2025 Planned Giving Day Conference - "Pathways to Legacy Giving"
Wednesday, October 22, 2025
Handout Library
BREAKFAST KEYNOTE: "250th Anniversary of our Great Nation" presented by
Kathryn Ott Lovell (250 Philadelphia) -
Session I
Fundamentals
"Empowering Your Advancement Team: Build Planned Giving Skills for Every Fundraiser" presented by
Jeff Gandy, M.Ed -
Intermediate
"A Path to Repeatable QCD Gifts" presented by Greg Wilson, CFRE, CAP® and Jeannette Edwards
-
Masters
"Gifts of Real Estate and other Non-Cash Assets" presented by Timothy J. Prosser, JD -
The Forum Table
"Legacy Fables: The Good, The Bad and the Ugly" presented by Delia G. Perez, MBA, CFRE, CAP® and
Jill Kyle, MBA, CFRE -
Session II
Fundamentals
"The Fab Five: Bequests, Beneficiary Designations, CGAs, QCDs and Outside Trusts" presented by Beth Delaney, MSW, MS -
Intermediate
"Exploring the Impacts on Gift Planning with New Government Regulations" presented by Christopher Polito and Mark Urban -
Masters
"Next Level Charitable Gift Annuities: Uncommon Applications -- Focus on the Donor!" presented by
Chris McGurn, CAP® -
The Forum Table
"Wealth Advisors: A Hidden Resource for Planned Giving" presented by Justin Spike, CFP®, CPA
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LUNCHEON KEYNOTE: "How the RIFT Project Helps Charities Navigate Unnecessary Hurdles for Donor Legacy Gifts" presented by Johnie Hays, JD (Thompson & Associates) -
Session III
Fundamentals
"Building Future Legacies: Why Planned Giving Starts with Young Donors Today" presented by Lindsy Hannan, MPA and Christy Coulter, MA, CFRM, FCEP -
Intermediate
"Every Legacy Starts with a Little Push: The Importance of Cultivating ‘Training Wheel’ Gifts" presented by Elizabeth Wagner and Julien Franklin, CAP® -
Masters
"Secure-ly Planning for Charitable and Planned Giving Under the Secure Act & Secure Act 2.0" presented by Brian Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA -
The Forum Table
"Energizing Planned Giving: Powering Your Legacy" presented by Troy Nuss, CFRE -
Session IV
Fundamentals
"Maximizing Fundraising Potential: Best Practices in Planned Giving" presented by Gwen Paxon, CFRE
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Intermediate
"Trust: The Keystone to Deepening Donor Engagement" presented by Abby Axelrod-Wunderman, CAP®
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Masters
"Tales from the Trenches: Gift Planners Discuss Experiences and Lessons Learned" presented by Gregory E. Johnson, MPA, CFP®, Lizabeth Macoretta, JD, Lisa Repko, JD, and David J. Toll, MBA, JD - Panel Discussion/ No Presentation
The Forum Table
"Money Talks: Endowment Management, Fundraising & Financial Fluency for Gift Planners" presented by Beth Delaney, MSW, MS and Tom Moore, JD, LLM, CAP® -
We deeply appreciate the support of our sponsors and faculty.
