NCPP Breakout Schedule

DOWNLOAD a printable Breakout Session Schedule

 

Tuesday, October 10

8:30 am – 9:30 am

Affinity Group Sessions

Higher Ed

Healthcare

Arts

Environment

Social Services

Advisors

Regular Track Sessions

PLANNED GIFT TECH

GETTING ORIENTED

COLLABORATION LAB

MANAGEMENT & ADMINISTRATION

MARKETING

SUMMIT

10:00 am –

11:00 am

The Best Charitable Gift Strategies in 2017, Winton Smith

Room: Key 9-10

√ CFRE
√ CAP
√ CFP

It’s About Time: Managing Your Most Precious Resource, Anne Melvin

Room: Key 3-4

√ CFRE
√ CAP

Harness the Power of Blended Giving,  Cindy Atmar and Christopher Kasavich

Room: Peale 

√ CFRE
√ CAP
√ CFP

Comprehensive Donor Relations: Moving Beyond Acknowledgements and Stewardship, Tools to Drive Major and Planned Gifts,  Kate McDonnell and Gordon Smith

Room: Johnson

√ CFRE
√ CAP

Think Like a Business: What We Can Learn From Nordstrom's, Nancy Baker

Room: Key 1-2

√ CFRE
√ CAP

Planned Giving is Dead…Long Live Planned Giving!, Robert Sharpe

Room: Key 11-12

√ CFRE
√ CAP
√ CFP

11:30 am – 12:30  pm

Real Estate Gifts: Setting Donor Expectations, Kristen Dugdale and Laura Alexander

Room: Key 9-10

√ CFRE
√ CAP
√ CFP

Preparing for and Optimizing Donor Visits, Olga Briker

Room: Key 3-4

√ CFRE
√ CAP

Case Study: The Winding Road to Amy's Gift, Alexandra Pia Brovey and Shawn Mroz

Room: Peale

√ CFRE
√ CAP
√ CFP

Creating and Implementing Effective Planned Giving Program Policies and Procedures, Phil Purcell

Room: Johnson

√ CFRE
√ CAP

Strategic Partnerships with Prospect Research, Jason Chestnutt and Chris Hubert

Room: Key 1-2

√ CFRE
√ CAP

What are Donors Telling Us? Ron Schiller

Room: Key 11-12

√ CFRE
√ CAP

2:00 pm –

3:00 pm

The (Baltimore) Raven Says Nevermore: Creative Advanced Gift Annuity Planning, Bryan Clontz

Room: Key 9-10

√ CFRE
√ CAP
√ CFP

How to Have the MOST Productive Conversations: From Here to Eternity, Jeff Comfort and Scott Lumpkin

Room: Key 3-4

√ CFRE
√ CAP
√ CFP

Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts, Craig Smith

Room: Peale

√ CFRE
√ CAP

Anatomy of a Gift Agreement, Reynolds Cafferata

Room: Johnson

√ CFRE
√ CAP
√ CFP

Click or Skip?  What About Headlines Makes Donors Want to Read More? Claudine Donikian

Room: Key 1-2

√ CFRE
√ CAP

Working With Advisors – The Good, The Bad and The Ugly, Karena Bierman

Room: Key 11-12

√ CFRE
√ CAP
 

3:30 pm – 4:30 pm

 

Charitable Planning with Art and Other Collectibles, Ramsay Slugg

Room: Key 11-12

√ CFRE
√ CAP
√ CFP

Ethical Fundraising with Seniors, David Kremer

Room: Key 3-4

√ CFRE
√ CAP
√ CFP

Live Once, Plan Often-Fundraising Across Generations,  Anne Bucciarelli and Don Kent

Room: Peale

√ CFRE
√ CAP
√ CFP

From Reactive to Proactive - the Evolution of a Gift Planning Program,  Jennifer Milburn and Ryan Egge

Room: Johnson

√ CFRE
√ CAP

Grandparents are on Facebook: Social Media's Impact on Planned Giving,  Michael Hutney, Steve Maughan and Cara Holland

Room: Key 1-2

√ CFRE
√ CAP

Innovations in Gift Planning:  A Bequest Challenge Case Study, Dianne Armstrong

Room: Key 11-12

√ CFRE
√ CAP
√ CFP

Wednesday, October 11

8:30 am –

9:30 am 

IGNITE! Plenary

Regular Track Sessions PLANNED GIFT TECH GETTING ORIENTED COLLABORATION LAB MANAGEMENT & ADMINISTRATION MARKETING SUMMIT

10:00 am –

11:00 am

Gifts that Help Baby Boomers Build Retirement Income, Tim Prosser

Room: Key 11-12

√ CFRE
√ CAP
√ CFP

Simpler Gift Plans All Charities Can Understand and Successfully Promote, Pamela Davidson

Room: Key 3-4

√ CFRE
√ CAP
√ CFP

Bankers and Lawyers and CPAs--oh my! Collaborating with Advisers, Rebecca Rothey

Room: Peale

√ CFRE
√ CAP
√ CFP

Confessions of an Expert Witness: What Gift Planners Should Know, Jim Normandin

Room: Johnson

√ CFRE
√ CAP
√ CFP

Matures to Boomers: What Planned Giving Professionals Need to Know,  Nathan Stelter and Cheryl Sturm

Room: Key 1-2

√ CFRE
√ CAP

The Take Aways From IRAs – Avoiding Common Pitfalls, Jonathan Tidd

Room: Key 11-12

√ CFRE
√ CAP
√ CFP

11:30 am – 12:30 pm

IRAs Win Oscar: Best Tax Performance in a Planned Gift, Johni Hays

Room: Key 9-10

√ CFRE
√ CAP
√ CFP

50 Ways to Lose Your Deduction, Bill Gray

Room: Key 9-10

√ CFRE
√ CAP
√ CFP

Implementing a Legacy Challenge Match Program at a Major, Multifaceted Institution, John Kendrick and Courtney Tsai

Room: Peale

√ CFRE
√ CAP

Gift Planner Metrics: Tracking the Numbers that Count, Joe Bull, Joshua Birkholz, Erik Daubert, Kathryn Miree

Room: Johnson

 

 
 
Room: Key 1-2
 
√ CFRE
√ CAP
√ CFP
 
 

Scaling the Peak of the Donor Pyramid Together, Shannon Woodward

Room: Key 11-12

√ CFRE
√ CAP

 

 

 

 

DOWNLOAD a printable Breakout Session Schedule

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About CGP

CGP helps enrich and advance members’ work and careers through education, resources and advocacy. We are a robust network of gift planning professionals at all levels, including the leaders who defined our field, and the innovators who will transform our profession and the world.
 

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