National Capital Gift Planning Council

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Upcoming events

    • 5 Apr 2024
    • 10 May 2024
    • 6 sessions
    • Virtual
    • 0
    Join waitlist

    New to planned giving but don’t know where to start? Wondering how planned giving may fit in your organization’s development strategy? Join the National Capital Gift Planning Council for a six-week series of virtual educational workshops, Planned Giving 101, to get started. The Friday workshop series kicks off Friday, April 5th and runs through Friday, May 10th.

    All sessions are virtual from 12:00 - 1:00PM ET.  A zoom link will be sent to all participants prior to the first session. Although sessions will be recorded, it is highly encouraged that each participant attend every session at the scheduled time.

    A special thank you to our PG 101 sponsor, FreeWill.




    This program meets CAP® (re)certification requirements.


    Full participation in PG 101 is applicable for 6.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.





    Session 1: Orienting Planned Giving Within the Development Landscape

    Presented by Lauren Hancock

    April 5, 2024


    PG 101 starts off with an introductory session that will define planned giving, review how planned giving fits into overarching development strategies, and provide the economic context and trends to understand why planned giving is particularly important now.  This session will lay the foundation for the remaining PG 101 sessions.


    Session 2: Creating a Planned Giving Marketing Plan

    Presented by Susan Feidelman

    April 12, 2024

    This session will walk through the steps needed to effectively market your planned giving program including:

    • Identifying your most likely planned giving donors
    • Understanding all steps of the planned giving marketing funnel
    • The importance of a Multi-channel approach
    • Infusing your messaging throughout your organization’s channels
    • Stewarding your donors
    • Tracking your efforts
    • Ultimately creating a known pipeline of planned giving revenue for your organization


    Session 3: Ready, Set, Go: Putting the Pieces in Place

    Presented by Rebecca Rothey

    April 19, 2024


    Naturally, the primary focus of gift officers is securing planned gifts. This includes acquiring technical expertise and mastering donor-relations skills. However, behind every closed planned gift is a deep bench of systems, policies, and internal support (management and board) that makes success possible. This action-packed session will review how to assess internal readiness, discuss essential budgetary requirements and policies—including gift counting and gift acceptance, and share internal marketing strategies to ensure support. Be sure your systems fire on all engines before you get out there and go.


    Session 4: Ensuring the Legacy is Fulfilled

    Presented by Sara Eigenberg

    April 26, 2024


    Estate administration can be a complex process, but provides a critical stream of revenue to most organizations. Join us to learn how to ensure that your donor’s legacy is fulfilled and that your institution receives its bequests in a timely and smooth manner. The session will cover steps to take from the moment you learn an estate has been opened until its closing, the information you’ll need to collect; and how best to work with advisors, executors and family.


    Session 5: Most Common Planned Gift Vehicles

    Presented by Tiffanie Purvis

    May 3, 2024


    This session will outline the most common planned gifts that make up the majority of most organizations' gift-planning programs.  During the session, we will review the various types of common planned gifts, when those gift types may be a good strategy to discuss with a potential donor, and resources for gifts that may not be so common and more complex.


    Session 6: How to Have Planned Giving Conversations

    Presented by Ann Kolakowski and Maya Weil

    May 10, 2024


    Now that you’ve acquired the tools, it’s time to elevate your skills and approach donor conversations with confidence! In this concluding session, we’ll explore sample donor scenarios and provide practical strategies for engaging in successful (and fear-free) conversations. Learn to listen for the cues and clues that indicate the time is right to introduce planned giving to your prospects.


    A final PG 101 celebration will take place on June 6 at the PG Day Conference.  To register for PG Day, click here.


    PG 101 Presenters


      Sara Eigenberg

    Sara Eigenberg is the Deputy Director of Planned Giving and Endowments for the United States Holocaust Memorial Museum where she has worked since 2002. Sara's primary responsibilities include cultivating, soliciting, and securing deferred gifts in New England, the West Coast and the Southwest, along with handling the full administration of all matured estate gifts benefiting the Museum. Since 2009, under the umbrella of an Endowment Campaign and three successful Legacy Challenges, Sara, along with her planned giving colleagues, have built a vibrant planned giving program that has to date raised well in excess of $150 million in known deferred commitments.  Sara earned her B.A. from the State University of New York at Geneseo and her J.D., cum laude, from the Antonin Scalia Law School - George Mason University.  She is currently admitted to practice law in the state of Virginia.



