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National
Conference on Philanthropic Planning
Conference Speakers/Sessions
Programming Tracks:
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Programming Levels:
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Session Types:
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CEP - Charitable
Estate Planning |
A -
Advanced |
B -
Breakout |
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CA - Complex
Assets |
F - Foundational |
C -
Case Study |
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CC - Core
Competencies |
I - Intermediate |
H -
How-to |
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GDE -
Gift Design:
Essentials |
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L -
Lab |
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MG - Management |
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R -
Research |
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MK - Marketing |
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- Click
here
for a description of programming tracks and levels
- Click
here for
session descriptions
|
Sessions will not 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
mid-September.
Additional sessions may be
announced.
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Wednesday, October 13 - Conference Primer
1:00 pm - 5:00 pm
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Session Title
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Presenter(s)
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● Planned Giving: The Bare Essentials
The Bare Essentials is an intensive introduction to the nuts
and bolts of planned giving. Topics include tax essentials, charitable
gift assets, and planned gift vehicles. The emphasis is on learning
the concepts in order to develop a conversational understanding of the
technical topics so that you can speak with confidence to donors and
prospects. If you are new to planned giving, need a refresher, or are
a development generalist, this course will give you an overview of
gift planning and the tools you need to make the most of it. Each
attendee will receive a copy of Craig Wruck’s book, Planned Giving
in a Nutshell.
This session requires an additional
registration fee--$149 |
Craig Wruck,
St. Cloud State
University, St. Cloud, MN
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Thursday, October 14 - 9:00 am - 10:00 am
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Session Title
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Presenter(s)
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● Creating Effective Structures for Multi-generational
Philanthropy
Track: CEP, Level:
A, Type: H |
Reynolds Cafferata,
Rodriguez, Horii, Choi & Cafferata, LLP, Los
Angeles, CA
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● Endowments in Crisis! Best Practices for Nonprofit
Managers to Avoid the Abyss
Track: MG, Level:
I, Type: B |
Kathryn Miree,
Kathryn W. Miree & Associates, Inc., Birmingham, AL |
● Gift Planning Insights from Behavioral Economics
Track: CC, Level: I, Type: B |
Keith Napolitano,
University of Nebraska Foundation, Lincoln, NE
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● The Insider's
Guide to an Effective Charitable Gift Annuity Program
Track: GDE, Level: I, Type: H |
William Samers, Meridian Health Affiliated Foundations, Neptune, NJ
Julie Lazarus,
UJA-Federation of New York, New York, NY |
● Life Insurance as a Charitable Gift
Track: CA, Level:
I Type: B |
To be announced |
● The Role of Donor Motivation in Establishing the Legacy Gift
Track: MK, Level:
I, Type: C
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Bruce Makous,
Barnes & Roche, Inc., Rosemont,
PA |
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Thursday, October
14
- 10:45 am - 11:45 am
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Session Title |
Presenter(s) |
●
Gifts of LLC Interest
Track: CA, Level: I, Type: B |
Stephanie Buckley,
Pepperdine
University, Malibu, CA
Claudia Sangster,
Harris MyCFO,
Inc. |
●
Lead Trusts
Track: CEP,
Level: I, Type: B |
Paul Lee, Bernstein Global Wealth
Management, New York, NY
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● Motivating Your
Donor Base: The Science (and Art) of PG Marketing
Track: MK, Level: I, Type: B |
Anne Melvin,
Harvard University, Cambridge, MA |
● So You Wanna Be a
Philanthropist?
Track: GDE, Level: I, Type: B
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Christopher Hoyt,
University of Missouri (Kansas City) School of Law, Leawood, KS
Sheryl Aikman,
The Community Foundation of Western North Carolina,
Asheville, North Carolina |
● UBTI in Charitable Gift Planning
Track: MG, Level: I, Type: B |
David Wheeler Newman,
Mitchell Silberberg & Knupp LLP,
Los Angeles, CA
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Thursday, October
14
- 1:30 pm - 3:00 pm
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Session Title |
Presenter(s) |
●
The Apprentice Meets Gift Planning Ethics: Who Should Be
Fired?
