2023 Conference Schedule

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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 and Breakfast
8:30 – 8:45am Welcome Stephanie S. Zaino, JD
8:45 – 9:45am The Influencers of Philanthropic Giving for High-Net-Worth Families Dien Yuen, JD, LLM, CAP, AEP
9:45 – 10:00am Break and Sponsor Exhibits
10:00am – 11:00pm Breakout Session I
Track One Planned Giving 101: Introduction to Gift Planning Rebecca Bibleheimer, JD, LLM
Track Two Building a Valuable Mentor-Mentee Relationship Moderator: Michael Conway, MA

Mike Macnab
Patti Whitcomb

Track Three Have it Your Way: Lessons from Accepting a Business Franchise Chelsea Benedict
Rochelle Makela-Goodman
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 Rebecca Bibleheimer, JD, LLM
Track Two What Now? Understanding the Perspective and Concerns of Next-Gen Inheritors
Katherine Fox, CFP, CAP
Track Three Health Education Exclusion Trusts Steven Boyd, JD, LLM, CFA
12:20 – 1:40pm Lunch and Distinguished Service Award Presentation
1:40 – 2:40pm Breakout Session III
Track One Overcoming Planned Giving Myths With Your Colleagues Renee Kurdzos
Track Two Honorary Membership: Legacy Society and Donor Stewardship Best Practices Moderator: Rachel Gitner, CAP

Joshua Goldstein, MBA
Jeri Kasal
Chelsea Paris

Track Three Latinx Giving: A Wealth of Opportunities Cris Lutz, CSPG, CAP
2:40 – 3:00pm Dessert and Sponsor Exhibits
3:00 – 4:00pm Breakout Session IV
Track One Creating Donor Momentum With Sequential Marketing for Planned and Major Gifts of Assets Andy Ragone, CGPP
Track Two Finding Gift Planning Wins With Our Organizational Partners Carol Eames
Track Three From the Ground Up: Real Estate-Funded CRTs Michael Davis, MBA, CTFA
Jennifer Milburn
4:00pm Reception and Raffle