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Meetings - Meeting Schedule 2008-09
National Philanthropy Day in Connecticut! Click Here for More Info!
All 2008-2009 Meetings Will Be Held at Ashlar Village in Wallingford, CT
Click for Directions to Ashlar Village
Please note PGGCT’s new meeting set up: We will begin with an Advanced Case Study Workshop, which is limited to 25 participants. The regular morning program will begin at 9:15 A.M. and the second program will follow at 10:45 A.M. The normal luncheon will follow the programs, and will include networking opportunities as well as NCPG and Leave a Legacy updates.
| Meeting Date |
Advanced Case Study: 8:15 A.M. |
Program One: 9:15 A.M. |
Program Two: 10:45 A.M. |
Location |
September 18, 2008
Click Here for a Full Program Description |
8:00 A.M.
Led by Bob Thompson, Sage Financial Design, Inc |
9:15 A.M.
“Is Your Board "On Board" with Planned Giving? How to Constructively Involve Your Board in the Success of Your Planned Giving Program,” Phil Purcell, Ball State University |
10:45 A.M.
"Fasten your seatbelts: Introducing a revolutionary new endowment campaign strategy," Sam Caldwell, The Planned Giving Company |
Ashlar Village |
November 6, 2008
Click Here for a Full Program Description |
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“How to Introduce Philanthropic Planning into the Conversation on any Donor Visit" Brian M. Sagrestano, JD, CFRE, Gift Planning Development, LLC |
“Making Sense of Planned Giving Metrics: Advancing the Dialogue about What Really Counts” Ilisa Hurowitz, Marts & Lundy |
Ashlar Village |
| January 8, 2009 |
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“How to Run a PG Program When You Have No Built-in Constituency" John Jensen, The Sharpe Group |
“The Intersection of Major and Planned Gifts: Expanding Giving Opportunities" Margaret Holman, Holman Consulting |
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March 5, 2009 |
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May 14, 2009 |
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"Income Tax Consequences of Various Charitable Gifts" Stephanie Buckley, Pepperdine University |
Viken Mikaelian, VirtualGiving.com |
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