In the digital age, conversations with our clients and donors about their planned gifts can venture into topics that gift planners didn’t have to consider a generation ago.  This presentation will cover modern planning issues that our clients and donors are facing in 2014 and can give us a different way to engage in gift planning and legacy conversations.

7:15am Registration

Committee shirt sleeves sessions

and breakfast until 8:05am

8:10am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves

Session until 9:30am