2026 Planned Giving Day Conference - "Legacy Reflections"
Wednesday, October 21, 2026
Handout Library
BREAKFAST KEYNOTE: "The Bald Head in the Room " presented by Viken Mikaelian - Presentation
Session I
Fundamentals
"Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers" presented by Nathan Stelter - Presentation
Intermediate
"Planned Gifts, Real Consequences: What Experience Teaches Us About Program Management" presented by Chip Giese and Melissa Sylvester, CFA®, CAIA, AIF® - Presentation
Masters
" Oddities " presented by Timothy J. Prosser, JD - Presentation
The Forum Table
"Building Legacy Through Partnership: Bridging Donors, Advisors and Development Teams" presented by Lindsy Hannan, MPA and Christy Coulter, MA, CFRM, FCEP - Presentation, Handout, Handout
Session II
Fundamentals
"Legacy Giving as the Catalyst in Fundraising Strategies" presented by Gwen Paxon, CFRE - Presentation
Intermediate
"Planned Giving Marketing: From Basics to Advanced Tactics" presented by Jordan Cassidy, CAP® - Presentation
Masters
"When Good Gifts Go Bad: Examples and Lessons Learned" presented by Scott Small, Esq - Presentation
The Forum Table
"Seasons of Philanthropy" presented by Delia Perez, MBA, CFRE, CAP® and David Toll, MBA, JD - Presentation
LUNCHEON KEYNOTE: "Rich Planned Giving Relationships" presented by Tony Martignetti
Session III
Fundamentals
"From Teamwork to Legacy: The Philanthropic Curve Begins in Youth Sports" presented by Mary Fischer-Nassib, CAP® - Presentation
Intermediate
"Beyond Legacy and the Great Wealth Transfer: The Real State of Planned Giving in 2026" presented by Diana Pease, M.Ed, PMP and Elizabeth Hefner, CFRE - Presentation, Handout
Masters
"Creating Meaningful Legacy with Charitable Split-Interest Trusts" presented by Brian Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA - Presentation
The Forum Table
"Tomorrow Begins Today: Fundamental Strategies for Meaningful Legacy Giving" presented by Allison Titman and Hannah Kunberger - Presentation
Session IV
Fundamentals
"Betting on Planned Giving: Small Steps to Big Results" presented by Greg Wilson, CAP®, CFRE, MS and Mary-Helen McCullock Lewis, Esq. - Presentation
Intermediate
"Dream Big: Combining Planned Gifts, Major Gifts & Financial Modeling to Realize Your Donors’ Dreams and Your Nonprofit’s Financial Future" presented by Beth Delaney, MSW, MS and Thomas J. Moore, JD, LLM, CAP® - Presentation
Masters
"Tales from the Trenches: Gift Planners Discuss Experiences and Lessons Learned" presented by Lizbeth Macoretta, JD, Jason Arbacheski, CAP®, Jessica Brookstein MBA, CAP®, and Megan Cantalupo - Panel Discussion/ No Presentation
The Forum Table
"Gift Planning Role Play: Soft Pretzels to Soft Asks" presented by Lynn Malzone Ierardi, JD - Handout
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