History of Events

NCPGC Program History 1993-2011 (Most Recent First)
Event Date	Program Type	Topic	Speaker(s)
11/03/11	Luncheon	Using Planned Gifts to Maximize Major Gifts	Jeff Comfort
11/03/11	Primer	Major Gift and Planned Giving Fundraising: Sibling Rivalry or Partners from Birth	Louise Gregory Carol Pollock
10/12/11	Basics	Basics Course 10/12/11 – 11/16/11	Multiple
09/15/11	Luncheon	Business Exit Strategies: Adding Philanthropy to the Mix	Jill S. Dodd
09/15/11	Primer	Life Income Gift Fundamentals	Wendy Chou
07/27/11	Masters	Advanced Issues in Charitable Bequest Planning	Jon G. Tidd
06/09/11	Luncheon	Putting Your Planned Giving Advisory Council to the Test – Optimizing Your Philanthropic Partners	Donna M. Bandelloni Tony Steuer
06/09/11	Primer	The Power of Outstanding Bequest Administration: Getting the Most from Your Realized Bequests	Dylan Hendricks
05/04/11	Conference	Annual Planned Giving Conference	Multiple
03/10/11	Luncheon	Working with Major Gift Officers to Promote Planned Giving	Sharon K. Hogan
03/10/11	Primer	The Buck Stops. Hear? Planned Giving and the Rise of the Phoenix	Daniel G. Hoebeke
01/13/11	Luncheon	Recent Developments: All the News That’s Fit to Print	Erik Dryburgh
01/13/11	Primer	Conversations About Money: Listening for Donors’ Clues and Overcoming Objections to Making Gifts	Kevin T. Crilly
11/04/10	Luncheon	Ingredients for Gift Planning Success – Is it Hell’s Kitchen or Mamma’s Kitchen?	Claudia Sangster
11/04/10	Primer	10 Steps to Planned Giving Readiness and What to Do About Them	Ann Barden
10/19/10	Basics	Basics Course 10/19/10 – 11/22/10	Multiple
09/30/10	Luncheon	The Facts of Life (Estates): Remainder Interests in Residences and Farms	David Wheeler Newman
09/30/10	Primer	Gift Annuities: Understanding the Basics	Philip J. Murphy
06/10/10	Luncheon	Whether, When and How to Litigate	David Baer
06/10/10	Primer	Interview the Experts – Answers to Your Planned Giving Questions	David Bonfilio Elizabeth Brady Margaret Zywicsz
05/07/10	Conference	Annual Planned Giving Conference	Multiple
03/11/10	Luncheon	Accepting Gifts of Complex Assets	Chris Yates
03/11/10	Primer	Income Tax Fundamentals for Planned Giving Professionals	Barbara Rhombert
01/14/10	Luncheon	UPMIFA – One Year Later: Implications for Endowment Fund Raising and Management	Jill Dodd Bert Feuss
01/14/10	Primer	Estate Planning Essentials for Gift Planners	Diane R. Cash
11/12/09	Luncheon	Recent Developments in Charitable Gift Planning	Erik Dryburgh
11/12/09	Primer	Donor-Centric, Mission-Drive, Cost-Efficient Marketing	Melanie Keilholtz
10/21/09	Strassburger Masters Lecture	Charitable Planning: Recent Developments, Pending and Proposed Legislation, and Other Things You Should Keep in Mind	Jerry J. McCoy, Esq.
10/15/09	Basics	Basics Course 10/15/09 – 11/19/09	Multiple
09/10/09	Luncheon	Partnering with Advisors for Optimal Outcomes	Philip B. Cubeta, CLU, ChFC, MSFS, CAP
09/10/09	Primer	Black, White or Gray: Ehtical Shades in Charitable Gift Planning	Barbara M. Beery Aviva Boedecker Tara Goodman
06/11/09	Luncheon	Approaching Donors in Times of Change: The Philanthropic Advisory Perspective	Ash McNeely Rae Richman
06/11/09	Primer	In Search of Bequests: The Good, the Bad & the Downright Bizarre	J. Gardner Trimble
05/18/09	Conference	Annual Planned Giving Conference	Multiple
03/12/09	Luncheon	Social Enterprises	Gene Takagi Sheila Warren, Esq.
03/12/09	Primer	Lead Trusts for Dummies	Robert Lew
01/08/09	Luncheon	Wealth Management & Philanthropy: The Collision of the Light Side and the Dark Side	Sean Stannard-Stockton, CFA, CAP
01/08/09	Primer	Gift Annuities: The Core of a Life Income Gift Program	Kevin T. Crilly, J.D.
