The National Conference on Philanthropic Planning offers unique educational programming. Don't pass up your chance to learn the latest tools and techniques in the following tracks:
- Current Events—sessions to help planners navigate issues and challenges related to legislative/ regulatory developments, ethical concerns, economic conditions, demographic trends, etc.
- Cutting Edge—sessions that introduce new paradigms, techniques and prospects for philanthropic planning.
- Donor-Driven Planning—sessions addressing particular donor goals or problems that can be solved with planning that includes philanthropy.
- Making the Case—sessions on quantifying costs and benefits of charitable gift planning, including counting and valuation practices, ROI calculations, risk management, campaign planning, etc.
- Marketing Showcase—sessions that present successful approaches to all phases and channels of marketing, including donor cultivation and stewardship, social media, volunteer deployment, data mining, moves management, etc.
- Planned Gift Bootcamps—sessions present best practices and current trends in the use of specific tools and techniques, including but not limited to bequests, charitable gift annuities, charitable remainder trusts, charitable lead trusts, donor advised funds, etc.
| Current Events |
Cutting Edge |
Donor-Driven Planning |
Making the Case |
Marketing Showcase |
Bootcamp | |
| Wednesday, October 16 | ||||||
|
8:30 - 9:30 am
|
Fifty Years of Gift Planning...The More Things Change (Robert Sharpe) Approved for CFRE CE Credit |
Transformational Gifts: Using Philanthropic Planning to Partner with Prospects and Advisors (Brian Sagrestano) Approved for CFRE CE Credit |
The Meaning of Money (Scott Janney) Approved for CFRE CE Credit |
Building Organizational Passion and Commitment for Gift Planning (Elaine Eberhart) Approved for CFRE CE Credit |
Coherence in Charitable Planning (Gregory Schupra) Approved for CFRE CE Credit |
Eleven Steps to Jumpstart Your Planned Giving Program This Year (Pamela Jones Davidson) Approved for CFRE CE Credit |
| 10:00 - 11:00 am |
The Impact on Gift Planning of the New Tax Law (David Wheeler Newman) Approved for CFP/CFRE CE Credit |
The Times They Are A Changin' - Are Your Gift Agreements? (Phil Purcell) Approved for CFP/CFRE CE Credit |
Hit the Easy Button With Gifts of Complex Assets (Johni Hays) Approved for CFP/CFRE CE Credit |
Bargain Sale: Just a Publicity Stunt? (Michael Kateman) Approved for CFRE CE Credit |
5 Steps to Building a Purpose-Driven Social Community (Michael Hutney) Approved for CFRE CE Credit |
The "Why" of Giving, & Getting to the Legacy Ask Approved for CFRE CE Credit |
| 11:30 am - 12:30 pm |
Ethics in Charitable Planning for All the Players (Conrad Teitell) Approved for CFP/CFRE CE Credit |
The Power of LinkedIn for Gift Planning Professionals (Donald Hale) Approved for CFRE CE Credit |
Charitable Gifts of Fine Art (Rebecca Bibleheimer & Ronald Varney) Approved for CFP/CFRE CE Credit |
Sharing the Legacy: Promoting Gift Planning Through Trustee Engagement (Nancy Baker & Abby Favro) Approved for CFRE CE Credit |
Promise for the Future: The Anatomy of a Planned Giving Campaign (Michael Lamb & Darin Kater) Approved for CFRE CE Credit |
Irresistible Real Estate Gifts! (Allen Thomas & Chase Magnuson) Approved for CFRE CE Credit |
| 2:00 - 3:00 pm |
The Year in Review: Statutes, Cases, Regulations and Rulings (Reynolds Cafferata) Approved for CFP/CFRE CE Credit |
Metrics that Matter: The Links Between Advisors, Donors and Nonprofits (Nathan Stelter & J. Ann Selzer) Approved for CFRE CE Credit |
Small Business Sales with CRTs and DAFs (Greg Baker) Approved for CFP/CFRE CE Credit |
The Bequest Pipeline - How Wide? How Long? How Strong? (Melissa Mencotti) Approved for CFRE CE Credit |
Five Key Strategies for Boosting Your Marketing Success (Erin Read) Approved for CFRE CE Credit |
Gift Completion: The Devil Is in the Details (Erik Dryburgh) Approved for CFP/CFRE CE Credit |
| 3:30 - 5:00 pm |
Post-ATRA Planning Challenges and Opportunities (Cynthia Krause & Emanuel Kallina) Approved for CFP/CFRE CE Credit |
Immediate Annuities and Gift Planning: Boring Product, Creative Solutions (Bryan Clontz) Approved for CFP/CFRE CE Credit |
Case Studies of Interesting Gifts in Silicon Valley (Wendy Chou & Phil Golden) Approved for CFP/CFRE CE Credit |
Metrics That Motivate (Anne Melvin) Approved for CFRE CE Credit |
SIGNALS - A Deliberate Approach to Discovery and Assessment of a New Prospect (Dan Shephard) Approved for CFRE CE Credit |
Training Boot Camp (Alexandra Brovey) Approved for CFRE CE Credit |
| Current Events | Cutting Edge | Donor-Driven Planning | Making the Case | Marketing Showcase | Bootcamp | |
| Thursday, October 17 | ||||||
|
8:30 - 9:30 am
|
Trending Forward: Emerging Demographics Driving Planned Giving (Jackie Franey & Russell James) Approved for CFRE CE Credit |
The Best Ways to Make Charitable Gifts in Today's Environment (Winton Smith) Approved for CFP/CFRE CE Credit |
Charitable Gifts of Mineral Interests (Mark Ladendorf & Glenn Pittsford) Approved for CFP/CFRE CE Credit |
Counting Revocable Gifts: A Path to Generating More Bequests (Meaghan Hogan) Approved for CFRE CE Credit |
Mining Your Data for Planned Giving Gold! (Renee Durnin) Approved for CFRE CE Credit |
Blended Gifts, Eh? Making the Most of This Emerging Workhorse for Major & Planned Gift Officers (Ashley Buderus & Gordon Smith) Approved for CFRE CE Credit |
| 10:00 - 11:00 am |
Choosing the Right Charitable Affiliate (J. William Gray) Approved for CFP/CFRE CE Credit |
Beyond Charitable Rollovers - Leveraging Large IRAs into Large Charitable Gifts (Robert Lew) Approved for CFP/CFRE CE Credit |
Life-Income Gifts Using Retirement Plan Assets: Case Studies (Tim Prosser) Approved for CFP/CFRE CE Credit |
IGNITE! Approved for CFRE CE Credit |
Outsourcing
Planned Giving: When it Makes Sense, When It’s a Bad Idea and How to Know the
Difference (Jay Steenhuysen) Approved for CFRE CE Credit |
The Prudent Person's Guide to Investing for Not for Profits (Heidi Jark) Approved for CFP/CFRE CE Credit |
| 11:30 am - 12:30 pm |
Turning Planned Gifts into Current Dollars (Angela Fogt) Approved for CFP/CFRE CE Credit |
Charitable Lead Trust - The Good, the Bad & the Ugly (Jon Ackerman) Approved for CFP/CFRE CE Credit |
The Money Pit Accepting Real Estate in Exchange for a Gift Annuity (Michael Romero)Approved for CFRE CE Credit |
The Lecture-Free Zone Approved for CFRE CE Credit |
Visualized Autobiography and Donor Stories (Elissa Leif)Approved for CFRE CE Credit |
Working with Financial and Life Insurance Companies to Collect Planned Gifts (Stacey McKinley) Approved for CFP/CFRE CE Credit |
