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
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Jun 3, 2019
7:30 AM — 3:00 PM
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Bridgewater
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Apr 2, 2019
8:30 AM — 10:45 AM
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Piscataway Township
The Rules of Engagement: Ethical Charitable Gift Encounters with the Elderly
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Feb 5, 2019
8:30 AM — 10:45 AM
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Basking Ridge
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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
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Jun 11, 2018
7:30 AM — 3:00 PM
Annual Conference
Bridgewater
23rd Annual Conference
Strategies for a New Era in Giving

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Apr 3, 2018
8:30 AM — 10:45 AM
General Session
Piscataway
You Don’t Need to Learn Another Language to “Get” Planned Giving
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Feb 6, 2018
8:30 AM — 10:45 AM
General Session
Basking Ridge
Breakfast Seminar: Motivating Planned Gifts
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Nov 7, 2017
8:30 AM — 11:00 AM
General Session
Princeton
“It’s Only a Bequest”
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Jun 6, 2017
7:30 AM — 3:00 PM
Annual Conference
Iselin
Changing Times, Changing Strategies
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Apr 4, 2017
8:30 AM — 11:00 AM
General Session
Princeton
Ellen G. Estes, L.L.B. & Brian Sagrestano, J.D. CFRE
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Feb 7, 2017
8:30 AM — 11:00 AM
General Session
Basking Ridge

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Dec 6, 2016
8:30 AM — 10:30 AM

New Brunswick
GPCNJ Holiday Breakfast
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Nov 1, 2016
8:15 AM — 10:45 AM
General Session
Princeton
Gift Planning Strategies and Techniques with Paul Lee
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Jun 6, 2016
8:00 AM — 4:00 PM
Annual Conference
Iselin
Planned Giving—The Legacy You Create
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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
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Nov 16, 2015
8:15 AM — 11:00 AM
General Session
Iselin
What Happens Next?
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Sep 21, 2015
8:15 AM — 11:00 AM

Princeton
Marketing Essentials
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Jul 30, 2015
1:00 PM — 2:30 PM
Webinar
Princeton
PG Calc Webinar: More Problem Solving with Planned Gifts
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Jun 1, 2015
8:00 AM — 4:30 PM
Annual Conference
Iselin
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Apr 20, 2015
5:30 PM — 8:00 PM
Networking Reception
Monroe Township
2nd Annual GPCNJ Networking Reception
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Mar 26, 2015
1:00 PM — 2:30 PM
Brown Bag Webinar
Attracting Gifts Through Beneficiary Designations
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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

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Nov 17, 2014
8:30 AM — 11:30 AM
Brunch Seminar
Iselin
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Oct 30, 2014
12:30 PM — 2:30 PM
Brown Bag Webinar
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Oct 14, 2014
8:00 AM — 5:00 PM
National Conference
Anaheim
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Sep 22, 2014
8:30 AM — 11:30 AM
Brunch Seminar
Princeton
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Jun 2, 2014
7:30 AM — 4:30 PM
Annual Conference
Iselin
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