the registration period. 

Regular Rate
After 8/8/2021

In-person experience (including virtual access), CGP national member

$799

$899

In-person experience (including virtual access), nonmember

$999

$1,099

In-person experience (including virtual access), join CGP national and save* (conference/new membership bundle)

$929

$1,029

Virtual access, CGP national member

$399

$499

Virtual access, nonmember

$599

$699

Virtual access, join CGP national and save* (conference/new membership bundle) 

$529

$629

Sponsor & exhibitor full conference access (can attend in-person experience at no extra cost)

$399

$399

 

In-person experience online registration cut off: Sept. 17, 2021
Onsite registration will be available in Orlando. 

During the registration process, participants will choose their virtual access level and add on an additional in-person fee for a package totaling the prices above.

Register Now

In-person registration cut off: Sept. 17, 2021

Group discount

A group discount is available for organizations registering more than 10 attendees. To take advantage of the group discount, please email Carey Wilson: cwilson@charitablegiftplanners.org

 

Cancellation Policy: Cancellations will be processed for a full refund until Sept. 17, 2021. No refunds for either experience after Sept. 17, 2021. Please submit written or email cancellation notice to Carey Wilson: cwilson@charitablegiftplanners.org

*Please note: If taking advantage of the "Join CGP and Save" membership/conference bundle, the membership fee is non-refundable in the event of conference cancellation. This option is for new members only.

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