2015 National Conference on Philanthropic Planning

"Very worthwhile conference. Always come away with lots of materials
and a renewed passion for my work "

Conference sessions will be authorized for CFRE and CFP hours to the fullest possible extent. Attendees at past conferences have successfully submitted conference materials for CLE approval in their own states.

Six Tracks are designed to optimize your conference experience: Stay in one track to meet speakers and other attendees who are dealing with opportunities and constraints like yours. Or, mix and match sessions from various tracks to meet your goals. Before, during and after the conference, you can network with faculty and other attendees online in PPP's e-community.

  • Planned Gift Specialists: This track is for attendees who manage relationships with traditional planned gift prospects. These planners may also serve as coaches or trainers for fundraisers in other development departments.

  • Marketing Masters: This track features nonprofit gift planners sharing best practices for development and deployment of programs to encourage charitable planning, including social media, direct mail, video storytelling, etc. The track may also include marketing experts from other fields or disciplines.

  • Major and Blended Gifts: This track is for major and principal gift officers who would like to improve their ability to discuss planned and blended current/planned gifts with donors.

  • Professional Development for Advisors: This track allows advisors to present technical information and skills coaching to their peers, with the goal of integrating philanthropic planning into estate and financial planning practices.

  • Executive Briefing: This track provides current information on trends, demographics, legislative developments and other issues or events that affect philanthropic planning and the goals and performance of fundraisers.

  • The Summit: This track honors the careers and professional perspective of the gift planning community's most experienced thought leaders. The dean will develop a program featuring experts and topics that he or she considers to be essential for advanced planners.


JUMPSTART: Gift Planning Fundamentals

Wednesday, October 21, 1:00 - 5:00 pm
Additional fee required: $195 if registered on or before August 24, $245 after August 24

This pre-conference seminar will include topics like tax essentials, charitable gift assets, and planned gift vehicles. The emphasis is on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it.

Friday, October 23, 8:30 am - 9:30 am

Enlighten us! But make it quick. IGNITE! is a presentation format that challenges speakers to beat the clock by telling a great story in just five minutes, with 20 slides that auto-advance every 15 seconds. You can see one of the IGNITE! talkers from the 2014 National Conference on Philanthropic Planning by clicking here. Ten to twelve attendees at the 2015 National Conference on Philanthropic Planning will be selected to present IGNITE! talks during amorning plenary session on Friday, October 23. We're looking for talks that convey people, experiences and/or ideas that have been inspiring - even transformative - for the presenter.

If you'd like to share your story as one of our IGNITE! talkers, click here. Each IGNITE presenter who is registered for the full conference will receive a $100 discount on the registration fee.