Annual Conference

9:00 – 10:00am	Session I
	Planned Giving 101: Introduction to Gift Planning View Recording	Michael Davis, MBA, CTFA
10:15 – 11:15am	Session II
	Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It View Recording	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

9:00 – 10:00am	Session I
Track A	Words Matter: How to Inspire Your Donors (and Colleagues) View Recording	Jennifer Milburn
Track B	Gifts of Retirement Assets View Recording	Rebecca Bibleheimer, JD, LLM
10:15 – 11:15am	Session II
Track A	Leading Through Fear and Uncertainty View Recording	Rena Whittaker
Track B	Making Something Out of Nothing: Managing Challenging Charitable Gifts from Estates and Trusts View Recording	Steven G. Bell, JD
11:30am – 12:30pm	Session III
Track A	Lessons Learned from a Career in Planned Giving View Recording	Pete Sommerfeld
Track B	The Benevolent Bitcoin: How to Gift Virtual Currency View Recording	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.