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National
Conference on Philanthropic Planning
Conference Speakers/Sessions
Attention Conference Attendees:
The following speakers have requested that you
print out and bring their presentation paper to
their conference session:
- Scott Janney - Send Your Inheritance Tax to
Charity With a Lead Trust (Lab)
- Reynolds Cafferata
- Let's Make a Deal—Estate
Dispute Mediation (Lab)
- Tanya Howe Johnson
- Black, White or Gray:
Ethical Shades in Charitable Gift Planning (Case
Study)
- Bruce Makous - The Art of the Ask (Case Study)
Anne Melvin - Get What You Need in a Negotiation
(Lab) - Brian Sagrestano/Robert Wahlers - Drafting or
Revisiting Your Case for Philanthropic Planning
(Lab)—also, bring a copy of your organization’s
current case statement for legacy giving
Programming Tracks:
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Programming Levels:
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Session Types:
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AD - Assets and
Gift Design |
A -
Advanced |
B -
Breakout |
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CC - Core
Competencies |
F - Foundational |
C -
Case Study |
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IP
- Integrated Philanthropic Planning |
I - Intermediate |
H -
How-to |
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MG - Management |
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L -
Lab (Attendance
Limited) |
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MK - Marketing |
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R -
Research |
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MM - Masters Morning |
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PT - Philanthropy in Tough Times |
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- Click
here
for a description of programming tracks and levels
- Click
here for
session descriptions
- Click
here for speaker
biographies
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To expand the number of
sessions and speakers offered
in this year's program, most
breakout sessions are NOT
repeated. Lab sessions, where
attendance is limited, Master
Morning sessions (Saturday)
and selected other sessions
will be repeated. Recordings
of all sessions may be
purchased during or after the
conference, at a discounted
price for conference
attendees. Papers for all
sessions will be available
online for conference
attendees beginning September
14.
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Wednesday, October 14 - Conference Primer 9:00 am - 3:00 pm
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Session Title
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Presenter(s)
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● Building Blocks of Philanthropic Planning
Your nonprofit can create a robust philanthropic planning program by focusing on fundamental tools and the basics for using them: bequests, charitable gift annuities, trusts, and beneficiary designations. Also addressed are essential steps in program administration and marketing. It's a great introduction for those who are new to philanthropic planning.
(Program originated by the Planned Giving Council of Greater
Philadelphia)
This session requires an additional
registration fee--Limited to 75 participants |
Scott Janney,
Main Line Health,
Radnor, PA, and PlannedGiving.com
Bruce Makous,
Multiple Sclerosis Association of America, Cherry Hill, NJ
Michael J. Rosen,
ML Innovations, Inc.,
Philadelphia, PA
Brian
Sagrestano, Gift Planning Development, LLC, New Hartford, NY |
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Thursday, October 15 - 10:15 am - 11:45 am
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Session Title
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Presenter(s)
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● Gifts, Money and Taxes 101
Track: CC, Level:
F, Type: B |
Shari Fox,
University of Michigan, Ann Arbor, MI;
Sally Baker,
University of Michigan, Ann Arbor, MI |
● HR 5 - A Gift Planning Stimulus Package
Track: AD, Level:
I, Type: B |
Jonathan Ackerman, Law Office of Jonathan Ackerman,
LLC, Owings Mills, MD |
● IRA Gifts in 2009 and 2010: Downs and Ups
Track: PT, Level: I, Type: B |
Christopher Hoyt,
University of Missouri (Kansas City) School of Law, Leawood, KS
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● New Decade
Donors
Track: MK, Level: I, Type: B |
Charles Schultz, Crescendo Interactive, Camarillo, CA |
● Retreats, Circles & Blogs: Donor Collaborations that Work
Track: MK, Level:
I, Type: B |
Melanie Schnoll Begun,
Citi Family Office, New York, NY
Steve Rosandich,
Citi Family Office, New
York, NY |
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● Uncharitable or Not
(Follow up to Dan Pallotta's session) |
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Thursday, October
15
- 1:30 pm - 3:00 pm
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Session Title |
Presenter(s) |
●
Critical Donor Messages in a Difficult Environment
Track: PT, Level: I, Type: B |
Kathryn Miree,
Kathryn W. Miree & Associates, Inc., Birmingham, AL
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●
Diving Into Endowments: UMIFA, UPMIFA, and More
Track: MG ,
Level: I, Type: B |
Erik Dryburgh, Adler & Colvin, San
Francisco, CA
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● Don't Try This at
Home: Reforming the Non-qualified Split-Interest Trust
Track: AD, Level: A, Type: B |
Russell Willis,
CharitablePlanning.com, Portland, OR |
● Drafting or
Revisiting Your Case for Philanthropic Planning
Track: CC, Level: F, Type: L
Lab-Attendance Limited |
Brian Sagrestano,
Gift Planning Development, LLC, New Hartford, NY
Robert Wahlers,
American Cancer Society, Beachwood, NJ |
● Putting It All Together:
Exploring Gift Options in Various Contexts
Track: CC, Level: I, Type: B |
Alexandra Brovey,
North Shore-LIJ Health System Foundation, Great Neck , NY
Patricia Roenigk, The Pennsylvania
State University, University Park, PA |
● What Women Want: Understanding the Needs and
Objectives of Women's Philanthropic Giving
Track: MK, Level: I, Type: B |
Katherine Swank, Blackbaud, Inc, Charleston, SC
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Thursday, October
15
- 3:45 pm - 5:15 pm
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Session Title |
Presenter(s) |
●
A Friendly Voice From the Advisor Side
Track: IP, Level: I, Type: B |
Jerry McCoy,
Law Office of
Jerry J. McCoy, Washington, DC
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● CGAs: Moving
Beyond the Basics and Into the Fun Stuff!
