Past Events
Latest Event
General Session
Tuesday, November 5, 2019
8:30 AM — 11:00 AM
How to Build, Grow and Sustain Planned Giving Momentum
In this interactive session with one of Canada’s Leading Professionals, Sal Salvo will interview Tony Lee, former Canadian Cancer Society Gift Planning Officer. Attendees will discover:
- How to Motivate Donors to Take Action They Want to Take
- How to Build a Robust Pipeline of Interested and Able Planned Giving Donors
- What to Say to Get Donors Engaged with Your Cause
- How to Bring Personality into Your Development Work with Donor and Why It Matters to the Donor and for Your Results
- The Biggest Mistakes Most Gift Planners Make and How to Avoid Them
- Why You Don’t Have to Be a National Organization to Be Effective with Gift Planning
- How Canadian Gift Planning Efforts Are Leading the Charge in Donor-Centric Development Work and How You Can Benefit
- Tips and Resources to Use in Your Program Now!
TONY LEE
Tony arrived at fundraising through a very circuitous career path that has included engineering, journalism, as well as sales and marketing.
He has held several senior fundraising roles with well-known charities such as Habitat for Humanity, World Vision and the Canadian Cancer Society. Most recently, he was the Chief Development Officer for Christian Children’s Fund of Canada.
In these roles, Tony worked closely with individual donors who were making gifts of assets. He collaborated with the donors’ financial planners to realize the greatest tax advantages possible and ensured that the donors’ philanthropic dreams were realized.
SAL SALVO
Sal is the founder of the Institute for Family Wealth Counseling as well as co-founder of Summit Financial, LLC. Sal is a nationally recognized financial educator, speaker and lecturer.
Sal has saved millions in estate and income taxes for hundreds of wealthy individuals and families from New York to California in the last forty plus years. He also contributed to several books discussing a variety of topics including philanthropy, leadership and an abundant retirement.
| 8:30 AM | Full Breakfast |
|---|---|
| 9:00 AM | Presentation: How to Build, Grow and Sustain Planned Giving Momentum |
Nassau Club
6 Mercer Street
Princeton, NJ 08540
Map / Directions
Additional Past Events
| Aug 13, 2019 8:30 AM — 12:00 PM | Ewing | Planned Giving Boot Camp | Details |
| Jun 3, 2019 7:30 AM — 3:00 PM | Annual Conference Bridgewater | Change: The New World Order in Gift Planning | Details |
| Apr 2, 2019 8:30 AM — 10:45 AM | General Session Piscataway Township | The Rules of Engagement: Ethical Charitable Gift Encounters with the Elderly | Details |
| Feb 5, 2019 8:30 AM — 10:45 AM | General Session Basking Ridge | Gifts of Personal Property Bootcamp | Details |
| Nov 6, 2018 8:30 AM — 11:00 AM | General Session Princeton | Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts | Details |
| Jun 11, 2018 7:30 AM — 3:00 PM | Annual Conference Bridgewater | 23rd Annual Conference Strategies for a New Era in Giving | Details |
| Apr 3, 2018 8:30 AM — 10:45 AM | General Session Piscataway | You Don’t Need to Learn Another Language to “Get” Planned Giving | Details |
| Feb 6, 2018 8:30 AM — 10:45 AM | General Session Basking Ridge | Breakfast Seminar: Motivating Planned Gifts | Details |
| Nov 7, 2017 8:30 AM — 11:00 AM | General Session Princeton | “It’s Only a Bequest” | Details |
| Jun 6, 2017 7:30 AM — 3:00 PM | Annual Conference Iselin | Changing Times, Changing Strategies | Details |
| Apr 4, 2017 8:30 AM — 11:00 AM | General Session Princeton | Ellen G. Estes, L.L.B. & Brian Sagrestano, J.D. CFRE | Details |
| Feb 7, 2017 8:30 AM — 11:00 AM | General Session Basking Ridge | Details | |
| Dec 6, 2016 8:30 AM — 10:30 AM | New Brunswick | GPCNJ Holiday Breakfast | Details |
| Nov 1, 2016 8:15 AM — 10:45 AM | General Session Princeton | Gift Planning Strategies and Techniques with Paul Lee | Details |
| Jun 6, 2016 8:00 AM — 4:00 PM | Annual Conference Iselin | Planned Giving—The Legacy You Create | Details |
| Feb 22, 2016 8:15 AM — 10:45 AM | General Session Basking Ridge | Gift Planning Strategies and Techniques in 2016 and Beyond with Paul Lee | Details |
| Nov 16, 2015 8:15 AM — 11:00 AM | General Session Iselin | What Happens Next? | Details |
| Sep 21, 2015 8:15 AM — 11:00 AM | Princeton | Marketing Essentials | Details |
| Jul 30, 2015 1:00 PM — 2:30 PM | Webinar Princeton | PG Calc Webinar: More Problem Solving with Planned Gifts | Details |
| Jun 1, 2015 8:00 AM — 4:30 PM | Annual Conference Iselin | Why Gift Planning Matters | Details |
| Apr 20, 2015 5:30 PM — 8:00 PM | Networking Reception Monroe Township | 2nd Annual GPCNJ Networking Reception | Details |
| Mar 26, 2015 1:00 PM — 2:30 PM | Brown Bag Webinar | Attracting Gifts Through Beneficiary Designations | Details |
| Feb 23, 2015 8:30 AM — 10:45 AM | Brunch Seminar Whippany | Brunch with Jon Tidd Recent Developments in Today’s World of Gift Planning | Details |
| Nov 17, 2014 8:30 AM — 11:30 AM | Brunch Seminar Iselin | Marketing your Planned Giving Program on the Web | Details |
| Oct 30, 2014 12:30 PM — 2:30 PM | Brown Bag Webinar | What Gift Planners Need to Know about Donor Advised Funds | Details |
| Oct 14, 2014 8:00 AM — 5:00 PM | National Conference Anaheim | National Conference on Philanthropic Planning | Details |
| Sep 22, 2014 8:30 AM — 11:30 AM | Brunch Seminar Princeton | Integrating Legacy Challenges into Planned Giving | Details |
| Jun 2, 2014 7:30 AM — 4:30 PM | Annual Conference Iselin | The Present and Future of Gift Planning | Details |
