2022 Planned Giving Day Conference - "Reflecting on Tomorrow"
Wednesday, October 12, 2022
Handout Library
BREAKFAST KEYNOTE: : "Transforming
Today's Youth Into Tomorrow's Leaders" presented by Marcus Allen (Big Brothers Big Sisters Independence) - Presentation
Session I
Fundamentals
"The Match Game: Aligning Donor Intent with the Right Planned Gift" presented by Beth Delaney -
Presentation
Intermediate
"Creating Your Legacy Giving Proposition – It’s Never About the Building" presented by Tracy Malloy
Curtis and Sabrina Naylor - Presentation
Masters
"Situations Raising Ethical Issues for Gift Planners" presented by Donald W. Kramer and David Toll - Presentation
The Forum Table
"Youth in Philanthropy" presented by Mary Fisher-Nassib and Sheryl Seller - Handout 1, Handout 2, Handout 3
Session II
Fundamentals
"Establish, Grow or Reignite Planned Giving in Your Organization" presented by Jeff Grandy - Presentation, Handout
Intermediate
"Multi-Channel Outreach to Maximize Your Legacy Gifts" presented by Anthony R. Alonso - Presentation
Masters
"Investing: What Should the Development Professional Know?" presented by Melissa Sylvester - Presentation
The Forum Table
"Reflecting on Legacy Conversations" presented by Delia Perez and David Toll - Handout
LUNCHEON KEYNOTE: "Reflections on How the Great Wealth Transfer Will Unfold" presented by Barlow
Mann (Sharpe Group) - Presentation
Session III
Fundamentals
"Planned Giving from the Inside Out" presented by Garth Allen and Theresa Leinker - Presentation
Intermediate
"The Value of a Hand-Raiser" presented by Nathan Stelter and Brantley Boyett - Presentation
Masters
"Real Estate Gifts: Setting Donor Expectations" presented by Tim Prosser - Presentation, Handout
The Forum Table
"Career Transitioning Post Pandemic: What are the Trends?" presented by Lisa Vuona - Presentation
Session IV
Fundamentals
"Charitable Gift Annuities: Basics and Best Practices" presented by Julia Boerth - Presentation
Intermediate
"Retirement Assets: Seizing Tomorrow’s Opportunity" presented by Dominic Pepper and Clinton Travis - Presentation
Masters
"Wealth Advisors: An Untapped Resource in Planned Giving" presented by Justin Spike - Presentation, Handout
The Forum Table
"Talking in Years" presented by Greg Wilson and Colleen Bowman - Handout 1, Handout 2
We deeply appreciate the support of our sponsors and faculty.
