Calendar

Oct
12
Thu
CGP Day on Capitol Hill @ Capitol Hill
Oct 12 @ 8:00 am – 5:00 pm

CGPDayontheHill

Let’s be heard! Join us in DC on October 12

There is no better way to advocate than holding a face-to face meeting with legislators and their staff. And that is why we are going to the Hill. As representatives of some of the most important and visible organizations in your districts you have the power to educate and influence how charitable giving is perceived by your representatives. These small group meetings make an impact when you educate members of Congress about the importance of charitable giving and how promoting a universal charitable deduction can positively impact their communities and constituents.

This will be a critical time to engage legislators about the charitable tax deduction and other issues affecting charitable giving. Whether you are attending the national conference or not, you can participate and we need as many individuals as possible to get a large number of districts represented. This event is open to all CGP members, council members and other interested persons you may wish to invite. There is no fee to participate.

How it works:

CGP is working to make this as convenient as possible for all participants. We know your time is valuable and we appreciate the commitment you are making to attend. CGP will arrange all meetings and set the team schedules for the day. Teams of 3-5 participants will be grouped by district(s) and provided all needed talking points and leave behind materials. Orientation takes place Wednesday afternoon and we will prepare and provide you with everything you need for your day of meetings on Thursday. Rooms are available at the conference hotel Hilton Baltimore and CGP will provide round trip bus transportation between the Hilton Baltimore hotel and Capitol Hill on Thursday. If you are not attending the conference, you may still want to stay in Baltimore to be with the group and likely save some hotel costs.

We hope you will participate and be a voice for your district and organization. See the schedule and register by clicking below.

Register

Nov
2
Thu
2017 Fall Forum – November 2, 2017 @ SC Baptist Convention
Nov 2 @ 8:30 am – 12:00 pm

Join us for our 2017 Fall Forum for planned giving and estate planning professionals. This year’s speaker is Lawrence M. Lehmann, JD,CAP,AEP.

Lawrence will cover the following topics:

  • Successful Collaboration Among Estate Planning Professions
  • Charitable Gift Planning Strategies
  • Client Centered Estate Planning: An Innovative Approach

Lawrence M. Lehmann is a graduate of Tulane Law School and is certified as a specialist in estate planning and administration, as well as taxation, by the Louisiana Board of Legal Specialization. He  practices estate planning law in New Orleans as a member of Lehmann Norman & Marcus LC, a law firm  now in its fourth generation. He has served as president of New Orleans Council of the Partnership for  Philanthropic Planning (now known as National Association of Charitable Gift Planners / CGP), New Orleans Estate Planning Council, the Jewish Children’s Regional Service, the  New Orleans Hillel Foundation and the New Orleans Friends of Music. He is currently serving as the  immediate past president of NAEPC and as vice-president of the Jewish Endowment Foundation of  Louisiana. In addition, Larry is an instrument rated pilot, and is a founding member of Pilots for Patients, a non-profit organization that provides transportation for medically stable patients who live in Louisiana and require specialized medical care.

Program Details Coming Soon