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Education and Training

The best speakers from the 2009 National Conference on Philanthropic Planning will be coming to your office or planned giving council through PPP’s Virtual Seminar Series. Check out the topics and speakers below and mark your calendar.


2010 Virtual Seminars

Date Topic Speaker Time
January 20, 2010 Recession-Proof Philanthropy: What’s Ahead in Gift Planning for 2010? (CEUs: This program is approved for 1.5 hours CFP credit and 1.5 hours CFRE credit) Neal P. Myerberg, Myerberg Shain & Associates 1:00-2:30 pm ET
March 17, 2010 Bequest Boot Camp—Ten Exercises to Strengthen Your Bequest Program (CEUs: This program is approved for 1.5 hours CFRE credit) Karen Gallardo, senior director of gift planning and major gifts, AARP Foundation 1:00-2:30 pm ET
May 12, 2010 Charitable Gift Annuity Reinsurance: What It Is, What It Isn’t, When It Works and When It Doesn’t (CEUs: This program is approved for 1.5 hours CFP credit and 1.5 hours CFRE credit) Bryan Clontz, president, Charitable Solutions, LLC 1:00-2:30 pm ET
July 14, 2010 Elder Law: A Primer for Gift Planners (CEUs: This program is approved for 1.5 hours CFP credit and 1.5 hours CFRE credit) Kate White, executive director, Elder Law of Michigan 1:00-2:30 pm ET
September 15, 2010 To be announced To be announced 1:00-2:30 pm ET
November 17, 2010 To be announced To be announced 1:00-2:30 pm ET

The fee for each seminar is $199 per site for PPP members and councils, and $299 per site for non-members. The registration fee includes one audio connection, one Internet connection, one set of the materials to copy for those attending the session, and one CD-ROM of the presentation (includes the audio and visuals from the program), which can be viewed repeatedly.

 
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