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.

Webinar Series Pricing

  • $35 for CGP National members (log in to see member pricing)
  • $79 for non-members
  • $149 for CGP Councils
  • $209 for organizations

Council and organizational purchases will receive one link for viewing in a group setting. This may be in-person or via remote broadcast. [Webinar group FAQs]

All CGP webinars are approved for one hour of CFRE credit. A certificate of attendance for individual programs is available on request.

Webinar Bundles Available 
Convenient and cost-effective bundles of webinars are available. Packages and discounts are as follows:

  • 20% discount for any 3 webinars purchased at one-time use code SELECTTHREE
  • 30% discount for any 6 webinars purchased at one-time use code SELECTSIX

Discounts apply to pre-recorded or live webinars and all purchase types. 

2025 CGP Webinar Series

February 18, 2025

Decoding the Giving Patterns and Motivations of Affluent Americans

Presenter: Elizabeth Barnette

COMING SOON

March 18, 2025

A Deep Dive Into the Latest Research on Donor-Advised Funds

Presenters: Lisa Barr and Patrick Schmitt

COMING SOON

April 15, 2025

Unequivocally Human: Experimentations in Benefactor-Centric Marketing Response

Presenters: Brett Conrad

COMING SOON

May 25, 2025

Tales from the Crypt: Horror Stories to Test Your Planned Giving Instincts

Presenters:Justin Seno and Jennifer Carroll

COMING SOON

jUNE 17, 2025

Understanding Death: A Culturally Competent Approach

PresenterS: Hannah Yaritz AND Angel Flores

COMING SOON

July 15, 2025

Navigating Your AI Transformation

Presenter: Nathan Chappell

COMING SOON

august 19, 2025

Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities

Presenters:Andrew Fussner and Frederick Weber

COMING SOON

September 16, 2025

Five Ways to Make Your Legacy Society More Relevant

Presenter: Kelsey Picken

COMING SOON

october 21, 2025

David & Goliath: Facing Financial Giants in Applying for IRA Death Claims

Presenter: johni hayes

COMING SOON

November 18, 2025

From Wealth to Philanthropy: The Power of Noncash Giving

Presenters:Jackie Franey AND Russell James

COMING SOON

December 19, 2025

Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving

Presenter: Jere Doyle

COMING SOON

Webinars at Your Convenience
Learn on your own time with our library of on-demand and live webinars. Join the conversation to ask questions and network with peers or view webinars on your own time. On-demand webinars are archived recordings of previous CGP webinars available 24/7.
CGP's Recorded Webinars

2024 CGP Webinar Series

January 30, 2024

Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program

Presenter: Joe Bull

PURCHASE RECORDING

February 27, 2024

Focus on Relationship: How Legacy Circles Help Launch or Re-establish a Gift Planning Program

Presenter: Michael George

purchase Recording

March 26, 2024

Weaving Planned Giving Into Your Donor Conversations

Presenter: MELanie norton

Purchase Recording

april 30, 2024

Sowing Seeds for Gifts of Farmland and Other Real Estate Assets

PresenterS: Meg Cline and michael degenhart

PURCHASE RECORDING

May 21, 2024

P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

Presenters: Karen L. Piel And Delinda Rood

Purchase Recording

June 25, 2024

Troublesome Gifts, Ethics and the IRS - Oh My

Presenter: Kent Weimer

pURCHASE rECORDING

July 23, 2024

Not Your Parents' IRA: The Rise of Complex Assets/ Impact for Charity

Presenter: Grant Whitney

Purchase Recording

aUGUST 20, 2024

Opera and Avocados: Lessons Learned from a Complex Life Estate

PresenterS: Andy Ragone and Jill Rode 

PURCHASE RECORDING

sEPTEMBER 24, 2024

Navigating Planned Gift Stewardship Conversations: A Five-Step Structure

Presenter: jason Shuba

Purchase Recording

October 22, 2024

Donor Advised Funds – The Swiss Army Knife of Philanthropy

Presenters: Stephanie Buckley and Marie Ruzek

Purchase Recording

November 19, 2024

Using Portfolio Reviews to Maximize Planned Gifts For Your Organization

Presenter: Camille Anderson Licklider

PURCHASE RECORDING

DecemBER 10, 2024

Order From Chaos: When Self-Starting is a Struggle

Presenters: Anne Morgan and Valerie Sherman

Purchase Recording