Event Calendar
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Hosted by  Charitable Gift Planners of Connecticut

Applying Marketing Best Practices to Your Planned Giving Goals PLUS Unlocking the Future: A 7-Step Action Plan for Planned Giving Success

Registration will close on March 18th due to the administrative office closing between March 19-26th.  We will take registrations at the door, but strongly urge registration prior to March 18th at 12 noon.   
 
CFRE CEs are applied for.
 
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.        
 

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 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 27, 2025
9:00 AM - 12:00 PM Eastern Time

iCalendar

Location

Masonicare at Ashlar Village
74 Cheshire Road
Wallingford   CT  
 



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Agenda

 


Ken Mason
Arbor Communications

Mar 27 2024 9:00AM


Applying Marketing Best Practices to Your Planned Giving Goals


In this session, Ken will share some best practices of marketing and communications and discuss how they can be used to help you advance your planned giving program. Tools and examples will be shared that will guide you and your team on setting goals, establishing strategies, and employing tactics designed to achieve a positive return on your investments of time, energy, and budget.



Liz Cahn
CEO and Founder
Cahn Consulting

Mar 27 2024 10:30AM


Unlocking the Future: A 7-Step Action Plan for Planned Giving Success


The largest wealth transfer in history is underway—are you prepared? This action-packed session will give you a practical roadmap to build your planned giving program, engage your board, identify top prospects, inspire donors, and implement effective stewardship. Whether you’re starting fresh or refining your approach, you’ll gain the tools to unlock transformational gifts and secure your organization’s future. Don’t miss this opportunity to turn intentions into impact!



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFRE
Mar 27, 2024 Applying Marketing Best Practices to Your Planned Giving Goals Ken Mason 9:00 A info
Unlocking the Future: A 7-Step Action Plan for Planned Giving Success Liz Cahn 10:30 A info



Registration Fee
Member
Free
 
Non-Member
$50.00