2018-2019 Upcoming Events

September 6, 2018 – “Cash Is Not King-How Asset Gifts Create Fundraising Success”, Speaker: Russell James

October 4, 2018 – “Overcoming Donor Objections”, Speakers: Laura Hansen Dean and Pam Davidson

November 1, 2018 – “A Very Significant Donor Just Died.  Now What?!

December 6, 2018 – Discovery-how to learn about a donor’s assets”, Speaker: Cathy Sheffield

February 7, 2019 – “Best Strategies for Gifts of Real Estate”

March 7, 2019 – “Best Strategies for Gifts of Closely-held Business Interests”

April 4, 2019 – “Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas”

If you wish to request a refund for an event registration, please contact



January 29, 2019 – 2019 is the year for Charitable Planning and Retirement Assets! Get an early start with great ideas from Chris Hoyt @ Downtown and Carmel location options below
Jan 29 @ 1:00 pm – 2:00 pm

Chris Hoyt is one of the nation’s top experts in charitable planning with retirement assets. In 2018, his session at the CGP Conference got 5 stars from every reviewer (read more about it below). On January 29, you can attend a webinar presentation of the same session for free, thanks to Charitable Gift Planners of Indiana. We’re hosting two group sites for CGP’s national broadcast of this presentation. You’d usually pay $25 to attend this webinar, but we think the content is so important that we want to bring our members together to learn from Chris and start a local discussion of his ideas. This offer is available to CGP Indiana members only, and space is limited.

Register and a seat will be reserved for you, so please save this time and be sure to attend. You’re welcome to bring your lunch to eat during the webinar. Our host, Blue and Company, will provide drinks.

When: Tuesday, January 29, 2019, 1:00 to 2:00 p.m. (please plan to be in your seat no later than 12:45)
Location: Blue & Co. LLC—two locations, with free parking at each (please specify your preference on the registration form)

  • Downtown: 500 N. Meridian St., Suite 200
  • Carmel: 12800 N. Meridian St., Suite 400

Make Your Charitable Estate Plan Great Again
This session focuses on strategies, traps and solutions for charitable uses of retirement assets. We will consider the impact of the 2018 tax changes on charitable giving, with tax strategies for the 20 million households that no longer get income tax savings from their charitable gifts because they will not be itemizing their tax deductions. Then we will consider the increased importance of “Charitable IRA Rollover” and review strategies for charitable bequests of retirement assets, including an introduction to “income-based charitable bequests,” a way for an estate or trust to get income tax savings from charitable bequests. Attendees at this webinar will also receive a copy of Chris’s conference paper.

Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law, where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. Chris is currently the Vice Chair of the Charitable Group (Section of Trusts and Estates – American Bar Association) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer.” He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

CGP Conference attendees said…
Chris Hoyt is absolutely fabulous, sharing entertaining examples along with very helpful outside resource material.
The most outstanding session was Christopher Hoyt (Make your Charitable Estate Plan Great Again)
Hoyt was fantastic! Great info, great delivery!

February 7, 2019 – Best Strategies for Gifts of Real Estate @ The Willows on Westfield
Feb 7 @ 11:30 am – 1:00 pm

More Americans own real estate than any other asset, and Russel James’s research demonstrates that impact that real estate gifts have on development income.

You don’t need to be an expert in real estate to help donors consider plans that include their home or investment property. At this meeting, you’ll build a working knowledge of real estate opportunities and challenges so that you can participate in discussions with donors, advisors and your own managers. You’ll leave the meeting ready to respond to questions from donors, manager and advisors. Your answers can lead everyone to more meaningful gifts.

March 7, 2019 – Best Strategies for Gifts of Closely-held Business Interests @ The Willows on Westfield
Mar 7 @ 11:30 am – 1:00 pm

The millionaire next door is retiring soon, and his kids don’t want to run the business. This is the wealth transfer in action, and gift planners need to recognize opportunities that are much more lucrative than a gift from proceeds after the sale. In a further exploration of the donor case introduced in February, this session begins with the simplest possible options that are within the reach even of small nonprofits and progresses to several more complex options that require specialized planning counsel.

April 4, 2019 – Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas @ The Willows on Westfield
Apr 4 @ 8:00 am – 9:30 am

Ethical practice crosses disciplines in the gift planning world. Undue influence, unauthorized practice, diminished capacity, negligence in drafting agreements or in honoring donor intent are hazards for advisors and attorneys. In the session, consider how you’d respond to a variety of common ethical dilemmas before hearing from experienced panelists.