2015 National Conference on Philanthropic Planning
 
   
"Every session I attended was excellent!"
 
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10/22/2015
8:30 am - 10:00 am
10:30 am - 11:30 amPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
Donor-Centered Philanthropic Solutions for Retiring Farmers and Ranchers [More Info]
Johni R. Hays, Senior Vice President, Thompson & Associates		Meet Buster: Major/Blended Gifts Track Session 1 [More Info]
Katy Herbert Kotlarczyk, Director, Gift Planning and Leadership Giving, University of Colorado		The 7 Pillars of a Major Gift Program [More Info]
Richard Perry, Founding Partner, Veritus Group		Personalized Philanthropy Across the Disciplines: Planning for High Capacity Clients and Donors [More Info]
Tim Belber, Founder & Principal, The Alchemia Group
Phil Cubeta, The Wallace Chair in Philanthropy, The American College
Steven Meyers, Vice President, Center for Personalized Philanthropy, American Committee for the Weizmann Institute of Science		Counting Bequest Expectancies? Make Sure You Count on This... [More Info]
Jeff Comfort, Vice President, Principal Gifts & Gift Planning, Oregon State University Foundation
Scott Lumpkin, Principal, Scott R. Lumpkin & Associates LLC		Lions and Tigers and Bears, Oh My! Tracking Major and Planned Gift Prospects Through Fund Raising's Haunted Forest [More Info]
Jon Heintzelman, Chairman, Ter Molen, Watkins & Brandt
1:00 pm - 2:00 pmPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
My 5 Favorite Business Gifts in the Past 25 Years [More Info]
Gregory W. Baker, Executive Vice President, Renaissance Administration		Listening for Clues: Major/Blended Gifts Track Session 2 [More Info]
Elizabeth Ayers, Director of Gift Planning, The University of North Carolina at Chapel Hill		All You Need For Planned Giving You Learned in Kindergarten [More Info]
Meryl Cosentino, Senior Director of Gift Planning, Stony Brook University		Stupid Charitable Tricks: Planning Mistakes I Have Seen [More Info]
Ramsay Slugg, Managing Director, U.S. Trust		Federal Advocacy Update for Charitable Gift Planners [More Info]
Perry Wasserman, 501(c) Strategies		"CRAT, CLAT, or GRAT, Why not ROTH Dat?!?"  [More Info]
Don Kent, Principal, Bernstein Private Wealth Management
2:30 pm - 3:30 pmPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
Gift Planning in a Capital Campaign - Lessons Learned at Penn [More Info]
Lynn Malzone Ierardi, Director of Gift Planning, The University of Pennsylvania		Buster's Portfolio: Major/Blended Gifts Track Session 3 [More Info]
Kate Frew, Director of Planned Giving, American Friends Service Committee		Game, Set, Match!: Creating a Legacy Challenge [More Info]
Shira Hudson, Manager, Planned Giving & Endowments, UJA-Federation of NY
William D Samers, Vice President, Planned Giving & Endowments, UJA-Federation of NY		Gift from Cousin Eddie: Acceptance, Ownership & Management of Bizarre Assets [More Info]
Michael Bourland, Founding Shareholder, Bourland, Wall & Wenzel, P.C.		What Gets Measured Gets Done--Best Practices for Gift Planner Performance Metrics [More Info]
Joseph O. Bull, Executive Director of Gift Planning, Carnegie Mellon University		What Are We Doing: The Professionals Share Their Own Giftplans [More Info]
Bruce Bigelow, Founding Partner, Charitable Development Consulting
Carol Kolmerten, Founding Partner, Charitable Development Consulting
Roger Ellison, Philanthropic Consultant, Roger Ellison Consulting
Emanuel J Kallina, Managing Member, Kallina & Associates LLC
Philip M. Purcell, Vice President for Planned Giving & Endowment Stewardship, Ball State University Foundation
4:00 pm - 5:00 pmPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
Gifts of Real Estate and Business interests: A View from Both Sides of the Fence [More Info]
Michael King, VP Gift Planning Services, The National Christian Foundation
Matt Lawson, Vice President, Philanthropic Services, Specialized Wealth Services, Wells Fargo, Wealth Management		Giving Beyond the Check: Major/Blended Gifts Track Session 4 [More Info]
Pamela J. Davidson, Consultant & Charitable Gift Planner, Davidson Gift Design		Bequests: Who Wants To Make Them & How To Get Them [More Info]
Jeffrey Lydenberg, VP Consulting, PG Calc		Philanthropic Planning Paralysis: Getting Donors to Act [More Info]
Justin Miller, National Wealth Strategist, BNY Mellon		Gift Acceptance Policies in Action [More Info]
Timothy J. Prosser, Relationship Manager, Kaspick & Company
Elizabeth Ayers, Director of Gift Planning, The University of North Carolina at Chapel Hill
Mike Wahlin, Assistant Vice President and Controller, Iowa State University Foundation		11 Lessons from 35 Years of Charitable Planning [More Info]
Laura Peebles, Consultant, Charitable Solutions LLC

10/23/2015
10:00 am - 11:00 amPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
Don't Discard This Prospect--Successful CRUT in 60 Days [More Info]
Judi Taylor Cantor, Director of Planned Giving, Harvard T.H. Chan School of Public Health		Obstacles and Opportunities: Major/Blended Gift Track Session 5 [More Info]
Chris Kelly, Vice President, PNC Institutional Asset Management		Real Estate: The Next Theme Park or Substantial Gift? [More Info]
Ashley A Buderus, Philanthropy Director, Gift Planning, Children's Hospital Colorado Foundation		Intentional Engagement - Counseling Clients About Bequest Disclosure [More Info]
Ben Stahmann, Assistant Manager, Gift Planning Services, LDS Philanthropies		Building Lasting Legacies II: Engage Planned Donors through Legacy Societies [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		International Grantmaking and Fundraising [More Info]
Jane Peebles, Partner, Karlin & Peebles, LLP
11:30 am - 12:30 pmPlanned Gift SpecialistsMajor and Blended GiftsMarketing MastersProfessional Development for AdvisorsExecutive BriefingThe Summit
Black Belt Gift Planning: Ten Stages to Becoming a Master [More Info]
Alexandra Pia Brovey, Senior Director, Gift Planning, North Shore-LIJ Health System Foundation		Practice Makes Perfect: Major/Blended Gifts Track Session 6 [More Info]
Anne T. Melvin, Director of Training and Education, Harvard University		Beyond Basic Demographics – Attitudes and Behaviors Related to the Dimensions of Healthy Aging [More Info]
Cheryl Sturm, Director of Marketing, The Stelter Company		 Collaboration Lab: Philanthropy and the Family Business [More Info]The Future of Gift Planning [More Info]
Jay Steenhuysen, Steenhuysen Associates		Where do Gift Planners Come From? [More Info]
Ron Brown, Senior Philanthropic Advisor for Gift Planning, Columbia University