Conference Materials

Email This Page   Print This Page

30th Annual Conference – September 28, 2018
Please feel free to click on the links and print any of the presentations if you want hard copies of any of the breakout sessions.
Breakouts Session 1
Planned Giving 101: Introduction to Gift Planning  Rebecca Bibleheimer, JD LLM
 How Women and Men Give Around Retirement   Debra J. Mesch, PhD
Capacity and Giving – Making Sure Donor Incapacity or Undue Influence Does Not Come Back to Haunt You!  Michael D. Levelle, JD
Breakouts Session 2
Planned Giving 102: Legacy Giving and How to Talk to Your Donors About it  Rebecca Bibleheimer, JD LLM
Engaging Multiple Generations in Philanthropy  Deborah Goldstein
 The Tax Cuts and Jobs Act: Selected Issues for Individuals Christopher Cline, JD
Breakouts Session 3
Getting Professional Advisors on Board with Philanthropy  Arlene Cogen, CFP
Cautionary Tales and Useful Tips from the Attorney General’s Office

20 Questions Directors Should Be Asking

A Guide to Board Service

 Elizabeth Grant, JD;Susan Bower, JD
 Charities as Beneficiaries of Estate Plans  June Wiyrick Flores, JD
Breakouts Session 4
Stewardship for Planned Gifts: Moving Beyond Thank You—A Panel Discussion  panel
When Planned Giving Gets Social

How NOT to Run a Foundation: Lessons Learned from The Donald J. Trump Foundation Lawsuit

Jeri Kasal; Paul Loofburrow

Janet Knauss Larsen,  JD, Karen Hobson, JD, Jeffrey Bird, JD