Track: AD Level: A, Type: B
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Johni Hays, The Stelter Company, Des
Moines, IA
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●
Critical Donor Messages in a Difficult Environment
Track: PT, Level: I, Type: B |
Kathryn Miree,
Kathryn W. Miree & Associates, Inc., Birmingham, AL
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● Drafting or
Revisiting Your Case for Philanthropic Planning
Track: CC, Level: F, Type: L
Lab-Attendance Limited |
Brian Sagrestano,
Gift Planning Development, LLC, New Hartford, NY
Bob Wahlers,
Virtua Foundation, Marlton, NJ |
● How to Insure Fiduciary Excellence in Challenging Economic Times
Track: MG, Level: I, Type: H
How-to |
Robin Ganzert,
The Pew Charitable Trusts,
Philadelphia, PA
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● Marketing Trends of Top Fundraisers
Track: MK, Level: F, Type: R
Research |
Michael Kateman,
Columbia College, Columbia, MO
Brendon
Steenbergen, Columbia College, Columbia, MO
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Friday, October 16 - 8:30 am - 10:00 am
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Session Title |
Presenter(s)
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●
The Art of the Ask
Track: CC, Level: F, Type: C
Case Study |
Bruce Makous, Multiple Sclerosis Association of
America, Cherry Hill, NJ
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● Charitable
Gift Annuity Reinsurance: What It Is, What It Isn't, and When It Works
and When It Doesn't
Track: MG, Level: I, Type: B |
Bryan Clontz, Charitable
Solutions, LLC, Jacksonville, FL |
● Charitable Remainder Trusts: The Planned
Gift in Hard Economic Times
Track: PT, Level: I, Type: B |
Conrad Teitell,
Cummings & Lockwood, Stamford, CT |
● Phoning It In:
Prospecting for Planned Gift Leads by Phone
Track: MK , Level: I, Type: C
Case Study |
James Preston,
University of Missouri, Columbia, MO
Timothy Logan,
RuffaloCODY, Reston, VA
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● The Power of the
Pyramid: How to Effectively Integrate Planned, Major and Annual Giving
Track: IP, Level: I, Type: H
How-to |
Phil Purcell,
Ball State University Foundation, Muncie, IN |
● Send Your
Inheritance Tax to Charity With a Lead Trust
Track: AD, Level: I, Type: L
Lab-Attendance Limited |
Scott Janney,
Main Line Health,
Radnor, PA, and PlannedGiving.com |
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Friday, October 16 - 10:45 am - 12:15 pm
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Session Title |
Presenter(s)
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● Anatomy of Two Complex Cases: Transition from Donors to
Benefactors
Track: IP, Level:
I, Type: C
Case Study |
Dan Garrett,
The ACU Foundation, Abilene, TX, |
● Black, White or
Gray: Ethical Shades in Charitable Gift Planning
Track: MG, Level: I, Type: C
Case Study |
Tanya Howe Johnson,
Partnership for Philanthropic Planning,
Indianapolis, IN |
●
Brother Can You Spare a Million?
