2026 NCPGC Conference Survey

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2026 NCPGC Conference Evaluation

Please give us your thoughts on these aspects:

* Time Allotted for Networking w/ sponsors

Much more needed

Much less needed

A bit more needed

A bit less needed

About right

Other

* Time Allotted for Networking reception

Much more needed

Much less needed

A bit more needed

A bit less needed

About right

Other

* Time Allotted for Morning Plenary Speakers

Much more needed

Much less needed

A bit more needed

A bit less needed

About right

Other

* Time Allotted for Luncheon Keynote Speaker

Much more needed

Much less needed

A bit more needed

A bit less needed

About right

Other

Please select the most appropriate answer for each question below:

* I am a...

Professional advisor

Provider of products/services

Nonprofit employee

Volunteer

Other

* Percentage of time spent on planned giving

1-24%

25-49%

50-74%

75-99%

100%

Other

* Years working in the planed giving field

0 years

less than 1 year

1-2 years

3-4 years

5-10 years

over 10 years

Other

* Based on your experience at this conference, would you attend next year?

Yes

Maybe

Other

What would make the conference a better experience for you next year?

0/250

What venue location is most accessible to you?

0/250

Please rank these aspects:

* Price of conference

Reasonable

Unreasonable

* Venue location

Reasonable

Unreasonable

* Content fit my needs

Reasonable

Unreasonable

* Valuable Networking Opportunities

Reasonable

Unreasonable

* Efficiency of check-in/registration Process

Reasonable

Unreasonable

Please provide feedback on the following topics:

What did you think of the morning keynote speaker?

0/250

What did you think of the lunch Keynote speaker?

0/250

* Which workshop(s) did you find to be the most valuable?

Storytelling in Philanthropy By: Amanda Weitman

Creative Gift Planning for Impact and Intent By: Ngan Le Raskin

When, Why, How to Leave Retirement Accounts to Charity By: Bryan Douglas Kirk

Communicating with Donors and Soliciting Contributions Under the One Big Beautiful Bill Act of 2025 By: David Sacarelos

The Short Path from Bequest Intention to Major Gift By: Hal J. Abrams

Will-ing and Able: Case Study on Planned Giving Prospecting By: Jeanine Crider and Jennifer Miano

UPMIFA: Do We Have To? By: Karl Mill

Planned Giving and Beyond: Maximizing Noncash Donor Strategies By: Erica Doyle and Christopher J. Clarkson

Gift Annuities are More Versatile Than You May Think By: Bill Laskin

Elevating the Client Experience with Charitable Planning: Understanding Donor Segmentation & DAFs By: Erinn Andrews

Ethical Issues in Charitable Estate Settlement By: Andrew Fussner

AI Powered Fundraising: How Artificial Intelligence is Transforming Planned Giving By: Brantley Boyett

* What did you like best about the conference?

Networking Opportunities

Time with Sponsors

Education Sessions

Morning Keynote

Lunch Keynote

Reception

Other

What did you like best about the conference?

0/250

NCPGC is looking for speakers for our various programs. Who is the best speaker you have heard in the past two years and on what topic?

0/250

Please list other possible sponsors for future NCPGC conferences and programs.

0/250

Submit Survey

Northern California Planned Giving Council | 2700 East Foothill Blvd., Suite 209 | Pasadena, CA 91107 US

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