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 8:30 am - 9:30 am | Fifty 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 am | The 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 pm | Ethics 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 pm | Leadership Institute Roundtable [More Info] | | | | | | |
| 2:00 pm - 3:00 pm | The 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 pm | Immediate 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] | |
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| 8:30 am - 9:30 am | Trending 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 am | Choosing 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 pm | Turning 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] |
