Join your fellow members for informative programs and great networking in a relaxed atmosphere.

Where & When

Join us at the Cavalier Golf  & Yacht Club, located at 1052 Cardinal Rd, Virginia Beach, VA 23451  for our in in person meetings from 4::00 pm - 6:00 pm. We will continue to have both virtual and in person meetings in 2022.

Attendance Fees

There is no charge to attend for current HRGPC members and first time guests. After attending one session for free, Guest Fee is $50. 

2022 Programs:

January 13, 2022:  Donor Stories in Planned Giving Marketing – To Use or Not to Use

Speaker: Claudine A. Donikian, JD, MBA, President & CEO

2021 Programs-

January 14, 2021: Incorporating DAF Into Your Gift Planning Programs
Speaker: Rise Flenner, PBMares, LLC
 

March 11, 2021:  Seven Things Every Donor Wished We Knew 

Speaker: Wayne Olson

Sponsor: Lisa Morgan, Wells Fargo-The Private Bank

May 13, 2021- Picking up the Planned Giving Conversation Post Pandemic

Speaker: Craig Wruck, former President, National Association of Charitable Gift Planners

July 8, 2021- How the NACGP can help you with your gift planning education and your career

Speaker: Richard Ritter, Director of Membership, National Association of Charitable Gift Planners

Sponsor: The Academy of Music

September 9, 2021 ( In Person Meeting)-  The Top 10 Legacy Fundraising Strategies from Scientific Research 

Virtual Speaker: Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University

Sponsor: Old Dominion University

November 11, 2021 (In Person Meeting)- How a Pandemic Magnified the "why" in Planned Giving

Virtual Speaker: Nathan Stelter, President, The Stelter Group

Sponsors: Edmarc and Tidewater Jewish Foundation

2020 Events

• January 9, 2020: Charitable Gift Annuities; Have you Considered.... 

                 Speaker: Chip Giese, PNC Institutional Asset Management  

                 Sponsor: Kaufman & Canoles

• March 12, 2020: Thoughtful Questions to Start Gift Planning Conversations   Speaker: Greg Sharkey, The Nature Conservancy 

                 Sponsor: Tidewater Jewish Foundation

• May 14, 2020- CANCELED-  Donor Advised Funds 

                Speaker:  Rise Flenner, PBMares, LLP                          

• July 9, 2020 Virtual Meeting:  Donor Advised Funds: A Client/Donor Perspective 

                 Speaker: Stephan Lipskis, Attorney at Law, Poole Brook Plumlee PC 

• September 10, 2020 Virtual Meeting: Practical and Budget-Friendly Cyber Security Tips for Businesses                                                                                                            

                 Speakers:  Sharon Nelson and John Simek, Sensei Enterprises, Inc 

                 Sponsor: Old Dominion University

• October 8, 2020 Virtual Meeting: Leaving a Lasting Legacy: A Special Report by Giving USA

                 Speaker: Keith Curtis, The Curtis Group

                 Sponsor: Hampton Roads Community Foundation      

• November 12, 2020 Virtual Meeting:  The Importance of Establishing Donor Intent           

                  Speaker: Rebecca Watkins, North Carolina Symphony

                  Sponsor: The Curtis Group                            

2019 Events

• March 14, 2019: 50 Ways to Lose Your Deduction (with Apologies to Paul Simon)
  ​Speaker: J. William Gray, Jr., McGuire Woods
  Sponsor: Hampton Roads Community Foundation
• May 9, 2019: Trends in Fundraising
  ​Speaker: Keith Curtis, The Curtis Group
  Sponsor: Tidewater Jewish Foundation
• July 11, 2019: Making the Ask for Planned and Blended Gifts
  ​Speaker:  Dr. Scott Janney, Ph.D, CFRE. Senior Consultant, PlannedGiving.com and  Executive Director of Leadership and Planned Giving, Muhlenberg College
  Sponsor: Poole Brooke Plumlee PC
• September 12, 2019: Portraits of Generosity:  US Trust Study of High Net Worth Philanthropy
  Speaker: Erin Hogan,  Managing Director of US Trust, BankAmerica Private Wealth Management  
  Sponsor: Old Dominion University
• November 14, 2019: Creating Flexible Charitable Funds: How Donors May Benefit from Donor Advised Funds
  Speaker: M. Powell Peters, Wolcott Rivers Gates
  Sponsor: The Curtis Group