Additional learning opportunities


National Association of Charitable Gift Planners | How-to Webinars for Gift Planning Success​

Sometimes the steps are simple; sometimes they take some effort. But you can follow our leaders to make significant improvements in your gift planning practice. Each one-hour webinar introduces a set of actions you can take immediately to move from business as usual to best practice. Set aside time to build skills and sharpen donor-focus with the help of our all-star presenters.


For more information and additional webinars, please visit the National Association of Charitable Gift Planners

2022 Member Programs

​February 8 - Advisor Approaches with Philanthropic Clients

                      Moderated by: Peter Cavi, Wealth Management Advisor First Vice President,

                                               Merrill Lynch Wealth Management.


Past Member Program Videos

​November 9 - The Art & Soul of Fundraising and Development

June 15, 2021 - Charitable Gifts of Real Estate & Other Tangible Assets

March 23, 2021 – Estate and Gift Planning and the LGBTQ Community

November 10, 2020 – Philanthropy and the African American Community 

December 8, 2020 – Working with Women on Estate and Charitable Gift Planning