10/15/2014 Printable agenda
8:30 am - 9:30 am	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Bad Mistakes and How to Avoid Them [More Info] Pete Sommerfeld, Senior Philanthropic Advisor, OHSU Foundation Reynolds T. Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP Jill Dodd, Partner, Manatt, Phelps & Phillips, LLP Timothy J. Prosser, Relationship Manager / Sr. Consultant, Gift Planning, Kaspick & Company	How to Be a Silo-breaker [More Info] Pamela J. Davidson, Consultant & Charitable Gift Planner, Davidson Gift Design Linda Speed, President and CEO, Community Foundation of Southern Indiana Kelly Wesley Taylor, Partner, Trek Advancement, LLC Angela Throne, Gift Planning Officer, Texas A & M Foundation	How to Do the Most Important Thing Right [More Info] Melanie Schnoll Begun, Managing Director, Morgan Stanley Laura Hansen Dean, Assistant Vice President of Leadership Giving and Gift Planning, University of Colorado System James Hickey, Gift Planning Director, Ohio Presbyterian Retirement Services Foundation Ray Watts, Associate Vice President for Development, University of Redlands	How to Collaborate Effectively Across Our Professional Cultures [More Info] Philip Cubeta, The Wallace Chair in Philanthropy, The American College of Financial Services Lawrence Katzenstein, Partner, Thompson Coburn, LLP Kathryn W. Miree, President, Kathryn W. Miree & Associates, Inc. David Ratcliffe, Managing Director, U.S. Trust	How to Build Gift Planning Culture From the Top Down, or the Bottom Up [More Info] Joseph O. Bull, Executive Director of Gift Planning, Carnegie Mellon University Claudine A. Donikian, President and CEO, Pentera, Inc. Scott Lumpkin, Vice Chancellor - University Advancement, University of Denver Robert F. Sharpe Jr., President, The Sharpe Group	Anticipating and Responding to Changes in Gift and Estate Planning [More Info] Frank Minton, Principal, Frank Minton Consulting LLC Marc Carmichael, Gift Planner Erik D. Dryburgh, Partner, Adler & Colvin David Wheeler Newman, Chair, Charitable Sector Practice Group, Mitchell, Silberberg & Knupp LLP
10:00 am - 11:00 am	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Are You Prepared for the Recovery in Real Estate Gifts? [More Info] Timothy J. Prosser, Relationship Manager / Sr. Consultant, Gift Planning, Kaspick & Company	"I Don't Know Anything About You . . ." Introducing Gift Planning in Conversations [More Info] Pamela J. Davidson, Consultant & Charitable Gift Planner, Davidson Gift Design	Building and Maintaining the Testamentary Gifts Pipeline [More Info] Laura Hansen Dean, Assistant Vice President of Leadership Giving and Gift Planning, University of Colorado System	Why Charitable Beneficiaries Should Monitor Estates to Avoid Income and Estate Tax [More Info] Lawrence Katzenstein, Partner, Thompson Coburn, LLP	What Your Boss Really Needs to Know About Gift Planning [More Info] Scott Lumpkin, Vice Chancellor - University Advancement, University of Denver	The Rebirth of the Charitable Remainder Trust [More Info] David Wheeler Newman, Chair, Charitable Sector Practice Group, Mitchell, Silberberg & Knupp LLP
11:30 am - 12:30 pm	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Lessons Learned - Best Practices of the Best Planners [More Info] Jeff Comfort, Vice President of Principal Gifts & Gift Planning, Oregon State University Foundation	Charitable Remainder Unitrusts and Annuity Trusts: The Fundamentals and Beyond [More Info] Winton C. Smith Jr., Attorney at Law, Law Offices of Winton C. Smith, Jr.	"Plannual Giving"—A New Framework for Marketing Planned Gifts [More Info] Patience Boudreaux, Director of Annual Giving, University of Redlands Ray Watts, Associate Vice President for Development, University of Redlands	The “Obamacare Tax”: Understanding Its Impact on CRTs and Donors [More Info] Jack Sawyer, Partner, Alston & Bird	Estate Taxes: Is The Glass Half Empty or Half Full? [More Info] Robert F. Sharpe Jr., President, The Sharpe Group	Why Pooled Income Funds Deserve a New Look [More Info] Marc Carmichael, Gift Planner
