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National
Conference on Philanthropic Planning
Conference Speakers/Sessions
Programming Tracks:
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Programming Levels:
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Presentation
Type:
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CEP - Charitable
Estate Planning |
A -
Advanced |
H -
How-to |
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CA - Complex
Assets |
F - Foundational |
I -
Interactive |
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CC - Core
Competencies |
I - Intermediate |
L -
Lecture |
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GDE -
Gift Design:
Essentials |
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R -
Research |
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MG - Management |
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MK - Marketing |
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- Click
here
for a description of programming tracks, levels and session
descriptions
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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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Tuesday, October 4 - 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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Tuesday, October 4 - Opening Dinner with Keynote Address 6:30 pm - 9:00 pm
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Session Title
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Presenter(s)
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● Does Congress Really Care About the Charitable
Deduction?
In the Congressional debate on fundamental tax
reform, the charitable contributions deduction (commonly referred to
on the Hill as a "tax expenditure") is widely considered a legitimate
target for reduction or even elimination. Now Tim Hanford, former tax
counsel to the House Ways and Means Committee, and Doug White,
academic director of the Heyman Center for Philanthropy and
Fundraising at New York University, bring the debate to the dinner
table as they discuss (sometimes politely) such issues as whether the
charitable deduction is an inefficient taxpayer subsidy of charitable
giving or the lifeblood of charitable organizations. Since this will
be a postprandial event, Doug and Tim have promised to minimize
citations to the Internal Revenue Code and we've promised not to serve
cream pie for dessert. |
Tim Hanford,
former Tax Counsel to the House and Ways Committee
Doug White,
New York University
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Wednesday, October 5 - 8:30 am - 9:30 am
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Session Title
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Presenter(s)
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●
The Charitable Lead Trust in 2011
Track: GDE, Level: I, Type: L |
Jonathan Ackerman, Law Office of Jonathan Ackerman,
LLC, Owings Mills, MD |
● Soliciting Bequests: Language to Open Conversation about
Bequests and Other Gift Plans
Track: CC, Level: I, Type: L |
William D. Samers,
UJA-Federation of New York,
New York, NY |
● Defending Charity in the Era of the Permanently Temporary Tax Code
Track: CEP, Level: A, Type: I |
Reynolds Cafferata,
Rodriguez, Horii, Choi & Cafferata, LLP, Los
Angeles, CA
|
● Job Fusion or
Confusion: Marrying Major & Planned Gifts
Track: MG, Level: I, Type: H |
Margaret Holman, Holman Consulting, New York, NY
Charles Gordy,
Harvard Law School, Cambridge, MA |
● Money Has No
Value Except What You Choose to Do with It
Track: MK, Level: I, Type: L |
Pamela Davidson, Davidson Gift Design, Bloomington, IN |
● Using Charitable Strategies with Family Business Succession Planning
Track: CA, Level: A Type:
L |
David Libengood,
Kaspick & Company, Boston, MA |
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Wednesday, October 5 - 10:15 am - 11:15 am
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Session Title |
Presenter(s) |
●
Coming Out of the Recession: What's Working in 2011 and
What's Ahead in 2012
Track: GDE, Level: I, Type: L |
Neal Myerberg,
Myerberg Philanthropic
Advisors, Old Greenwich, CT
|
● Donor Restrictions: What Will They Think of Next?
Track: CEP, Level: A, Type: L |
Erik Dryburgh,
Adler & Colvin, San Francisco, CA |
●
Gifts of S Corporation Assets
Track: CA,
Level: I, Type: L |
David Newman, Mitchell & Silberberg & Knupp LLP, Los Angeles, CA
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● Planned Giving During a Capital Campaign: Preparation, Execution and Follow-Up
Track: MG, Level: I, Type: H
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Scott Janney,
Villanova University, Villanova, PA
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● Planned Giving Program Audit: Is Your Program Up to Snuff?
