Monday, August 28files.constantcontact.com/d1ecadee201/9d22544c-cc66-4f15-afbb-e… · Monday,...
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Monday, August 28 8:30 a.m. - 9:00 a.m. Check In, Networking, Continental Breakfast 9:00 a.m. - 3:00 p.m. Optional Seminar* Understanding the Basics for Success in Planned Giving! Phil Purcell, CFRE, MPA/JD - Consultant for Philanthropy, LLC 1:30 p.m. - 3:30 p.m. Advanced Session Charitable Gift Annuities...exotic ways to use them Craig C. Wruck - Humboldt State University 4:00 p.m. - 5:30 p.m. Opening Plenary Session Without Donors We Cease to Exist Lynne Wester - Donor Relations Guru 5:30 p.m. - 7:00 p.m. Networking Reception * Note: Additional registration fee required. Tuesday, August 29 7:45 a.m. - 8:15 a.m. Check In, Networking, Visit Exhibitors, Continental Breakfast 8:15 a.m. - 10:15 a.m. Keynote Session The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation Lani Starkey, JD, LLM, CPA - Fifty Rock Consulting 10:45 a.m.– 12:00 p.m. Breakout Sessions: Loveland Basin Copper Mountain Keystone Breckenridge Beyond Marketing – Basic Planned Gift Conversations Bill Albrecht Pathways Non-Profit Solutions Making Metrics Work for Gift Planners Joseph O. Bull, JD Carnegie Mellon University The 2016 Planned Giving Study: New Insights from Data on Planned Gifts Claudine A. Donikian, JD, MBA Pentera, Inc. Gifts Involving S Corporations Bill Knox KASPICK & COMPANY 12:00 p.m. – 1:30 p.m. Networking Luncheon 1:30 p.m. – 2:45 p.m. Breakout Sessions: s Loveland Basin Copper Mountain Keystone Breckenridge Translating Big Shop Ideas into Small Shop Action Kyle Backlund MSU Denver & Gina G. Taranto, CFRE Space Foundation Getting Bequests Right from Prospect Identification to Realization Mike Valoris PG Calc 7 Commandments of Charitable Gift Planning Johni Hays, JD, FCEP Thompson & Associates Closing Charitable Lead Trusts – As Easy as CRTs or Your Money Back Lani Starkey, JD, LLM, CPA Fifty Rock Consulting 3:15 p.m. – 4:30 p.m. Breakout Sessions: Loveland Basin Copper Mountain Keystone Breckenridge Fundraising Alchemy: How to turn a current giving ‘no’ into a planned giving ‘yes’ Krista Boscoe Denver Jewish Day School & Katy Herbert Kotlarczyk University of Colorado The Tax Benefits of Giving: Trump and Beyond Scott Lumpkin Scott Lumpkin & Associates Ethical Challenges in Gift Planning – Black and White or Shades of Grey Joe Chickey SHARPE Group Philanthropic Planning Paralysis: Getting Your Donors to Act Justin T. Miller, J.D., LL.M., TEP, CFP ® BNY Mellon
Transcript of Monday, August 28files.constantcontact.com/d1ecadee201/9d22544c-cc66-4f15-afbb-e… · Monday,...
Monday, August 28
8:30 a.m. - 9:00 a.m. Check In, Networking, Continental Breakfast
9:00 a.m. - 3:00 p.m. Optional Seminar* Understanding the Basics for Success in Planned Giving!
Phil Purcell, CFRE, MPA/JD - Consultant for Philanthropy, LLC
1:30 p.m. - 3:30 p.m. Advanced Session Charitable Gift Annuities...exotic ways to use them Craig C. Wruck - Humboldt State University 4:00 p.m. - 5:30 p.m. Opening Plenary Session Without Donors We Cease to Exist Lynne Wester - Donor Relations Guru
5:30 p.m. - 7:00 p.m. Networking Reception
* Note: Additional registration fee required.
Tuesday, August 29
7:45 a.m. - 8:15 a.m. Check In, Networking, Visit Exhibitors, Continental Breakfast
8:15 a.m. - 10:15 a.m. Keynote Session The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation Lani Starkey, JD, LLM, CPA - Fifty Rock Consulting 10:45 a.m.– 12:00 p.m. Breakout Sessions:
Loveland Basin Copper Mountain Keystone Breckenridge
Beyond Marketing – Basic Planned Gift Conversations Bill Albrecht Pathways Non-Profit Solutions
Making Metrics Work for Gift Planners Joseph O. Bull, JD Carnegie Mellon University
The 2016 Planned Giving Study: New Insights from Data on Planned Gifts Claudine A. Donikian, JD, MBA Pentera, Inc.
Gifts Involving S Corporations
Bill Knox KASPICK & COMPANY
12:00 p.m. – 1:30 p.m. Networking Luncheon
1:30 p.m. – 2:45 p.m. Breakout Sessions: s
Loveland Basin Copper Mountain Keystone Breckenridge
Translating Big Shop Ideas into Small Shop Action Kyle Backlund MSU Denver & Gina G. Taranto, CFRE Space Foundation
Getting Bequests Right from
Prospect Identification to
Realization
Mike Valoris PG Calc
7 Commandments of Charitable Gift Planning Johni Hays, JD, FCEP Thompson & Associates
Closing Charitable Lead Trusts – As Easy as CRTs or Your Money Back Lani Starkey, JD, LLM, CPA Fifty Rock Consulting
3:15 p.m. – 4:30 p.m. Breakout Sessions:
Loveland Basin Copper Mountain Keystone Breckenridge
Fundraising Alchemy: How to turn a current giving ‘no’ into a planned giving ‘yes’ Krista Boscoe Denver Jewish Day School & Katy Herbert Kotlarczyk University of Colorado
The Tax Benefits of Giving: Trump and Beyond Scott Lumpkin Scott Lumpkin & Associates
Ethical Challenges in Gift Planning – Black and White or Shades of Grey Joe Chickey SHARPE Group
Philanthropic Planning Paralysis: Getting Your Donors to Act Justin T. Miller, J.D., LL.M., TEP, CFP
®
BNY Mellon
