2013 National Conference on Philanthropic Planning
"I greatly appreciate the role the conference plays in helping me to broaden and deepen my knowledge
of gift planning and administration. While my focus is on the finance/admin side, I believe that insight into planning issues, techniques, and practices is essential to
keeping me up-to-date."
8:30 am - 9:30 amFifty Years of Gift Planning....The More Things Change [More Info]Eleven Steps to Jumpstart Your Planned Giving Program This Year [More Info]Transformational Gifts: Using Philanthropic Planning to Partner with Prospects and Advisors [More Info]The Meaning of Money [More Info]Building Organizational Passion and Commitment for Gift Planning [More Info]Coherence in Charitable Planning [More Info]
10:00 am - 11:00 amThe Impact on Gift Planning of the New Tax Law [More Info]The Times They Are A Changin' - Are Your Gift Agreements? [More Info]Hit the Easy Button With Gifts of Complex Assets [More Info]Bargain Sale: Just a Publicity Stunt? [More Info]5 Steps to Building a Purpose-Driven Social Community [More Info]The "Why" of Giving, & Getting to the Legacy Ask [More Info]
11:30 am - 12:30 pmEthics in Charitable Planning for All the Players [More Info]The Power of LinkedIn for Gift Planning Professionals [More Info]Charitable Gifts of Fine Art [More Info]Sharing the Legacy: Promoting Gift Planning Through Trustee Engagement [More Info]Promise for the Future: The anatomy of a planned giving campaign [More Info]Irresistible Real Estate Gifts!!!! [More Info]
11:30 am - 1:00 pmLeadership Institute Roundtable [More Info]
2:00 pm - 3:00 pmThe Year in Review: Statutes, Cases, Regulations and Rulings [More Info]Metrics that Matter: The Links Between Advisors, Donors and Nonprofits [More Info]Small Business Sales with CRTs and DAFs [More Info]The Bequest Pipeline—How Wide? How Long? How Strong? [More Info]Five Key Strategies for Boosting Your Marketing Success [More Info]Gift Completion: The Devil Is In The Details [More Info]
3:30 pm - 5:00 pmImmediate Annuities and Gift Planning: Boring Product, Creative Solutions [More Info]Case Studies of Interesting Gifts in Silicon Valley [More Info]Metrics That Motivate [More Info]SIGNALS -- A Deliberate Approach to Discovery and Assessment of a New Prospect [More Info]Training Boot Camp [More Info]Post-ATRA Planning Challenges and Opportunities [More Info]

8:30 am - 9:30 amTrending Forward: Emerging Demographics Driving Planned Giving [More Info]The Best Ways To Make Charitable Gifts in Today's Environment [More Info]Charitable Gifts of Mineral Interests [More Info]Counting Revocable Gifts: A Path to Generating More Bequests [More Info]Mining Your Data for Planned Giving Gold! [More Info]Blended Gifts, Eh? Making the Most of This Emerging Workhorse for Major & Planned Gift Officers [More Info]
10:00 am - 11:00 amChoosing the Right Charitable Affiliate [More Info]Beyond Charitable Rollovers – Leveraging Large IRAs into Large Charitable Gifts [More Info]Life-Income Gifts Using Retirement Plan Assets: Case Studies [More Info]The Prudent Person's Guide to Investing for Not for Profits [More Info]Outsourcing Planned Giving: When it Makes Sense, When It’s a Bad Idea and How to Know the Difference [More Info]IGNITE! [More Info]
11:30 am - 12:30 pmTurning Planned Gifts into Current Dollars [More Info]Charitable Lead Trust - The Good, the Bad & the Ugly [More Info]The Money Pit Accepting Real Estate in Exchange for a Gift Annuity [More Info]Working with Financial and Life Insurance Companies to Collect Planned Gifts [More Info]Visualized Autobiography and Donor Stories: Good for Your Donors, Good for Your Organization [More Info]Lecture-Free Zone [More Info]Leadership Institute Roundtable [More Info]