12/01/08	Masters	The World of Insurance & Fine Arts Appraisals & Eclectic Donations	Alan Breus, CLU, ChFC
11/13/08	Luncheon	Update on Recent Rulings in the Field of Gift Planning	Erik Dryburgh, J.D.
11/13/08	Primer	Measuring Success for Major & Legacy Gifts	Kevin Johnson, CSPG, CFRE
09/18/08	Luncheon	The Growing Trend of the Wealthy Towards Using Non-Charitable Trusts for Charitable Giving	Al W. King, III, J.D., LL.M.
09/18/08	Primer	E Marketing – Using Websites & E-Newsletter to Promote Your Program	David Cunningham, CFRE
09/08/08	Basics	Basics Course 09/08/08 – 10/13/08	Multiple
06/12/08	Luncheon	Use of Retirement Benefits in Charitable Planning	William Finestone, Esq.
06/12/08	Primer	Cultivating Your Planned Giving Ambassadors: Working with Professional Advisors, Development Staff, Volunteers and Auxiliaries	Donna Bandelloni
05/01/08	Conference	Annual Planned Giving Conference	Multiple
03/13/08	Luncheon	UBTI in Charitable Gift Planning	David Wheeler Newman
03/13/08	Primer	Ten Steps to Readiness for a Successful Planned Giving Program and What to Do About Them	Ann Barden
01/17/08	Masters	Should Pledges be Enforceable? And Other Questions to Ask About Gift Agreements	Reynolds T. Cafferata, Esq
01/10/08	Luncheon	What Has Happened Since the Pension Protection Act of 200y and What We Can Expect in 2008	Janne G. Gallagher
01/10/08	Primer	Gift Annuities and Charitable Remainder Trust Basics	Phil Murphy
11/08/07	Luncheon	How Far is Too Far? The Prearranged Sale	Emanuel “Emil” Kallina
11/08/07	Primer	Income Tax Fundamentals for Planned Giving Professionals	Barbara Rhomberg
09/06/07	Basics	Basics Course 09/06/07 – 10/11/07	Multiple
09/06/07	Luncheon	Modeling the Standards for Charitable Gift Planners	Heidi Jark
09/06/07	Primer	How To Build a Successful Bequest Program	Kara D. Wertheimer Greg Lassonde, CFRE Elizabeth A. Brady
06/14/07	Luncheon	Family Philanthropy	Tom C. Rogerson
06/14/07	Primer	Getting the Most Out of Your Planned Giving Marketing Program	Richard Lamport
05/10/07	Luncheon	Charitable Lead Trusts: From A to Z and Beyond	Bob Lew
05/10/07	Primer	What Every Gift Planner needs to know about Estate Planning	Bob & Mike Hobson
03/21/07	Conference	Annual Planned Giving Conference	Multiple
01/11/07	Luncheon	Ringing in A Happy New Year!  Encouraging Developments in Gift Planning	Chris Yates
01/11/07	Primer	Planned Gifts from A to Z:  An Intro Course to the Variety of Planned Gifts	Steven Mourning
11/09/06	Luncheon	Good Estate Planning is Easily Undone by the Unscrupulous	Barbara Jagiello
11/09/06	Primer	Explaining Charitable Remainder Trusts to Donors in Plain English	Eric Dryburgh
09/14/06	Luncheon	Planning for Charitable Gifts of Tangible Personal Property	Richard L. Greene
09/14/06	Primer	How to start a Planned Giving Program with no staff/money	Aviva Boedecker
06/08/06	Luncheon	How to Start the Conversation about Philanthropy	Claudia Sangster
06/08/06	Primer	When is it Time for a Charitable Gift Annuity Program	Phil Murphy (for Greg Lassonde)
05/15/06	Conference	Annual Planned Giving Conference	Multiple
03/09/06	Luncheon	Bingham McGutchen’s Estate Planning Charitable Advising Group on International Giving	Jane Peebles
03/09/06	Primer	Basic Sales Skills for the Planned Giving Solicitation	Rebecca Riley
02/15/06	Masters	MASTERS PROGRAM	Sandy Price Ben Riley
01/26/06	Luncheon	Latest Developments from DC with Respect to Nonprofit Regulations	Janne Gallagher
01/26/06	Primer	Planned Gift Policies and Guidelines	Bill Sheehan
11/10/05	Luncheon	Planned Giving with Unusual Assets	Charles Gordy
11/10/05	Primer	Building a Productive Donor Relationship	Bill Tanner
09/15/05	Luncheon	Split Interest Gifts	Anne McDonald Frank Rimmerman & Co.
