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Breakout sessions are organized into tracks to best serve professionals with varying skill levels.
Track One is designed for those new or newer to planned giving and others who wish to strengthen their understanding of the fundamentals of our field.
Track Two provides content appropriate for skilled professionals. The sessions will challenge those newer to the field and be a refresher to those who have been in the field for some time.
Track Three is for the most seasoned professionals and addresses technical issues. The tracks are designed to assist you in selecting the sessions that may be most appropriate for your skill level but you are welcome to choose sessions from any track.
| 7:30 – 8:30am | Registration, Breakfast, and Sponsor Exhibits | |
|---|---|---|
| 8:30 – 8:45am | Welcome | Audrey Anderson Stephanie S. Zaino, JD |
| 8:45 – 9:45am | Keynote Address: Humanics Before Mechanics Leads to Greater Legacy Planning | James F. Normandin |
| 9:45 – 10:00am | Break and Sponsor Exhibits | |
| 10:00am – 11:00pm | Breakout Session I | |
| Track One | Planned Giving 101: Introduction to Gift Planning | Wes Milligan |
| Track Two | Understanding and Adapting to Trends in Next-generation Philanthropy | Katherine Fox, CFP®, CAP® |
| Track Three | Giving in Diverse Communities | Dien Yuen, JD, LLM, CAP®, AEP® |
| 11:00 – 11:20am | Break and Sponsor Exhibits | |
| 11:20am – 12:20pm | Breakout Session II | |
| Track One | Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It | Jennifer Milburn |
| Track Two | Cash is for Amateurs! | Tiffany House, CAP®, CEPA, FCEP |
| Track Three | The Power of Legacy Giving in Campaigns | Rochelle Makela-Goodman |
| 12:20 – 1:40pm | Lunch and Distinguished Service Award (DSA) Presentation | |
| 1:40 – 2:40pm | Breakout Session III | |
| Track One | The Art of Staying Connected to Your Donors: Stewardship and Legacy Societies | Pete Sommerfeld, CSPG |
| Track Two | Succession Planning and Career Development | Moderator: Rebecca Bibleheimer, JD, LLM
Panelists: |
| Track Three | Tax-Advantaged Business Sales | Tiffany House, CAP®, CEPA, FCEP |
| 2:40 – 3:00pm | Dessert and Sponsor Exhibits | |
| 3:00 – 4:00pm | Breakout Session IV | |
| Track One | Marketing for Planned Gifts | Andy Ragone, CGPP Kimberly Jetton, MNM, CFRE |
| Track Two | Using Planned Giving to Turn a “No” into a “Yes” | Hal Abrams, JD, LLM |
| Track Three | Successful Partnerships with Your Business & Finance Office | Moderator: Teri Patapoff
Panelists: |
| 4:00pm | Reception and Raffle | |