Annual Conference

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Hilton Portland & Executive Tower
921 Southwest 6th Avenue
Portland, Oregon

 

REGISTRATION FEES
Members        $275
Nonmembers   $325

REGISTER HERE!

 

This program is approved for 5 hours of CFRE Continuing Education and 4 hours of CLE from the Oregon State Bar.


2018 Annual Conference Schedule of Events

{ Download the 2018 PDF Schedule }   { Download the 2018 PDF Conference Booklet }

These breakout sessions are organized into tracks to best serve professionals with varying skill levels.

Track 1 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 2 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 3 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/Exhibits
8:30 – 8:45am: Welcome

Sarah Gambil

Eric Maher

8:45 – 9:45am: Keynote Address

Women: An Undervalued Asset in Philanthropy

Debra J. Mesch, PhD
Professor of Philanthropic Studies and the Eileen Lamb O’Gara Chair in Women’s Philanthropy,
Lilly Family School of Philanthropy at Indiana University

9:45 – 10:00am: Morning break and exhibits
10:00 – 11:00am: Breakout Session I

Track One

Planned Giving 101: Introduction to Gift Planning

Rebecca Bibleheimer, JD LLM
Senior Philanthropic Advisor, Vice President,
U.S. Bank Charitable Services Group

Track Two

How Women and Men Give Around Retirement

Debra J. Mesch, PhD
Professor of Philanthropic Studies and the Eileen Lamb O’Gara Chair in Women’s Philanthropy,
Lilly Family School of Philanthropy at Indiana University

Track Three

Capacity and Giving – Making Sure Donor Incapacity or Undue Influence Does Not Come Back to Haunt You!

Michael D. Levelle, JD
Special Counsel,
Sussman Shank LLP

11:20 – 12:30pm: Breakout Session II

Track One

Planned Giving 102: Legacy Giving and How to Talk to Your Donors About it

Rebecca Bibleheimer, JD LLM
Senior Philanthropic Advisor, Vice President,
U.S. Bank Charitable Services Group

Track Two

Engaging Multiple Generations in Philanthropy

Deborah Goldstein
Principal of Enlightened Philanthropy and Co-Founder of My Giving Co.

Track Three

The Tax Cuts and Jobs Act: Selected Issues for Individuals

Christopher Cline, JD
President and Chief Executive Officer,
Riverview Trust Company

Samantha Pahlow, CPA CTFA
Senior Vice President,
Riverview Trust Compan
y

12:30 – 1:40pm: Lunch and Distinguished Service Award presentation
1:40 – 2:40pm: Breakout Session III

Track One

Getting Professional Advisors on Board with Philanthropy

Arlene Cogen, CFP
Philanthropic Leadership Consultant,
Arlene Cogen Consulting

Track Two

Cautionary Tales and Useful Tips from the Attorney General’s Office

Elizabeth Grant, JD
Attorney-in-Charge,
Oregon Department of Justice, Charitable Activities Section

Susan Bower, JD
Assistant Attorney General,
Oregon Department of Justice, Charitable Activities Section

Track Three

Charities as Beneficiaries of Estate Plans

June Wiyrick Flores, JD
Partner,
Miller Nash Graham & Dunn LLP

3:00 – 4:00pm: Breakout Session IV

Track One

Stewardship for Planned Gifts: Moving Beyond Thank You—A Panel Discussion

Brenda Ray Scott, CFRE
Adept Diva Consulting Fundraising and Public Relations

Michael Davis, MBA CTFA
Associate Vice President for Major Gifts and Planning,
Lewis & Clark College

Kathryn Karr
Donor Relations Manager,
Planned Gifts, Oregon Humane Society

Lisa James, CFRE
Executive Director,
Lan Su Chinese Garden

Track Two

When Planned Giving Gets Social

Jeri Kasal
Associate Director of Philanthropy, Planned Giving,
Oregon Public Broadcasting

Paul Loofburrow
Vice President of Marketing,
Oregon Public Broadcasting

Track Three

How NOT to Run a Foundation: Lessons Learned from The Donald J. Trump Foundation Lawsuit

Janet Knauss Larsen, JD
Shareholder,
Lane Powell

Karen E. Hobson, JD LLM
Counsel to the Firm,
Lane Powell

A. Jeffery Bird, JD
Shareholder,
Lane Powell

 4:00pm: Reception

Venue—Hilton Portland & Executive Tower

Hilton Portland & Executive Tower


Thank you to our 2018 Annual Conference Sponsors!

NWPGRT 2018 Sponsors