2024 Planned Giving Day Conference - "Legacy Giving A Harvest of Gratitude"
Wednesday, October 16, 2024
Handout Library
BREAKFAST KEYNOTE: "Converting Passion Assets into Charitable Impact" presented by
Colleen Boyle, CAP® (The Fine Art Group) - Presentation
Session I
Fundamentals
"Everyone Can Make & Solicit a Planned Gift – Get Started Now" presented by Beth Delaney, MSW, MS -
Presentation
Intermediate
"Gratitude – Your Planned Giving Program’s Superpower" presented by Greg Wilson, CFRE, CAP® -
Presentation
Masters
"Anatomy of Million Dollar Donors" – PNC Panel presented by Douglas Anders, CFP®, Joshua Bruner, CFP®
Jonathan Weiner, JD, CAP® Moderator: Bob Edmiston
The Forum Table
"Generational Communication Strategies" presented by Troy Nuss, CFRE, Mary Fischer-Nassib, CAP® and
Maribeth Przywara - Presentation
Session II
Fundamentals
"Legacy Lift: Mastering the Art of Closing Planned Gifts" presented by Jeff Grandy, M.Ed - Presentation
Intermediate
"Utilizing Gift Recognition to Maximize Participation in the Great Wealth Transfer" presented by Christopher Polito and Mark Urban - Presentation
Masters
"10 Advantages of Donating Life Insurance to Charity" presented by Gary Greco and Khori Hooks -
Presentation, Handout
The Forum Table
"Weaving Gratitude into the Legacy Conversation" presented by Delia G. Perez, MBA, CFRE, CAP® and Jill
Kyle, MBA, CFRE - Presentation, Handout
LUNCHEON KEYNOTE: "Why People Give" presented by Eddie Thompson, Ed.D., FCEP (Thompson &
Associates) - Presentation
Session III
Fundamentals
"An Uncomplicated Introduction to Taxes that Every Fundraiser Should Know" presented by David Toll, JD - Presentation, Handout
Intermediate
"Unlocking the Potential of DAFs in Legacy Planning" presented by Fernando Gonzalez, CAP® and Amanda
Nelson - Presentation
Masters
"Gifts of Tangibles and Other Non-Cash Assets" presented by Timothy J. Prosser, JD - Presentation
The Forum Table
"Wealth Advisors: A Hidden Resource for Planned Giving" presented by Justin Spike, CFP®, CPA -
Presentation
Session IV
Fundamentals
"Maximize Planned Giving Marketing to Engage and Increase Loyal Donors" presented by Collin Caruso -
Presentation, Handout
Intermediate
"Alphabet Soup Gifts: CGAs, DGAs, FGAs, and the QCD CGA" presented by Kara Morin, MFA - Presentation
Masters
"Tales from the Trenches: Gift Planners Discuss Experiences and Lessons Learned" presented by Beth
Harper Briglia, CPA, CAP®, Rozlyn Anderson Flood, JD
Lizabeth Macoretta, JD, Gregory E. Johnson,
MPA, CFP® - Panel Discussion/ No Presentation
The Forum Table
"Legacy Giving: Secrets COVID-19 Unlocked" presented by Gwen M. Paxon, CFRE - Presentation
