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
11:20am – 12:20pm: 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
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
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
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
Thank you to our 2018 Annual Conference Sponsors!
