National Conference on Philanthropic Planning

The National Conference on Philanthropic Planning is a unique meeting place for all of the professionals who work together to make charitable giving most meaningful. The conference provides more than 40 sessions that feature speakers, topics, education formats and networking opportunities designed to engage all partners in the philanthropic planning process.

 Join these colleagues at the 2010 National Conference on Philanthropic Planning…

• Nonprofit planned giving professionals
• Major gifts fundraisers
• Development directors
• Financial planners and wealth advisors
• Estate and retirement planning professionals
• Insurance and real estate professionals
• Nonprofit CEOs, CFOs and trustees

Conference speakers from all disciplines involved in the planning process will:

• Focus on philanthropic strategies that synthesize the vision and skill of donors and their families, fundraisers, and advisors.
• Understand that the most meaningful gifts for donors and the causes they support usually combine current and future strategies.
• Envision professional relationships and staffing policies that eliminate barriers to cooperation between fundraising departments or between fundraisers and advisors.
• Encourage innovation—within ethical, legal and regulatory contexts to help donors understand and achieve their philanthropic potential.

In addition to traditional breakout sessions, the conference also includes these formats:

• Case Studies: Attendees will participate in analyzing detailed cases involving issues such as donor/client scenarios (either before or after a gift is made), administrative challenges and ethical dilemmas. Click here for tips on planning this type of session.

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• How-to: These sessions, generally in lecture format, focus on gift planning fundamentals, e.g., effective bequest program administration, starting a donor advised fund, investing CRT assets in the endowment. (Note that “how-to” topics are not necessarily for novice gift planners.)

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• Research Reviews: Attendees will be among the first to learn about original research, and to consider how the findings affect the work of philanthropic planners.

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• Labs: Working in small groups with expert facilitators, attendees will produce products, such as marketing plans or performance criteria for gift planning staff. Click here for tips on planning this type of session.

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Most sessions are geared toward professionals with, at minimum, a basic understanding of gift planning tools and techniques, and many sessions are geared to senior level planners. However, some foundational sessions are provided for fundraisers and advisors who are just beginning to build their expertise in philanthropic planning.

The conference is especially beneficial for:

• Fundraisers and development managers from all types of charitable organizations.

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• Financial and legal advisors who assist donors with wills and trusts, investments, insurance, retirement strategies and other plans that offer opportunities for philanthropic giving.

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• Nonprofit CEOs, CFOs and trustees who seek to understand the role of philanthropic planning in long-term fund development.