The National Conference on Philanthropic Planning is a meeting place for all the advisors who sit around the planning table. Steve Meyers, Phil Cubeta and Tim Belber got together to present an approach to blended giving that makes sense to donors and their estate and financial planners and creates immediate impact for the organization receiving the gift.
"I am eager to share some of our research findings with you, but first I want to assure our members that this rebrand is not just a new name and logo… it’s so much more." Mollie Toland- PPP Membership Director
Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.
It’s true, PPP is undergoing a complete renovation, centered on member-focused, service-driven improvements that will bring new life to the organization… and it all started with our members
Stay in the loop by subscribing to our rebrand updates>>
A Session Highlight from the National Conference on Philanthropic Planning, NCPP
The National Conference on Philanthropic Planning usually appeals to the most experienced gift planners, but Meryl Cosentino, took attendees back to kindergarten in her breakout session, which came complete with milk and cookies, but without naps. Her tips are great reminders for planners at every experience level.
Session Highlights-National Conference on Philanthropic Planning, (NCPP2015)
At the National Conference on Philanthropic Planning, Jeff Lydenberg reviewed key research and tips to help gift planners take advantage of the ‘under-appreciated bequest.’ This is foundational advice since bequests are the largest source of planned giving revenue for charities both large and small.