New to gift planning? Meet your peers here.
The CGP Emerging Professionals affinity group aims to ease entry into gift planning for those with five or fewer years of experience in the field. Join us for a series of virtual events covering topics key to your development as a gift planner, a casual monthly Zoom meet-up, and an annual social at CGP conference.
Emerging Professionals Meet-up Series
This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.
Meet-ups are on the 4th Wednesday of the month at 1 p.m. ET.
No cost to attend, but an RSVP is required. See you there!
October 22, 2025
CGP DEI committee and CGP Emerging Professionals committee collaboration
Host: Liana Garcia, Director of Gift Planning at The Community Foundation for Greater New Haven
November 19, 2025
Post conference unpack: what did we learn and how can we implement it into our work in 2026 and beyond?
Host: Carli Yoho, Assistant Director of Planned Giving at West Virginia University Foundation
December 17, 2025 at 3 p.m. ET
Virtual Holiday Celebration
Hosts:
Patience Boudreaux, Philanthropy Executive and President at Adventist Health Rideout Foundation
Simon Williams, Regional Gift Strategist and Associate Director of Gift Planning at The Nature Conservancy
Emerging Professionals Webinar: Gifts That Went Wrong
Presented on March 19, 2025 | PURCHASE RECORDING
This session will examine examples of real gifts that went wrong. We’ll look at fact patterns that raise red flags, and learn to communicate with donors about mistakes and challenges in ways that build confidence and trust. We’ll also cover how to build gift policies and procedures that help vet gifts and donors to avoid problems as much as possible. In a profession where we’re often expected to be experts in a lot of things (real estate! stock! taxes! art! jewelry! stamps?), it’s critical to navigate the complexity and figure out a path forward, even when that path requires some back-tracking.
Emerging Professionals Webinar: How to Become a Gift Planning Detective – and stop leaving so much on the table!
Presented on July 17, 2024 | PURCHASE RECORDING
This webinar is based on a simple truth: before you get to explain to a donor how a Charitable Gift Annuity works, you must find somebody who wants or needs an income stream. Before you ask for a charitable distribution from an IRA you need to confirm your donor owns a qualified retirement plan. In this webinar, Dan Shephard will introduce you to Intentional Inquiry, how to use proven tools to uncover bigger gifts – tools that don’t leave so much potential on the table.
Emerging Professionals Webinar
QCD funded CGAs: Lessons Learned
Presented on March 20, 2024 | PURCHASE RECORDING
In December 2022 Congress passed Secure 2.0, allowing qualified charitable distributions to fund a one-time-only CGA or CRT. Over a year later, how has this new tool changed fundraising? Do donors really like this option? Ericka Webb of Boston College and Laura Alexander of TIAA Kaspick look back at the year to unveil trends and strategies they are seeing and what we have learned about this new merger of gifting vehicles.
