The Summit Track: Gift Planning By and For Baby Boomers

Posted by National Association of Charitable Gift Planners on Jun 27, 2018 7:30:00 AM

Jeff Comfort, Cynthia Krause and Scott Lumpkin will co-chair the Summit Track at CGP 2018. Each year, around 30% of conference attendees report that they have more than 20 years of gift planning experience. The Summit Track is designed for these experienced attendees, offering challenging discussions that begin where most breakout sessions end.

Collectively, Jeff, Cynthia and Scott have decades of gift planning experience and they’ve attended hundreds of conferences, often as presenters. All three began their careers in 1984, when Baby Boomers like themselves weren’t usually on the prospect list. They learned about philanthropy from donors, mentors and a few bosses who were members of the Greatest Generation. But they learned about life from the perspective of their own generation. In the Summit Track sessions at CGP 2018, they’ll bring together researchers, marketers and expert planners to sharpen the focus on peers who are turning into prospects.

Jeff Comfort is Vice President for Principal Gifts and Gift Planning at the Oregon State University Foundation, where he has worked since 2014. In the preceding 30 years, he practiced gift planning at Georgetown University and at National Jewish Medical and Research Center in Denver. Jeff was president of the National Committee on Planned Giving board in 2000 and chair of the task force that developed the Valuation Standards for Charitable Planned Gifts. He chaired the National Conference on Planned Giving in 1997.

Cynthia Krause is Vice President of Gift Planning at Baylor Health Care System Foundation in Dallas, where she has worked since 2007. She previously practiced law with Manning & Miller, gift planning with Baptist Foundation of Texas and Baylor University Medical Center Foundation, and was president of Wilson & Krause Consulting.  As an NCPG board member, she was chair of the 1999 National Conference on Planned Giving, the year conference attendees in Anaheim were turned out of their beds by an earthquake in the middle of the night.

Scott Lumpkin retired from his job as Vice Chancellor at the University of Denver after working at the University for 30 years. He is currently advising charitable organizations and donors as principal of Scott R. Lumpkin and Associates. Scott served on the NCPG board and was part of the research committee that conducted the national Survey of Donors in 2000. He was also a member of the task forces that developed the Valuation Standards for Charitable Planned Gifts and the Guidelines for Reporting and Counting Charitable Gifts.

An announcement of the Summit Track speakers and sessions is coming soon. To learn more about CGP 2018 and register to attend the conference, click here.


Topics: Education, National, Conference, Professional Development, CGP Conference 2018