Event Calendar
Help for this page My CE Transcript
Hosted by  Charitable Gift Planners of Connecticut

Professional Education - Roundtables; Annual Meeting; DAF/Charitable Gift Planners

The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.

 

CGPCT event policy regarding COVID protocols:  to minimize risk for all attending our programs on site requires all participants to wear a mask. Note that this requirement may be revised or waived to conform with changes in CGPCT policy and/or CDC recommendations. In addition, all attendees must acknowledge and accept the terms and conditions contained in our COVID-19 Liability Waiver and Affirmation of Conduct Restrictions (click here to read the waiver).  

 
Meetings are part of membership benefits and there is no additional charge for current CGPCT members to register (register using options at the bottom, or register from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).   
 
CGPCT meets throughout the year providing educational programming of value to our members. Our programs take place  from September through May.   Updates to our meeting schedule, whether in person or virtual, can be found on our home page. You may also check our Event Calendar  for details.

Thursday, December 8, 2022
8:00 AM - 1:00 PM Eastern Time

Location

Certified Financial Services, LLC
197 Scott Swamp Rd
Farmington   CT   06032
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Non Member Guest Fee

Agenda

 


Lisa A. Wrubleski
CT Public Broadcasting

Gloria J. Gorton
Director of Major Gifts
Goodspeed Opera House Foundation, Inc.

Edward D. Abdelnour
Wealth Strategist, Managing Director
Bank of America Private Bank

Tim Throckmorton, JD, LL.M
Director of Fiduciary Services
Webster Private Bank

Jennifer Keyo
Director of Planned Giving
Westminster School

Dec 8 2022 9:00AM


Round Tables Discussions led by Board Members


Planned Giving
• Planned Giving Marketing with Lisa Wrubleski, Connecticut Public Broadcasting, Inc
• Planned Giving Stewardship with Gloria Gorton, Goodspeed Musicals

Professional Led
• Planned Giving opportunities given rising interest rates/ possible changes to the estate and gift tax laws with Ed Abdelnour, Bank of America

Private Bank
• Charitable Planning In connection with the sale of a Business with Tim Throckmorton, Webster Private Bank

Advancement
• Constituent engagement by Zoom, including hosting a financial and estate planning event with Jenn Keyo, Westminster School


Dec 8 2022 10:15AM


Annual Meeting




Hannah Kanstroom, CAP®
Senior Vice President, Philanthropic Strategist, Philanthropic Solutions
Bank of America Private Bank

Dec 8 2022 11:00AM


DAF/Charitable Gift Planners


Join Hannah Kanstroom, Philanthropic Strategist, for an overview of the current donor advised fund landscape, how to engage multigenerational families in giving, and best practices for cultivating gifts from these vehicles in an ongoing capacity.


Dec 8 2022 12:15PM


Lunch, Networking




Sessions


DateCourse Title/DescriptionStart
Dec 8, 2022 Round Tables Discussions led by Board Members Lisa A. Wrubleski Gloria J. Gorton Edward D. Abdelnour Tim Throckmorton, JD, LL.M Jennifer Keyo 9:00 A
Annual Meeting 10:15 A
DAF/Charitable Gift Planners Hannah Kanstroom, CAP® 11:00 A
Lunch, Networking 12:15 P



Registration Fee
Member
No Charge
 
Non-Member
$50.00