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Virginia Association of Fundraising Executives

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Planned Giving - In-Person Event

  • Tuesday, April 02, 2024
  • 12:00 PM - 1:30 PM
  • Virginia War Memorial
  • 9

Registration

  • For AFP Members and individuals who are not personally members of VAFRE but whose organization has one or more paid members, or who are guests of a VAFRE member, and who are planning to attend in-person at the Virginia War Memorial.
  • For VAFRE members who are planning to attend in-person at the Virginia War Memorial.
  • For those nonmembers who wish to attend in-person at the Virginia War Memorial
  • For VAFRE members who have purchased a 2022-2023 Season Pass
  • For the complimentary guest of a Season Pass holder. This registration type is only available once per year per Season Pass holder. E-mail admin@vafre.org for the registration code.
  • For VAFRE members who have purchased a 2022-2023 Virtual Season Pass and wish to attend this program in person.

Online registration for this event is now closed, but you can still register for the virtual session. If you wish to attend in-person, email admin@vafre.org to determine availability.

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
  • 12 p.m. Lunch
  • 12:10 Program begins
  • 1:30 p.m. Adjourn

Registration Fees

  • 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.
  • 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.

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.

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