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

Blending Gifts for Fundraising Success

Philip Purcell

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

Oh Behave! Behaviors that Signal Planned Giving

Kevin Bauman Nathan Stelter

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