Thursday, October 18

 

 

 

 

 

 

8:30 – 9:30

Affinity Group Sessions

 

Higher Ed

 

Healthcare

 

Arts

 

Environment

 

Social Services

 

Advisors

Regular Track Sessions

 

Planned Gift Tech

 

Getting Oriented

 

Collaboration Lab

 

Management & Administration

 

Communications & Marketing

 

Summit

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

 

Summit

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.