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)
Session I
Fundamentals
"The Match Game: Aligning Donor Intent with the Right Planned Gift" presented by Beth Delaney
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
The Forum Table
"Youth in Philanthropy" presented by Mary Fisher-Nassib and Sheryl Seller - Handout 1
Session II
Fundamentals
"Establish, Grow or Reignite Planned Giving in Your Organization" presented by Jeff Grandy - Handout
Intermediate
"Multi-Channel Outreach to Maximize Your Legacy Gifts" presented by Anthony R. Alonso
Masters
"Investing: What Should the Development Professional Know?" presented by Delizia Bouafi and Melissa
Sylvester
The Forum Table
"Reflecting on Legacy Conversations" presented by Delia Perez and David Toll - Handout 1
LUNCHEON KEYNOTE: "Reflections on How the Great Wealth Transfer Will Unfold" presented by Barlow
Mann (Sharpe Group)
Session III
Fundamentals
"Planned Giving from the Inside Out" presented by Garth Allen and Theresa Leinker
Intermediate
"The Value of a Hand-Raiser" presented by Nathan Stelter and Brantley Boyett
Masters
"Real Estate Gifts: Setting Donor Expectations" presented by Tim Prosser
The Forum Table
"Career Transitioning Post Pandemic: What are the Trends?" presented by Lisa Vuona
Session IV
Fundamentals
"Charitable Gift Annuities: Basics and Best Practices" presented by Julia Boerth
Intermediate
"Retirement Assets: Seizing Tomorrow’s Opportunity" presented by Dominic Pepper and Clinton Travis
Masters
"Wealth Advisors: An Untapped Resource in Planned Giving" presented by Justin Spike
The Forum Table
"Talking in Years" presented by Greg Wilson and Colleen Bowman
We deeply appreciate the support of our sponsors and faculty.
