Virginia Gift Planning Council upcoming events

Understanding the Five Primary Types of Charitable Remainder Trusts (CRTs) (12 Nov 2026)

Thu, 12 Nov 2026 15:30:00 GMT

Our Program

Explore the five primary types of charitable remainder trusts (CRTs) and learn how they can be applied to a range of donor circumstances and philanthropic goals. Designed for gift planning professionals and fundraisers, this program will examine the key features of each trust, potential benefits for donors and charitable organizations, and practical strategies for incorporating CRTs into charitable giving conversations. Gain insights to help identify opportunities, engage donors in meaningful discussions, and develop gift plans that align donors’ financial objectives with their charitable aspirations.

Approved for 1.25 hours of CFRE credit.

Our Speaker

Karl McTaggart is a Planned Giving client product specialist in PNC Institutional Asset Management®. He serves as the relationship manager for local and national Planned Giving clients. His responsibilities include serving as the primary point of contact for client service needs and coordinating the Planned Giving team that provides investment management, various administration services and education to nonprofits across the country.

Prior to joining the firm, Karl served as a relationship manager for over 20 years in the foundations and endowments specialty practice at SunTrust Bank. Previously, he was also a team leader for wealthy family custody services at the Chase Manhattan Private Bank and an account manager for personal custody services at the Citibank Private Bank.

Karl graduated with a Bachelor of Science in Business Administration in finance from State University of New York at Buffalo. He is a member of both the National Capital Gift Planning Council, and the Virginia Gift Planning Council, and serves as Treasurer of The Walter W. Regirer and Maria Teresa Regirer Foundation, a private grantmaking foundation located in Richmond, VA.

Our Schedule

10:00 a.m. Registration Begins/Member Networking/Coffee
10:30 a.m. Program Begins
11:30 a.m. Program Concludes/Q&A
12:00 p.m. Adjourn/Box Lunches

Registration Fees

There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
The nonmember fee is $75.00. Nonmembers can also join now and then register at no additional cost.

VGPC Signature Series, Helping Donors Answer Their Most Perplexing Questions (25 Feb 2027)

Thu, 25 Feb 2027 14:30:00 GMT

"How much should we give our heirs?" is a question that gives donors pause in making a substantial gift to charity. How we can assist donors in addressing this complex question is a critical key to our success. This session will offer concrete suggestions to help donors overcome this difficult question, which leads to more extraordinary philanthropy.

Pending approval for CFRE credit.

Our Presenter

Eddie Thompson, CEO & Founder, Thompson & Associates.

As CEO of Thompson & Associates, founded in 1996, Eddie provides leadership and direction to around 30 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others.

By creating a unique values-based model at Thompson & Associates, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all.

He has planned thousands of estates, which has generated billions of dollars to charity during his thirty plus years working with nonprofits. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He credits his parents with shaping his personal and professional path; they were very poor, but very generous.

Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute.

A native of Florida, Eddie and his wife, Sheryl, have been married more than 50 years and have made Nashville their home. They have two sons, one daughter and four grandchildren. Eddie and his family are involved in many community organizations and their church. He was an active instrument pilot with both land and seaplane ratings but has since retired from flying preferring to enjoy life on his farm with the grandkids.

Our Schedule and Program

9:00 a.m. Registration Begins/Member Networking
9:30 a.m. Program Begins
10:30 a.m. Beverage Break
11:30 a.m. Program Concludes and Buffet Lunch
12:45 p.m. Adjourn

Registration Fees

There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
The nonmember fee is $150.00. Nonmembers can also join now and then register at no additional cost.

VGPC Program, Topic TBA (22 Apr 2027)

Thu, 22 Apr 2027 14:30:00 GMT

Our Schedule

10:00 a.m. Registration Begins/Member Networking/Coffee
10:30 a.m. Program Begins
11:30 a.m. Program Concludes/Q&A
12:00 p.m. Adjourn/Box Lunches

Registration Fees

There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
The nonmember fee is $75.00. Nonmembers can also join now and then register at no additional cost.