2017 Planned Giving Day Handouts

2017 Planned Giving Day Handouts

Printed handouts will not be provided at Planned Giving Day.  All attendees are requested to print out your own handouts in advance if you wish to have them for the breakout sessions.  Please determine which sessions you plan to attend and print any/all handouts you wish to have for Planned Giving Day. You do not need to pre-register for any of the breakout sessions.

For a complete listing of the speaker biographies, please click here.


MORNING KEYNOTE

“The Transformation of Center City: Downtown’s Role in the Region’s Economy” presented by Paul R. Levy, Center City District
There are no handouts for this session.

SESSION ONE

FUNDAMENTALS:
“What a Great Hat! Is that a New Planned Giving Hat?” presented by Lynn Malzone Ierardi, JD, University of Pennsylvania
There are no handouts for this session.

INTERMEDIATE:
“Preparing Your Donors for the Real Estate Journey presented by Laura Alexander, JD, TIAA Kaspick

Click here to download the handout. (14 pages)

MASTERS:
“Building Best-In-Class Boards and Why It Matters” presented by Mary Beth Martin, JD,  and Gavan Mooney, both with Changing Our World

There are no handouts for this session.

ROUNDTABLE:
“Establishing a Professional Advisory and/or Agents of Wealth Program” presented by James Connell, FAHP, CSA, James E. Connell Associates

Click here to download the handout. (18 pages)


SESSION TWO

FUNDAMENTALS:
“Marketing is Not a Dirty Word: Using Direct Marketing to Identify and Close More Planned Gifts” presented by Meg Roberts, CFRE & Kathy Swayze, CFRE, Impact Communications
Click here to download the handout.   (13 pages)

INTERMEDIATE:
“Is Your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross?” presented by Christopher McGurn, PNC Institutional Asset Management
Click here to download the handout. (15 pages)

MASTERS:
“Somewhere Over the Rainbow, Lead Trusts Can Come True” presented by Jonathan Gudema, JD, Planned Giving Advisors
Click here to download the handout.   (13 pages)

ROUNDTABLE:
“Voices of Philanthropy” presented by Delia Perez, CFRE, Fairleigh Dickinson University and Patrick Manion, Muscular Dystrophy Association
Click here to download the handout.  (8 pages)


LUNCHEON KEYNOTE

“Women, Investments and Philanthropy” presented by Jai Chanda, State Street Global Advisors
Click here to download the handout.  (42 pages)


SESSION THREE

FUNDAMENTALS:
“Debunking 4 Common Myths Surrounding Planned Giving” presented by Nathan Stelter, The Stelter Company
Click here to download the handout. (24 pages)

INTERMEDIATE:
“Click or Skip?  What Aboout Headlines Makes Donors Want to Read More?” presented by Claudine Donikian, JD, Pentera, Inc.
There are no handouts for this session.

MASTERS:
“Impact Investing: Friend or Foe of Charitable Giving?” presented by Philip Cubeta, CLU, CHFC, CAP, The American College
Click here to download the handout.  (24 pages)

ROUNDTABLE:
“Planned Giving Marketing 102 – Creative Ways to Get Your Point Across” presented by Scott Janney, Bancroft
Click here to download the handout. (2 pages)


SESSION FOUR

FUNDAMENTALS:
“Planned Giving Donors vs. Major Donors: The Critical Difference” presented by Sarah Tedesco & Kelley McGeehan, Donor Search
There are no handouts for this session.

INTERMEDIATE:
“Tales from the Trenches . . . Gift Planners Discuss Experiences and Lessons Learned” presented by Greg Johnson, CFP, University of Pennsylvania; Donald Kramer, JD, Montgomery McCracken Walker & Rhoads, LLP; Jill Kyle, CFRE, Jefferson Health; Joyce Michelfelder, CAP, Masonic Charities and Charles Sterne, III, Curtis Institute of Music
Click here to download the handout.  (2 pages)

MASTERS:
“Wealth Transfer and Family Legacy Planning” presented by Christopher Polito,  Dominic Pepper, and Ian Swedish, all with Community Counseling Services
There are no handouts for this session.

ROUNDTABLE:
“Case Studies in Planned Giving: A Holistic Approach” presented by Steve Grourke, CFRE, CAP, Villanova University and Emily Clarke, Gettysburg College
There are no handouts for this session.

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