Our Program

Get ready to dive into the dynamic world of planned giving with Geoffrey Close, Founder of IMPACT Philanthropy Partners. Forget the dry, textbook approach—Close brings his real-world experience as a former Wealth Advisor at Morgan Stanley to the table. Drawing from actual client cases, he'll unveil the secrets to successful gift planning without ever compromising confidentiality.

After the session, you will be better equipped to help identify the donors’ issues, suggest possible solutions, and use philanthropic planning to help donors meet their aspirational goals to support your organization, all the while, benefitting them financially.

Approved for 1.25 hours of CFRE credit.

Our Presenter

Geoffrey Close, IMPACT Philanthropic Partners

Our Schedule

• 11:30 a.m. In-person Registration & Networking begins
• 11:45 a.m. Virtual participants may login
• 12 p.m. Lunch
• 12:10 p.m. Program begins
• 1:30 p.m. Adjourn

Registration Fees

• Virtual registration is $8 for members ($0 for those with a Virtual Season Pass), $11 for nonmembers who work at a member organization and $15 for nonmembers. The virtual registration fees help support the technology costs associated with offering a hybrid event. 
• In-person registration is $20 for members ($0 for those with a Season Pass or $12 for those with a Virtual Season Pass), $25 for nonmembers who work at a member organization, and $30 for guests. All in-person registrants should select their meal during the registration process.

If you are not a VAFRE member and do nor work in the office of a VAFRE member, consider becoming a member of VAFRE in order to access reduced registration fees.