2025 CGP Webinar Series
Each month, CGP offers hour-long webinars with leading subject matter experts focus on building stronger gift planning practices, sharing new resources, and helping the field put research into practice. Webinars typically take place on the last Tuesday of every month. Registration closes 24 hours before each event.
February 18, 2025
Decoding the Giving Patterns and Motivations of Affluent Americans
Presenter: Elizabeth Barnette
pURCHASE rECORDING
March 18, 2025
A Deep Dive Into the Latest Research on Donor-Advised Funds
Presenters: Lisa Barr and Patrick Schmitt
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April 15, 2025
Unequivocally Human: Experimentations in Benefactor-Centric Marketing Response
Presenter: Brett Conrad
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May 25, 2025
Tales from the Crypt: Horror Stories to Test Your Planned Giving Instincts
Presenters:Justin Seno and Jennifer Carroll
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June 17, 2025
Understanding Death: A Culturally Competent Approach
Presenters: Hannah Yaritz and Angel Flores
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August 19, 2025
Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities
Presenters:Andrew Fussner and Frederick Weber
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September 16, 2025
Five Ways to Make Your Legacy Society More Relevant
Presenter:Kelsey Picken
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October 21, 2025
David & Goliath: Facing Financial Giants in Applying for IRA Death Claims
Presenters: JOHNI HAYS AND KAREN SMEDLEY
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November 18, 2025
From Wealth to Philanthropy: The Power of Noncash Giving
Presenters: Jackie Franey AND Russell James
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December 19, 2025
Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving
Presenter: Jere Doyle
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2025 CGP Advocacy Update Series
CGP hosts a series of advocacy updates throughout the year. These bi-monthly sessions are scheduled for Thursdays at 1 p.m. ET and are free to anyone who registers.
February Advocacy Update
February 20, 2025
Join this update to hear from members of the team at Integer, our DC-based partners, about the election's implications for gift planning, the path ahead for tax reform, and how you can be involved in CGP's work in Washington this year.
April Advocacy Update
April 17, 2025
Get the latest on policy and legislative activities from Capitol Hill.
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June Advocacy Update
June 12, 2025
Get the latest on policy and legislative activities from Capitol Hill. Topic will be announced the month of the event.
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Emerging Professionals Meet-up Series
This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.
Meet-ups are on the 4th Wednesday of the month at 1 p.m. Eastern.
No cost to attend, but an RSVP is required. See you there!
Emerging Professionals Webinar: Gifts That Went Wrong
March 19, 2025, at 1 p.m. ET
pRESENTED BY Patience Boudreaux AND Amanda Kiernan Martin
This session will examine examples of real gifts that went wrong. We'll look at fact patterns that raise red flags, and learn to communicate with donors about mistakes and challenges in ways that build confidence and trust. We'll also cover how to build gift policies and procedures that help vet gifts and donors to avoid problems as much as possible. In a profession where we’re often expected to be experts in a lot of things (real estate! stock! taxes! art! jewelry! stamps?), it's critical to navigate the complexity and figure out a path forward, even when that path requires some back-tracking.