Past Events

Latest Event

Wednesday, February 17, 2021

10:00 AM — 11:00 AM

Making the Most of a Legacy Challenge

The modern legacy challenge burst onto the scene about fifteen years ago. In that time, dozens of organizations have used a bequest matching challenge to grow their planned gift commitments, and even to re-start or launch new planned giving programs. This session will introduce the concept of a legacy challenge, how to promote it to donors, the practical steps in designing and implementing a legacy challenge that works best for your organization, and the results you might expect. Including securing match funding and selling the concept internally.

Mohammad Zaidi has served as the Director of Gift Planning with the American Civil Liberties Union for the past 15 years. He led the $850 million planned gift component of the ACLU’s Centennial Campaign, which ended in March 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 30-year career in development he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America, and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York. He studied Economics at the Stern School of Business at New York University.

Virtual Format

Additional Past Events

Nov 2, 2020
10:00 AM — 11:30 AM

2020 Legislative and Election Update
Details
Oct 6, 2020
10:00 AM — 11:30 AM

America is a Given Place
A Brief History of Charitable Gift Planning

Details
Aug 19, 2020
10:00 AM — 11:30 AM

2nd Annual Planned Giving Boot Camp
Details
Jun 17, 2020
10:00 AM — 11:00 AM
General Session
Learn How NJ Non-Profits are Responding to COVID-19
Details
May 8, 2020
7:30 AM — 3:00 PM
Annual Conference
Annual Conference — cancelled
Details
Apr 7, 2020
8:30 AM — 11:00 AM
General Session
Piscataway
Cancelled: Working Smarter with Your DAF Donors
Details
Feb 4, 2020
8:30 AM — 11:00 AM
General Session
Basking Ridge
Better Together: Planned and Major Gift Officers Blending Gifts for Phenomenal Donor Impact
Details
Nov 5, 2019
8:30 AM — 11:00 AM
General Session
Princeton
How to Build, Grow and Sustain Planned Giving Momentum
Details
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

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