Track: CC, Level: F, Type: L
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John Jensen,
The Sharpe Group, Arlington, VA
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● Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising
Track: MK, Level: I, Type: L |
Kristen Schultz,
Crescendo Interactive, Inc.,
Camarillo, Ca
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Wednesday, October 5 - 11:30 am - 12:30 pm
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Session Title |
Presenter(s) |
●
Breaking the Mold: Options in Traditional Endowment Design
Track: CEP, Level: A, Type: L |
Kathryn Miree,
Kathryn W. Miree & Associates, Inc., Birmingham, AL
Turney Berry,
Wyatt, Tarrant & Combs, LLC. Louisville,
KY |
● Donor Relations When Legal Capacity Becomes an Issue
Track: MK, Level: I, Type: I |
Marcia Inger,
The University of Texas at Austin, Austin, TX
Laura Hansen Dean,
The University of Texas at Austin, Austin, TX |
●
Giving Beyond the Check: Launching Generosity with Non-Cash Giving
Track: CA,
Level: A, Type: L |
Michael King, The National Christian
Foundation, Alpharetta, GA
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● The Model Standards After Twenty Years-Practical Ethical Applications from Those Who Remember
Track: CC, Level: I, Type: I
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Bruce Bigelow,
Charitable Development Consulting, Frederick, MD
Carol Kolmerten,
Charitable Development Consulting, Frederick, MD |
● What to Do When the Donor Dies
Track: MG, Level: I, Type: H
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Aviva Boedecker,
Aviva Shiff Boedecker Charitable Associates, Tiburon, CA
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● Wow! Can I Really Do THAT with a CRT?
Track: GDE, Level: I, Type: H |
Gregory Baker,
Renaissance Administration LLC,
Indianapolis, IN
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Wednesday, October 5 - 2:00 pm - 3:00 pm
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Session Title |
Presenter(s) |
●
Breaking the Mold: Options in Traditional Endowment Design
Track: CEP, Level: A, Type: L |
Kathryn Miree,
Kathryn W. Miree & Associates, Inc., Birmingham, AL
Turney Berry,
Wyatt, Tarrant & Combs, LLC. Louisville,
KY |
● Building a Legacy Gift Portfolio from Your Annual Donor Base
Track: CC, Level: F, Type: H |
Bruce Makous,
Barnes & Roche, Inc., Rosemont, PA |
● Choosing the Right Letters for the Charitable Soup Mix
Track: CEP, Level: A, Type: L
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Emanuel Kallina,
Kallina & Associates, LLC, Towson, MD
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● Data for Sale: Collecting and Using Data for Gift-Planning
Track: MG, Level: I, Type: R
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Katherine Swank,
Target Analytics, a Blackbaud Company, Charleston, SC
Lawrence Henze,
Target Analytics, a Blackbaud Company, Charleston, SC |
●
The Gift Tax Exemption—New Law, New Opportunities
Track: GDE,
Level: I, Type: L |
Michael Parham, Parham Estate
Planning, Germantown, TN
Ilinda Parham,
Illinda Parham, CPA, PC,
Memphis, TN |
● Non-cash Gifts: The Treasures in Your Donor's Attic
Track: CA, Level: A, Type: L |
Alan Breus,
The Breus Group, LLC, Escondido, CA
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Wednesday, October
5
- 3:45 pm - 4:45 pm
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Session Title |
Presenter(s) |
●
Accept Real Estate Gifts!
