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Hosted by  Charitable Gift Planners of Connecticut

Membership Program - Bank of America Philanthropy Study PLUS Everything you Wanted (need) to Know about Re-insuring CGAs… but didn’t know to ask

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, March 28, 2024
9:00 AM - 12:00 PM Eastern Time


Masonicare at Ashlar Village
74 Cheshire Road
Wallingford   CT  

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

Member Registration

Guest Registration



Caitlin Meloy, CAP®
Senior Vice President, Philanthropic Strategist
Bank of America

Mar 28 2024 9:00AM

Bank of America Philanthropy Study

The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households. Bank of America partners with the Indiana University Lilly Family School of Philanthropy on a bi-annual basis to produce this study, the ninth in this series of research reports, to provide insight into the charitable habits of affluent households. This session will dive deep into the findings, highlight critical trends in giving patterns and motivations driving these donors, and how nonprofits can integrate these metrics into their fundraising strategies.

Learning Objectives:
• Learning about recent trends in charitable giving among various demographics (including relevant data trendlines over time)
• Understanding the study’s findings regarding the methods by which donors give and the motivations behind their philanthropy
• Learning the unique approaches to philanthropy as well as opportunities for the nonprofit sector

Mark Vergenes
Mirus Financial Partners

Mar 28 2024 10:30AM

Everything you Wanted (need) to Know about Re-insuring CGAs… but didn’t know to ask

Charitable Gift Annuities can be a powerful giving tool, but they remain an enigma to many professionals. Join us to hear about all things CGA from National Association of Charitable Gift Planners Board Member, Mark Vergenes. Mark is President of MIRUS Financial Partners with nearly three decades of Investment Advisory, Financial Planning, Estate, Charitable Estate & Business Succession Planning experience.


DateCourse Title/DescriptionStart
Mar 28, 2024 Bank of America Philanthropy Study Caitlin Meloy, CAP® 9:00 A
Everything you Wanted (need) to Know about Re-insuring CGAs… but didn’t know to ask Mark Vergenes 10:30 A

Registration Fee