Annual Conference

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Thursday, September 28, 2017
Hilton Portland & Executive Tower
921 Southwest 6th Avenue
Portland, Oregon
8:00 a.m. — 5:00 p.m.


2017 Annual Conference Keynote Address


Keep Calm and Carry On: Maintaining A Global Perspective and Forward Momentum in Perplexing Times

2017 NWPGRT Conference Keynote Speaker Chris Yates, J.D.,
Chief Advancement and Economic Development Officer, The Ohio State University, College of Engineering

Chris recently returned to the US after spending 2-1/2 years heading up advancement at the London School of Economics (LSE) to take on a new leadership role combining both advancement and economic development for the College of Engineering at Ohio State.  At a time of significant socio-political change and upheaval in both the US and Europe, he is well positioned to observe how some of these rapidly occurring shifts are affecting the fundraising profession.  He will discuss his experiences at LSE promoting philanthropy across a global spectrum centered in the UK, with the lead-up to “Brexit” as the backdrop.  Chris will speak to the challenges — both cultural and systemic – that he faced in his LSE role, and he will also address the emerging trend here in the US towards a more holistic notion of “revenue raising” from a range of sources, both philanthropic and non-philanthropic, as reflected in his title at OSU.  In addition, Chris will share some practical tips for fundraising from donors in the UK and other rising countries on the philanthropic landscape.


2017 Annual Conference Schedule of Events

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7:30 – 8:30am Registration/Breakfast
8:30 – 8:45am Welcome/Opening Remarks Julie Diamond and Eric Maher
8:45 – 9:45am Keep Calm and Carry On: Maintaining A Global Perspective and Forward Momentum in Perplexing Times Keynote Speaker: Chris Yates
9:45 – 10:00am Break with Sponsors
10:00 – 11:00am Breakout Session 1
Track 1 PG 101 — The Basics: The Best Place To Start Is at the Beginning Kevin Matheny & Matt Senecal
Track 2 Preparing for a New Future: Measuring Success for Planned Giving Programs Moderator: Rick Thomas,
Panelists: Karie Trumbo, Karlene McCabe, Kevin Johnson
Track 3 Tax Reform in Uncertain Times and the Impact on Charitable Planning Roy Abramowitz
11:00 – 11:20am Break with Sponsors
11:20am – 12:20pm Breakout Session 2
Track 1 PG102 — Ready, Set, Go: Launching A Planned Giving Program That Fits Your Organization Kevin Matheny & Matt Senecal
Track 2 Turning $5 Million into $500 Million — Empowering Communities through Incentive Grants with the LIFE & LEGACY™ Mode Wendy Arenson & Steve Albert
Track 3 The Overwhelming Benefits of Giving…Real Estate Lon Dufek
12:30 – 1:30pm Lunch with DSA Presentation
1:40 – 2:40pm Breakout Session 3
Track 1 Effective Marketing of Bequests for Smaller Planned Giving Programs Andrew Palmer
Track 2 Cautionary Tales and Useful Tips from the Attorney General’s Office Elizabeth Grant & Susan Bower
Track 3 Everybody Knows That, But Did You Know…? Frank Minton
2:40 – 3:00pm Dessert and Break with Sponsors
3:00 – 4:00pm Breakout Session 4
Track 1 Bringing Gift Planning and Major Gifts Together:  Fission or Fusion? David Leach & Ryan Egge
Track 2 The Shadow Over the Banquet Hall Frank Minton
Track 3 Properly Vetting and Accepting (or Declining) Unmarketable Assets Moderator: Wendy Chou
Panelists: Ray Klinke, Wes Milligan, Jeri Kasal
4:00pm Reception

Thank you to our 2017 Annual Conference Sponsors!
2017 NWPGRT Sponsors