Schedule

Planned Giving Day 2025 Schedule

The 2025 conference offers a variety of learning and networking opportunities. Featured are the following you should know about our one-day conference for Planned Giving professionals across the Washington, DC, metropolitan area and beyond.

Schedule At-A-Glance

Tuesday, June 17, 2025

8:00 amRegistration & Breakfast & Exhibits Open
9:00 amOpening General Session - Grossman Hall
Leading Through Uncertainty: Fundraising Lessons from Times of Crisis
Moderator: JJ van Haelewyn, Smithsonian Institution
Panelists: Kara Barnes, Smithsonian Institution; Matthew Gardner, African Wildlife Foundation; Fern Stone, The Children’s Inn at NIH; and Patty Wang, University of Maryland
10:30 amBreak – Exhibits Open & Networking - The Commons
11:00 amConcurrent Session One (3 Breakouts)
  • Donor Engagement
    Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers

  • Behind the Scenes
    Portfolio Management for Organizations of All Sizes

  • Getting Technical
    A Fiduciary's Guide to Planned Giving Assets
12:00 pmLunch Buffet - Grossman Hall

  • Keynote -
    Creating Legacies That Change the World     with Aimee Griffin, Principle of Life & Legacy Counselors

  • Distinguished Service Award presentation

  • NCGPC Annual Meeting
2:15 pmBreak – Exhibits Open & Networking - The Commons
2:30 pmConcurrent Session Two (3 Breakouts)
  • Donor Engagement
    Legacy Lift: Mastering the Art of Planned Gifts

  • Behind the Scenes
    Maximizing Impact with Limited Resources: Leveraging Marketing and Technology to Scale Planned Giving

  • Getting Technical
    Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities
3:30 pmBreak – Exhibits Open & Networking - The Commons
3:45 pmConcurrent Session Three (3 Breakouts)
  • Donor Engagement
    Hosting Your First/Next Virtual Workshop

  • Behind the Scenes
    Following the Donor Journey from Intention to Maturity: Securing Bequests, Honoring Legacies

  • Getting Technical
    Harnessing the New Wave of Giving: Integrating DAFs, QCDs, and More into Your Planned Giving
4:45 pmClosing Reception - The Commons
6:00 pmConference
Closes

Breakout Session Rooms:

  • Donor Engagement – Breakout Room 1 (YT17)
  • Behind the Scenes – Breakout Room 2 (NT08)
  • Getting Technical – Breakout Room 3 (NT07)

PG Day 2025 Floor Plan

Are You a First-Timer?

When planning to attend the conference, here are key items to remember:

  • A breakfast buffet is available from 8:00 to 9:00 a.m. close to the registration check-in.
  • A seated buffet luncheon is included in your registration fee.
  • We encourage attendees to connect at the closing reception.
  • Metro’s Red Line to Tenleytown/AU Metro Station is a brisk walk to American University Washington College of Law.

Want to meet others in Planned Giving, volunteer to help with the conference!  Contact Us!

For More Information

Learn more about each of our sessions by clicking on the links below: