Call for Presentations

Northwest Planned Giving Roundtable

Annual Conference September 21, 2011
Portland, Oregon

The Northwest Planned Giving Roundtable (NWPGRT) requests proposals to

present at its 23rd Annual Conference, September 21, 2011.

The conference draws an audience of about two hundred planned giving and
development professionals from throughout the Pacific Northwest for a full day of
learning in practical, administrative, technical, tax planning, fiduciary, legal,
marketing, and other relevant subjects at various levels of complexity.

The deadline for submissions is January 31, 2011.

1. Presenter Information:

Name: _____________________________________________________________________________________
Title: _______________________________________________________________________________________
Organization: ______________________________________________________________________________
Address: ___________________________________________________________________________________
City, State/Province: ______________________________________________________________________
Zip/Postal Code: ___________________________________________________________________________
Phone: _____________________________________________________________________________________
Fax: ________________________________________________________________________________________
Email: ______________________________________________________________________________________

2. Co-Presenter Information (if applicable):

Name: _____________________________________________________________________________________
Title: _______________________________________________________________________________________
Organization: ______________________________________________________________________________
Address: ___________________________________________________________________________________
City, State/Province: ______________________________________________________________________
Zip/Postal Code: ___________________________________________________________________________
Phone: _____________________________________________________________________________________
Fax: ________________________________________________________________________________________
Email: ______________________________________________________________________________________
 3. Title of Presentation:
_____________________________________________________________________________________________
_____________________________________________________________________________________________

4. Description of Presentation (3 to 5 sentences, indicating whether the

presentation is in lecture, workshop, or panel discussion format, etc.):
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

5. Two learning outcomes from your session (what will participants walk away
with?)

a.
_____________________________________________________________________________________________
_____________________________________________________________________________________________

b.
_____________________________________________________________________________________________
_____________________________________________________________________________________________

6. Indicate the subject area(s) your presentation most closely fits (check all
that apply) and the level of difficulty (basic/intermediate/advanced):

[ ] Core competencies
[ ] Marketing
[ ] Donor relations
[ ] Program management
[ ] Financial, tax, and estate planning
[ ] Charitable gift design
[ ] Unique or difficult assets
[ ] Special topics
[ ] The small shop

[ ] Basic track [ ] Intermediate track [ ] Advanced track

 7. Have you presented this topic or other topics before? (yes/no) If so:

Title of the topic you most recently presented:

_____________________________________________________________________________________________
Where presented:
_____________________________________________________________________________________________
Organization where you presented:
_____________________________________________________________________________________________
When presented:
_____________________________________________________________________________________________
Contact name and phone number where you presented:
_____________________________________________________________________________________________
Name:
_____________________________________________________________________________________________
Telephone number:
_____________________________________________________________________________________________

Send completed proposal via e-mail attachment or US mail to:

Russell A. Willis III, J.D., LL.M.

3003 NE Knott Street, Unit B
Portland, OR 97212

rawillis3@juno.com

All proposals will be reviewed and evaluated by the NWPGRT Programming

Committee. The deadline for submissions is January 31, 2011. You will be notified
by March 15, 2011 whether your proposal has been accepted. NWPGRT seeks to
provide charitable gift planning professionals with cutting-edge, innovative ideas.

Note:

NWPGRT will provide full reimbursement to speakers for travel and expenses
directly associated with attending the meeting. However, NWPGRT is unable to
provide speaker fees or honoraria.

Sales pitches or distribution of marketing materials during presentations is

strictly prohibited.