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.
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Planned Gift TechVehicles 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. See sessions |
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Getting OrientedThe 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. See sessions |
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Collaboration LabGreat 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. See sessions |
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Program Administration and ManagementFrom 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. See sessions |
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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. |
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The SummitSessions planned by and for the gift planning community’s most experienced thought leaders. Former Summit deans have included Frank Minton, Andre Donikian, Laura HansenDean, Robert Sharpe, Jeff Comfort, Scott Lumpkin and Cynthia Krause. The 2019 Summit dean is Reynolds Cafferata. See sessions |
2019 CGP Conference
OCTOBER 2-4, 2019 NEW ORLEANS
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.
Questions?
Contact:
Gloria Kermeen, Meetings Manager
317.269.6274, ext. 2
gkermeen@charitablegiftplanners.org