Track: CA, Level: I, Type: L
|
Allen Thomas, The American College, Bryn Mawr, PA
Chase Magnuson,
The George Washington
University, Washington,
DC |
●
Big Hat-No Cattle: How to Effectively Structure a Planned Giving Team
Track: MG, Level: I, Type: H
|
Patricia Roenigk, The Pennsylvania State University,
University Park, PA
Alexandra Brovey,
North Shore-LIJ Health
System Foundation,
Great Neck, NY |
● Gift Financing: Developing and Presenting Realistic Modeling Assumptions
Track: GDE, Level: A, Type: H
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Paul Comstock,
Paul Comstock Partners, Houston, TX
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●
Gift Planning for Small to Mid-Sized Organizations
Track: CC, Level: F, Type: H
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Phil Cubeta,
The American College, Bryn Mawr, PA
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● Mission Possible: Get in the Door and Get What You Came For
Track: MK, Level: I, Type: I |
Anne Melvin,
Harvard University, Cambridge, MA
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● Global Grantmaking:
Opportunities and Challenges
Track: CEP, Level: I, Type: L |
Jane Nober,
Independent Legal Services Professional, Dallas, TX
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Thursday, October 6-
8:30 am - 9:30 am
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Session Title |
Presenter(s)
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● Complex Gifts with
Extraordinary Results: Best Practices from the Experts
Track: CA, Level: I, Type: R |
Cynthia Wilson Krause, Baylor Health Care System
Foundation, Dallas, TX |
● Issues Driving Charitable Activities Among Affluent
Households
Track: MK, Level:
A, Type: R |
Ramsay Slugg,
US Trust, Bank of America Private Wealth Management, Fort Worth, TX
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● Gift Annuities:
Creative Applications and Challenging Issues
Track: GDE, Level: A, Type: L |
Frank Minton, PG Calc, Seattle, WA |
● How to Manage Volunteers in the Gift Planning Program
Track: MG, Level:
I, Type: H |
Steve Rosenblum,
Saint Louis Zoo, Saint Louis, MO
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● Legislative, Regulatory Update
Track: CEP, Level: I, Type: L |
Jerry McCoy,
Law Office of Jerry J. McCoy, Washington, DC |
● Marketing a Major & Gift Planning Program One-on-One
Track: CC, Level: F, Type: H |
Wallace Munro, The Actors Fund of America, New
York, NY |
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Thursday, October
6 - 10:15 am - 11:15 am
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Session Title |
Presenter(s)
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● Counting, Crediting, Valuing and Evaluating: Managing a Coordinated Approach to the Numbers
Track: MG, Level: I, Type: H |
Scott Lumpkin, University of Denver, Denver, CO
Joe McKay,
University of Denver, Denver, CO
Ben Storck,
University of Denver, Denver, CO |
● Creating Multi-Generational, Transformational Philanthropy (and Multi-Generational Philanthropists and Donors)
Track: MK, Level: A, Type: H |
Rodney Zeeb, JD, CWC, The Heritage Institute,
Portland, OR |
● Gift Annuities:
Creative Applications and Challenging Issues
Track: GDE, Level: A, Type: L |
Frank Minton, PG Calc, Seattle, WA |
● Gifts Anyone Can Make
Track: CC, Level: I, Type: H |
Viken Mikaelian, PlannedGiving.com, Phoenixville,
PA |
● Life
Insurance: Lone Ranger or Black Bart?
Track: CA, Level: I, Type: L |
Bryan Clontz,
Bryan Clontz & Associates, LLP, Jacksonville, FL |
● Modern Family Estate Planning: Same Sex Couple Considerations
Track: CEP, Level: I, Type: L |
Johni Hays,
The Stelter Company, Des Moines, IA |
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Thursday, October
6 - 11:30 am - 12:30 pm
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Session Title |
Presenter(s)
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● Donor Relations: How to Manage Challenging Situations and People
Track: CC, Level: I, Type: I |
April Hampton Perez,
The University of Texas at Austin, Austin, TX
Jeff Glosser, The University of Texas at Austin, Austin, TX |
● Harness Phone Center Power to Increase Planned Gifts
Track: MG, Level: I, Type: H |
Mindy Aleman,
CFRE, APR, Kent State University,
Kent, OH |
● Integrating
Private Wealth Planning and Charitable Planning
Track: CEP, Level: I, Type: I |
Henry Rubin,
Albert Einstein College of Medicine,
New York, NY |
● Life
Insurance: Lone Ranger or Black Bart?
Track: CA, Level: I, Type: L |
Bryan Clontz,
Bryan Clontz & Associates, LLP, Jacksonville, FL |
● Modern Charitable Remainder Trusts—Selected Issues
Track: GDE , Level: A, Type: L |
Carol Bradford,
California Community Foundation, Los Angeles, CA
William
Finestone, Finestone & Richter, a Professional
Corporation, Los Angeles, CA |
●
Thinking Outside the Envelope—Creative Marketing for Planned Giving!
Track: MK, Level: I, Type: I |
Meryl Cosentino, St. Francis Hospital,
The Heart Center, Roslyn, NY
Mary Lou Murphy,
St. Francis Hospital, The Heart Center, Roslyn, NY |
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