2:00 pm - 3:00 pm	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Advanced Charitable Remainder Trust Design [More Info] Reynolds T. Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP	Incorporating a Women's Initiative—How We Started and What We Learned [More Info] Angela Throne, Gift Planning Officer, Texas A & M Foundation	Volunteers: The Boon and Bane of Fundraising [More Info] James Hickey, Gift Planning Director, Ohio Presbyterian Retirement Services Foundation	The Philanthropic Conversation: Understanding Advisor Approaches and Client Expectations [More Info] David Ratcliffe, Managing Director, U.S. Trust	Legislative & Regulatory Update: News from IRS, Congress and the Court [More Info] Emanuel J Kallina, Managing Member, Kallina & Associates LLC	Increasing and Preserving Revocable Gifts [More Info] Erik D. Dryburgh, Partner, Adler & Colvin
3:30 pm - 5:00 pm	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	CLUT-tered: My First Charitable Lead Trust—A Case Study [More Info] Pete Sommerfeld, Senior Philanthropic Advisor, OHSU Foundation	3 Horse Race: Harnessing Blended Gifts, Bequest Intention Forms & Collaboration [More Info] Gordon P. Smith, Assistant Vice President Campaign, Principal & Planned Gifts, National Jewish Health Ashley A Buderus, Director of Development, Gift Planning, University of Denver	Why me? Why here? Why now? Creating Your Public Narrative [More Info] Melanie Schnoll Begun, Managing Director, Morgan Stanley	Meet the Hurleys! An Interactive Multi-Generational Case Study [More Info] Philip Cubeta, The Wallace Chair in Philanthropy, The American College of Financial Services	The Power of Engagement: Amplify Your Donor Communication Strategy [More Info] Michael Hutney, Director of Product Strategy and Innovation, The Stelter Company	Broadening the Appeal of Gift Annuities [More Info] Frank Minton, Principal, Frank Minton Consulting LLC

10/16/2014 Printable agenda
10:00 am - 11:00 am	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Business Succession Planning: Adding Philanthropy to the Mix [More Info] Jill Dodd, Partner, Manatt, Phelps & Phillips, LLP	The ABCs of Major and Planned Gift Portfolio Management [More Info] Linda Speed, President and CEO, Community Foundation of Southern Indiana Kelly Wesley Taylor, Partner, Trek Advancement, LLC	It's All About CONVERSING with Donors [More Info] Judee Daniels, Statewide Co-Chair, California Plan Your Giving Project Elfrena Foord, Co-chair, California Plan Your Giving Project	How to Avoid the 2014 Top Charitable Estate Planning Mistakes [More Info] Johnine (Johni) R. Hays, Vice President, Thompson & Associates	Building Lasting Legacies: An In-Depth Look of Legacy Society Members [More Info] Claudine A. Donikian, President and CEO, Pentera, Inc. Una Osili, Director of Research, Professor of Economics and Philanthropic Studies, Indiana University Lilly Family School of Philanthropy	Gift Planning for Same-Sex Couples [More Info] Wendy S. Goffe, Partner, Stoel Rives LLP
11:30 am - 12:30 pm	Planned Gift Specialists	Major and Blended Gifts	Marketing Masters	Professional Development for Advisors	Executive Briefing	The Summit
	Playing Detective to Protect a Donor's Charitable Bequest [More Info] Aaron Levinson, Planned Giving Officer, Los Angeles Jewish Home for the Aging	The Art (and Science) of Persuasion [More Info] Anne T. Melvin, Director of Training and Education, Harvard University	Metrics that Count—A Scalable Approach to Setting Goals and Evaluating Results [More Info] Michael P Romero, Vice President and Trust Counsel, Baptist Foundation of Oklahoma	Drafting for Eternity: Legal Lessons and Practical Advice for Charities, Their Donors, and the Professionals Who Advise Them [More Info] Kathryn W. Miree, President, Kathryn W. Miree & Associates, Inc.	Forgotten But Not Gone: The Philanthropy Protection Act of 1995 [More Info] Joseph O. Bull, Executive Director of Gift Planning, Carnegie Mellon University	Gifts Involving Partnerships, LLCs and S-Corps [More Info] Chris Hoyt, Professor of Law, University of Missouri-Kansas City