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planned Giving day handouts

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.


Address:
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (267) 597-3817
Fax: (856) 727-9504
E-mail: info@pgcgp.org

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