NCPP Breakout 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

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

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

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

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

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

11:30 am – 12:30  pm

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

Preparing for and Optimizing Donor Visits, Olga Briker

Amy: Anatomy of a Gift, Alex Brovey and Shawn Mroz

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

Plan Harder: Building Strategic Partnerships with Prospect Research, Jason Chestnutt and Chris Hubert

What are Donors Telling Us? Ron Schiller

2:00 pm –

3:00 pm

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

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

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

Anatomy of a Gift Agreement, Reynolds Cafferata

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

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

3:30 pm – 4:30 pm

 

Charitable Planning with Art and Other Collectibles, Ramsay Slugg

Ethical Fundraising with Seniors, David Kremer

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

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

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

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

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

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

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

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

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

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

11:30 am – 12:30 pm

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

50 Ways to Lose Your Deduction, Bill Gray

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

Metrics Task Force Workshop

Scaling the Peak of the Donor Pyramid Together, Shannon Woodward

 

 

 

NCPP Starts In...

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.
 

Stay Connected on:

Contacts

For general information about NCPP, please contact us at: