Annual Conference

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 portrait
Russell James III
Ronald A. Brown portrait
Ronald A. Brown

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.

Special Rates

  • 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 or 973-322-4302.

New Location!

Bridgewater Marriott

700 Commons Way
Bridgewater, NJ 08807

Annual Conference Fees

NJCCGP Member: $ 180.00
Non-Member:    $ 230.00

Register Now

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Monday, June 11, 2018

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