Annual Conference

NWPGRT Annual Conference 2020 Virtual Event

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.