Wrong document context!

Kristen Mihaljevic

9:15am -

9:45am

"Creating & Engaging

Planned Giving

Professional Advisory Councils"

Beth Salazar

9:45am -

10:15am

"Introducing Legacy Gifts"

John Moore

10:15am - 10:30am

Break

10:30am - 11:00am

"Integrating the Gift Planning

Message"

Nicola Lawrence

11:00am -

11:30am

"Setting Up Your Legacy Society"

Judi Smith

11:30am - 12:00pm

"What to Do When Your

Donor Dies"

Click Here for the Virtual Proceedings Booklet

Erica Balderas

Half Day Session Supported by

May 17, 2024 Full Day Conference Program

7:15am

Check in, Networking, Partner Connections

Breakfast

8:00am

Opening Announcements

Breakfast Keynote

8:10am - 9:00am

"The Gift of Lift: Harnessing the

Power of Stewardship to Elevate the World"

David R. York

Author

Session is Approved for 1PT CE Credit

Lunch Keynote

12:30pm - 1:20pm

"Charitable Planning Trends and

Legislative Insight from Washington"

Sara Barba

Principal

Integer, LLC

Session is Approved for 1PT CE Credit

Program is Approved for one (1) hour of CE credit

9:00am - 9:15 am

Break

Breakout

Sessions

9:15am -

10:20am

Getting Started

"Leveraging AI in

Charitable Gift Planning

for 2024 and Beyond"

Paul Caspersen, CFP®, AEP®, MS

President

Planned Giving Interactive, LLC

Session is Approved for 1PT CE Credit

Getting Inspired

"Philanthropy and Next Gen"

Diane Higginbotham

Senior Consultant

21/64

Session is Approved for 1PT CE Credit

Getting Technical

"Enforcing Charitable

Agreements:

Who Has the Right?"

Kirk Ross

Sr. Trust Advisor

Charitable Giving Advisor

Fifth Third Bank

Download Presentation

Session is Approved for 1PT CE Credit

Program is Approved for

one (1) hour of CE credit

10:20am - 10:30am

Break

Breakout

Sessions

10:30am -

11:40am

Getting Started

"Calculating Return on Investment

for Planned Giving Marketing:

A Conversation for the

Planned Giving Community"

Katherine Swank, JD

Principal Strategic Analytics Consultant

Blackbaud, Inc.

Download Handout

Session is Approved for 1PT CE Credit

Program is Approved for

one (1) hour of CE credit

Getting Inspired

"Entrusted: Building a

Legacy That Lasts"

David R. York

Author

Download Presentation

Session is Approved for 1PT CE Credit

Getting Technical

"Gifts of LLC Interests:

the Good, the Bad and

the Ugly"

Reynolds Cafferata

Partner

Rodriguez,Horii, Choi & Cafferata LLP

Session is Approved for 1PT CE Credit

Program is Approved for

one (1) hour of CE credit

11:40am - 11:55am: Break

11:55am: Lunch

12:30pm - 1:20pm

Lunch Plenary

1:20pm - 1:35pm: Break

Breakout

Sessions

1:35pm -

2:40pm

Getting Started

"What Story is Your IRS

Form 990 Telling?"

Lisa B. Lumbard, CPA, CGFM

Lumbard Consulting, LLC

Download Presentation

Session Approved for 1PT CE Credit

Program is Approved for

one (1) hour of CE credit

Getting Inspired

“Maximizing Impact:

Actionable Marketing

Strategies for the Gift Planners ”

Ryan LaCanfora

AVP & West Coast Representative

Crescendo Interactive

Presentation to be Delivered

Session is Approved for 1PT CE Credit

Getting Technical

"Leveraging Generosity ~

A Road Map"

Michael King

Vice President

Charitable Wealth Strategist