      Susan Feidelman

    Susan is a Principal Account Executive at The Stelter Company. She brings more than 25 years of marketing, sales and client management experience. She avidly counsels organizations regarding donor communication, cross-platform marketing, relationship building strategies and donor research. Before joining Stelter, Susan worked with an agency that supported nonprofits and associations in their marketing efforts via digital and print communications.

    Susan graduated from the University of Maryland, College Park with degrees in marketing from the Smith Business School and honors English.



      Lauren Hancock

    Lauren is the National Director of Resource Development for Hostelling International USA (HI USA).  Prior to joining HI USA, Lauren launched and led the Planned Giving and Donor Engagement Practices Areas at Orr Group, a consulting firm that specializes in the business of philanthropy. The Donor Engagement Practice Area encompassed the firm's outsourced leadership and frontline fundraising work. While at Orr Group, Lauren worked with fourteen non-profits across a variety of cause areas and fundraising and strategy advisory services. As Head of the Planned Giving Practice Area, Lauren built and implemented planned giving strategies for a variety of non-profits as well as created and delivered planned giving trainings.

    Prior to joining Orr Group, Lauren served as the Director of Annual Giving at The Madeira School in McLean, VA.

    Lauren has an M.B.A. in Corporate Finance from University of North Carolina, Chapel Hill and a B.A. in Spanish and Latin American Cultures & Human Rights from Barnard College, Columbia University. Lauren is a Fellow in Charitable Estate Planning and serves on the Board of the National Capital Gift Planning Council.



      Ann E. Kolakowski

    Ann Kolakowski, CAP®, CFRE joined the University System of Maryland as Director of Gift Planning Services in February 2022. She works with the 12 member campuses to provide expertise on planned gifts and create programs to build planned giving skills among the System’s major gift fundraisers. Prior to her current position, Ann served in planned giving roles for the Humane Society of the United States, Towson University (her undergraduate alma mater), and The Johns Hopkins University (where she earned an MA in creative writing). The immediate past President of the National Capital Gift Planning Council, Ann has earned the Chartered Advisor in Philanthropy® (CAP®) credential from the American College of Financial Services and is a Certified Fund Raising Executive. She enjoys practicing guitar, walking her three dogs, and listening to podcasts—just not all at once.



      Tiffanie Purvis 

    Tiffanie Purvis joined the Greater Washington Community Foundation in January 2023 as its General Counsel and Senior Philanthropic Advisor. In this role, she handles general legal matters for The Community Foundation and works with professional advisors and donors to craft and achieve philanthropic solutions and strategies. She educates professionals on charitable giving with a specialization in gift-planning strategies. She manages The Community Foundation's Legacy Giving and Nonprofit Endowment Programs. She oversees The Community Foundation's Professional Advisors Council and Estate Planning Journal Club.

    Before joining The Community Foundation, Tiffanie held positions as Planned Giving Officer for the Southern Poverty Law Center, Assistant Director of Gift Planning, and Director of Gift Planning at the University of Maryland, College Park. As a front-line fundraiser with several years of experience, Tiffanie has raised millions for her perspective organizations by leveraging blended gift strategies and working collaboratively with advisors and donors

    In 2017, Tiffanie won the inaugural Rising Star Award in charitable gift planning from the National Association of Charitable Gift Planners, where she is also a member and serves on the Government Relations Committee. She is a National Capital Gift Planning Council (NCGPC) member serving the Greater Washington, D.C. region. She serves on the NCGPC Board as Ethics Committee Chair and program committee member.

    Prior to her career in fundraising, Tiffanie was a solo practitioner in the field of Estate Planning and Landlord-Tenant law in Georgia. She is licensed in Georgia and Washington, D.C. She received her bachelor's degree from North Carolina A&T State University and her Law Degree from Thurgood Marshall School of Law, Texas Southern University, where she graduated with honors from both institutions. In May 2023, she graduated Summa Cum Laude from the University of Maryland College Park with a Master's Degree in Public Management with a specialization in Nonprofit Management and Leadership.


