Conference Program
Sessions begin at 8:30 AM and end at 12:30 PM for both days
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DAY 1: TUESDAY, MAY 4, 2021
8:30 – 9:10 Welcome and Keynote Speaker 9:10 – 9:20 Break - The Zoom Room will be open! Come visit with friends and sponsors! Breakout 1 9:20 – 10:20 Speaker 1 – Basic 9:20 – 10:20 Speaker 2 - Technical 10:20 – 10:30 Break - The Zoom Room will be open! Come visit with friends and sponsors! Breakout 2 10:30 – 11:30 Speaker 3 – Basic 10:30 – 11:30 Speaker 4 - Technical 11:30 – 11:40 Break - The Zoom Room will be open! Come visit with friends and sponsors! 11:40 – 12:10 Ask the Experts 3 breakout rooms hosted by a sponsor and an “expert,” including some of NCPGC’s fabulous Basics faculty. Bring your burning questions! Sample topics for breakout rooms include: • CRTs • UPMIFA / endowments • Gift Acceptance issues • Donor Capacity issues • Estate waivers / administration issues 12:10 – 12:30 Closing. Details TBD. |
DAY 2: WEDNESDAY, MAY 5, 2021
8:30 – 9:00 Introduce Scholarship Recipients 9:10 – 9:20 Break - The Zoom Room will be open! Come visit with friends and sponsors! Breakout 1 9:20 – 10:20 Speaker 5 – Basic 9:20 – 10:20 Speaker 6 - Technical 10:20 – 10:30 Break - The Zoom Room will be open! Come visit with friends and sponsors! Breakout 2 10:30 – 11:30 Speaker 7 – Basic 10:30 – 11:30 Speaker 8 - Technical 11:30 – 11:40 Break - The Zoom Room will be open! Come visit with friends and sponsors! 11:40 – 12:20 Plenary Speaker 12:10 – 12:30 Closing. Details TBD. |
Speakers:
Basics Track:
1. Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED: "Planned Giving's Greatest Hits: The Most Common Gift Types and Their Functions"
2. Aviva Boedecker, Gift Planning Consultant, Heaton Smith Group: "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"
3. Linda Spuck, Founder, Linda Spruck Consulting: "Starting a Planned Giving Program from scratch"
4. Hal Abrams, Vice President, Clark College Foundation: "The Intersection of Planned Gifts and Major Gifts"
Technical Track:
1. Erik Dryburgh, Principal, Adler & Colvin: " UPMIFA: Open Issues and Conundrums"
2. Amanda Martin, Office of Gift Planning, CPMC Foundation & Blake Grossman, Associate Director of Planned Giving, Stanford University: "CGA's Beyond the Basics"
3. Stephanie Buckley , Dr. Regional Fiduciary Manager Philanthropic Services, Wells Fargo Private Bank, and Tamara Wallenstein, Philanthropic Specialist, Wells Fargo: " Charitable Strategies for Business Owners"
4. TBD
Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity”
Keynote:
LeeAnn Woodward, Regional chief Development Officer, American Red Cross “Equitable Disaster Fundraising”
1. Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED: "Planned Giving's Greatest Hits: The Most Common Gift Types and Their Functions"
2. Aviva Boedecker, Gift Planning Consultant, Heaton Smith Group: "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"
3. Linda Spuck, Founder, Linda Spruck Consulting: "Starting a Planned Giving Program from scratch"
4. Hal Abrams, Vice President, Clark College Foundation: "The Intersection of Planned Gifts and Major Gifts"
Technical Track:
1. Erik Dryburgh, Principal, Adler & Colvin: " UPMIFA: Open Issues and Conundrums"
2. Amanda Martin, Office of Gift Planning, CPMC Foundation & Blake Grossman, Associate Director of Planned Giving, Stanford University: "CGA's Beyond the Basics"
3. Stephanie Buckley , Dr. Regional Fiduciary Manager Philanthropic Services, Wells Fargo Private Bank, and Tamara Wallenstein, Philanthropic Specialist, Wells Fargo: " Charitable Strategies for Business Owners"
4. TBD
Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity”
Keynote:
LeeAnn Woodward, Regional chief Development Officer, American Red Cross “Equitable Disaster Fundraising”