Conference Course Materials

The highlighted course titles are linked to the powerpoint and/or handout materials provided by the presenters.
Keynote Address
Become the Planned Giving All-Star: Get Off the Bench and into the Game. Lynda L. Sands, JD, MBA
Breakout Session I
Track One Planned Giving 101: Introduction to Gift Planning Rebecca Bibleheimer, JD, LLM
Track Two Art of the Blended Gift Steve Slotemaker
Track Three Financial Advisor Engagement Eden Rose Brown, JD
Breakout Session II
Track One Planned Giving 102: Legacy Giving and How to Talk to Your Donors About it Rebecca Bibleheimer, JD, LLM
Track Two Legacy Societies Jeri Kasal, Julie Feeley
Track Three Under the Hood of the CRT Lynda L. Sands, JD, MBA
Breakout Session III
Track One Yes you can! (Ask for a bequest) Lori C. Sweeney
Track Two Show, Don’t Tell: A workshop to help tell better donor stories Michael Davis, MBA, CTFA
Track Three Gift Acceptance Policies Panel: What do you do with …? PANEL: Sheryl Acheson, Lon Dufek, Jennifer Milburn
Moderated by Stephanie S. Zaino, JD
Breakout Session IV
Track One The 7 Biggest Bequest Marketing Mistakes and How to Avoid Them Aviva Shiff Boedecker, JD
Track Two Elementary, My Dear Watson: Protecting Deductions After the TCJA Dick Solomon, Jackson Lewis
Track Three Charitable Planning with Closely-Held Business Interests Jeffrey C. Thede, JD