Monday, June 11, 2018
7:30 AM — 3:00 PM
23rd Annual Conference
Strategies for a New Era in Giving
Times are changing and so are the paradigms for charitable giving. Join us for a wonderful day-long conference and learn how to create, adapt or expand the planned giving program at your institution. Our nationally-recognized speakers will both educate and invigorate new and experienced professionals. Participate and expand your expertise while networking with some of the best minds in our profession.
Full Agenda Coming Soon
Our 2018 Faculty*
Russell James III, Ph.D., J.D., CFP®, Professor,
The CH Foundation Chair of Personal Financial Planning, Texas Tech University
Planned Giving Words that Work
Ronald A. Brown, Independent Scholar
Past and Present Charitable Gift Annuities
Charles Brown, Director of Advancement, The Pennington School
Sarah Mertz, Director of Leadership Giving, The Pennington School
Building your Legacy Society
Bruce Bigelow, Founding Partner, Charitable Development Consulting
Carol Kolmerten, Founding Partner, Charitable Development Consulting
Building Endowment through Creative Planned Gifts
Alexandra Pia Brovey, J.D., LL.M., Senior Director, Gift Planning, Northwell Health Foundation
Putting it All Together: Exploring Gift Options in Various Contexts
Joseph O. Bull, JD, Executive Director, Gift Planning, Carnegie Mellon University
Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners
David J. Toll, JD, Senior Associate Vice President, Gift Planning, Drexel University
Realized Bequests and Beneficiary Designations
Richard Ploss, JD, Counsel, Porzio, Bromberg & Newman P.C.
The Impact of Tax Reform on Charitable Giving
*As of April 18, 2018. Please check back for updates and complete program descriptions.
- A discounted institutional rate is available for 4+ attendees from the same organization.
- AFP-NJ members can use the member rates.
- Partial scholarships may be available to organizations with small operating budgets and/or no allocation for a planned giving program.
For more information on the above rates, please contact Greg Ellmer at Gregory.Ellmer@rwjbh.org or 973-322-4302.
700 Commons Way
Bridgewater, NJ 08807
Annual Conference Fees
NJCCGP Member: $ 180.00
Non-Member: $ 230.00