09/15/05	Primer	How to Start a Successful Planned Giving Program	Carol Pollock Louise Gregory
06/09/05	Luncheon	Modeling the Standards for Charitable Gift Planners	Heidi Jark
06/09/05	Primer	Development & Stewardship of Your Planned Giving Donors	Virginia Stuart
05/09/05	Conference	Annual Planned Giving Conference	Multiple
04/18/05	Masters	Planned Giving Quiz	Jonathan Tidd
03/15/05	Basics	Basics Course 03/15/05 – 04/19/05	Multiple
03/03/05	Luncheon	Fundraising Measuring & Reporting	Steven Meyers, PhD William Samers, Esq.
03/03/05	Primer	Bequest Marketing	John Calaway
01/13/05	Luncheon	Planned Giving in the 21st Century	Chris Yates
01/13/05	Primer	The ABCs of Charitable Remainder Trusts	David Cunningham
10/19/04	Luncheon	The Role of Charitable Giving in Alternative Minimum Tax Planning	Claudia Hill
09/09/04	Luncheon	The Good, Bad, and Ugly: Planned Giving and Life Insurance	Robert Lew
09/09/04	Primer	The ABCs of Charitable Gift Annuities	Thomas Horton
05/27/04	Luncheon	Engaging the Individual Donor	Dan Siegel Jenny Yancey
05/27/04	Primer	Legacy Societies	Enid Pollack
04/27/04	Conference	Annual Planned Giving Conference	Multiple
03/11/04	Luncheon	Case Studies and Issues of Import to Gift Planners	Andre Donikian
03/11/04	Primer	Planned Giving on 5 to 25% of Your Time	Greg Lassonde
02/26/04	Masters	Donor Privacy	Geoff O’Neill Greg Colvin
02/24/04	Basics	Basics Course 02/24/04 – 03/30/04	Multiple
01/08/04	Luncheon	Endowments: What Are They Really?	Erik Dryburgh
01/08/04	Primer	Starting Your Planned Giving Program—You Don’t Have To Be a Tax Genius	Phil Murphy
11/13/03	Luncheon	The Planned Giving Antique Show	John Dilks Barry Heisler
09/18/03	Luncheon	Charitable Tax Planning for Retirement Assets	Jane Peebles
07/08/03	Luncheon	Joint meeting with the Financial Planning Association	Norm Boone Katherine Dean Megan McNealy Graves Terence Mulligan
05/15/03	Conference	Annual Planned Giving Conference	Multiple
03/26/03	Basics	Basics Course 03/26/03 – 04/30/03	Multiple
03/13/03	Luncheon	The Legal and Tax Ramifications of Pledges	William Finestone, Esq.
01/09/03	Luncheon	What To Do With an Empty Nest:  Planned Giving for the Affluent Homeowner	Marc Hoffman
11/13/02	Luncheon	Annual Council Mtg to elect Board Members “Gift Planning for Deduction-Challenged Donors”	Marc Carmichael
09/18/02	Luncheon	Dimensioning CRTs: Challenging Conventional Wisdom	Paul S. Lee
08/13/02	Luncheon	Joint meeting with the Financial Planning Association:  Life Planning, Charitable Giving, and a Slow Economy	Thea Beati
06/20/02	Conference	Annual Planned Giving Conference	Multiple
05/08/02	Luncheon	What You Need to Know About Dealing with the IRS	William Choi Dwayne Horii
04/11/02	Basics	Basics Course 4/11/02 – 5/16/02	Multiple
03/13/02	Luncheon	2020 Vision: The Coming Paradigm Shift in Philanthropy	Paul M. Brooks
03/13/02	Primer	The ABC’s of Charitable Gift Annuities	Jeff Davine
01/16/02	Luncheon	Charitable Remainder Trust Administration: Do’s & Don’ts	Temo Arjani
12/06/01	Masters	Appraisals – Are They An Art or A Science?	Erick Nath Michael Yovino-Young
11/14/01	Luncheon	Prospect Research for Planned Giving Professionals	Randy Lakeman
10/23/01	Masters	Private Foundations: Supporting Organizations and Donor-Advised Funds	Ward Pynn Ingrid Mittermaier
09/26/01	Luncheon	How to Identify and Close Gifts of Your Donor’s Surplus Real Estate	Joseph Rohn
