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.
Upcoming Webinars:
August 19, 2025
Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities
Presenters:Andrew Fussner and Fredrick Weber
Purchase Recording
September 16, 2025
Five Ways to Make Your Legacy Society More Relevant
Presenter: Kelsey Picken
PURCHASE RECORDING
October 21, 2025
David & Goliath: Facing Financial Giants in Applying for IRA Death Claims
Presenters: JOHNI HAYS
Register Now
November 18, 2025
From Wealth to Philanthropy: The Power of Noncash Giving
Presenters: Jackie Franey AND Russell James
Register Now
December 16, 2025
Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving
Presenter: Jere Doyle
Register Now
2025 Recorded Webinars:
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
Purchase Recording
April 15, 2025
Unequivocally Human: Experimentations in Benefactor-Centric Marketing Response
Presenter: Brett Conrad
Purchase Recording
May 20, 2025
Tales from the Crypt: Horror Stories to Test Your Planned Giving Instincts
Presenters:Justin Seno and Jennifer Carroll
June 17, 2025
Understanding Death: A Culturally Competent Approach
Presenters: Hannah Yaritz and Angel Flores
Purchase Recording
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.
Upcoming Advocacy Updates:
August Advocacy Update
August 21, 2025
Special guests Dr. Russell James and Lynn Gaumer, J.D., will discuss the new tax legislation and its impact on charitable gift planning.
Watch Recording
October Advocacy Update
october 23, 2025
Get the latest on policy and legislative activities from Capitol Hill.
Watch Recording
December Advocacy Update
December 18, 2025
Topic will be announced the month of the event.
Register Now
Recorded 2025 Advocacy Updates
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.
Watch recording
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.
Watch Recording
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. ET.
No cost to attend, but an RSVP is required. See you there!
Emerging Professionals Workshop: Imposter Syndrome
September 17, 2025, 1 - 2:30 p.m. ET | REGISTER NOW
Imposter Syndrome is defined as the condition of feeling anxious and not experiencing success internally, despite being high-performing by external, objective measures. This phenomenon often results in people feeling like "a fraud" or "a phony" and doubting their abilities. In the profession of gift planning, it is easy to feel like an imposter given the depth and complexities of our work, especially if you are new to the field, or not so new!
Join the CGP Emerging Professionals for an encore of this popular session, now in an interactive workshop format. Participants will discover insights into Imposter Syndrome, hear about real-life examples and gain practical resources to help understand, manage and support themselves or others experiencing this phenomenon.
July - no meet-up
August 27, 2025
Philanthropy for All: Committing to DEI in Planned Giving
Co-hosted by the CGP Emerging Professionals Committee and the CGP Diversity, Equity, and Inclusion Committee.
September 24, 2025
Getting the most out of CGP Conference
Host: Jeanine Crider
Emerging Professionals Webinar: Gifts That Went Wrong
Presented on March 19, 2025 | PURCHASE RECORDING
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.