      Rebecca Rothey 

    Rebecca Rothey, CFRE, CAP®, AEP® has held multiple leadership roles in charitable gift planning positions since joining the Greater Washington Community Foundation in 2016.  Previously she was a director of gift planning at The Johns Hopkins University and Medicine and director of planned and principal gifts at Catholic Charities of Baltimore.  She began her gift planning career at the American Red Cross of Central Maryland as manager of major and planned gifts.  It was her three years, from 2012-15, as director of major and planned giving at the Baltimore Community Foundation that sparked her passion for the role community foundations play in helping donors give back to their communities and her understanding of the nuances of professional advisors’ roles in philanthropy.

    Rebecca is a member of the editorial advisory board of Planned giving Today and has written for Bloomberg Tax. She has served on the board of the Baltimore Estate Planning Council and is a past president of the Chesapeake Planned Giving Council.  A frequent presenter at local and national conferences, Rebecca is known for bringing deep expertise, clarity and wit to complex topics as well as for her stylish eyeglasses.


      Maya Weil

    Maya Weil started out as an investment banker in London, England but transitioned to a 2nd career in planned giving in 2005 when she discovered she could combine her experience as an investment banker with her love of the performing arts. After almost 12 years at the John F. Kennedy Center for the Performing Arts, Washington National Opera, and National Symphony Orchestra, where she managed the gift planning programs, she started her consulting practice, “Easy Planned Giving.” She realized that many smaller organizations need guidance on how to raise legacy funds but don’t have the money to hire staff specifically for planned gifts. She is currently the Gift Planning Specialist at Arena Stage for the Performing Arts.

    Maya is a Board Member of Tony Award®-winning Signature Theatre in Arlington, Virginia, Paragon Philharmonia, and AlpenKammermusik. She is Co-Chair of the Programming Committee of the Washington, D.C. Estate Planning Council and Vice President for Membership for the National Capital Gift Planning Council. In her free time, she plays the violin in several orchestras and teaches violin.


    • 10 Apr 2024
    • 8:45 AM - 10:30 AM
    • Share Our Strength - 1030 15th St, NW, Washington, DC 20005
    Register

    NCGPC is pleased to present the program, "A Family Office Case Study: Building a Bridge," presented by Abby Axelrod-Wunderman, CAP, on Wednesday, April 10, 2024, from 8:45 - 10:30am, at Share Our Strength in Washington, D.C. 

    This program will review the Miller Family case study and bring to light various ways in which Family Office advisors seek to define and preserve family values and prepare heirs through philanthropy.  The event presenter, Abby Axelrod-Wunderman, CAP, and Fiduciary Trust International partnered with Stanford University to create The Philanthropy Toolkit for guiding multi-generational impact.  Join your fellow planned giving professionals to hear how this valuable framework is shaping the decisions of donors and their family offices.


    Abby Axelrod-Wunderman, CAP, is the Philanthropic Director, Vice President Family Office Services, Foundations and Endowments, at Fiduciary Trust International.  She is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in various areas including board governance and dynamics, rising-gen education, grantmaking, strategic visioning, fundraising and revenue diversification, and high impact-investing. She also serves as Chair of Philanthropy Planning for the firm.

    Prior to joining Fiduciary Trust International, Abby served as Director of Charitable Giving at the Community Foundation for Palm Beach and Martin Counties. Prior to that, she started a private family foundation for a top hedge fund manager. She has consulted for various national nonprofits across Florida, South Carolina, and Virginia and served on the boards of Impact the Palm Beaches and Elite Foundation. Currently she is an active member of New York Community Trust’s Women’s Advisory Counsel and a member of Philanthropy New York. She is a frequent philanthropy contributor for The Daily Drip, a Florida-based media company. She earned a First-Class Honors Bachelor of Arts (Summa Cum Laude) from the University of Kent in Canterbury, England, and a master’s degree from Winthrop University in South Carolina. She is also a certified Chartered Advisor in Philanthropy (CAP) from the American College of Financial Services.


