Our annual conference will be presented virtually September 16 and 17, 2020.
September 16 only – registration $50
PG 101 and PG 102
September 17 only – registration $75
Two Tracks with Three Sessions Each
September 16 and 17 – registration $100
2020 Annual Conference Schedule
Download Annual Conference Schedule PDF
Wednesday, September 16
| 9:00 – 10:00am | Session I | |
|---|---|---|
| Planned Giving 101: Introduction to Gift Planning | Michael Davis, MBA, CTFA | |
| 10:15 – 11:15am | Session II | |
| Legacy Giving and How to Talk to Your Donors About It | 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. |
||
| 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
| 9:00 – 10:00am | Session I | |
|---|---|---|
| Track A | Words Matter: How to Inspire Your Donors (and Colleagues) | Jennifer Milburn |
| Track B | Gifts of Retirement Assets | Rebecca Bibleheimer, JD, LLM |
| 10:15 – 11:15am | Session II | |
| Track A | Leading Through Fear and Uncertainty | Rena Whittaker |
| Track B | Making Something Out of Nothing: Managing Challenging Charitable Gifts from Estates and Trusts | Steven G. Bell, JD |
| 11:30am – 12:30pm | Session III | |
| Track A | Lessons Learned from a Career in Planned Giving | Pete Sommerfeld |
| Track B | The Benevolent Bitcoin: How to Gift Virtual Currency | 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. | ||