Upcoming events:

October 18, 2022 Educational session: Unlock Your Gift Planning Potential with Barbara Yeager

Past events:

June 28, 2022 Educational session: Cryptocurrency and Philanthropy

May 24, 2022 Educational session: De-crypting Crypto

March 10, 2022 Annual Conference on Gift Planning with Tracy Malloy-Curtis, Rebecca Bibleheimer and Trever Asam

November 10, 2021 Clues, Cues and "Capacity" Issues with Mike Coppes, Tom Rulon and Lisa Y. Tellio

September 23, 2021 Tax smart charitable giving with Prof. Christopher Hoyt

June 17 and July 15, 2021 Virtual book club event: "How to Say it to Seniors"

March 11, 2021 Annual Virtual Conference on Gift Planning

January 28, 2021 Annual Virtual Meeting and Moderated Recorded Webinar with Pamela Davidson

November 12, 2020 AFP/NPD virtual presentation by Dr. Russell James - Raising major gifts of assets in the aftermath of Covid-19: New strategies for a new world

October 7-9, 2020 National CGP Virtual Conference - HGPC member scholarships awarded

September 24, 2020 Quick thinking: How nonprofits flipped the script with creative ideas to engage with their donors with Caroline Witherspoon and Erin Kinney

March 12, 2020 Annual Conference on Gift Planning with Dr. Russell James and Lani Starkey

October 17, 2019 Words that work in major and planned gifts fundraising with Dr. Russell James via Skype presentation

July 18, 2019 Gift Acceptance Policies with Kate Lloyd, Hugh Jones, Ben Nishimoto

April 17, 2019 Getting Your Board Onboard with Legacy Giving with Nancy Pace, Stacey Wong, Unyong Nakata, Lani Starkey

February, 28, 2019 Annual Conference on Gift Planning with Kevin Crilly, J.D., UC Berkeley

January 17, 2019 Annual Meeting and IRA Charitable Rollover Presentation

August 30, 2018 Learn to Speak Gift Planning by Scott R. Lumpkin (webinar with a local moderator)

March 1, 2018 Annual Conference on Gift Planning with Kim Klein, Klein & Roth Consulting and Greg Sharkey, The Nature Conservancy

January 12, 2018 Annual Meeting and Luncheon for HGPC members

November 1, 2017 How to Connect with Wealth Managers & Professional Advisors (part of National Philanthropy Day Conference)

August 3, 2017 Blended Gifts Increase Donor Satisfaction with Charles Schultz, President/CEO, Crescendo Interactive, Inc.

May 17, 2017 Developing a Marketing Plan that Fits Your Time & Budget

March 9, 2017 Annual Conference on Gift Planning with Jay Frost, Senior Partner, Jerold Panas, Linzy & Partners

January 20, 2017 Annual Meeting and Luncheon for HGPC members

August 11, 2016 AFP Aloha Chapter Education Session: Legacy Conversations: Give Beyond Your Years

May 12 & 26, 2016 The Fundamentals of Planned Giving by Craig Wruck (2 part rebroadcast series with a local moderator)

March 10, 2016 Annual Conference on Gift Planning with Anne Melvin, Director of Training & Education, Alumni Affairs & Development, Harvard University

November 17, 2015 3-session planned giving track at National Philanthropy Day

September 29, 2015 Understanding a Donor's Perspective

August 13, 2015 Bequests: A Gift Anyone Can Make


October 18, 2022 – Unlock Your Gift Planning Potential @ Zoom meeting link provided upon registration
Oct 18 @ 11:30 am – 12:30 pm
with Barbara Yeager
Director of Education and Programs
National Association of Charitable Gift Planners
Looking for the secret to successfully starting or building a better gift planning program? You’re in luck, a treasure trove of best practices is available online! In our next educational session, you’ll learn how to locate resources from the National Association of Charitable Gift Planners for steps you can take to produce immediate results – and learn how the National Standards for Gift Planning Success can support your own work.
Learning objectives:
– Familiarize yourself with the 16 National Standards for Gift Planning Success.
– Use the Standards to identify next steps for your own gift planning program.
– Navigate the web-based resources on CGP’s website to find the ones you need right away.
Barbara Yeager joined the staff of the National Association for Charitable Gift Planners in 1991. She was a team member on the task forces that developed the Valuation Standards for Charitable Planned Gifts, the Guidelines for Reporting and Counting Charitable Gifts and the National Standards for Gift Planning Success. The work of the NSGPS task force now focuses on gift planning metrics, and Babs has a particular interest in gift counting policies and benchmarking collaborations, since those are essential to measuring gift planning success. She also develops programs and curates resources that support the National Standards.
Babs holds the Chartered Advisor in Philanthropy credential from The American College, and she works with the College to foster collaboration between nonprofit and for-profit advisors, including the new case study session format at the CGP Conference. Before joining the CGP staff, she worked as a public librarian and as a technical writer and systems analyst. She is a past president of CGP Indiana and a member of the planned giving advisory committee of the Carter Center. Babs earned a master’s degree in library and information science from Kent State University, where she also earned a bachelor’s degree in English, summa cum laude, and was inducted into Phi Beta Kappa. She is a Girl Scout volunteer, a gardener of food and flowers and a blue-ribbon sock knitter.
Please register by October 14 at the link below: