Join host Christina Miller, Assistant Director of Gift Planning at Virginia Tech for a discussion on What to expect at CGP Conference and how to make the most of your conference experience presented by the National Association of Charitable Gift Planners.
This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.
Meet-ups are the second Thursday of each month at 1 p.m. Eastern. No cost to attend, but registration is required. See you there!
Join host Matt Treadwell, Gift Planning Attorney at Indiana University Foundation for a discussion on How to maximize what you learned at CGP conference presented by the National Association of Charitable Gift Planners.
“Transformational philanthropy” is a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. Transformational philanthropy is not a function of the size of the gift. It is a function of the passion behind the gift.
A transformational gift turns a transactional donor into a philanthropist and can transform a single transactional donor into a philanthropic, multi-generational family. The organization or fundraising professional who facilitates that desire through multi-generational planning accomplishes several important objectives:
This session will describe the steps to creating a transformational gift, and the one vital question that philanthropic planners often fail to ask.
About the speaker:
Rodney “Rod” C. Zeeb, JD, HDP™, is Founder & CEO of both The Heritage Institute® and Genacy™. The Heritage Institute provides training for trusted professionals in addition to Heritage Design Professional® (HDP™) certification. Genacy works with families multi-generationally either directly or in collaboration with their trusted professionals. The Heritage Institute also conducts and distributes original research, offers mentoring, coaching, and marketing support for professional advisors, and provides consulting services directly to individuals and families. Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field.
Rod is the host of the “Trusted Advisor’ podcast, speaks on issues related to multi-generational planning, is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, co-author of the novel What Matters, and has been quoted in both US and international publications. Rod graduated Summa Cum Laude from Willamette College of Law in 1986, where he was Editor-in-Chief of the Willamette Law Review.
Please review our cancellation policy at https://ppgc.net/cancellation
For directions on how to get to the Rivers Club and where to park, please visit https://ppgc.net/rivers.
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We are working on our January 2024 event, tentatively scheduled for January 9, 2024 at the Rivers Club. More info will be coming soon!
We are also tentatively scheduled to host events in 2024. Save these dates--more to come.
Pittsburgh Planned Giving CouncilPO Box 14852Pittsburgh, PA 15234
email@example.com * 412-206-1447