    Event Agenda:

    8:45 - 9:15am: Registration, Breakfast and Networking

    9:15 - 10:30am: Presentation



    This program meets CAP® (re)certification requirements.



    Full participation in this program is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    • 6 Jun 2024
    • 8:00 AM - 6:00 PM
    • American University Washington College of Law, 4300 Nebraska Ave NW, Washington, DC 20016
    • 248
    Register


    The National Capital Gift Planning Council will host the annual Planned Giving Day at American University Washington College of Law on June 6, 2024.

    Register now and make plans to attend the #1 Planned Giving conference in the DMV region!  

    Be inspired by an engaging keynote speaker and choose from nine breakout sessions across three learning tracks (Donor Engagement, Behind the Scenes, and Getting Technical). This event offers proven strategies, current trends, and best practices from some of the most well-respected members of the philanthropic planning community.  

    Register Now!

    To register, click on the Register button in the lower left corner.

    We are pleased to extend our member rates to our colleagues who are members of the following CGP Councils:

    • Chesapeake Planned Giving Council (CPGC)
    • Charlottesville, VA, Area Planned Giving Council (CAPGC)

    Register early for the best rate! Early Bird Registration is open from February 7 - April 30, 2024.

    Registration is open through May 23, 2024.

    Note:

    If you're a Sponsor, Speaker, DSA 2024 honoree, PG Day 2024 Chair, PG Day 2024 Track Dean, Scholarship recipient, or last year’s winner of a complimentary PG Day 2024 registration, please DO NOT use the general attendee registration. You will be provided a code for your registration. Sponsors will be able to register guest(s) and pay for their registration. 

    Cancellation, Refund and Transfer Policies

    Cancellations and Refund

    All conference registration cancellations must be made in writing to ncgpc@ascent-management.com by May 10, 2024. A full refund, minus a $50 administrative fee, will be given for cancellations received no later than May 10, 2024. No refunds will be granted for requests after May 10, 2024.

    Transfers

    If you registered and can no longer attend but would like to transfer your registration to a colleague, there is a $50 transfer fee plus any difference in registration rate based on registration type. Please contact ncgpc@ascent-management.com with the following information of the person who will be taking your place, as well as your full name and email address:

    • Original Registrant’s Name
    • Original Registrant’s Email Address
    • First Name
    • Last Name
    • Title
    • Company
    • Email
    • Phone Number
    • Name on Badge

    • Preferred Pronouns (optional)

    Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any outstanding balances) associated with that substitution. Badge sharing, splitting, and reprints are strictly prohibited.

    Attendee Release of Liability

    In attending Planned Giving Day, you expressly assume, and release NCGPC, its parent organization CGP, and the the American University Washington College of Law in Washington, DC, from all risks, claims, damages, losses, costs and expenses, whether or not reasonably foreseen, associated with, resulting from or arising in connection with your participation or presence at the conference, including, without limitation, all risks of harm, damage, illness (including viruses or illness from any communicable disease) or injury (including death) to or related to your person or property.

    Emergency Cancellation Policies

    Planned Giving Day 2024 may be cancelled should the federal government and of the District of Columbia government be shut down because of weather, emergencies or other activity on that same day, June 6, 2024. Absent such a shutdown, the NCGPC Board of Directors will determine whether to cancel the event where there is any concern because of any emergencies.

    If you have questions, please contact ncgpc@ascent-management.com.

    • 6 Jun 2024
    • 8:00 AM - 6:00 PM
    • American University Washington College of Law, 4300 Nebraska Ave NW, Washington, DC 20016
    • 147
    Register


    Welcome to the Planned Giving Day 2024 specialty registration.

    This registration form is for:

    • Sponsors
    • Speakers
    • DSA 2024 honoree & their guests
    • PG Day 2024 Chair
    • PG Day 2024 Track Deans
    • Scholarship Recipients
    • Last year's winner of a complimentary PG Day 2024 registration

    Please DO NOT use the attendee registration link, as your code will not work on it.

    Thank you for helping us produce and deliver the best NCGPC Planned Giving Day conference yet! 

    Register Now!

