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 take place on the third Tuesday of each month. Registration closes 24 hours before each event.

CGP Monthly Webinar and Technology Series Pricing

  • $35 for CGP National members (log in to see member pricing)

  • $59 for non-members

  • $149 for CGP Councils
  • $209 for organizations

Bundle and Save:

Monthly Webinar Series

Redeem a 20% discount when you purchase all three Monthly Webinars for each quarterly release.
Discount code: WEB3

Technology Webinars

Redeem a 20% discount when you purchase all three Technology Webinars for each quarterly release.
Discount code: TECH3

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, CAP, and CSPG credit. A certificate of attendance for individual programs is available on request.

Quarter Two Monthly Webinars:

April 21 at 2 p.m. ET

Beyond the Gift: Honoring Lives, Building Legacies, and Democratizing Donor Relationships

Presenters: Lynne Boardman and David Kravinchuk

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MAY 19 at 2 p.m. ET

Crypto Donations in 2026: Whether and How Charities Should Accept

Presenter: Ryan Raffin JD, CAP®

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jUNE 16 at 2 p.m. ET

Unlocking Tax Advantages: Innovative Sales Strategies for Businesses

Presenter: Tiffany House

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Quarter One Monthly Webinars:

January 20 at 2 p.m. ET

Grateful Dead: Using Effective Stewardship to Show Gratitude to Planned Giving Donors

Presenters: Liana Garcia and Tamisha Keith

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February 17 at 2 p.m. ET

How to Build Critical Planned Giving Relationships

Presenter: Rebecca Rothey

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March 17 at 2 p.m. ET

Why Your Pitch Isn’t Landing: What Donors Actually Hear in Gift Planning Conversations

Presenter: Lisa Greer

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CGP Conference 2025 Encore Webinar Series

Attend highly rated sessions from Indianapolis, redesigned for a virtual experience. Whether you missed these sessions or want to dive deeper before CGP Conference 2026, interact with the community, ideas and conversations shaping the industry.

Registration closes 24 hours before each event.
Pricing:

Member: $25 per webinar
Non member: $35 per webinar
Council: $149 per webinar
Organizations: $209 per webinar

CGP Conference 2025 Encore Webinars:

June 11 at 2 p.m. ET

Heirs’ Property & Philanthropy: A Guide for Charitable Gift Planners

Presenters: Aquanetta Betts, Jennifer Norton, and Tiffanie Purvis 

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July 9 at 2 p.m. ET

Helping Donors Answer Their Most Perplexing Questions

PRESENTER: Eddie Thompson 

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August 13 at 2 p.m. ET

Giving by the Generations: Fueling Legacy Growth through Audience Targeting

Presenter: Kimberley Blease and Tamara M. Sperling

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2026 CGP Technology Webinar Series

Designed to navigate the digital age in philanthropy, the CGP Technology Webinar series will explore AI applications, lead generation strategies and defining your impact to make the case for planned giving. Speakers will explore the leading tools and technologies that are reshaping donor engagement and organizational impact. Learn the questions and strategies you need from the experts themselves.

Registration closes 24 hours before each event.

Upcoming Technology Series Webinars:

February 12 at 2 p.m. ET

Smarter, Faster, Kinder: Ethical AI Tools Every Gift Planner Should Be Using Now

Presenter: Cherian koshy

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march 12 at 2 p.m. ET

Unlocking Planned Giving Potential: CU’s Expert Model for Prospect Identification and Lead Tracking 

PRESENTERS: ALI CLARK EGGLESTON AND TATUM SMITH

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April 9 at 2 p.m. ET

Using Data Effectively to Strengthen Your Gift Planning Program

Presenter: Joe Bull

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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

2025 CGP Webinar Series

2025 Recorded Webinars:

February 18, 2025

Decoding the Giving Patterns and Motivations of Affluent Americans

Presenter: Elizabeth Barnette

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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 20, 2025

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

Presenters:Justin Seno and Jennifer Carroll

PURCHASE RECORDING

June 17, 2025

Understanding Death: A Culturally Competent Approach

Presenters: Hannah Yaritz and Angel Flores

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July 15, 2025

Navigating Your AI Transformation

Presenter:Nathan Chappell

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August 19, 2025

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

Presenters:Andrew Fussner and Fredrick Weber

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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

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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 16, 2025

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

Presenter: Jere Doyle

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