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Hosted by  Charitable Gift Planners of Connecticut

Even the Best Laid Plans: How to Achieve Success (and Avoid Drama) in Charitable Estate Planning PLUS What is the Role of The Attorney General in Fundraising?

 
2.75 CFRE CEs have been applied for.
 
Meetings are part of the CGPCT membership benefits.  There is no charge for current members to register (register using options at the bottom, or from the email invitation).    Guests are $50 (register and pay using the Pay Now button to the right).  Credit cards accepted online only.        
 
 
The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.
 
CGPCT COVID-19 Event Protocols & Policy -  Please note event attendees are not required to wear masks, but can do so at their option. Event attendees are required to acknowledge and accept the terms and conditions contained in our  Covid-19 Liability Waiver and Affirmation of Conduct Restrictions . Submission of your registration is regarded as affirmation of your acceptance in this regard.
 

Thursday, November 13, 2025
9:00 AM - 12:00 PM Eastern Time

iCalendar

Location
Masonicare at Ashlar Village
74 Cheshire Road
Wallingford   CT  
 



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Agenda

 


Katie McDonough, Esq.
Partner
 Hinckley, Allen & Snyder LLP

Kylie Johnson, CAP®
Director of Planned Giving
 Baystate Health Foundation

Nov 13 2025 9:00AM


Even the Best Laid Plans: How to Achieve Success (and Avoid Drama) in Charitable Estate Planning


Charitable gifts matter greatly to donors and to the nonprofits who receive them and can be a powerful tool in strategic estate planning. Yet, so many best laid plans can go awry unless attorney, advisors and nonprofits help their donors establish gifts that will be funded and will achieve the purpose the donor desires. Join us to walk through these issues and learn tangible solutions to bring impactful solutions to your clients, donors, and nonprofits.


Gary Hawes
Assistant Attorney General
 CT Office of the Attorney General, Charities Unit

Rebekah Burgio
Assistant Attorney General
 CT Office of the Attorney General, Charities Unit

Caitlin Calder
Assistant Attorney General
 CT Office of the Attorney General, Charities Unit

Nov 13 2025 10:30AM


What is the Role of The Attorney General in Fundraising?


Representatives from the Office of the Attorney General, Charities Unit, will provide a general overview of the Charities Unit’s responsibilities and the Attorney General’s jurisdiction. The panel will discuss the Attorney General’s interests with respect to the fundraising of charitable funds and his role in the probate process as well as the Attorney General’s perspective on the modification of donor intent and his available remedies for the misuse of charitable funds.

Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFRE
Nov 13, 2025 Even the Best Laid Plans: How to Achieve Success (and Avoid Drama) in Charitable Estate Planning Katie McDonough, Esq. Kylie Johnson, CAP® 9:00 A info
What is the Role of The Attorney General in Fundraising? Gary Hawes Rebekah Burgio Caitlin Calder 10:30 A info


Registration Fee
Member
Free
 
Non-Member
$50.00