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Programs / Annual Planned Giving Roundtable

Education

National and local speakers present programs on topics, such as tax law changes, the nuts and bolts of planned giving, marketing strategies, and advanced planned giving techniques. Non-members are welcome to attend. Members receive reduced rate to all programs.

Networking

CPGC provides opportunities to meet the local community of gift planners: attorneys, development officers, trust officers, insurance professionals, and accountants. Members include both novice and veteran gift planners.


Upcoming Program

Wednesday, September 8, 2010

Date: Wednesday, September 8, 2010
Time: 8:00 AM
Topic: "Planned Giving Roundtables"
Location: The Conference Center at Sheppard Pratt



Wednesday, November 17, 2010

Date: Wednesday, November 17, 2010
Time: 12:00 PM
Topic: "Guerilla Marketing for Your Planned Giving Program"
Location: THE ASSOCIATED: Jewish Community Federation of Baltimore

 


2010 Program Dates (Morning Meeting Unless Otherwise Noted):

  • January 28, 2010 "The Global Warming...of Philanthropic Advice"
  • March 10, 2010 Topic Asking for Principal Gifts - 5 Approaches
  • June 16, 2010 "The Capacity to Make a Gift"
  • September 8, 2010  "Planned Giving Roundtables"
  • November 17, 2010 Lunch Program "Guerilla Marketing for Your Planned Giving Program"


Future Programs

 


     Past Programs >

 

To sponsor a meeting, contact Sponsorship Co-Chairs Vince Connelly (443-413-6033 or vconnelly@connellyfundraising.com) or Maureen Stewart, CPA (410-454-5433 or MStewart@lmcm.com).

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CPGC, PO Box 44123, Baltimore, MD 21236 (phone) 443-678-1186 (fax) 410-931-2978
info@cpgc.org