National Capital Gift Planning Council

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  • October 9th - Roundtables & Networking

October 9th - Roundtables & Networking

  • 9 Oct 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, October 9th, 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:

  • DEI in Gift Planning
  • Donor-Advised Funds
  • Estate Administration
  • Marketing
  • Strategic Legacy Planning with Donors
  • Sustaining a CGA Program

Facilitators:

Jade Bristol, JD, Senior Director of Planned Giving, Earthjustice

Sara Eigenberg, JD, Deputy Director of Planned Giving and Endowments, US Holocaust Memorial Museum

Vikki Ismael, CAP, Assistant Senior Director of Gift Planning, University of Maryland

Karl McTaggart, Vice President - Planned Giving Relationship Manager, PNC Institutional Asset Management

Tiffanie Purvis, Esq., MPM, Senior Philanthropic Advisor/General Counsel, Greater Washington Community Foundation

Laura Spellings, Manager, Gift Planning Marketing & Operations, World Wildlife Fund



This program meets CAP® (re)certification requirements.

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

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