NCPG - National Committee on Planned Giving

From 1988 through 2008, the National Conference on Planned Giving was the best place to hear current information on the tools and techniques traditionally considered "planned gifts." Beginning in 2009, the National Conference on Philanthropic Planning is the only place to consider creative approaches to integrating all gifts into a life-long philanthropic plan. Conference speakers from all disciplines involved in the planning process will:

Focus on philanthropic strategies that synthesize the vision and skill of donors and their families, fundraisers, and advisors.

Understand that the most meaningful gifts for donors and the causes they support usually combine current and future strategies.

Envision professional relationships and staffing policies that eliminate barriers to cooperation between fundraising departments or between fundraisers and advisors.

Encourage innovation--within ethical, legal and regulatory contextsto help donors understand and achieve their philanthropic potential.

In addition to traditional breakout sessions, the conference will introduce several new session formats, including:

Case Studies: Attendees will participate in analyzing detailed cases involving issues such as donor/client scenarios (either before or after a gift is made), administrative challenges and ethical dilemmas.

Research Reviews: Attendees will be among the first to learn about original research, and to consider how the findings affect the work of philanthropic planners.

Labs: Working in small groups with expert facilitators, attendees will produce products, such as marketing plans or performance criteria for gift planning staff.

Most speakers assume at least a basic understanding of gift planning tools and techniques, and many sessions are geared to senior level planners. However, some foundational sessions are provided for fundraisers and advisors who are just beginning to build their expertise in philanthropic planning. The conference will be especially beneficial for:

Fundraisers and development managers from all types of charitable organizations.

Financial and legal advisors who assist donors with wills and trusts, investments, insurance, retirement strategies and other plans that offer opportunities for philanthropic giving.

Nonprofit CEOs, CFOs and trustees who seek to understand the role of philanthropic planning in long-term fund development.

Conference fees have been held at 2008 levels, and room rates at the Gaylord National are $150 less than the typical nightly rate for this beautiful new hotel and convention center, just minutes from the historic and cultural attractions of Washington, DC.

Conference at a Glance

EVENT

2009 National Conference on Philanthropic Planning

DATE

October 14-17, 2009

LOCATION

Gaylord National on the Potomac, National Harbor, MD

FEES (Early bird rates)

$645	Discounted membership rate
$745	Regular rate

CALL FOR PRESENTATIONS

Click here to submit your conference presentation