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Hosted by  Charitable Gift Planners of Connecticut

A Development Officer, a Financial Planner, and a Lawyer Have Lunch with a Donor… PLUS Finger on the Pulse of Planned Giving

 
2.75 CFRE CEs have been approved.
 
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, September 18, 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

 


Colleen Entenman
Allaire Elder Law

Sep 18 2025 9:00AM


A Development Officer, a Financial Planner, and a Lawyer Have Lunch with a Donor…


This discussion will focus on what type of information each of us receives from donors, how we interpret that information, and how it informs our next steps in gift planning and consulting. We will look at a hypothetical donor, the several types of gifts that may be appropriate for them, and how each member of the team plays a role. We can expand the conversation to other donor scenarios. Spoiler alert, donors share much more with lawyers and financial planners than they do with gift officers!


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

Joseph Collin, CAP®
Vice President, Philanthropy
 Fairfield County's Community Foundation

Dorothy Weston-Murphy, CAP
The Community Foundation for Greater New Haven

Kate Pendergast
Vice President for Development and Alumni Affairs
 University of Hartford

Sep 18 2025 10:30AM


Finger on the Pulse of Planned Giving


Join Bank of America’s Ed Abdelnour as he moderates a conversation with senior leaders to discuss the current climate. Among other things, we will discuss tax law changes, concerns, and opportunities in our industry.

Sessions

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


DateCourse Title/DescriptionStartCFRE
Sep 18, 2025 A Development Officer, a Financial Planner, and a Lawyer Have Lunch with a Donor… Colleen Entenman 9:00 A 1.25
Finger on the Pulse of Planned Giving Edward D. Abdelnour Joseph Collin, CAP® Dorothy Weston-Murphy, CAP Kate Pendergast 10:30 A 1.50


Registration Fee
Member
Free
 
Non-Member
$50.00