A special thank you to Mr. James Connell for serving as our wonderful guest speaker at the May 12, 2022 meeting. His presentation was titled "Developing a Volunteer Handbook for Legacy Giving - from Identification to Solicitation." If you missed out on this excellent presentation, please contact Jeanie Pruitt at hamptonroadsgpc@gmail.com for additional information.
2022 Programs:
May 12, 2022: "Developing a Volunteer Handbook for Legacy Giving - from Identification to Solicitation."
Speaker: James E. Connell FAHP, CSA
March 10, 2022: "An Estate Planning Lawyer's Perspective on Client Charitable Intent"
Speaker: Neil L. Rose, Esquire
January 13, 2022: Donor Stories in Planned Giving Marketing – To Use or Not to Use
Speaker: Claudine A. Donikian, JD, MBA, President & CEO
PAST PROGRAMS AND EVENTS
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
Speaker: Chip Giese, PNC Institutional Asset Management
Sponsor: Kaufman & Canoles
Sponsor: Tidewater Jewish Foundation
Speaker: Rise Flenner, PBMares, LLP
Speaker: Stephan Lipskis, Attorney at Law, Poole Brook Plumlee PC
Speakers: Sharon Nelson and John Simek, Sensei Enterprises, Inc
Sponsor: Old Dominion University
Speaker: Keith Curtis, The Curtis Group
Sponsor: Hampton Roads Community Foundation
Speaker: Rebecca Watkins, North Carolina Symphony
Sponsor: The Curtis Group
2019 Events
CONTACT: PO Box 68005, Virginia Beach, VA 23471 | E: hamptonroadsgpc@gmail.com