Topic: Understanding Legal Documents for non attorneys
Friday, April 10, 2026
9:00 a.m. - 11:00 a.m.
You are invited to hear from Keith Napolitano, University of Nebraska Foundation
Keith will be speaking on Uderstanding Legal Documents Used in Planned Giving
Planned giving professionals regularly encounter legal documents that shape donors’ charitable intentions. This session provides a practical overview of the documents most valuable to understand, including charitable provisions in wills and trusts, gift agreements, charitable gift annuity contracts, beneficiary designations, letters of intent, retained life estate agreements, and key organizational policies. We will also review essential supporting documents such as IRS Form 8283, powers of attorney, deeds, and bills of sale. Attendees will learn how these materials function, what details matter, and how to interpret them confidently to support effective gift planning and administration.
We will be meeting at: Lincoln Community Foundation 215 Centennial Mall S #100, Lincoln, NE
9:00 – 9:15: Check in and Welcome
9:15 – 9:45: Small group discussion
9:45 – 11:00: Speaker - Keith Napolitano
Light refreshments will be provided.
Space is limited. Registration is required by April 8, 2026.
Meeting Locations & New Format for 2026
Monthly meetings will continue to be held at Lincoln Community Foundation and Boys Town, alternating between Lincoln and Omaha. Thanks so much to LCF and Boys Town for hosting!
We are adjusting our format to provide the opportunity for more focused networking conversation at our monthly meetings. Our Friday meetings will still be from 9:00 - 11:00 AM, with the first half hour dedicated to topic-relevant discussion.
Bookmark our new website address
Please note our website address has been update from cgne.org to cgpnebraska.org
Save these Dates
- April 10, 2026 -- Lincoln Community Foundation with Keith Napolitano with University of Nebraska Foundation
- April 21, 2026 - Time TBA - Lincoln - Joint Meeting with AFP Nebraska
- May 1, 2026 - 9-11:00 a.m. - Boys Town with Deyna Rouse, Creighton professor
- June 5, 2026 - 9-11:00 a.m. - Lincoln Community Foundation - Mike Geis, The Geis Group
- September 4, 2026 - 9-11:00 a.m. -Boys Town
- October 2, 2026 - 9-11:00 a.m. - Lincoln Community Foundation
- November 6, 2026 - 9:00-11:00 a.m. - Boys Town
- December 4, 2026 - 11:30 - 1:30 p.m. - Location TBA - CGPN Annual Meeting and Celebration
See the entire 2025 program calendar
Prepay for 2026 monthly meetings
Join CGPN Today
The mission of the Charitable Gift Planners of Nebraska is to provide the education, inspiration, and connections to build confidence, competence, and credibility in facilitating philanthropic gifts by:
- enhancing professional skills through knowledge and education,
- building relationships with other partners in the charitable gift planning process,
- and serving as the network and professional resource for charitable gift and estate planners.
New! You can now register for your Local CGPN membership right on our website!
Join today!
