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.

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

Our Partnership Makes Us Stronger

Posted by Mollie Toland on Sep 20, 2017 3:15:00 PM

I always get excited to talk about our partnership with the local charitable gift planning councils for a couple of reasons. One, it’s an opportunity to share the information with members and non-members about our council structure. And two, I can brag on how amazing our local councils are at educating and connecting gift planning professionals.

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Topics: Membership, Council, National