Track: PT, Level: I, Type: B |
Robert Sharpe, The
Sharpe Group, Memphis, TN |
● Gender Differences in
Charitable Bequest Giving
Track: CC , Level: F, Type: R
Research |
Patrick Rooney,
Center on Philanthropy at Indiana University, Indianapolis, IN |
● Partnering for
Inspired Outcomes: An Interactive Demonstration
Track: IP, Level: A, Type: C
Case Study |
Phil Cubeta,
The American College, Bryn Mawr, PA
Tracy Gary, Inspired Legacies, Houston, TX |
● Send Your
Inheritance Tax to Charity With a Lead Trust
Track: AD, Level: I, Type: L
Lab-Attendance Limited |
Scott Janney, Main Line Health,
Radnor, PA |
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Friday, October 16 - 1:45 pm - 3:15 pm
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Session Title |
Presenter(s)
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●
Asking for Principal Gifts: Five Approaches
Track: IP Level: F, Type: H
How-to |
Dan Rice, K-LOVE & Air1 Foundation, Roseville,
CA |
● Bequest Boot
Camp—Ten
Exercises to Strengthen Your Bequest Program
Track: CC, Level: I, Type: H
How-to |
Karen Gallardo, AARP Foundation, Washington, DC |
● Get What You Need
in a Negotiation
Track: MG, Level: I, Type: L
Lab-Attendance Limited |
Anne Melvin,
Harvard University, Cambridge, MA |
● Partnering
With Realtors, the Gatekeepers to Real Property Wealth
Track: AD , Level: I, Type: C
Case Study |
Tom Bashwiner,
Vancouver National Historic Reserve Trust, Vancouver, WA
Don Rodman, Rodman Realty, Longview, WA |
● Preserving Your
Gift Annuity Program During a Financial Meltdown
Track: PT, Level: I, Type: B |
Bill Zook,
PG Calc Incorporated, Seattle,
WA |
● Walk a Mile in a
Volunteer's Shoes
Track: MG, Level: I, Type: L
Lab-Attendance Limited |
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Friday, October 16 - 3:45 pm - 5:15 pm
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Session Title |
Presenter(s)
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● America
Speaks: Scientific Research Reveals New Targets for Planned Giving
Track: PT , Level: F, Type: R
Research |
Larry Stelter,
The Stelter Company, Des Moines, IA
Ann Selzer,
Selzer & Company,
Des Moines, IA |
●
Black Gold: Gifts of Oil and Gas Interests Made Simple
Track: AD Level: I, Type: B |
Joe Hancock, Baptist Foundation of Texas,
Dallas, TX
Jeff Smith,
Baptist Foundation of Texas, Dallas, TX |
● Charity-Owned Life
Insurance: Separating the Wheat from the Chaff
Track: CC, Level: I , Type: H
How-to |
Richard Weber, The Ethical Edge,
Pleasant Hill, CA
Craig Wruck, St. Cloud State University,
St. Cloud, MN |
● Getting What You Need
in a Negotiation
Track: MG, Level: I, Type: L
Lab-Attendance Limited |
Anne Melvin,
Harvard University, Cambridge, MA |
● Why People Say
They Can't Make a Gift...Translated Into Productive Gift Talk
Track: CC, Level: I, Type: B |
Laura Hansen Dean,
The University of Texas at Austin,
Austin, TX
Pam Davidson,
Davidson Gift Design,
Bloomington, IN |
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Saturday,
October 17 - 7:30 am to 9:00 am and repeat 9:15 am to 10:45 am
Masters Morning |
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Session Title |
Presenter(s)
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● Are Demographics Destiny? Contending with America’s Looming Demographic Upheavals
Track:
MM, Level: I, Type: R
Research |
Mary Beth Martin, Changing Our World, Inc., New York, NY
Susan Raymond, Changing Our World, Inc.,
New York, NY |
● Understanding the Relationship Between Charitable Motivation and Donor Satisfaction
Track: MM,
Level: I, Type: B |
Jay Steenhuysen,
Steenhuysen Associates, Seekonk, MA
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● Let's Make a Deal—Estate
Dispute Mediation
Track: MM, Level:
A, Type: L
Lab-Attendance Limited |
Reynolds Cafferata,
Rodriguez, Horii, Choi & Cafferata, LLP, Los
Angeles, CA
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●
Look Who's 40: The CRT at Middle Age
Track:
MM, Level: A, Type: R
Research |
Craig Wruck,
St. Cloud State University, St. Cloud, MN
Emil Kallina,
Kallina & Associates, LLC, Towson, MD |
● Recession-Proof
Philanthropy: What's Working in 2009 and What's Ahead in 2010
Track: MM, Level: I, Type: C
Case Study |
Neal Myerberg,
Myerberg Shain & Associates, Old Greenwich, CT |
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● Closing Plenary: CEO
Conversations |
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