Education Tracks


Get credit for the sessions you attend!

Conference sessions will be authorized for CFRE and CFP hours to the fullest possible extent. Attendees at past conferences have successfully submitted conference materials for CLE approval in their own states.

Six tracks are designed to optimize your conference experience: Stay in one track to meet speakers and other attendees who are dealing with opportunities and constraints like yours. Or, mix and match sessions from various tracks to meet your goals.

Planned Gift Tech

Vehicles and assets, timing and taxes—these are the interlocking gears that set planned gifts apart from current gifts of cash. In these sessions, expert presenters explore the fundamentals and creative applications of planned gift technology. Case-based sessions show how rules and regulations are applied to specific donor situations.


Getting Oriented

The average major gift takes around 18 months to close; planned gifts can take 3 or more years. What are successful gift planners doing with all that time? These sessions for early career gift planners show you how to work with a prospect through all phases of the gift planning process, from identification and cultivation through gift design and stewardship.

Collaboration Lab

Great gifts have triple impact. They inspire philanthropists, accelerate charitable work, and reward expert advisors. Sessions in this track build skills for collaboration among fundraising teams, and between fundraisers and donor advisors. Approaches to building donor-focused philanthropic plans that blend current and deferred elements are also part of this track.

Program Administration and Management

From start-up to well-oiled machine, gift planning programs need to be managed to the highest standards of transparency and prudence. Policies and procedures, metrics and benchmarks, ethics and accountability—all are essential in a successful gift planning effort. These sessions show how to apply research and proven best practices to your own gift planning operations.

Marketing and Communications

What makes your message unique? Does it cut through the clutter to reach the right people with a powerful appeal? Do you KNOW who it reached and how they responded? In these sessions, work with peers and marketing masters to explore database analytics, segmented messaging, effective storytelling and other components of your effort to identify and persuade planned gift prospects.

The Summit

The Summit Track is designed to extend the vision of experienced gift planners, but visibility from the Summit is limited this year. As the Trump administration and Republican Congress move quickly on their tax reform agenda, the nonprofit sector faces three possibilities:

  • The system of charitable incentives as we know it stays in place
  • The charitable deduction is completely eliminated
  • A new, possibly limited system, of charitable incentives is introduced

Each scenario brings its own challenges, and gift planners should prepare to brief donors, advisors and fundraising colleagues on the latest costs and benefits of their charitable plans. Summit Dean, Robert Sharpe, will convene a faculty that combines experience with past tax reforms and fresh energy for donor-focused planning. Specific topics and speakers will be announced as developments in Washington clarify the way forward for philanthropy in the United States.


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:


For general information about NCPP, please contact us at: