2007 Conference Presentations

Almost Everything Gift Planners Need to Know about Income Taxes presented by Marc Carmichael

Beyond Basic Bequest Administration (aka Bequests Gone Bad) presented by Beth McNally and Beth Ridout

Dead Wrong Marketing : The Thirteen Sins presented by Viken D. Mikaelian

Dealing With the Self-Dealing Rules presented by Jeffrey Davine, JD

Donor-Centered Gift Planning Marketing by Brian M. Sagrestano, JD

Ethical Issues in Gift Planning presented by Johni R. Hays

Field Guide to Donor-Centered Giving: New Rules, New Tools, New Culture presented by Steven L. Meyers, Ph.D and Cynthia W. O’Donnell, JD

Focusing on Planned Giving: Using Focus Groups to Find New Donors for Planned Gifts presented by Bruce Bigelow and Carol Kolmerten

Gifts, Conversions, and Sales of Income and Annuity Interests presented by Frank Minton and Bill Zook

How to Present So People will Listen presented by Sharon Kloss Hogan, JD

Identifying Planned Gift Donors presented by Jeffrey A. Lydenberg

Is Your Board "On Board" with Planned Giving? presented by Philip M. Purcell, JD

Lessons Learned from the Charitable IRA Rollover presesented by Christopher Hoyt and Timothy J. Prosser

Mission Based Investing to Bridge Donor Intent and Organizational Usage and Jeffrey M. Goldfarb

The New Fundraising Frontier: Gifts of Real Estate, Art and Collectibles presented by Caroline Camougis and James Perlmutter

Our Model Standards at 16: A License to Thrive? presented by Tom Cullinan, JD

The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing presented by Samuel D. Caldwell

Philanthropy is a Learned Behavior: What Gift Planners Can Do to Advance that Learning presented by Pamela J. Davidson, JD

Planned Giving in Faith-Based Organizations: Making the Spirituality Real presented by J. Richard Ely, Jr.

Planned Giving Marketing Concepts presented by James E. Gillespie

Planned Giving Training Events for Internal and External Constituencies presented by Elaine Eberhart and Marcie Merz

Planning for the Home: What to do with the Old One presented by Emanuel Kallina, JD

The Real Estate Visionary—Strategies for Success presented by Allen F. Thomas JD and Charles O. Mahaffey, Jr

Show Them the Money: Understanding and Working with Professional Advisors presented by Lani Starkey

Six Ways to Use CRTs with Small Business Owners presented by Gregory W. Baker, JD and Ted Batson

Tale of the Tape: Measuring the Performance of Gift Planning Officers presented by Joseph O. Bull and Elizabeth Ayers, JD

What's Different About PRUDENT Management of Institutional Funds? presented by J. William Gray, JD

Wealth and the Family: Asking Essential Questions presented by Charles Collier

Women: Gender and Generational Synergy for Effective Planned Giving presented by Margaret May Damen