RESERVATIONS: Reservations are required at least 24 hours prior to meeting. Those without reservations will be seated after all those with reservations. Cancellations made less than 24 hours prior to meeting will be billed. 'No Shows' will be billed. To reserve your place, please Email Us.
NOTE
NEW FEES:
$40 Members
$55 Non-members
$250 Annual Membership Dues
LOCATION:
The Cloyd Heck Marvin Center at the George Washington University, Foggy Bottom campus
800 21st St. NW
Washington, DC
Underground parking is accessible from the H Street side of the building, between 21st and 22nd Streets. Metro accessibility is also available -- Foggy Bottom.
Nuts & Bolts - "Bequests... It's Where the Money Is!" with Kathy Ward, Senior Vice President, American Institute of Cancer Research
Nearly 80% of all the money raised through planned giving comes from bequests. A bequest program that encourages donors to leave a legacy by including a bequest to your organization is a must for every not for profit. Learn how.
Luncheon - "10 Things You Can Do to Increase Planned Gifts This Year End" with Robert J. Brennan, Executive Director, Fairfax County Park Foundation
While it may still feel like summer, now is the time to start planning your year-end marketing for planned gifts. Planned giving marketing doesn't have to be expensive. This program will provide you with 10 easy strategies to help you reach new donors and provide creative ways to introduce planned giving to new audiences.
October 12, 2005
Nuts & Bolts - "New Planning Considerations: Waivers, New Forms and much, much more..." with Jerry McCoy
Luncheon Session - "Even Newer: Pending Legislation" with Bill Gray
In this interactive session, participants will discuss the CARE Act, IRA rollovers, estate taxes, gifts in kind, etc.
November 9, 2005
Nuts & Bolts - Speaker Alexandra Armstrong, CFP, CMFC, Chairman, Armstrong, Fleming & Moore, Inc., Washington, DC
This seasoned financial planner will share with you her personal experiences working with clients and charities over the years.
Luncheon - "How to Survive the Wealth Transfer" with Robert F. Sharpe, Jr., President, The Sharpe Group, Washington, DC
December 14, 2005
Nuts & Bolts - "Investment Bootcamp for Planned Giving Professionals" with Robin R. Ganzert, Ph.D and Chuck Mahaffey
Managing a planned giving program requires an understanding of investment management. Bootcamp explores the basics of investment management geared to providing a planned giving officer with the tools to promote an investment policy statement and asset allocation for their program. Bootcamp also includes an interactive market outlook discussion, recapping the events of 2005.
Luncheon - "Charitable Ethics for the Planned Giving Officer" with Robin R. Ganzert, Ph.D
Featuring an interactive case study, this session on ethics in charitable gifting includes the exploration of best practices in gift stewardship when working with individuals with diminished mental capacity and Alzheimer’s disease.
January 11, 2006
Nuts & Bolts - "Counting Gifts in Campaigns: A New Paradigm for Non-Profits" with Dr. Bruce Bigelow, founding partner of Charitable Development Consulting
In the fall of 2003, NCPG created a new task force designed to produce a set of defensible and logical guidelines for counting and reporting planned gifts, particularly in a campaign context. Even more broadly, this project has come to focus on the broad range of reports charitable organizations make to their external constituencies. This presentation will set forth the key findings of the task force's report, suggest a new paradigm for organizaing and reporting gifts, and provide a forum for comments and questions about these suggested guidelines. While this presentation is not technical, it addresses an issue that affects all fundraisers.
Luncheon - "The Real World: Keeping Your CFO Out of Trouble (and Vice Versa) with Angie Sosdian and Kevin Schuyler from The Nature Conservancy
Finance and fundraising often have different perspectives on the same issue, but it's important for these two functions to work closely together. To achieve a successful organizational gift planning program, fundraisers must understand the importance of compliance, risk management, investment of assets, and revenue forecasting. In turn, a Chief Financial Officer must understand the cash flow implication of deferred gifts, the importance of flexibility in working with donors and prospects - including recognition, accepting unusual assets, and structuring appropriate gifts - and the long-term benefits of donor stewardship. This presentation will share insights on the planned giving/finance relationship and offer practical tips for an effective collaboration.
February 16, 2006
February Forum with Association of Fundraising Professionals/Washington DC Metro Area Chapter and National Capital Gift Planning Council featuring Craig Smith, Senior Consultant with John Brown Limited
7:30 am - 9:00 am Registration
8:00 am - 8:30 am Continental Breakfast & Networking
8:30 am - 9:30 am Mini Forum
How to Talk Planned Giving When You're Not an Expert
Everyone has the opportunity to plant the seeds of gift giving by bequest, but not everyone has a comfortable and focused way to broach the subject with tact and sensitivity. This presentation will provide some simple tools that can be used every time you're with a donor or friend of your organization.
9:30 am - 10:00 am Break and Networking
10:00 am - 12:00 pm Full Forum
Tools and Techniques to Help You and Your Leadership Maximize Your Gift Planning Activities
Helping your boss and your volunteers to be comfortable with talking about planned giving is a real challenge. They need to understand it in down to earth, easy to absorb terms that are meaningful to them. This presentation will show you what to focus on to help make that happen so that they understand that planned giving is not just deferred giving, but a powerful tool to raise sights and outcomes with all of your best friends and donors.
March 8, 2006
Nuts & Bolts - "Administering a National CGA Program: Lessons from the Smithsonian" with John Kendrick and Rosalyn Ham-Cross
Charitable Gift Annuities are the most popular life income gifts. A CGA program that generates a substantial number of leads and makes full use of deferred and flexible deferred giving options can be a core planned giving program component for many non-profits. The Smithsonian's central planned giving team share their secrets for generating 40-50 CGA leads per month and closing $14 million in CGAs over the past 5 years.
Luncheon - "Real Estate Case Studies - Practical & Legal Issues" with Jonathan Ackerman
Jonathan will lead a discussion format presenting two or three real case studies involving gifts of real estate. This interactive session will depend upon active audience participation. Questions will be asked of the attendees, such as: How would your shop handle this gift? Who would be the decision-maker for accepting this gift of real estate? What are the practical and legal obstacles to accepting this gift of real estate?
April 12, 2006
Nuts & Bolts - "Don't be afraid, it's only Planned Giving" with Michael Donegan, Vice President of Development, American Lung Association of Colorado
Michael's 2 goals for this session are: first, to give you the reasons why once and for all you cannot afford to ignore starting your Planned Giving program and secondly, to help you understand the connection between marketing and cultivating relationships. He will arm you with information and tangible examples of great no-cost marketing ideas that you can take home with you and try out in your own non-profit!!
Luncheon - "Planned Giving Marketing... Ideas you can use today, tomorrow and the next day" with Michael Donegan
Successfully marketing your planned giving program provides you with prospects, opportunities and ultimately, planned gifts. But how many of you are natural marketers? In this session, Michael will try to give you ways to improve your marketing potential and hopefully provide an understanding why marketing, both internal and external, is so important to the success of a PG program.
June 14, 2006
Nuts & Bolts - "One-on-One Marketing" with Wallace Munro, Director of Planned Giving, The Actors' Fund of America, New York, NY & 2006 National Committee on Planned Giving (NCPG) Chair
In this presentation, Wally will discuss his vision on how to interact with donors using case studies of real donors and real gifts and how the relationship process makes gifts possible.
Luncheon - "NCPG Update" with Wallace Munro
During the luncheon presentation, Mr. Munro will review NCPG's year at a glance as well as review new and exciting activities on the horizon. It all promises to be an in-depth look at the way the national office serves more than 130 local planned giving councils who provide community-based education and networking around the country.
