Registration Open

Wednesday, October 17, 12:00 pm - 7:00 pm 


Gift Planning Fundamentals: Tools & Techniques

Wednesday, October 17, 1:00 pm - 5:00 pm 

Registration 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.

CFRE: Approved for 4 pts

CFP: Approved for 4.5 pts


How-To Start a Gift Planning Program

Wednesday, October 17, 1:00 pm - 5:00 pm 

Registration 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.

CFRE: Approved for 4 pts


Leadership Institute Roundtable

Wednesday, October 17, 3:00 pm - 5:00 pm 

Leadership 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.

CFRE: Approved for 2 pts

CFP: Approved for 1 point  


Grand Opening Reception in Solutions Center

Wednesday, October 17, 5:30 pm - 6:30 pm 


Grand Opening Dinner/Keynote Speaker

Wednesday, October 17, 6:30 pm - 8:30 pm 

Chad 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...

2019 CGP Conference 


CGP Conference is a unique meeting place for all of the 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 your peers, leaving with the tools to do your job better.

This conference teaches me how to talk to my donors and gives me the technical behind the scenes skills that give me the confidence in front of smart people who have smart goals for their philanthropy.

800+ Charitable Gift Planners

Learn, network and collaborate with attendees from across the country, in all career stages, representing diverse organizations.

60+ Speakers​

Get inspired by a conference faculty of innovative keynote speakers and industry leaders who share their experiences and insights on charitable gift planning.

40+ Sessions​

Find solutions to the challenges charitable gift planners face in their day-to-day work by attending sessions you won't find anywhere else.




Gloria Kermeen, Meetings Manager
317.269.6274, ext. 104