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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 Remarks | |
| 8:45 – 9:45am | Keynote Address: Neurogiving: The Neuroscience of Gift Planning (and What to Do About It) | Cherian Koshy, ACFRE, CFRE, CAP |
| 9:45 – 10:00am | Break and Sponsor Exhibits | |
| 10:00 – 11:00am | Breakout Session I | |
| Track One | Planned Giving 101: Introduction to Gift Planning | Rebecca Bibleheimer, JD, LLM, CAP |
| Track Two | Alphabet Soup or Strategic Advantage? The Role of Professional Designations in Fundraising Careers | Megan Crane, MNM, CSPG Katie Colhoff, MBA, CFRE Crystal Logan, MS, CAP |
| Track Three | Reading is Fundamental: An Introduction to Reviewing Documents and Identifying Issues | Michael Davis, MBA, CTFA |
| 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, CAP |
| Track Two | Turning Planned Giving from “Someday” into Strategy | Bryant Weathers, CSPG |
| Track Three | ASK: Accept • Sell • Keep: Aligning Policy, Governance, and Opportunity for Real Estate Gifts | Jennifer Millburn Stephanie Zaino, JD |
| 12:20 – 1:40pm | Lunch Program and Distinguished Service Award Presentation | |
| 1:40 – 2:40pm | Breakout Session III | |
| Track One | How to Build a Planned Giving Program | Mike Conway |
| Track Two | Smarter, Faster, Kinder: Ethical AI Tools Every Gift Planner Should be Using Now | Cherian Koshy, ACFRE, CFRE, CAP |
| Track Three | Fight For Your Rights (to Party Like a Beneficiary) | Steven Bell, JD Rochelle Makela Goodman |
| 2:40 – 3:00pm | Break and Sponsor Exhibits | |
| 3:00 – 4:00pm | Breakout Session IV | |
| Track One | Turning Conversations About Bequests into Major Gifts | Hal J. Abrams, JD, LLM |
| Track Two | Tax Smart Strategies with Charitable Gift Annuities and Charitable Remainder Trusts | Natalie Chapman Scott Claeys, CAP, CFRE, FCEP |
| Track Three | Advising Donors in a SECURE World: Charitable Gift Planning with Retirement Accounts | Jessica Baggenstos, JD, LLM |
| 4:00 – 5:00pm | Reception and Prize Drawings | |