Thursday, October 3

 

 

 

 

 

 

8:30 a.m. – 9:30 a.m.

Affinity Group Sessions

 

Arts        Community Foundations        Environment         Healthcare        Higher Ed        Religious Orgs        Social Services

Regular Track Sessions

 

Planned Gift Tech

 

Getting Oriented

 

Collaboration Lab

 

Management & Administration

 

Communications & Marketing

 

Summit

10:00 a.m. – 11:00 a.m.

 
Jazz Up Your Real Estate Gifting Program

Allen Thomas Chase Magnuson
 
Oh Behave! Behaviors that Signal Planned Giving

Kevin Bauman Nathan Stelter
 
If You Build It They Will Commit: Mining Your Loyal Donor Pool for Bequest Fundraising and More

Liz Thompson
Aleksandra Stankovic
 
Always Look a Gift Horse in the Mouth

Kent Weimer
Rebecca Watkins
 
Legacy Marketing Across the Consideration Continuum

Tracy Malloy-Curtis
 
Donor Advised Funds

Reynolds Cafferata
 
 
                         

11:30 a.m. – 12:30 p.m.

 
Fueling Your Mission: Capitalizing on Gifts of Oil & Gas

Joe Hancock
 
It's Only a Bequest

Jane Danek
 
Best Practices:  Support From the Top

Laura Dean
 
Data Mining: How To Build Your Own Engagement Score

Shelley De Leon
 
Donor Stories in Marketing—To Use or Not to Use?

Claudine Donikian
 
Gift Substantiation

Stephanie Casteel 
                         

2:00 p.m. – 3:00 p.m.

 
(Big) Easy Gifts by S-Corporation Owners

Gregory Baker
 
Getting RE-Oriented: Revitalizing an Established Gift Planning Program

William Samers
 
Drafting the Future: Applying Findings from the 2019 Summit on Philanthropy and Dementia

Robert Hofmann
 
RIFT Project Update: How to Eliminate Delays When Requesting IRA Death Proceeds

Johni Hays
 
Planting Seeds for Tomorrow: Growing Your Legacy Society for Future Results

Andy Ragone
Jill Rode
 
Enforcement/ Donor Restrictions

Erik Dryburgh
 
                         

3:30 p.m. – 5:00 p.m.

 
 
Common Gift Planning Mistakes and the Means to Avoid Them

Bill Knox
Ngan Raskin
 
Know Thyself…and Others: Applying Psychological Theories to Gift Planning

Tammy Ozlanski Julia Curtis
 
Talking About Death: Planned Giving & End of Life Planning

Kimberley Pittman-Schulz
 
To Infinity and Beyond! Drafting Gift Agreements That Will Stand The Test Of Time

Marcia Inger Navrátil
 
Planned Giving Marketing on a Budget

Anne Morgan
 
Leadership Institute Roundtable 
(Institute Members Only)
 

 

 

Friday, October 4

           

8:30 a.m. – 9:30 a.m.

Affinity Group Sessions

 



Arts        Community Foundations        Environment         Healthcare        Higher Ed        Religious Orgs        Social Services

Regular Track Sessions

 

Planned Gift Tech

 

Getting Oriented

 

Collaboration Lab

 

Management & Administration

 

Communications & Marketing

 

Summit

10:00 a.m. – 11:00 a.m.

 
Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

Rebecca Bibleheimer
 
Cues and Clues . . . Responding Now to What Prospects Tell You are Impediments to Giving

Pamela Davidson
 
Comprehensive Capital Campaigns at a Small Shop: A Catalyst for Blended Gifts

Gordon Smith
Rebekah Gans
 
How to Stay on Track with CGA Annual Filings

Edie Matulka
 
Keep Calm and Market On: Measuring ROI of Planned Gift Marketing

James Preston
 
Bequest Administration

Michele McKinnon
 
                         

11:30 a.m. –12:30 p.m.

 
Back to Square One: CRT Terminations as Brand New Planned Gifts

Bill Zook
 
Blending Gifts for Fundraising Success

Philip Purcell
 
Allied Professional & Advisory Councils are Dead...Long Live the Rolodex

Eric Abramson
Paul Hansen
 
The Relevance of Probate for Charitable Beneficiaries

Fredrick Weber
 
Engaging Board Members to Grow Your Legacy Society

Tricia Benson
 
Internet/Interstate Fundraising

Jeff Thede
 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print the Breakout Session Schedule

800+ Charitable Gift Planners

Learn, network and collaborate with attendees from across the country, in all career stages, representing diverse organizations.

60+ Speakers​

Get inspired by a conference faculty of innovative keynote speakers and industry leaders who share their experiences and insights on charitable gift planning.

40+ Sessions​

Find solutions to the challenges charitable gift planners face in their day-to-day work by attending sessions you won't find anywhere else.