planned Giving day handouts

Please click on the links below to download the handouts for the 2019 Planned Giving Day.  Handouts will only be provided electronically.  Hard copies will NOT be available at the conference.

Breakfast Keynote

"Gift of Life Donor Program: Inspired to Save More Lives" presented by Jan L. Weinstock, Esq.
NO HANDOUT PROVIDED

Session 1

• Fundamentals – “Donor Stories in Marketing – To Use or Not to Use” presented by Claudine Donikian, JD, MBA (NO HANDOUT PROVIDED)
• Intermediate – “The IRA Wins the Oscar for Best Tax Performance in a Deferred Gift” presented by Johni Hays, JD, FCEP
• Masters – “Donor Philanthropy – One Size Doesn’t Fit All” presented by Richard L. Fox, Esq. & Joshua Headley, Esq.
• Roundtable Session – “Career Ladder or Career Lattice?” presented by Lisa Abair Vuona (NO HANDOUT PROVIDED)

Session 2 

• Fundamentals – “Your Next Planned Gift is Just a Phone Call Away” presented by Anthony Alonso  (NO HANDOUT PROVIDED)
• Intermediate – “Why DAFs Can Be Fundraisers’ Best Friends” presented by Dan Greenspon, CAP & Brad Caswell, MBA
• Masters – “What’s in a Name?” presented by Peggy DeAngelo, JD, MBA & Dominic Pepper, M.Ed.  (NO HANDOUT PROVIDED)
• Roundtable Session – “Planned Giving Conversations – Romancing the Legacy Dream” presented by Jill Kyle, CFRE & Delia G. Perez, CFRE

Luncheon Keynote 

“Planned Giving Donors – Who Are These Wonderful People?” presented by John Jensen, CFP

Session 3 

• Fundamentals – “Understanding the Major Trends that Impact Donors Today” presented by Nathan Stelter (NO HANDOUT PROVIDED)
• Intermediate – “The Anatomy of a Complex Gift” presented by David J. Toll, JD & David L. Unruh
• Masters – “Women and Philanthropy” presented by Pamela Yang, CPA, CFA
• Roundtable Session – “Working with Professional Advisors” presented by Greg Johnson, CFP, Monique Castillo, FA and E. Nego Pile, Esq.  (NO HANDOUT PROVIDED)

Session 4

• Fundamentals – “Become the Nonprofit Hero You’ve Always Dreamed of Being” presented by Beth Delaney, MSW, MS & Valerie M. Jones, CFRE
• Intermediate – “The Brave New World of Qualified Charitable Distributions (QCDs)” presented by Patrick Schmitt, MBA  (NO HANDOUT PROVIDED)
• Masters – “The Evaluation Complex … How Is One To Understand the Success of a CGA Program?” presented by Chip Giese
• Roundtable Session – “Not Now I’m Busy - Redefining the Visit” presented by Joe Tumolo, CAP  (NO HANDOUT PROVIDED)