EVENTS




Upcoming events

    • April 10, 2024
    • 12:00 PM - 1:00 PM
    • Zoom
    Register

    This course provides an insightful exploration into the utilization of life insurance in charitable planning. Participants will learn about three key strategies: donating policies outright to charities, using life insurance for wealth replacement to balance philanthropy and family inheritance, and employing life insurance in funding charitable split-interest trusts like CRTs and CLTs. Ideal for professionals in estate planning and philanthropy, this course offers practical knowledge on integrating life insurance into philanthropic pursuits.


    Featured Speaker

    Paul Caspersen, CFP, MS, AEP

    Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 26 years of financial, estate, and charitable planning experience. Between 2012-2022, he served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, he led the Gift Planning program at Iowa State University. Before specializing in planned giving, Paul spent a decade working in financial services.

    Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI is an affiliate organization to Charitable Solutions LLC, the largest national consulting firm that provides charities with risk management solutions for non-cash donations and charitable gift annuities. He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270-member estate planning councils and provides services to their estimated 30,000 individual members.

    Registration

    Member - $25

    Non-member - $60


    Event Policy

    Click here to view the event policy.

    • June 12, 2024
    • 12:00 PM - 1:00 PM
    • Zoom
    Register

    The most effective path to supercharge your gift planning program is help from volunteers!

    In this session you will learn how to effectively harness the power of volunteer leadership in your gift planning program, as well as, practical strategies to maximize their impact on fundraising success overall. You will also learn strategies to best position volunteers to win in their engagement and involvement role, including scripts to support both stewardship & cultivation efforts.

    Featured Speaker

    Carlo Laurore

    Vice President of Development for the Boy Scouts of America & the Executive Director of the National Boy Scouts of America Foundation

    Carol has worked for the Boy Scouts of America for almost the past decade serving in various roles during that time and previously worked in higher education fundraising at NC State University and NC A&T University. Currently, he leads the national fundraising efforts for the BSA Office of Development. Carlo also provides leadership for grant administration, restricted funds and endowment management, and fundraising education initiatives for the organization. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and a current board member of his local North Carolina Planned Giving Council Board. He is also the chair of the CGP National Conference for 2024 hosted in Orlando, Florida.

    Carlo is a graduate of UNC-Wilmington with degrees in Economics and Leadership and holds numerous financial planning and fundraising designations, including his CFP, CFRE, and CAP. He has been a featured speaker at various local CGP Councils, FPA chapters, the National CGP Conference and the AFP Icon Conference. 

    Registration

    Member - $25

    Non-member - $60

    Event Policy

    Click here to view the event policy.

    • October 28, 2024
    • October 30, 2024
    • Orlando, Florida

    enhance your skills, build relationships,
    work along side industry experts


    CGP Conference is a unique meeting place for all professionals working in charitable gift planning. In your work, you'd love to find these people at the planning table - charitable, financial and estate advisors. At CGP Conference, you'll sit around that training table, collaborating with the experts at the podium and with your peers, leaving with the tools to do your job better.

    CLICK FOR CONFERENCE DETAILS

Past events

February 13, 2024 Introduction to Fidelity Charitable's Private Donor Group
January 24, 2024 Lunch and Learn
November 06, 2023 Online Wills & The Uniform Electronic Wills Act
November 01, 2023 2023 CGP Conference
October 18, 2023 Legacy Challenge
October 03, 2023 2023 Maryland Nonprofits Annual Conference
September 12, 2023 Charitable Planning Vehicles
August 30, 2023 Should Your Organization Have a Planned Giving Advisory Board, Recognition Society, or a Focus Group? What are the Pros and Cons?
July 18, 2023 Engage in Meaningful & Impactful Conversations & Discussions about Planned Giving
June 22, 2023 All About the Planned Giving Ask
May 25, 2023 The Role of Professional Advisors in Charitable Giving
April 24, 2023 Beneficiary Designations: A Priority for Planned Giving Success
March 29, 2023 Lunch and Learn
February 22, 2023 Public Policy for Planned Giving
January 25, 2023 What’s Next? Certification for Planned Giving Professionals
December 13, 2022 A Family Story, Cultural Competency, and Planned Giving
November 16, 2022 Stretch CRUT – An Alternative to a SECURE Act Payout
October 31, 2022 Premium Financed Life Insurance & Planned Giving
September 21, 2022 Disrupting Aging & Donor Philanthropic Personalization
August 31, 2022 10 Principles for Gift Planning Program Success
July 20, 2022 Planned Giving: Small Steps Can Transform Your Organization
May 18, 2022 Lunch & Learn: The Legacy Challenge
March 16, 2022 Lunch(Time) & Learn: Perspectives on Philanthropy
January 19, 2022 Lunch(Time) & Learn: Donor Stories in Planned Giving Marketing

Request to Present

If you would like to be considered as a presenter, please complete and submit required information.

Event sponsor

CPGC offers sponsorship opportunities, per event. The sponsorship fee includes: One complimentary registration; Listing as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium.

To Register: Go directly to the event you want to sponsor.

Questions? Email us or call 410-527-0780.

Photo Disclaimer

Event registration implies consent that any picture(s) or video(s) taken during an event can be used for event coverage and/or promotional purposes. CPGC is able to use your likeness without remuneration.

Chesapeake Planned Giving Council © 2015 - 2024
PO Box 1646 | Cockeysville, MD 21030
   P: 410.527.0780
| E: info@ChesapeakePlannedGiving.org

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