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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.

 
Meetings are part of the CGPCT membership benefits.  There is no charge for current members to register (register using options at the bottom, or from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).  Credit cards accepted online only.       
 
 
 
CGPCT COVID-19 Event Protocols & Policy -  Please note event attendees are not required to wear masks, but can do so at their option. Event attendees are required to acknowledge and accept the terms and conditions contained in our  Covid-19 Liability Waiver and Affirmation of Conduct Restrictions . Submission of your registration is regarded as affirmation of your acceptance in this regard.
 

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 $50.00
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Agenda

 


Lisa A. Wrubleski
Director of Development, Planned and Major Gifts
 University of New Haven

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, CSPG
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, CSPG 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