About the Conference

CFRE credit has been approved for all sessions, CPE credit and CLE credit for specified sessions

2020 Carolinas Planned Giving Conference at Kanuga

Co-Hosted by
the North Carolina Council of Charitable Gift Planners and
the South Carolina Planned Giving Council

September 1, 2, 3, 2020
Kanuga Conference Center
Hendersonville, NC

Are you looking for a planned giving conference that will…

  • Give you more information than what you can get from a two-hour lunch meeting?
  • Cover technical topics as well as practical marketing topics?
  • Supply useful information for the new people on your staff as well as the seasoned professional?
  • Offer presentations you usually have to go to a big national conference to hear?
  • Provide a relaxed atmosphere where you can network and enjoy the company of other professionals at a cost that won’t break your budget?

Well…..you’ve found it!

The South Carolina Planned Giving Council and the North Carolina Council of Charitable Gift Planners have put together such a conference in the beautiful mountains of North Carolina at the Kanuga Conference Center.

Goals of the Conference: This conference is a quality continuing education opportunity for development professionals to expand their planned giving knowledge, learn new skills they can apply in their organizations, and network with peers and industry leaders to share ideas, information and solutions.

The Carolinas Planned Giving Conference provides a great setting to network, learn, and fellowship with your planned giving peers in a relaxed atmosphere.  No stuffy business suits and high heels… bring your jeans and sneakers!  You will love the updated accommodations in the recently renovated Inn, or if you prefer a more rustic setting, you’ll enjoy the cozy atmosphere in one of the quaint historic cottages!

You won’t want to miss this conference!


Joseph O. Bull is Assistant Vice President of Development at Carnegie Mellon University. Prior to this appointment, he served CMU as Executive Director of Gift Planning, the Columbus Zoo and Aquarium as Senior Vice President for Community Engagement, and the Worldwide Office of The Nature Conservancy as Senior Philanthropy Officer for Global Priorities and Director of Philanthropy for Strategic Gifts.  Joe also provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. With 34 years of experience in the philanthropic arena, he began his career as Assistant Director of Planned Giving at Duke University and as Director of Gift Planning and Assistant University Counsel at North Carolina State University. He served two nonconsecutive terms on Board of Directors of the National Association of Charitable Gift Planners (a 10,000-member professional association) and was its Board Chair in 2005.  Joe is currently a member of the Board of Directors of the American Council on Gift Annuities. Additionally, he was a member of the Editorial Advisory Board for the national monthly newsletter Planned Giving Today for 15 years as well as a member of the Editorial Board of the web-based Planned Giving Design Center. Joe has served as a faculty member for the College of William and Mary’s National Planned Giving Institute, and he is past President of both the Central Ohio and North Carolina Planned Giving Councils. He is admitted to the Ohio and North Carolina bars.


Submit questions about the conference to:  ncpgcadmin@gmail.com