Council Resources

2008 Leadership Assembly Materials

POWERPOINT PRESENTATIONS (BUSINESS MEETING) | MEETING DOCUMENTS | BREAKOUT SESSION HANDOUTS

PowerPoint Presentations

(Business Meeting)

• Introduction to the 2008 Leadership Assembly
• Government Relations
• Charitable Life Insurance Guidelines
• Guidelines for Reporting and Counting Charitable Planned Gifts
• Strategic Directions
• Gift Planner Profile 5
• The Journal of Gift Planning and NCPG Online Library
• National Conference on Planned Giving
• Council Membership and Services
• Branding Overview
• Financial Oversight
• Financial Management
• Nominating Committee

Meeting Documents

(most documents are pdfs)

• 2007 Leadership Assembly Minutes
• Attendee Roster
• Audit Committee Job Description
• Board Speaking to Councils Policy
• Councils and Their Assigned Board Liaisons
• Council Governance
• Consent Agenda
• Council Governance (PowerPoint Presentation)
• Format for Proposal Submission
• Goal Worksheet
• Quick Strategic Planning Exercise
• Council Leadership Resources Web Diagram
• Council Pledge Form
• Council Roster
• Education
• Creative Council Programming
• Innovation Incubators
• Sample Brown Bag Invite
• Individual Pledge Form
• Investment Review Committee
• Ends Policies
• Marketing
• Marketing Your Council
• 12 Months of Council Marketing-A Sample Calendar
• Marketing Your Council (PowerPoint Presentation)
• NCPG Board Biographies
• NCPG President and CEO biography
• NCPG Staff Biographies
• NCPG Staff Organizational Chart
• PowerPoint Summaries
• PSA Order Form - LEAVE A LEGACY
• Statement of Financial Position - December 2007
• Statement of Income and Expenses Summary - December 2007
• Strategic Planning
• All Purpose Strategic Plan (PowerPoint Presentation)
• Council Speed Dating
• Quick Strategic Planning Exercise
• Welcome to the 2008 Leadership Assembly
• Your Gift is Important

Breakout Session Handouts

(all documents are pdfs)

• Central Ohio Planned Giving Council - Discussion Points Outline
• Central Ohio Planned Giving Council - Membership Survey (Draft)
• Colorado Planned Giving Council Outreach Program
• Colorado Planned Giving Council Outreach Program Host's Responsibilities
• Georgia Planned Giving Council
• Northern California Planned Giving Council - Creative Council Programming
• Planned Giving Council of Greater Philadelphia - The Planned Giving Course
• Planned Giving Council of Houston - Summer Tour Program
• Planned Giving Council of Nebraska - 2008 Program Calendar
• Planned Giving Council of Nebraska - Scholarship Partner
• Planned Giving Group of New England - Strategic Plan
• Planned Giving Round Table of Orange County - Project Awareness: Honored Charity
• St. Louis Planned Giving Council - Legacy Awards