Track: CC, Level: I, Type: C
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Johni Hays, The Stelter Company, Des
Moines, IA
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● Creating an
Effectively Integrated Donor Proposal for Annual, Major and Planned
Gifts
Track: GDE, Level: I, Type: L
Lab-Attendance Limited |
Phil Purcell,
Ball State University Foundation, Muncie, IN
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●
Elder Etiquette
Track: MK, Level: F, Type: L
Lab-Attendance Limited |
Lori Asmus,
Episcopal Retirement Homes, Cincinnati, OH
Peggy Slade-Sowders,
Living Well Senior Solutions, Cincinnati, OH |
● Getting Personal:
Models and Drafting Techniques for Donor-Centered Philanthropy
Track: CEP, Level: I, Type: C |
Steven Meyers,
American Committee for the Weizmann Institute of Science, New
York, NY
Stacy Sulman,
American Committee for
the Weizmann Institute
of Science, New York, NY |
● Raising Revenue FOR Charitable Planning
Track: MG, Level: I, Type: L
Lab-Attendance Limited |
Davida Isaacson,
Davida Isaacson Consulting, Inc.,
New York, NY
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● Structuring and Funding Life-Income Gifts with Retirement Plan
Assets
Track: CA, Level: I, Type: C |
Timothy Prosser,
TIAA-CREF Trust Company, St Louis, MO
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Thursday, October 14 - 4:00 pm - 5:00 pm
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Session Title |
Presenter(s)
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●
Charitable Giving Tax Pitfalls: Avoiding; Climbing Out;
Cyanide Capsule?
Track: CEP, Level: I, Type: B |
Conrad Teitell, Cummings & Lockwood, Stamford,
CT |
● The Keys to
Developing a Successful Professional Advisory Council
Track: CC, Level: I, Type: B |
Douglas Corbin, Paragon Charitable
Services Group, Inc., Newport Beach, CA |
● Options, Choices
and Flexible Payments: The Gift Annuities Your Donors Want
Track: GDE, Level: I, Type: B |
Scott Janney,
PlannedGiving.com, Main Line Health,
Radnor, PA |
● Regulating
Charitable Gifts—Congress,
the IRS & the States—Friends
or Foes?
Track: MG , Level: I, Type:
B |
Jon
Ackerman,
Law Office of Jonathan Ackerman,
LLC, Owings Mills, MD
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● Uncharitable
Creditors: The Collision of Charitable and Asset Protection Planning
Track: CA, Level: I, Type: B |
Jason Havens,
Havens & Miller, PLLC, Destin, FL |
● How to Cripple
Your Career in Five Easy Steps
Track: MK, Level: I, Type: B |
Robert F. Sharpe, Jr.,
Sharpe Group, Memphis,
TN |
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Friday, October 15 - 9:00 am - 10:00 am
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Session Title |
Presenter(s)
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● Charitable
Deduction When a Charitable Gift Annuity is Donated to Charity
Track: CEP, Level: A, Type: B |
Emil Kallina,
Kallina & Associates, LLC, Towson, MD |
●
CFP: Donor Segmentation and Analysis using Microsoft
Excel Pivot Tables
Track: MG, Level: I, Type: H |
Peter Hodes,
American Red Cross |
● Gift Horse
Alert: Red Flags and Pitfalls of Planned Giving
Track: CC , Level: I, Type: B |
Aviva Shiff Boedecker,
Aviva Shiff Boedecker Charitable Planning Associates, San
Francisco, CA |
● Post Recession
Philanthropy: What's Worked in 2010 and What's Ahead in 2011
Track: GDE, Level: I, Type: B |
Neal Myerberg,
Myerberg Shain & Associates, Old Greenwich, CT |
● Storytelling on a
Mission...to Educate and Motivate Action By Prospects, Colleagues and
Practitioners
Track: MK, Level: I, Type: B |
Pamela Davidson, Davidson Gift Design, Bloomington, IN
Laura Dean,
University of Texas at Austin, Austin, TX |
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Friday, October 15 - 10:45 am - 11:45 am
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Session Title |
Presenter(s)
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●
CRT Planning on a Napkin
Track: MK Level: I, Type: H |
Gregory Baker, Renaissance Administration LLC,
Indianapolis, IN |
● Death Taxes
and Gift Planning in a Time of Change
Track:
GDE, Level: I, Type: B |
Marc Carmichael, R&R Newkirk Company, Willow
Springs, IL |
● Exit Strategies:
If You Can't Get Out, Should You Get In?
Track: CEP, Level: A, Type: B |
Erik Dryburgh,
Adler and Colvin, San Francisco, CA
Turney Berry, Wyatt,
Tarrant & Combs |
● Land Rich and
Cash Poor: Charitable Planning Techniques for Landowners
Track: CA , Level: F, Type:
B |
Jack Sawyer,
Alston & Bird |
● The Methuselah
Effect: Longevity's Impact on Planned Giving
Track: MG, Level: A, Type: R |
Bryan Clontz,
Charitable Solutions, LLC
Donald Behan |
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