2023 Annual Conference
2023 Conference Schedule PDF for download
2023 Conference Booklet PDF for download
| 2023 Annual Conference Presentations | |
|---|---|
| KEYNOTE:The Influencers of Philanthropic Giving for High-Net-Worth Families PDF Additional Materials Idea Lab: The Future of Philanthropic Advising PDF The Global State of Family Offices PDF Your Giving Styles PDF Deloitte Family Office Brochure PDF |
Dien Yuen, JD, LLM, CAP, AEP |
| Planned Giving 101: Introduction to Gift Planning PDF | Rebecca Bibleheimer, JD, LLM |
| Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It PDF | Rebecca Bibleheimer, JD, LLM |
| Have it Your Way: Lessons from Accepting a Business Franchise PDF | Chelsea Benedict; Rochelle Makela-Goodman |
| Health Education Exclusion Trusts PDF | Steven Boyd, JD, LLM, CFA |
| Honorary Membership: Legacy Society and Donor Stewardship Best Practices PDF | Moderator: Rachel Gitner, CAP Panelists: Joshua Goldstein, MBA Jeri Kasal Chelsea Paris |
| Latinx Giving: A Wealth of Opportunities PDF | Cris Lutz, CSPG, CAP |
| Creating Donor Momentum With Sequential Marketing for Planned and Major Gifts of Assets PDF | Andy Ragone, CGPP |
| From the Ground Up: Real Estate-Funded CRTs PDF | Michael Davis, MBA, CTFA; Jennifer Milburn |
| Building a Valuable Mentor-Mentee Relationship PDF | Moderator: Michael Conway, MA Panelists: Mike Macnab; Patti Whitcomb |
2022 Annual Conference
2022 Conference Schedule PDF for download
2022 Conference Booklet PDF for download
2021 Annual Conference
2021 Conference Schedule PDF for download
2020 Annual Conference
Watch all 2020 Video Presentations
2020 Conference Schedule PDF for download
| September 2020 Annual Conference Presentations | |
|---|---|
| Planned Giving 101: Introduction to Gift Planning View Recording | Michael Davis, MBA, CTFA |
| Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It View Recording | Michael Davis, MBA, CTFA |
| Words Matter: How to Inspire Your Donors (and Colleagues) View Recording | Jennifer Milburn |
| Gifts of Retirement Assets View Recording | Rebecca Bibleheimer, JD, LLM |
| Leading Through Fear and Uncertainty View Recording | Rena Whittaker |
| Making Something Out of Nothing: Managing Challenging Charitable Gifts from Estates and Trusts View Recording | Steven G. Bell, JD |
| Lessons Learned from a Career in Planned Giving View Recording | Pete Sommerfeld |
| The Benevolent Bitcoin: How to Gift Virtual Currency View Recording | Jon Feldhammer, JD Katie McEvilly, JD Richard Ramirez, JD |
2019 Annual Conference
2019 Conference Booklet PDF for download
2018 Annual Conference
2018 Conference Booklet PDF for download
2017 Annual Conference
2017 Conference Booklet PDF for download
2016 Annual Conference
2016 Conference Booklet PDF for download
2015 Annual Conference
2015 Conference Booklet PDF for download