National Capital Gift Planning Council

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  • March 13th - Roundtables & Networking

March 13th - Roundtables & Networking

  • 13 Mar 2024
  • 8:45 AM - 11:00 AM
  • PNC Place, 12th Floor, 800 17th St NW, Washington, D.C.

Registration

Roundtables & Networking

We invite you to join us Wednesday morning, March 13th, for breakfast,  networking, and roundtables.  Following breakfast and networking, each attendee will have the opportunity to engage in two roundtable discussions.  

Event Schedule

8:45 - 9:15AM - Registration, Networking & Breakfast

9:15 - 10:00AM - Roundtables (Session A)

10:00 - 10:15AM - Break

10:15 - 11:00AM - Roundtables (Session B)

Important Venue Security Information:

Due to security regulations at PNC Place, all attendees must show a photo ID in order to gain access to the facility. Attendees will be escorted from the lobby to the meeting area by PNC employees and it is possible your admittance to the meeting may be slightly delayed while waiting for an escort. We encourage attendees to arrive early for the meeting and we thank you for your patience on site.

Roundtable Topics:

  • Estate Administration: The Basics and Beyond
  • Marketing
  • Metrics, Collaboration, and Blended Gifts
  • Smithsonian's Legacy Challenge Experience

Facilitators:

Dana Kaufman, Sr. Gift Planning Officer, Smithsonian Institution

Evelyn Morgner, Director, Endowment & Gift Planning Services, United Way Worldwide

Kathy Swayze, CFRE, President & Creative Director, Impact Communications

Justine Van Wie, Director, Gift and Estate Administration, George Washington University




This program meets CAP® (re)certification requirements.

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

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