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Quick Links:
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2016 Conference Workshops
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MORNING PLENARY
Where is the Sector Headed - And What Does it Mean for Planned Giving? presented by Kay Sprinkel Grace, CFRE, Transforming Philanthropy |
LUNCHEON KEYNOTE
What Planned Giving Teaches the Entire Profession presented by Kim Klein, Klein and Roth Consulting |
FUNDAMENTALS TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Estate Planning Basics
An introduction to common methods for transferring assets after death, basic estate plan structures for married couples of varying degrees of wealth, and incapacity planning. Philip Golden, JD Stanford University |
Understanding Life Income Gifts
Learn what you need to know about CGAs and CRTs and have better conversations about these life income gifts with your donors and board members. Rebecca E. Dupras, Esq. Silicon Valley Community Foundation |
Building / Expanding a Legacy Program
Dare to ask your supporters, one-on-one, to make legacy gifts. Build or expand infrastructure to support the ask, not the other way around. Greg Lassonde, CFRE Legacy Giving Specialists |
Putting it all Together
You have learned the techniques of gift planning and studied the instruments. What's your next move? Ann will help you determine your path to a successful gift planning program. Ann Barden Oregon Health & Science University Foundation |
CULTIVATION & MARKETING TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Asking for the Planned Gift
Asking never seems easy. What if it was less stressful and perhaps even fun? Asking in a respectful way can increase gift size and result in larger current gifts. Try out some new approaches that can work for those at any experience level. Kevin Johnson Retriever Development Counsel LLC |
This is Not a Black Box: Successful Planned Gift Marketing
How do you decide which planned gift marketing tools to employ? We’ll review a variety of techniques that can suit any size budget or program. David Bonfilio Canine Companions for Independence Tracy Donahoe Earthjustice |
Engaging Donors with Social Media & Email: Case Studies From Your Peers
Learn how to effectively increase your reach with social media and email using practical and proven strategies that build relationships with donors and deliver results! Molly Martin Crescendo Interactive, Inc. |
Looking for Gifts in All the Right Places: Helpful Hints for Identifying Planned Giving Prospects and Turning "NO" into "YES"
This session will help fund raisers find the right prospects, turn a "no" into a gift, and uncover gifts they may not even have been looking for. Aviva Shiff Boedecker, JD Sharpe Group |
ADMINISTRATION TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Maximizing the Gift through Effective Bequest Administration
This program will guide charitable beneficiaries through the trust and probate administration process to ensure that they receive their full bequests. Dylan Hendricks, Esq. Hendricks McFarlane, Attorneys at Law |
Charitable Gift Annuities - Beyond the Basics
If you already know the basics, this highly interactive and case driven session will help you take your gift annuity conversations to the next level. Craig C. Wruck Humboldt State University |
Nuts and Bolts of Gift Agreements
Basic elements of gift agreements, issues to take into consideration when deciding to make an agreement or a pledge legally binding, drafting flexibility into gift purpose language to deal with future changed circumstances as well as other practical considerations. Randi Silverman, JD University of California, Berkeley |
Plannual Giving: an Integrated Approach to Planned Giving Marketing
The future of planned giving marketing is integration, not separation - a hybrid marketing mix, blending annual support and legacy gifts in the same communication vehicles. Ray Watts, CFRE, CSPG University of Redlands Patience Boudreaux, CSPG University of Redlands |
TECHNICAL TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Advantages of Planned Giving with Retirement Assets
This workshop will allow you to easily identify and explain retirement assets to donors and assist them in understanding the benefits of leaving such assets to their preferred charity. Theresa A. Nagle, JD Consulting Estate and Charitable Planning Attorney |
Gifts of Real Estate - Issues and Ideas
This session will explore some of the legal and tax issues present in real estate gifts, as well as a few creative gift planning ideas. Erik Dryburgh, Esq. Adler & Colvin |
Yikes! Finding and Fixing Self-Dealing
Acts of Self-Dealing impose significant excise taxes on your clients and their charitable gifts. Come learn how to identify Self-Dealing and How to Fix it. Gregory W. Baker, JD, ChFC, CFP, CAP Renaissance Administration LLC |
Renaissance of the Pooled Income Fund
Learn what a Pooled Income Fund (PIF) is, how it works, how to administer a PIF and how to use it effectively. Michael B. Hobson, Esq. Hobson & Hobson, Attorneys at Law Robert L. Hobson, Esq. Hobson & Hobson, Attorneys at Law |
SPECIAL TOPICS IN PLANNED GIVING
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Session 1: 9:30am-10:45am
Charitable Gifts of Restricted Stock
This session will cover basic parameters and various corporate challenges associated with receiving public and private company stock as a charitable gift. Jill S. Dodd, Esq. Manatt Phelps & Phillips LLP Craig D. Miller, Esq. Manatt Phelps & Phillips LLP |
Session 2: 11:00am-12:15pm
Capacity and the Aging Brain
Learn about some of the medical, practical and legal aspects of donors with diminishing capacity. Alexandra Morris, MA Alzheimer's Association Stacie Polashuk Nelson, Esq. Holland and Knight LLP |
Session 3: 1:45pm-3:00pm
Impact Investing and Planned Giving: Values in Alignment
Impact investing is a popular but often misunderstood strategy for philanthropy. This session will explore how aligning one’s values for giving can be applied to their investing as well. Panelists: Lisa L. K. Kleissner The KL Felicitas Foundation Justina Lai Wetherby Asset Management Lisa Parker Family Circle Advisors Moderator: Maggie Cutts Mission Investors Exchange |
Session 4: 3:15pm-4:30pm
Donors Speak: What Works/Doesn't Work in Turning Prospects to Planned Giving Donors
What do prospective donors care about most and respond to best when being approached for a planned gift? Experienced philanthropists answer that all-important question. Panelists: Jane A. Cook, CTFA Northern Trust Dwight L. Johnson Retired John R. Trauth Management Consultant Moderator: Linda Solow Jaffe, JD, CFRE Jewish Community Federation and Endowment Fund |
- Details subject to change without notice.