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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) - Presentation

Session I

 Fundamentals 
  "
The Match Game: Aligning Donor Intent with the Right Planned Gift" presented by Beth Delaney -
   Presentation


 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 -   Presentation

 The Forum Table
 "Youth in Philanthropy" presented by Mary Fisher-Nassib and Sheryl Seller - Handout 1, Handout 2,   Handout 3


Session II

 Fundamentals 
 "Establish, Grow or Reignite Planned Giving in Your Organization
" presented by Jeff Grandy -   PresentationHandout

 Intermediate
 "Multi-Channel Outreach to Maximize Your Legacy Gifts" presented by Anthony R. Alonso - Presentation

 Masters

 "Investing: What Should the Development Professional Know?" presented by Melissa Sylvester -   Presentation

 The Forum Table
 "Reflecting on Legacy Conversations" presented by Delia Perez and David Toll - Handout

 LUNCHEON KEYNOTE: "Reflections on How the Great Wealth Transfer Will Unfold" presented by Barlow
 Mann (Sharpe Group) - Presentation

Session III

 Fundamentals 
 "
Planned Giving from the Inside Out" presented by Garth Allen and Theresa Leinker - Presentation

 Intermediate
 "The Value of a Hand-Raiser" presented by Nathan Stelter and Brantley Boyett - Presentation

 Masters

 "Real Estate Gifts: Setting Donor Expectations" presented by Tim Prosser - Presentation, Handout

 The Forum Table
 "Career Transitioning Post Pandemic: What are the Trends?" presented by Lisa Vuona - Presentation

Session IV

 Fundamentals 
 "
Charitable Gift Annuities: Basics and Best Practices" presented by Julia Boerth - Presentation

 Intermediate
 "Retirement Assets: Seizing Tomorrow’s Opportunity" presented by Dominic Pepper and Clinton Travis -   Presentation

 Masters

 "Wealth Advisors: An Untapped Resource in Planned Giving" presented by Justin Spike - Presentation,   Handout 

 The Forum Table
 "Talking in Years" presented by Greg Wilson and Colleen Bowman - Handout 1, Handout 2

 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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