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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
Panelists: |
| 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
Panelists: |
| 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 | |