Thursday, October 18







8:30 – 9:30

Affinity Group Sessions


Higher Ed








Social Services



Regular Track Sessions


Planned Gift Tech


Getting Oriented


Collaboration Lab


Management & Administration


Communications & Marketing



10:00 – 11:00 a.m.

Don't Gamble Your Future: Best Practices for Endowments
Phil Purcell
What a Great Hat! - Is that a new gift planning hat?
Lynn Ierardi
Gift Planners and Advisers: Partnering to Achieve Philanthropic Solutions
Elizabeth Ayers and Jean Carter
Accepting Complex Gifts of Real Estate: A Builder's Guide
Jonelle Beck and Shelia Hard
Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing
Kathryn Miree
Here Come the Boomers
Kristen Dugdale 

11:30 a.m. – 12:30 p.m.

Gifts of Copyrights, Trademarks and other Intellectual Property
David Newman
Stewarding Donors with Dementia

Jolene Hyppa Martin and Robert Hofmann
Impact Investing: Friend or Foe of Fundraisers?
Phil Cubeta
"Sorry, We Really Can't Accept Your Mouse Trap!"  Candidly Exploring the Acceptance and Counting of Unique, Complex and Special Planned Gifts
Philip Watson
Winning Hearts and Minds INSIDE Your Organization: Becoming Your Best Planned Giving Program Advocate
Cathy Sheffield and Patrick Schmitt
The Real Demographics of Baby Boomers - A very special generation or just typical old people?
Russell James

2:00 – 3:00 p.m.

Bitcoin and Beyond: Making Virtual Currency Less Virtual
Bryan Clontz
A DAF's Beauty is in the Eye of the Donor
Sindy Craig and Carlos Byrne
When Boomer Bosses Meet the Millennial Mindset
Kelly Taylor and Bob Mueller
A Very Significant Donor Just Died. Now What?!?!
Fred Weber
The 9 Keys To Cutting Through Planned Giving Message Confusion
Barry Spencer
Make Your Charitable Estate Plan Great Again
Christopher Hoyt

3:30 – 5:00 p.m.

Concurrent with
Leadership Institute Roundtable
Accelerating the Remainder Gift: Two Case Studies
Russell Willis
The Ties That Bind: Effective Cultivation Techniques
Anne Melvin
How Major Gift Officers Become Planned Gift "Super Sleuths"
Craig Smith and Dan Shephard
Stuck in the Middle with You:  Donor, Planner, Business Officer
Christopher Kelly and Melanie Norton
Donor Insights: Why Planned Gifts Remain Secret
Katy Kotlarczyk and Gordon Trafton
Boomers & Gift Planning: Easy Rider or Apocalypse Now
Jeff Comfort, Cynthia Krause and Scott Lumpkin



Friday, October 19




Planned Gift Tech


Getting Oriented


Collaboration Lab


Management & Administration


Communications & Marketing



8:30 –    9:30 am 


IGNITE! Plenary

10:00 – 11:00 a.m.

Business Gifts that Make Sense (and Raise Dollars)
Greg Baker
Zen and the Art of Fundraising: Key Pillars of Success

Alex Brovey
Thousands or Millions? Fixing Mistakes that Diminish Gifts 
Pam Davidson 
Charitable Bequest Administration: A Panel Discussion
Andrew Fussner, Beth Ridout, Meika Slotsema, and Stacy Sulman
How To Conduct Successful Planned Giving Conversations with Donors and Their Professional Advisors
Steven Schwartz
Tax Planning for the Rich and Famous Baby Boomers 
Joseph P. Toce Jr

11:30 a.m. –         12:30 p.m.

Real World Lessons on Gift Substantiation
Bill Knox
The Five Types of Blended Gifts – The What, Why and How of Closing Blended Gifts
Lani Starkey
The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base
Marcia Inger Navratil
Calming Troubled Waters - Eliminate Delays When Requesting IRA Death Proceeds
Johni Hays
The Coming Gift Boom and The Art of Integrated Marketing
Andrew Ragone
The Lost Cohort

Ruth Fitzgibbons























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.