08/14/01	Luncheon	Joint Meeting with the Financial Planning Association Charitable Remainder Trusts	Darryl Ott David Routh
07/11/01	Luncheon	It Couldn’t Be Simpler (You’ll Wish It Were): New Rules and Important New Opportunities in Minimum Required Distributions from Retirement Plans	Michael Jones
05/14/01	Conference	Annual Planned Giving Conference	Multiple
03/14/01	Luncheon	What’s New in Charitable Planning	Carolyn D. Duronio
02/22/01	Basics	Basics Course 02/22/01 – 3/29/01	Multiple
01/11/01	Luncheon	When Do We Cross the Line?	Scott Blakesley
01/11/01	Primer	I Have A CRT Donor – What Do I Do Now?	Scott Blakesley
12/05/00	Masters	Bequest Tracking	Erik Dryburgh
11/14/00	Luncheon	Joint Meeting with the Financial Planning Association
11/09/00	Luncheon	Designer Trusts	Frank Minton
09/14/00	Luncheon	Prime Time: How the Baby Boomers Will Revolutionize Retirement and Transform America	Marc Freedman
09/07/00	Basics	Basics Course 9/7/00 – 10/12/00	Multiple
06/07/00	Conference	Annual Planned Giving Conference	Multiple
05/18/00	Masters	Being Trustee of a Charitable Trust: Is It Right For You?	Howard Pearson Genevieve Moore
05/11/00	Luncheon	Women in Philanthropy:  How to Reach & Motivate Women Donors	Cheryl Altinkemer
03/09/00	Luncheon	Current National Planned Giving Trends & Issues	Pamela J. Davidson
03/09/00	Primer	Launching & Maintaining a Bequest Program	John Calaway
02/23/00	Basics	Basics Course 2/23/00 – 3/29/00	Multiple
01/13/00	Luncheon	Silicon Valley, Entrepreneurs, and Philanthropy	Steven Kirsch
11/11/99	Luncheon	How to Structure Charitable Gifts from IRA’s and Qualified Retirement Plans	Christopher R. Hoyt
11/11/99	Primer	The How To’s of Planned Giving	Trisha Hensley
09/20/99	Basics	Basics Course 9/20/99 – 11/1/99	Multiple
09/09/99	Luncheon	Stock Options and Charitable Planning	Fred Marcus
07/08/99	Luncheon	Tank the Technique; Revere the Relationship	James Lewis Bowers, Ph.D.
05/24/99	Conference	Annual Planned Giving Conference	Multiple
03/11/99	Luncheon	Making Supporting Organizations Work for Donors and Charities	Jill S. Dodd, Esq.
03/11/99	Primer	What You Should Know About Gift Annuities	Phil Murphy Jennifer Callahan
02/09/99	Masters	What’s Love Got To Do With It? The Economic and Legal Consequences of Non-Marital Partnerships	Diane Cash, Esq. Frederick Hertz, Esq. Ed Dean, Esq.
01/14/99	Luncheon	Charitable Giving from the Donor’s Perspective	Anne Lieberman
11/18/98	Satellite	The Basics of Charitable Gift Planning from A to Z	Ronald E. Sapp
11/12/98	Luncheon	Washington Tax Legislative Update	Timothy Hanford
09/10/98	Luncheon	Directors’ Fiduciary Duty: What You Need to Know to Protect Your Board	Rosemary Fei
09/10/98	Primer	Today is Yesterdays Tomorrow; Uses of Life Insurance & Retirement Plan Designations	Bob Burton
07/09/98	Luncheon	Charitable Split Dollar & Family Legacy Plans vs. Charitable Lead Trusts	Terry Simmons
06/01/98	Conference	Annual Planned Giving Conference	Multiple
03/12/98	Luncheon	Join The Leave A Legacy Bandwagon – Here’s How	Fred Hartwick
03/12/98	Primer	Bequest Mechanics	Fred Hartwick, J.D.
03/04/98	Satellite	NCPG Seminar Broadcast @ KQED	Lynda Moerschbaecher George Bickford
01/08/98	Luncheon	Seminars That Work! Secrets of Planning and Presenting Successful Planned Giving Seminars For Your Different Constituencies	Ellen G. Estes, LL.B.
11/06/97	Luncheon	Taxpayer Relief Act of 1997 – Will It Change The Way We Do Business?	Lynda Moerschbaecher, Esq.
