2023 Planned Giving Day Conference - "Legacy as a Gift of Compassion"
Wednesday, October 25, 2023
Handout Library
BREAKFAST KEYNOTE: "Philadelphia’s Historic Roots for Volunteerism and Philanthropy" presented by
Sam Katz (History Making Productions)
Session I
Fundamentals
"Virtual Reality 2023: Building Relationships & Soliciting Planned Gifts in the new Hybrid Environment" presented by Beth Delaney, MSW, MS - Presentation, Handout
Intermediate
"Planned Giving – The Missing Ingredient" presented by Scott Schultz - Presentation
Masters
"Situations Raising Ethical Issues for Gift Planners" presented by Donald W. Kramer, Esq. and David Toll, JD
- Presentation, Handout
The Forum Table
"Career Transitioning and Recruiting in Today’s Market" presented by Lisa Vuona - Presentation, Handout
Session II
Fundamentals
"Building Modern Legacy Giving Programs – The Elements, Activities, and Impact" presented by Christopher Polito and M. Angel Flores - Presentation
Intermediate
"Donor Advised Funds: A Powerful Tool for a Family’s Lasting Legacy" presented by Jason Arbacheski, CAP® - Presentation
Masters
"Views of Philanthropy from the Private Bank" – The PNC Panel presented by Joyce Petrenchak, JD, LLM, CPA, CEPA®, Heather Falmen and Joshua Bruner, CFP® - Panel Discussion/ No Presentation
The Forum Table
"Compassionate Conversations Create the Legacy Dream" presented by Delia Perez, CFRE, CAP® and Jill Kyle, CFRE - Presentation, Handout
LUNCHEON KEYNOTE: "Inspire Your Donors to Create Legacy Gifts" presented by Nathan Stelter – (The Stelter Company) - Presentation
Session III
Fundamentals
"When a Bequest Isn’t a Bequest" presented by David Toll, JD - Presentation
Intermediate
"It Takes Two to Tango: How to Secure More Planned Gifts with a Well-Choreographed Dance" presented by Julia Boerth, MPA - Presentation
Masters
"Retirement and Charitable Giving" presented by Tim Prosser - Presentation, Handout
The Forum Table
"10 Advantages of Donating Life Insurance to Charity" presented by Antoinette Rehak - Presentation
Session IV
Fundamentals
"Follow the Yellow Brick Road to Planned Giving Success" presented by Greg Wilson, CFRE, CAP® and Kelly Grattan, CFRE, CAP® - Presentation
Intermediate
"Wealth Advisors: An Untapped Resource in Planned Giving" presented by Justin Spike, CFP®, CPA
- Presentation, Handout
Masters
"Tales from the Trenches: Gift Planners Discuss Experiences and Lessons Learned" presented by Beth Harper Briglia, CPA, CAP®, Gregory E. Johnson, MPA, CFP®, Lynn Malzone Ierardi, JD, Joyce Michelfelder, CAP®, and Tom Yates - Panel Discussion/ No Presentation
The Forum Table
"Become an Effective Philanthropist" presented by Abby Axelrod-Wunderman, CAP®
