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

Each year, NCPP turns the Summit track over to a nationally-recognized thought leader to curate sessions for the most experienced people at the conference. This year, Robert Sharpe, president of the Sharpe Group and career-long observer and guide of gift planning world, dug into his brain and his network to highlight innovative programs and tackle a few daunting obstacles.

Summit sessions are a chance to bring hallway conversations into the breakout room, where you'll be invited to think and talk with the top people in the gift planning community. We don't know what the future holds for the charitable deduction or the tax regime that surrounds donors and nonprofit organizations. Whatever happens, you need the models and inspiration you'll find in these Summit sessions.  


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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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