2014 National Conference on Philanthropic Planning

2014 National Conference on Philanthropic Planning
October 14-16, 2014
Anaheim Marriott Hotel
700 West Convention Way
Anaheim, California

See you next year at the
Buena Vista Palace in Orlando
, October 21-23!


The National Conference

  on Philanthropic Planning:   

A unique meeting place for all of the professionals who make charitable giving most meaningful. In your work, you’d love to find these people at the planning table—charitable, financial and estate advisors with the experience and spirit to build the legacies their donors and clients desire. At the conference, you’ll sit around the training table, collaborating with the experts at the podium and your peers in the seats to build your own experience and spirit. At home, you’ll be more confident and creative in your work with donors and clients, and more precise in communicating your results to your managers.

What makes NCPP unique?

JUMPSTART: Gift Planning Fundamentals

Geared toward novice planners, this special seminar will introduce you to concepts and techniques essential to well-rounded fundraising. The seminar will prepare you for educational sessions during the conference.

Click here for more information about this pre-conference session.

Stalemate: A Living Case Study

Fundraisers and advisors need to be able to talk comfortably about wealth, and how to use it effectively, especially when they encounter personal and family issues involving identity, status, legacy, communication and interpersonal dynamics. Do you have the emotional intelligence and the financial savvy to help create a positive outcome? In this video presentation of a living case study from Shaking the Tree, you’ll see what happens at the planning table when a well educated third generation grandson attempts to become more active in a family’s philanthropic activities, causing old and new ideas on governance and grant making to clash. With the help of an expert facilitator, you will explore challenges of appropriately incorporating younger family members into the decision making process for a family philanthropy and its mission. Join us Wednesday evening, October 15 for light hors d'oeuvres and a cash bar. The presentation will end at 7:00 pm so you'll have time to enjoy dinner on your own at one of Anaheim's many restaurants.


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 2013 National Conference on Philanthropic Planning by clicking 
here. Ten to twelve attendees at the 2014 National Conference on Philanthropic Planning will be selected to present IGNITE! talks during a morning plenary session on Thursday, October 16. The theme for this year's IGNITE! plenary is "Most Meaningful." We're looking for talks that convey people, experiences and/or ideas that have been inspiring--even transformative--for the presenter. Talks don't have to be directly related to philanthropic planning, but they could be.

If you'd like to share your most meaningful 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.

Six Education Tracks

We know that how you ‘do’ philanthropic planning depends on your professional background, your prospect or client base, your budget and staff resources, your mission, your metrics and a dozen other factors. We've designed six tracks to connect you with the most helpful content and peers:

Planned Gift Specialists

One-Person/ Small Shop Development Officers

Major and Principal Gift Officers

Professional Development for Advisors

Executive Briefing

The Summit

Click here for more information about these unique tracks.