Thank 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. |
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| 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
