Annual Conference

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.
	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

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.