Registration is open for the 2020 Carolina Planned Giving Conference, presented by the North Carolina and South Carolina Planned Giving Councils. SCACPA is excited to be a co-sponsor of this event, which will be held virtually on Wednesday, Sept. 2 and Thursday, Sept. 3.

Expand your planned giving knowledge, learn new skills you can apply at your organization, and network with peers and industry leaders. Attendees will earn 10.5 hours of CPE, along with CFP credit and CLE credit. The CFP is ideal for members who are Certified Financial Planners.

SCACPA members can register with their CPE Bank for “2020 Carolina Planned Giving Conference (presented by the NC and SC Planned Giving Councils)” (LIOT04) at this link:

This virtual planned giving conference will:

  • Cover technical topics as well as practical marketing topics
  • Supply useful information for new staff members as well as seasoned professionals
  • Offer presentations you usually have to go to a big national conference to hear
  • Be eligible for CFRE, CTFA, CFP, CLE and CPE credit, where applicable
  • Provide a forum where you can network and enjoy the company of other professionals

2020 Carolina Planned Giving Conference Itinerary

Wednesday, Sept. 2

9 a.m.: “Planned Giving 201: Beyond Basic Theory Toward Basic Application.” Presenter: Greg Abeyounis

10:30 a.m.: “KEYNOTE: Gift Planning GPS and Standard Performance Metrics for Charitable Gift Planners.” Presenter: Joe Bull

Noon: “Charitable Gifting for Our Donors and Clients.” Presenter: Neil Brown

1:30 p.m.: “Blended Gifts and How to Create Them.” Presenter: Joe Bull

3 p.m.: “Stories from the Field.” Presenter: Jim Hackney

4:30 p.m.: Happy Hour on Bill’s Virtual Porch

Thursday, Sept. 3

9 a.m.: “Always Look a Gift Horse in the Mouth.” Presenter: Kent Weimer

10:30 a.m.: “Getting to YES: A Win/Win/Win for Donors, Charities and Trusted Advisors.” Presenter: Phyllis Silverstein

Noon: “Lifetime and Beyond: Gifts of Retirement Plan Assets.” Presenter: Tim Prosser, J.D.

1:30 p.m.: “Your Culture/Ethos of Philanthropy.” Presenter: June Branham

Official site and full list of sponsors:

Full course descriptions:

Speaker bios:

Don’t miss this opportunity to enjoy a fantastic learning experience and grow with your peers.

“This is a wonderful conference for both new and experienced planned giving officers. I’ve now attended for several years and the speakers are always of the highest caliber. The opportunities to network with and learn from my peers are just as invaluable. I highly recommend this conference to all organizations that solicit planned gifts.”

— David Lavery, Assistant Director of Georgia College and State University, on last year’s conference