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Jan 10 |
Primer Program
Featuring Phil Murphy on “Gift Annuities and
Charitable Remainder Trust Basics”
Luncheon Program
Featuring Janne Gallagher on “What Has Happened Since
the Pension Protection Act of 2006 and What We Can Expect in
2008” |
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Jan 16 |
NCPG Virtual Seminar (Free - East
Bay Community Foundation)
Featuring
J. Richard Ely, Jr., on “Planned Giving in
Faith-Based Organizations: Making the Spirituality Real”
|
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Jan 17 |
Masters Program (NCPGC
Members-Only Program)
Featuring Reynolds T. Cafferata, Esq. on “Should
Pledges be Enforceable? And Other Questions to Ask About Gift
Agreements” |
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Mar 13 |
Primer Program
Featuring Ann Barden on “Ten Steps to Readiness for a
SUCCESSFUL Planned Giving Program and What to Do About Them”
Luncheon Program
Featuring David Wheeler Newman on “UBTI in Charitable
Gift Planning” |
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Mar 19 |
NCPG Virtual Seminar (Free - East
Bay Community Foundation)
Featuring
Emanuel Kallina, JD, on “Planning for the Home”
|
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May 1 |
16th Annual Conference on Planned Giving
The Palace Hotel, San
Francisco |
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May 21 |
NCPG Virtual Seminar (Free - East
Bay Community Foundation)
Featuring
Robert F. Sharpe, Jr., on “Realistic
Expectations for Planned Giving Success”
|
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Jun 12 |
Primer Program
Featuring
Donna Bandelloni on “Cultivating Your
Planned Giving Ambassadors: Working with Professional
Advisors, Development Staff, Volunteers and Auxiliaries”
Luncheon Program
Featuring
William Finestone, Esq. on “Use of
Retirement Benefits in Charitable Planning”
|
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Jul 16 |
NCPG Virtual Seminar (Free - East
Bay Community Foundation)
Featuring
Brian M. Sagrestano, JD, on “Donor-Centered
Gift Planning Marketing”
|
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Sep 8 |
Planned Giving Basics Course Begin
A six-part course for
beginners ( a refresher course for intermediates)
Seating is Limited - Register by August 18th
|
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Sep 17 |
NCPG Virtual Seminar
(Free - East Bay Community Foundation)
Featuring
Beth McNally & Beth Ridout, on “Beyond Basic
Bequest Administration (aka Bequests Gone Bad)”
|
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Sep 18 |
Primer Program
Featuring David Cunningham, CFRE, Director of Planned Giving,
University of San Francisco on “E Marketing – Using
Websites & E-Newsletter to Promote Your Program”
Luncheon Program
Featuring Al W. King, III, J.D., LL.M., South Dakota Trust
Company, LLC. on “The Growing Trend of the Wealthy
Towards Using Non-Charitable Trusts for Charitable Giving”
(This program is eligible for 1.0 MCLE
and/or 1.0 CFP Credit)
|
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Nov 13 |
|
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Nov 19 |
NCPG Virtual Seminar (Free - East
Bay Community Foundation)
Featuring
Joseph O. Bull and Elizabeth Ayers, JD, on
“Tale of the Tape: Measuring the Performance of Gift Planning
Officers”
Click Here for Program Details and Registration>> |
