Monthly virtual meet-up series
This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.
Meet-ups are the second Thursday of each month at 1 p.m. Eastern. No cost to attend, but registration is required. See you there!
July 13, 2023 - Networking Happy Hour 6 pm ET
Host: Anne Kathryn Zamkovsky, Senior Director of Gift and Estate Planning at Baylor College of Medicine
August 10, 2023 - Training Front-line Colleagues
Host: Signe Lindberg, Associate Director, Gift Planning at Phillips Academy
RSVP HERE
September 14, 2023 - Engaging with Professional Advisors
Host: Michelle Mancini Bachman, Senior Director, Wealth Consultant at American Cancer Society
RSVP HERE
October 12, 2023 - What to expect at CGP Conference and how to make the most of your conference experience
Host: Christina Miller, Assistant Director of Gift Planning at Virginia Tech
RSVP HERE
November 9, 2023 - How to maximize what you learned at CGP conference
Host: Matt Treadwell, Gift Planning Attorney at Indiana University Foundation
RSVP HERE
December, 2023 - programming TBD
CGP Emerging Professionals Webinar:
Final Destination: Estate Administration
In gift planning, much focus is placed on acquiring the deferred gift commitments. After the donor passes away and the process to receive these gifts begins, how should you handle the estate administration for your organization? In this webinar, we’ll discuss best practices for dealing with realized bequests, beneficiary designations, annuities and trusts. A panel will discuss how these situations have played out in their organizations and offer tips on how to navigate the process.