
Watch all 2020 Conference Video Presentations
Download 2020 Annual Conference Schedule PDF
2020 Annual Conference Schedule
Wednesday, September 16, 2020
9:00 – 10:00am | Session I | |
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Planned Giving 101: Introduction to Gift Planning View Recording | Michael Davis, MBA, CTFA | |
10:15 – 11:15am | Session II | |
Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It View Recording | Michael Davis, MBA, CTFA | |
11:30am – 12:30pm | Office Hours with PG Professionals | |
Join breakout rooms to discuss a choice of topics and hosted by experienced planned giving professionals. |
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Starting a Planned Giving Program | Ann Barden | |
Donor Advised Funds | Rebecca Bibleheimer, JD, LLM | |
Collaborating with the Annual Fund | Michael Davis, MBA, CTFA | |
Gifts of Real Estate | Pete Sommerfeld, CSPG | |
Estate Administration | Kathy Saitas, JD | |
The Mentor-Mentee Relationship | Mike Macnab | |
Gift Planning in a Low Interest Rate Environment | Lon P. Dufek, CPA, CFP |
Thursday, September 17, 2020
9:00 – 10:00am | Session I | |
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Track A | Words Matter: How to Inspire Your Donors (and Colleagues) View Recording | Jennifer Milburn |
Track B | Gifts of Retirement Assets View Recording | Rebecca Bibleheimer, JD, LLM |
10:15 – 11:15am | Session II | |
Track A | Leading Through Fear and Uncertainty View Recording | Rena Whittaker |
Track B | Making Something Out of Nothing: Managing Challenging Charitable Gifts from Estates and Trusts View Recording | Steven G. Bell, JD |
11:30am – 12:30pm | Session III | |
Track A | Lessons Learned from a Career in Planned Giving View Recording | Pete Sommerfeld |
Track B | The Benevolent Bitcoin: How to Gift Virtual Currency View Recording | Jon Feldhammer, JD, Katie McEvilly, JD, Richard Ramirez, JD |
12:30 – 1:30pm | Lunch and Social Hour | |
Bring your lunch and join your colleagues in virtual breakout rooms for a social hour. |