Wednesday, October 17 |
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12:00 - 7:00 p.m. |
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Registration Open |
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1:00 - 2:30 p.m. |
How to Increase Awareness Through Social and Video MarketingThis is an interactive discussion with local company, Canico Media. In this session, participants will discuss how charities can leverage social media and video marketing to increase awareness and gain supporters to make a larger impact. Canico Media will go over the different types of videos, the impact they have and how to post to social media effectively.
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1:00 - 5:00 p.m. |
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Gift Planning Fundamentals: Tools & TechniquesRegistration includes the book Planned Giving in a Nutshell by Craig C. Wruck* Requires an additional fee ($225 on or before August 28, $275 after August 28)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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1:00 - 5:00 p.m. |
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How to Start a Gift Planning ProgramRegistration includes the books Getting Started in Charitable Gift Planning: Your Guide to Planned Giving and Getting Started in Charitable Gift Planning: The Resource Book by Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE* Requires an additional fee ($250 on or before August 28, $300 after August 28)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. |
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3:00 - 5:00 p.m. |
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Leadership Institute RoundtableLeadership 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. |
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5:30 - 6:30 p.m. |
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Grand Opening Reception in Solutions Center |
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6:30 - 8:30 p.m. |
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Opening Dinner/Keynote SpeakerChad Hymas inspires, motivates, and moves audiences, creating an experience that touches hearts for a lifetime. He is one of the youngest ever to receive the Council of Peers Award for Excellence (CPAE) and to be inducted into the prestigious National Speaker Hall of Fame.In 2001, at the age of 27, Chad’s life changed in an instant when a 2,000-pound bale of hay shattered his neck, leaving him a quadriplegic. But Chad’s dreams were not paralyzed that day—he became an example of what is possible. Learn more... |
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Friday, October 19, 2018 |
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12:00 - 2:00 p.m. |
Registration Open | |||||||||||
7:30 - 8:30 a.m. |
Breakfast in Soultions Center | |||||||||||
Tracks |
Planned Gift Tech |
Getting Oriented |
Collaboration Lab |
Management & Administration |
Communications & Marketing |
Summit |
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8:30 – 9:30 a.m. |
IGNITE! Plenary |
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9:30 - 10:00 a.m. |
Networking Break in the Solutions Center |
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10:00 – 11:00 a.m. |
Business Gifts that Make Sense (and Raise Dollars)Greg Baker |
Zen and the Art of Fundraising: Key Pillars of Success
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Thousands or Millions? Fixing Mistakes that Diminish GiftsPam Davidson and Winton Smith |
Charitable Bequest Administration: A Panel DiscussionAndrew Fussner, Beth Ridout, Meika Slotsema, and Stacy Sulman |
How To Conduct Successful Planned Giving Conversations with Donors and Their Professional AdvisorsSteven Schwartz |
The Real Demographics of Baby Boomers - A very special generation or just typical old people?Russell James |
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11:00 - 11:30 a.m. |
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Networking Break in the Solutions Center |
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11:30 a.m. –12:30 p.m. |
Real World Lessons on Gift SubstantiationBill Knox |
The Five Types of Blended Gifts – The What, Why and How of Closing Blended GiftsLani Starkey |
The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor BaseMarcia Inger Navratil |
Calming Troubled Waters - Eliminate Delays When Requesting IRA Death ProceedsJohni Hays |
The Coming Gift Boom and The Art of Integrated MarketingAndrew Ragone |
The Lost Cohort
Ruth Fitzgibbons
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12:30 - 2:00 p.m. |
Closing Luncheon - RUSSELL JAMES, J.D., Ph.D., CFP®One million 990s can't be wrong! When he analyzed tax returns filed electronically between 2010 and 2016, Russell James discovered a few data points that predict whether an organization's fundraising revenue will dramatically increase or decline. He'll share recommendations about the types of gifts fundraisers should pursue, how to help donors feel more wealthy (and therefore more generous), and how managers can encourages fundraisers to cultivate the best gifts. Russell's findings apply to all charitable organizations, from the largest to the smallest, in all sectors of the nonprofit world. He'll send you back to your desk with fresh incentive to apply everything you learn at CGP 2018. |
2020 CGP Conference
OCTOBER 7-9, 2020 | Chicago
CGP Conference is a unique meeting place for all professionals working in charitable gift planning. In your work, you’d love to find these people at the planning table—charitable, financial and estate advisors. At CGP Conference, you’ll sit around that training table, collaborating with the experts at the podium and with your peers, leaving with the tools to do your job better.