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2015 WPGC Planned Giving Day Conference

The Conference Center | Seattle WA

 

We want to express our gratitude to all of those who made the conference a wild success!  Stay tuned for details regarding next year's conference.


Join us for the region's largest conference on Planned Giving!  
Take your understanding of planned giving to the next level, gain concrete tips from experts, network, enjoy a delicious lunch and yummy desserts, honor the career of a respected planned giving leader, earn continuing education credits, and top it all off with some wine and cheese! Where else would you find all of that in a single day?

View the full schedule>>


2015 Planned Giving Day Conference Flyer

Featuring a keynote address by Dr. Russell James
from Texas Tech University whose scientific research
is revolutionizing the way nonprofits conduct their
planned giving efforts.



Choose from three tracks tailored to your needs:

Planned Giving 101: For individuals new to the field of planned giving. These nuts and bolts sessions feature speakers Frank Minton and Alison O’Carroll covering topics from taxes to categories of gifts.

Generalist:
 For fundraisers who wear many hats. Learn how to engage your board and volunteers in planned giving and get tips on how to put it all together with your other fundraising efforts.

Specialist:
 For planned giving specialists and professional advisors including attorneys, CPAs and wealth advisors.  This year’s focus will be on elder issues, with sessions covering cultivating and stewarding the older donor and avoiding legal pitfalls surrounding the elder donor.


Construction Notice: There will be construction on Pike Street between 8th and 9th Avenues on Thursday, May 14th.  They will be closing 8th Ave at Pike Street at 9am.  The WSCC garage will still be open.  There is a side entrance just east of 9th Ave on Pike Street (noted on this map) with a bright yellow "Parking" banner overhead and guests can still access the main garage entrance from the Seneca Street side of 8th Ave.


Registration Rates

Early Bird (ends April 1st):
Member: $165
Non-member: $215
AFP Advancement Northwest & PSGA Members: $190 ($25 discount!)
Luncheon only: $50

Regular Rate (after April 1st):
Member: $205
Non-member: $255
AFP Advancement Northwest & PSGA Members: $230 ($25 discount!)
Luncheon only: $50

Pre-registration is now closed. Walk-ins are welcome!

Interested in applying for a conference scholarship, click here for more information.


Continuing Education Credits:

The Washington Planned Giving Council is pleased to offer continuing education credits for busy professionals like you, who are taking part in our Planned Giving Day conference. Here are the credits and how to take advantage of them:

CFRE® (Certified Fund Raising Executive)

Approved for 6.25 hours.

If you want to track your hours at the conference, request our special CFRE tracking sheet at the registration desk in the lobby or download and print it here. Track your hours and report them to the CFRE board.

CLE (Continuing Legal Education)

Credits pending approval.

We will have sign-in sheets outside the session rooms. You’ll need your Washington State Bar Association number to sign in. After the conference, we will enter each participant into the online system on the WSBA website in order for each participant to receive credit.

CFP® (Certified Financial Planner)

Sessions approved for CFP credit:
Specialist 1, Specialist 2, and Closing Keynote.

We will have sign-in sheets outside the session rooms. You’ll need your CFP number to sign in.

CPE (Continuing Professional Education)

Sessions: All Specialist and PG 101 sessions.

We will have sign-in sheets outside the session rooms. Participants will receive a certiļ¬cate, signed by the speaker after the conference, via email. Participants are responsible for reporting their own hours.

 

Watch this page for exciting updates and follow us on social media!
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