Conference Schedule

7:45 a.m. – 8:15 a.m. Registration & Breakfast
8:15 a.m. – 9:30 a.m. Welcome & Keynote Presentation – Discussing Legacy with Family – Brian M. Sagrestano, JD, CFRE, Gift Planning Development, LLC
9:30 a.m. – 9:45 a.m. Break & Visit Exhibitors
9:45 a.m. – 11:00 a.m. Break-Out Sessions

  • Is Your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross? – Christopher L. Kelly, PNC Institutional Asset Management
  • The Changing Face of Philanthropy – Brian M. Sagrestano, JD, CFRE, Gift Planning Development, LLC
  • Charitable Remainder Trusts – Lisa D. McLaughlin, JD, Reilly McLaughlin
11:00 a.m. – 11:15 a.m. Break & Visit Exhibitors
11:15 a.m. – 12:30 p.m. Break-Out Sessions

  • Unlocking the Secrets of Inspirational Nonprofit Storytelling – Jeremy B. Koch, Empower Nonprofits
  • Fitting Planned Giving into the Donor’s Overall Estate Plan – Beverly J. Greenley, JD, LL.M., McCarter & Greenley, LLC
  • Planned Giving Primer – Matthew G. Perlow, JD, Husch Blackwell
12:30 p.m. – 12:45 p.m. Break & Visit Exhibitors
12:45 p.m. – 2:00 p.m. Lunch & Keynote Presentation – The 2016 Planned Giving Study: New Insights from Data on Planned Gifts – Claudine A. Donikian, JD, MBA, Pentera, Inc.
2:00 p.m. – 2:15 p.m. Break & Visit Exhibitors
2:15 p.m. – 3:30 p.m. Break-Out Sessions

  • Acceptance of Unique Assets & Best Gift Acceptance Policies – Harold A. Melser, MA, FAHP, HMConsulting
  • The Untapped Potential of Nonprofit Email Marketing – Jeremy B. Koch, Empower Nonprofits
  • Fitting Planned Giving into the Donor’s Overall Estate Plan – Beverly J. Greenley, JD, LL.M., McCarter & Greenley, LLC