    To register, click on the Register button in the lower left corner.  Please use the code provided to you by NCGPC to complete your registration.

    Please see additional guidance in left column.

    Note:

    Sponsors: After registering/using your complimentary registration(s), you will be able to register additional staff and pay for their registration fees during the registration process.

    Cancellation, Refund and Transfer Policies

    Cancellations and Refund

    All conference registration cancellations must be made in writing to ncgpc@ascent-management.com by May 10, 2024. A full refund, minus a $50 administrative fee, will be given for cancellations received no later than May 10, 2024. No refunds will be granted for requests after May 10, 2024.

    Transfers

    If you registered and can no longer attend but would like to transfer your registration to a colleague at your organization/company, there is a $50 transfer fee plus any difference in registration rate based on registration type. Please contact ncgpc@ascent-management.com with the following information of the person who will be taking your place, as well as your full name and email address:

    • Original Registrant's Name
    • Original Registrant's Email Address
    • First Name
    • Last Name
    • Title
    • Company
    • Email
    • Phone Number
    • Name on Badge
    • Preferred Pronouns (optional)

    Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any outstanding balances) associated with that substitution. Badge sharing, splitting, and reprints are strictly prohibited.

    Attendee Release of Liability

    In attending Planned Giving Day, you expressly assume, and release NCGPC, its parent organization CGP, and the the American University Washington College of Law in Washington, DC, from all risks, claims, damages, losses, costs and expenses, whether or not reasonably foreseen, associated with, resulting from or arising in connection with your participation or presence at the conference, including, without limitation, all risks of harm, damage, illness (including viruses or illness from any communicable disease) or injury (including death) to or related to your person or property.

    Emergency Cancellation Policies

    Planned Giving Day 2024 may be cancelled should the federal government and of the District of Columbia government be shut down because of weather, emergencies or other activity on that same day, June 6, 2024. Absent such a shutdown, the NCGPC Board of Directors will determine whether to cancel the event where there is any concern because of any emergencies.

    If you have questions, please contact ncgpc@ascent-management.com.

Past events

13 Mar 2024 March 13th - Roundtables & Networking
7 Feb 2024 The Data Tells a Story: Transforming Data and Anticipating Leadership
6 Dec 2023 Harmony in Humor: Mixing Improv and Gift Planning
15 Nov 2023 Ask the Expert and National Conference Highlights with Aquanetta Betts, JD
26 Oct 2023 October 26th - Roundtables & Networking
13 Sep 2023 Putting Research to Work in Your Planned Giving Program
14 Jun 2023 Raising the Standards as a Path to Success & NCGPC Annual Business Meeting
23 May 2023 2023 Planned Giving Day
23 May 2023 Planned Giving Day - SPECIALTY REGISTRATION
26 Apr 2023 Implicit Bias + Relationship Managers: How Biases Harm Your Fundraising Efforts
8 Feb 2023 Beyond Cash: Using Gift Planning to Further the Donor Conversation
11 Jan 2023 A Conversation with Claudia Sangster About "Melding the Technical, Emotional, Legal, and Legacy-Building Skills Needed for Successful Gift Plans for Donors and Clients"
14 Dec 2022 December 14th Roundtables & Networking
16 Nov 2022 Investing: What Should the Development Professional Know?
12 Oct 2022 Donor Intent & Shifting Priorities: What to Do When Plans Change.
14 Sep 2022 The Hidden Code of End-of-life Decisions: What legacy fundraising can learn from decision-making in life insurance, annuities, estate planning, and healthcare
7 Jun 2022 DSA Luncheon Registration
7 Jun 2022 NCGPC 2022 Planned Giving Days
7 Jun 2022 2022 Planned Giving Days Sponsors, Speakers & Conference Leaders
11 May 2022 Gift Acceptance Policies - Why, What & How? and NCGPC's Annual Business Meeting
13 Apr 2022 Dementia, Philanthropy, and the Audit: What to Know, What to Have, What to Plan For
9 Mar 2022 2022 Updates to Tax and Tax Policy related to Charities and Donors

National Capital Gift Planning Council - 3337 Duke Street, Alexandria, VA 22314.

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