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National Conference on Philanthropic Planning



Conference Speakers/Sessions


Wednesday Session | Thursday Sessions | Friday Sessions
Programming Tracks:
Programming Levels:
Session Types:
CEP - Charitable Estate Planning A - Advanced B - Breakout
CA - Complex Assets F - Foundational C - Case Study
CC - Core Competencies I - Intermediate H - How-to
GDE - Gift Design: Essentials   L - Lab
MG - Management   R - Research
MK - Marketing    
  • 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.

  Wednesday, October 13 - Conference Primer 1:00 pm - 5:00 pm
Session Title Presenter(s)
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


  Thursday, October 14 - 9:00 am - 10:00 am
Session Title Presenter(s)
Creating Effective Structures for Multi-generational Philanthropy
Track: CEP, Level: A, Type: H

Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata, LLP, Los Angeles, CA

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

 

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

Bruce Makous, Barnes & Roche, Inc., Rosemont, PA

 
  Thursday, October 14 - 10:45 am - 11:45 am
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

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

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

 
 Thursday, October 14 - 1:30 pm - 3:00 pm
Session Title Presenter(s)
The Apprentice Meets Gift Planning Ethics: Who Should Be Fired?
Track: CC, Level: I, Type: C

Johni Hays, The Stelter Company, Des Moines, IA

 

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

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

● 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

 

 
  Thursday, October 14 - 4:00 pm - 5:00 pm
Session Title Presenter(s)
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 GiftsCongress, the IRS & the StatesFriends or Foes?
Track: MG , Level: I, Type: B
Jon Ackerman, Law Office of Jonathan Ackerman, LLC, Owings Mills, MD

 

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

  Friday, October 15 - 9:00 am - 10:00 am
Session Title Presenter(s)
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
 
  Friday, October 15 - 10:45 am - 11:45 am
Session Title Presenter(s)
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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