Featured Keynote Speakers

Alex Banayan - “When you change what people believe is possible, you change what becomes possible.” That’s the lesson Alex Banayan learned as he interviewed the world's most successful people over  the course of seven years for his bestselling book, The Third Door. He found that all of these leaders, from Bill Gates to Maya Angelou to Warren Buffett to Lady Gaga, found a Third Door to get in to the arena where they eventually excelled. It was almost always an entry they created themselves, that didn’t exist for anyone else. At the conference, Alex will share fascinating Third Door tales. But it’s his own creativity, his focus on origin stories and his insight into the self-made mindset that offer real inspiration for gift planners, who help successful people believe that they can change the world. Banayan has presented the Third Door framework to business conferences and corporate leadership teams around the world, including Apple, Google, Nike, IBM, Salesforce, Disney, and Harvard.


Elizabeth J. Dale -  Elizabeth J. Dale is an assistant professor in the Master of Nonprofit Leadership Program at Seattle University. Her research focuses on the philanthropic practices of LGBT individuals and couples, women’s giving and funding for women’s and girls' causes, and the intersection of gender and philanthropy. Elizabeth received her Ph.D. in Philanthropic Studies in 2016 from the Indiana University Lilly Family School of Philanthropy. CGP attendees will get an early look at important new research from the Giving USA Foundation's new survey of planned gift donors in New Orleans. During the closing plenary, survey director Elizabeth Dale will preview key findings from the study, which will be published in November.


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



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



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

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.