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• All About the Planned Giving Ask

  • When
    June 22, 2023
  •  
    12:00 PM - 1:00 PM
  • Location
    Webinar

  Register

  Strategies to Move a Gift from an Ask to Completion
  

  One of the largest challenges for planned giving/development officers is asking for a planned gift from donors because it often requires a different strategy than traditional solicitations. This presentation will focus on who, when, what, and how to ask for a planned gift. It will help you navigate into the position to make more asks and provide you with various tools to make more successful asks. Finally, it will offer strategies to move the gift from an ask to completion. 

  Featured Speaker:

  William D. Samers
  UJA-Federation of New York

  William D. Samers is the Vice President of Planned Giving and Endowments at UJA-Federation of New York, the largest local not-for-profit in the country, where he has led a 14-person gift planning department for the past 15 years. He previously worked for the American Committee for the Weizmann Institute of Science (ACWIS). He is a past president of the Philanthropic Planning Group of Greater New York and Executive Committee member of the Partnership for Philanthropic Planning (now CGP). Bill has presented at numerous planned giving and development conferences and non-profits. He has been quoted in many publications including the New York Times and the Chronicle of Philanthropy. Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.

  Registration:

  CPGC Member - $20
  Maryland Nonprofit Member - $25
  Non-Member - $30
  Event Sponsor - $300
  

  Thank you to our Gold Chapter Sponsors:

  
  Thank you to our Silver Chapter Sponsors:

  
  Continuing Education:

  Participation in this program may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International.
  

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• Engage in Meaningful & Impactful Conversations & Discussions about Planned Giving

  • When
    July 18, 2023
  •  
    12:00 PM - 1:30 PM
  • Location
    Chesapeake Bay Foundation, Philip Merrill Environmental Center 6 Herndon Avenue Annapolis, MD 21403

  Register

  Three topics. Three seasoned professionals.
  Three great discussions.
  

  Seasoned professionals will lead three deep and meaningful discussions about planned giving during this interactive session. You choose whether to stay with one topic for the entire session, or participate in all three conversations. Regardless, bring your questions to hear what our seasoned professionals and your colleagues have to say.

  Featured Discussions:

  IRA Giving and IRAs in General
  Facilitated by...Peter D Evans, CPFA^®
  Merrill Lynch Wealth Management

  Peter is the Senior Financial Advisor for the Evans Group. He focuses on creating long-term, personalized wealth management strategies in addition to overseeing portfolio analysis,  design, and management.

  
  
  

  

  Multi-Generational Philanthropy: Engaging the next Generation
  Facilitated by...David Thompson, CAIA
   J.P. Morgan

  David oversees client relationships, providing strategic advice to individuals, families, and their related entities. He facilitates access to the firm’s internal resources and provides holistic advice across a range of strategies, including: investments, credit, banking, pre-transaction planning, estate planning, and charitable giving.
  
  

  Donor Advised Funds
  Facilitated by...Rosemary Calderalo, Ph.D.
  Community Foundation of Anne Arundel County

  Rosemary assists in the cultivating and stewarding relationships with current and prospective donors, as well as professional advisors, including members of the Anne Arundel Estate Planning Council (AAEPC). She assists them with trusts, estate planning, and other deferred gifts to help their clients achieve a lasting philanthropic legacy in the community.
  
  

  Registration - Includes lunch:

  CPGC Member - $35
  Maryland Nonprofit Member - $45
  Non-Member - $55
  Event Sponsor - $300
  

  Thank you to our Gold Chapter Sponsors:

  
  Thank you to our Silver Chapter Sponsors:

  
  Continuing Education:

  Participation in this program may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International.
  

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• 2023 CGP Conference

  • Start
    November 01, 2023
  • End
    November 03, 2023
  • Location
    Chicago Marriott Downtown Magnificent Mile

  

  Learn, network and collaborate with the best in the field.

  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.

  click for Conference details
  

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