10/09/97	Masters	Environmental Issues Surrounding Gifts of Land	Mike Tietze
09/11/97	Luncheon	Impact of Tax Restructuring on Charitable Giving	Craig C. Wruck
09/11/97	Primer	Bequest Marketing	Phil Murphy
07/10/97	Luncheon	Generating Leads and How To Hold Them
07/10/97	Luncheon	Leave A Legacy Started
04/28/97	Conference	Annual Planned Giving Conference	Multiple
03/13/97	Luncheon	Gifts of Real Estate	J. Thaddeus Moore
03/13/97	Primer	Basics of Gifts of Real Estate	Katherine H. Crawford
01/11/97	Luncheon	Jumping Through SEC Hoops: Gifts of Restricted Stock	Ralph Witherell
11/26/96	Masters	Navigating Lead Trusts
11/14/96	Luncheon	The Charitable Tax Exemption: What Purpose Does It Serve?	Emil J. Kallina
09/11/96	Luncheon	Planned Giving for Baby Boomers: Marketing Planned Gifts to Those Moving Into Middle Age	Robert F. Sharp, Jr.
09/11/96	Primer	Starting Your Planned Giving Program	Greg Lassonde
07/24/96	Luncheon	Mission Possible: Conducting Reconnaissance in Planned Giving Territory	Randy W. Lakeman
05/01/96	Conference	Annual Planned Giving Conference	Multiple
03/21/96	Luncheon	How We Averted the Texas Charity Massacre	Terry Simmons
01/25/96	Luncheon	Insurance Training for Planned Giving Professionals	Robert Lew
11/15/95	Luncheon	Gift Annuities: A Financial Analysis	Scott Kaspick
11/15/95	Primer	Pooled Income Funds: The Basics	Greg Lassonde Chris Yates
09/21/95	Luncheon	Building a Successful Planned Giving Program	Gordon Caswell
08/30/95	Luncheon	Community Outreach Committee Complimentary Luncheon for ‘for-profit’ members	Guided discussion
07/19/95	Luncheon	Donor-Advised Funds	Lisa Gurwitch Phyllis Cook
06/15/95	Masters	Charitable Remainder Trust Funded with Non-Traditional Assets	Frank Minton
03/18/95	Conference	Annual Planned Giving Conference	Multiple
03/15/95	Luncheon	Planned Giving Nationwide	Tanya Howe
02/01/95	Luncheon	Family Money: The Personal Side of Estate and Planned Giving	Judy Barber
02/01/95	Primer	Bequest Basics	Robert Hobson
11/30/94	Luncheon	Funding Charitable Remainder Trusts with IRA's	Carol Ach, CPA
11/30/94	Masters	Charitable Reminder Trusts: Four Tier & Other Accounting Procedures	Lynda Moerschbaecher
09/29/94	Luncheon	Marketing Charitable Remainder Trusts and Other Planned Gifts	Richard Waugh
09/29/94	Primer	Gathering Your Planned Giving Resources & Getting out of the Office	Caleb Rick
06/22/94	Luncheon	Charitable Lead Trust	Ronnie McClure
06/07/94	Masters	Charitable Gift Planning for Non-Traditional Families and Couples	Case studies
05/04/94	Conference	Annual Planned Giving Conference	Multiple
04/06/94	Luncheon	Donor Survey Conducted by NCPG	Bruce Bigelow
02/09/94	Luncheon	My Most Interesting Planned Gift Ever: The Dynamics of Developing & Closing a Successful Gift	Philip Murphy Chris Yates
02/09/94	Primer	How I started a Planned Giving Program	Christina Brecht Greg Lassonde
12/02/93	Luncheon		Sarah Robertson
10/21/93	Luncheon	The Use of Charitable Remainder Trusts in Retirement Planning	Philip T. Temple
09/09/93	Luncheon	What you Need to Know About Asset Management: A Financial Tool Kit for Planned Giving Professionals	J. Scott Kaspick
06/17/93	Luncheon	Can I Put 24 Beneficiaries on this Trust, Including Myself?  Case Studies in Ethics	Lynda Moerschbaecher
06/17/93	Primer	The Basics of Bequests	Robert Hobson
05/13/93	Conference	Annual Planned Giving Conference	Multiple
03/04/93	Luncheon	Charitable Gift Planning: Advanced Case Studies	Mark Vorsatz
03/04/93	Primer	Charitable Trust Basics: What You Need to Know	Darryl Ott Sharlene Hirsch