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National Conference on Philanthropic Planning

General Information

NCPP 2014
October 14-16, 2014
Anaheim Marriott
Anaheim, California


The National Conference on Philanthropic Planning is a unique meeting place for all of the professionals who make charitable giving most meaningful. In your work, you'd love to find these people at the planning table--charitable, financial and estate advisors with the experience and spirit to build the legacies their donors and clients desire. At the conference, you'll sit around the training table, collaborating with the experts at the podium and your peers in the seats to build your own experience and spirit. At home, you'll be more confident and creative in your work with donors and clients, and more precise in communicating your results to your managers.

We know that how you 'do' philanthropic planning depends on your professional background, your prospect or client base, your budget and staff resources, your mission, your metrics and a dozen other factors. We've designed six tracks to connect you with the most helpful content and peers.

Stay in one track to meet speakers and other attendees who are dealing with opportunities and constraints like yours. Or mix and match sessions from various tracks to meet your goals. Before, during and after the conference, you can network with faculty and other attendees online in PPP's Community.

Planned Gift Specialists
Techniques for managing relationships with traditional planned gift prospects and coaching fundraisers in other development departments.

One-Person/Small Shop Development Officers
Gift planning strategies for attendees who are responsible for all types of fundraising in their organizations.

Major and Principal Gift Officers
Creative planned gift options for major gift donors and high net worth prospects, including blended gifts and unique strategies to meet donor goals.

Professional Development for Advisors
Technical information and skills coaching to help advisors integrate philanthropic planning into estate and financial planning practices.

Executive Briefing
Current information on trends, demographics, legislative developments and other issues or events that affect donors' assets and decisions and shape the goals and performance of fundraisers.

The Summit
This masters track honors Frank Minton's long career in gift planning, and his service to PPP as board president, Distinguished Service Award recipient, and indefatigable coach and climber. Frank has crafted a challenging trek for experienced planners who are seeking new perspective on the essential tools and techniques of charitable planning.

REGISTRATION FEES On or before August 18 After August 18
Full-conference registration, PPP National Member $725 $845
Full-conference registration, nonmember $925 $1,045
New this year - join PPP national & save! $875 $995
JUMPSTART: Gift Planning Fundamentals: Tuesday, October 14 $195 $245
One-day registration: Wednesday, October 15 $500 $525
One-day registration: Thursday, October 16 $450 $475
Exhibit booth attendant: Does not include breakout sessions $295 $295



Tuesday, October 14  
12:00 pm - 7:30 pm Registration Open
1:00 pm - 5:00 pm JUMPSTART: Gift Planning Fundamentals
3:00 pm - 5:00 pm Council Conversation
3:00 pm - 5:00 pm Leadership Institute Roundtable
5:30 pm - 6:30 pm Grand Opening Reception in Exhibit Hall
6:30 pm - 8:30 pm Opening Dinner with Keynote Speaker
Wednesday, October 15  
7:30 am - 5:30 pm Registration Open
7:30 am - 8:30 am Breakfast in Exhibit Hall
8:30 am - 9:30 am Breakout Sessions (6 concurrent)
9:30 am - 10:00 am Networking Break in Exhibit Hall
10:00 am - 11:00 am Breakout Sessions (6 concurrent)
11:00 am - 11:30 am Networking Break in Exhibit Hall
11:30 am - 1:00 pm Leadership Institute Roundtable
12:30 pm - 2:00 pm Lunch
2:00 pm - 3:00 pm Breakout Sessions (6 concurrent)
3:00 pm - 3:30 pm Networking Break in Exhibit Hall
3:30 pm - 5:00 pm Interactive Sessions (6 concurrent)
Thursday, October 16  
7:30 am - 2:00 pm Registration Open
7:30 am - 8:30 am Rolls and Coffee in Exhibit Hall
8:30 am - 9:30 am IGNITE!
9:30 am - 10:00 am Networking Break in Exhibit Hall
10:00 am - 11:00 am Breakout Sessions (6 concurrent)
11:00 am - 11:30 am Networking Break in Exhibit Hall
11:30 am - 12:30 pm Breakout Sessions (6 concurrent)
12:30 pm - 2:00 pm Moderated Affinity Lunch
2:00 pm Conference Ends

Hotel Information
Anaheim Marriott
700 W. Convention Way
Anaheim, CA 92802
$179 per night
Reserve your room now

CE Credit
Conference sessions are authorized by CFP and CFRE boards for continuing education credit. Those seeking continuing legal education credit are encourage to submit conference materials to their local certifying body after the conference; certificates of attendance are provided.

Who should attend?
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, foundational sessions are provided for fundraisers and advisors who are just beginning to build their expertise in philanthropic planning. A pre-conference JUMPSTART seminar is available to introduce novice planners to concepts and techniques that will be discussed during conference sessions.

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