Education
NOPGC hosts
luncheons, virtual seminars and one all-day conference covering a
wide array of topics of interest to planned giving
professionals, at both the basic and advanced level.
Presentations are delivered by local as well as national
speakers. Throughout the year, NOPGC will host several
joint educational seminars with organizations such as
the Association of Fundraising Professionals, Greater
Cleveland Chapter and the Estate Planning Council of
Cleveland. Additionally NOPGC offers a 1/2day
basic seminar for anyone new to the field. Members
receive reduced rates to all programs.
Planned Giving Primer
This year's basic
primer is designed to give participants a fundamental
working knowledge of the various planned giving
instruments, the myriad of assets available for gifting,
and other useful information to help you be an effective
planned giving professional. For seasoned gift
planning professionals, this session will be a good
review of the planned giving tools.
The basic primer will
cover:
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Wills and bequest administration
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Charitable gift annuities and charitable trusts
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Planned giving reporting for stewardship and
tracking
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Crafting gift policies
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Prospect management
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Working with volunteers
Networking
Opportunities are presented to meet the local community
of gift planners, development professionals,
consultants, attorneys, trust officers, accountants,
insurance and financial professionals. Membership
includes both novice and veteran gift planners from
organizations of all size and scope.
National
Committee on Planned Giving
If you
choose the NCPG/NOPGC membership package, you are
automatically a member of the National Committee on
Planned Giving and receive a reduced rate for the NCPG's
highly regarded annual fall conference, a national
membership directory, various publications, access to
research findings and all other NCPG resources.
Government
Relations
Locally,
through NOPGC, and nationally, through NCPG, you
benefit from a network of support for legislation
favorable to charitable giving and receive updates on
pending legislation.
Individuals have
two membership options. You may choose either the joint NCPG/NOPGC
option or separately choose the local NOPGC option. All
members subscribe to NCPG's Model Standards of Practice and
its By-Laws.
The benefits of
the NCPG/NOPGC package include a subscription to the Gift
Planner Update newsletter, discounted registration for the
National Conference on Planned Giving, all benefits of the
local membership, other discounts on conferences and
publications and the opportunity to serve the profession on
the national level.
Click here to join (be sure
to select Ohio Planned Giving Council, Northern). |
