Planned Giving Day Conference
Save the Date: September 4, 2025
NOCGP holds its annual Planned Giving Day conference each year, usually in September. Participants gather to learn about the strategies, tools, and best practices surrounding planned giving. This conference is designed to deepen understanding and skills related to planned giving, which is a critical part of fundraising for many nonprofit organizations, such as:
- Awarding the James P. Conway Mentor-of-the-Year: Each year our members nominate a fellow member for this prestigious award which is presented to an an exemplary individual whose commitment to improving the art and science of the charitable gift planning process helped others reach their philanthropic goals. All members of the Northern Ohio Charitable Gift Planners are eligible to submit nominations. Click here to learn more.
- Fundraising Strategies: Attendees learn about effective strategies for approaching and engaging potential planned giving donors, including methods for cultivating relationships and building long-term donor stewardship.
- Types of Planned Gifts: Sessions cover various types of planned gifts, such as bequests, charitable gift annuities, charitable remainder trusts, and life insurance policies, and how they can be leveraged to support nonprofit missions.
- Legal and Tax Implications: Experts may discuss the legal and tax considerations of planned gifts, such as the tax benefits for donors and the role of estate planning in charitable giving.
- Communication Techniques: How to communicate with potential planned giving donors, including language and messaging that resonates with those who may be interested in leaving a legacy.
Attendees have the chance to connect with peers, experts, and experienced fundraisers in the planned giving field. This networking can lead to sharing ideas, gaining insights into what works (and what doesn’t), and building relationships that can be helpful in future fundraising efforts.
Registration coming soon.