Pre-Conference Options

Pre-Conference Options on Monday, October 9

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  • Registration Open

    Monday, October 9, 12:00 - 7:00 pm
     

 

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  • JUMPSTART: Gift Planning Fundamentals

    Monday, October 9, 1:00 - 5:00 pm
    Additional fee required: $195 if registered on or before August 22, $245 after August 22

    This pre-conference seminar will include topics like tax essentials, charitable gift assets, and planned gift vehicles. The emphasis is on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it.

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    *If you would like to add this option to your package, contact: Gloria Kermeen, Meetings Manager at 317.269.6274, ext. 104 or gkermeen@charitablegiftplanners.org

 

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    JUMPSTART 2.0: Starting a Gift Planning Program

    Monday, October 9, 1:00 - 5:00 pm
    Additional fee required: $195 if registered on or before August 22, $245 after August 22

    This pre-conference seminar will include topics like donor base demographics, policies and procedures, board and volunteer cultivation, and basic metrics to monitor the gift pipeline. The emphasis is on learning to assess your organization's readiness for planned gift fundraising, and laying the foundation for a successful program. If you're conducting a feasibility study, or you've been charged with starting a new program, you'll find expert advice and best practices here.

    *If you would like to  add this option to your package, contact: Gloria Kermeen, Meetings Manager at 317.269.6274, ext. 104 or gkermeen@charitablegiftplanners.org

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    Simple to Spectacular: Integrating Planned giving Video at Your Budget and Expertise

    Monday, October 9, 1:00 - 2:30 pm
    *No additional fee for conference attendees

    Storytelling and video are increasingly important in nonprofit fundraising. Although our planned giving sector has been a bit behind the curve, there is no better time to rectify that. More and more, potential donors expect and prefer to see and hear donor stories and explanations of planned giving through easy-to-understand videos.

    This 90-minute pre-conference workshop-style session, by two principals of a video firm specializing in fundraising and planned giving videos, will enable you and your organization/institution not only to gain background on video strategy and different levels of video, but to try out best practices for filming and interviewing, especially of donors. As a result, you’ll learn how to integrate planned giving videos into your marketing at a variety of budget and complexity levels in ways that are exciting and effective. Learn more...

     

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  • CGP Link Learning Lab

    Monday, October 9: 3:00 – 5:00 pm
    *No additional fee for conference attendees

    For members of the National Association of Charitable Gift Planners, NCPP is one of the most valuable benefits and we are thrilled to have you in Baltimore. The next best thing to networking with your colleagues in person is connecting with them in CGP Link, our online community. This year at NCPP, you will be able to visit the CGP Link Learning Lab and get a better understanding of this powerful tool. Learn more...

 

  • Leadership Institute Roundtable

    Monday, October 9: 3:00 – 5:00 pm
    *No additional fee for conference attendees

    Leadership Institute is a group of CGP members with the highest levels of gift planning expertise. In this session, Leadership Institute participants will engage in focused discussion of topics currently critical to the field. Individuals who are not participants in the Leadership Institute are welcome to observe the discussion as audience members.

     

 

  • Open Space Discussion

    Monday, October 9: 3:00 – 5:00 pm
    *No additional fee for conference attendees

    What are your burning questions? What is weighing you down? Or, have you discovered a tool or technique you’d like to share with your colleagues?
    Open Space Discussion is your chance to discuss the issues that are important to you with people like you. A facilitated discussion concept, Open Space will allow conference attendees to identify topics that they want to discuss with peers, and convene small discussion groups around those topics.

 

  • Opening Dinner

    Monday, October 9: 6:30 – 8:30 pm
    *No additional fee for conference attendees

 

  • Grand Opening Reception in Exhibit Hall

    Monday, October 9: 5:30 – 6:30 pm
    *No additional fee for conference attendees

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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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