Annual Conference

2021 NWPGRT Annual Conference


Oregon Community FoundationThank you to Oregon Community Foundation for their generous Raffle Prize Sponsorship!

Your registration automatically enters you into our drawing to win a $100 gift card to Olive or Twist and two bottles of delicious Hawkins Cellars wine.

Join us at the 2021 Annual Northwest Planned Giving Roundtable Conference for your chance to win!

2021 Annual Conference Schedule

Download 2021 Annual Conference Schedule PDF
View Course Descriptions | View Speaker Biographies

Wednesday, September 22, 2021
8:45 – 9:00am Welcome & Introductions
9:00 – 10:00am Session I
Planned Giving 101: Introduction to Gift Planning Michael Davis, MBA, CTFA
10:00 – 10:15am Break
10:15 – 11:15am Session II
Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It Michael Davis, MBA, CTFA
11:15 – 11:30am Break
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.
Accepting Non-cash Non-traditional Gifts Kathy Saitas, JD
CFRE Brenda Ray Scott, CFRE
NWPGRT Mentorship and Early Career Mike Macnab
Ann Barden
Planned Giving Marketing Julie Feely
Thursday, September 23, 2021
8:45 – 9:00am Welcome & Introductions
9:00 – 10:00am Session I
Track A Starting Your Planned Giving Program: Where to Begin Nicole Engdahl
Track B Leveraging Data to Uncover Gift Planning Prospects Jenna Proctor
Matt Smith
10:00 – 10:15am Break
10:15 – 11:15am Session II
Track A Ethics, Fundraising, and Boundaries in Charitable Giving & Estate Planning Mary Rennekamp
Emily Nestor
Track B Donor Advised Funds: Past, Present, and Future Rebecca Bibleheimer, JD, LLM
11:15am – 11:30pm Break
11:30 – 12:30am Session III
Track A How Do You Measure a Year? What about Love Vivien Trinh
C. Nathan Harris
Track B Gifts of Real Estate: Great Assets for Great Gifts! Steve Slotemaker
12:30 – 1:30pm Lunch Hour Social
Bring your lunch and join your colleagues in virtual breakout rooms for a social hour.

Thank You to our 2021 Annual Conference Sponsors

Thank You to our 2021 Annual Conference Sponsors

Stoel Rives First Republic Bank Legacy Health Oregon Community Foundation TIAA Kaspick US Bank Charitable Services Group