TUESDAY, May 1, 2018
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9:30 – 11:30
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PRE-CONFERENCE SESSION
Panel Presentation: Introduction to Planned Giving
Panel – Nancy Beard (President, United Church Home & Services Foundation), Toni Pete Ticconi (Senior Consultant, Columns Fundraising), Toni Jernigan (Past President, SC Planned Giving Council)
Moderator – Greg Abeyounis
Location: Gooch Main
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11:30 – 1:00
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LUNCH (Dining Hall)
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1:00– 1:15
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WELCOME & OPENING COMMENTS
Location: Gooch Main
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1:15 – 2:30
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OPENING SESSION
Sponsored by Wells Fargo Philanthropic Services
The Multifarious Roles of a Planned Giving Professional: Planned giving is perhaps the most demanding, inspiring and fulfilling area of nonprofit development. It is not a profession for the faint of heart, the one-trick pony, the transaction-focused professional or those averse to intimately knowing supporters. It may require a lot more knowledge and training, adaptability, coordination, patience and duty of care than other fund-raising areas, but it delivers incalculable rewards to all people involved. In this session, the various important roles of the planned giving professional will be described and illustrated through memorable stories involving donors and nonprofit organizations. Attendees will come away from it with an enhanced appreciation of what it truly means to be a planned giving professional.
Presented by Lorraine del Prado, CSPG, CFRE, FCEP (Principal, Del Prado Philanthropy)
Location: Gooch Main
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2:45 – 3:45
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TUESDAY BREAKOUT SESSION
A (Advanced) – Best Practices in Gifts of Real Estate and Complex Assets
Presented by Timothy Prosser, JD (Relationship Manager/Senior Technical Consultant, Kaspick & Company)
Location: Gooch A
B (Basic) – The Tax Buy Who Became the Psychology Guy
Presented by Scott Sikes and Pete Ticconi (Columns Fundraising)
Location: Gooch Main
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4:00 – 5:00
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The new Tax Law – The changes You Need to Know and Its Impact on Your Future
Presented by Wayne Olson (Principal, Wayne Olson Consulting)
Location: Gooch Main
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5:30 – 8:30
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PRE-DINNER RECEPTION – Sponsored by PNC Bank
Location: Cuningham Nevius Pavilion
DINNER – Sponsored by Wells Fargo Philanthropic Services
Location: Dining Hall
DESSERT / SOCIAL HOUR – Sponsored by Synovus
Location: Johnson Fireplace Lounge
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WEDNESDAY, May 2, 2018
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7:30 – 8:15
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BREAKFAST (Dining Hall) – Sponsored by Kaspick & Company
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8:30 – 10:00
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EARLY MORNING SESSION
Integrating Charitable and Family Legacies
Presented by Lorraine del Prado, CSPG, CFRE, FCEP (Principal, Del Prado Philanthropy)
Location: Gooch Main |
10:15 – 11:15
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WEDNESDAY BREAKOUT SESSIONS
A (Advanced) – Funding Charitable Gift Annuities with Real Estate
Presented by Mark Smith (Relationship Manager, Kaspick & Company)
Location: Gooch A
B (Basic) – Navigating the Hurdles to Conversational Gift Planning
Presented by R. Daniel Shephard, CFRE (Principal, The Shephard Group)
Location: Gooch Main
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11:30 – 12:30
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CLOSING SESSION
The Impact and Influence of Women on Investing and Philanthropy
Presented by Del Bouafi (Vice President State Street Global Advisors)
Location: Gooch Main
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12:45
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LUNCH (Dining Hall)/ADJOURN
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