2025 Planned Giving Day Conference - "Pathways to Legacy Giving"
Wednesday, October 22, 2025
Handout Library
BREAKFAST KEYNOTE: "250th Anniversary of our Great Nation" presented by
Kathryn Ott Lovell (250 Philadelphia) - Presentation
Session I
Fundamentals
"Maximizing Fundraisning Potential; Best Practices in Planned Giving " presented by Gwen Paxon, CFRE
- Presentation
Intermediate
"A Path to Repeatable QCD Gifts" presented by Greg Wilson, CFRE, CAP® and Jeannette Edwards
- Presentation
Masters
"A Complex Gift Case Study:
The Engaging Proposal" presented by Timothy J. Prosser, JD - Presentation, Handout
The Forum Table
"Legacy Fables: The Good, The Bad and the Ugly" presented by Delia G. Perez, MBA, CFRE, CAP® and
Jill Kyle, MBA, CFRE - Presentation, Handout
Session II
Fundamentals
"The Fab Five: Bequests, Beneficiary Designations, CGAs, QCDs and Outside Trusts" presented by Beth Delaney, MSW, MS - Presentation
Intermediate
"Power Shift - Giving Shift: Turning Federal Policy Changes into Philanthropic Opportunities" presented by Christopher Polito and Mark Urban - Presentation
Masters
"Next Level Charitable Gift Annuities: Uncommon Applications -- Focus on the Donor!" presented by
Chris McGurn, CAP® - Presentation
The Forum Table
"Wealth Advisors: A Hidden Resource for Planned Giving" presented by Justin Spike, CFP®, CPA
- Presentation
LUNCHEON KEYNOTE: "How the RIFT Project Helps Charities Navigate Unnecessary Hurdles for Donor Legacy Gifts" presented by Johni Hays, JD (Thompson & Associates) - Presentation
Session III
Fundamentals
"Building Future Legacies: Why Planned Giving Starts with Young Donors Today" presented by Lindsy Hannan, MPA and Christy Coulter, MA, CFRM, FCEP - Presentation, Handout
Intermediate
"Every Legacy Starts with a Little Push: The Importance of Cultivating ‘Training Wheel’ Gifts" presented by Elizabeth Wagner and Julien Franklin, CAP® - Presentation
Masters
"Secure-ly Planning for Charitable and Planned Giving Under the Secure Act & Secure Act 2.0" presented by Brian Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA - Presentation, Handout, Handout,
Handout
The Forum Table
"Energizing Planned Giving: Powering Your Legacy" presented by Troy Nuss, CFRE - Presentation
Session IV
Fundamentals
"Planned Giving and Endowments -- The Pathway to Nonprofit Stability" presented by Greg Wilson, CFRE,
CAP® and Kelly Grattan, PhD, MBA, CFRE, CAP® - Presentation
Intermediate
"Trust: The Keystone to Deepening Donor Engagement" presented by Abby Axelrod-Wunderman, CAP®
- Presentation
Masters
"Tales from the Trenches: Gift Planners Discuss Experiences and Lessons Learned" presented by Gregory E. Johnson, MPA, CFP®, Lizabeth Macoretta, JD, Lisa Repko, JD, and David J. Toll, MBA, JD - Panel Discussion/ No Presentation
The Forum Table
"Money Talks: Endowment Management, Fundraising & Financial Fluency for Gift Planners" presented by Beth Delaney, MSW, MS and Tom Moore, JD, LLM, CAP® - Presentation
We deeply appreciate the support of our sponsors and faculty.
