30th Annual Conference – September 28, 2018
| Please feel free to click on the links and print any of the presentations if you want hard copies of any of the breakout sessions. | ||
| Breakouts Session 1 | ||
|---|---|---|
| Planned Giving 101: Introduction to Gift Planning [1] | Rebecca Bibleheimer, JD LLM | |
| How Women and Men Give Around Retirement [2] | Debra J. Mesch, PhD | |
| Capacity and Giving – Making Sure Donor Incapacity or Undue Influence Does Not Come Back to Haunt You! [3] | Michael D. Levelle, JD | |
| Breakouts Session 2 | ||
| Planned Giving 102: Legacy Giving and How to Talk to Your Donors About it [4] | Rebecca Bibleheimer, JD LLM | |
| Engaging Multiple Generations in Philanthropy | Deborah Goldstein | |
| The Tax Cuts and Jobs Act: Selected Issues for Individuals [5] | Christopher Cline, JD | |
| Breakouts Session 3 | ||
| Getting Professional Advisors on Board with Philanthropy [6] | Arlene Cogen, CFP | |
| Cautionary Tales and Useful Tips from the Attorney General’s Office [7] | Elizabeth Grant, JD;Susan Bower, JD | |
| Charities as Beneficiaries of Estate Plans [10] | June Wiyrick Flores, JD | |
| Breakouts Session 4 | ||
| Stewardship for Planned Gifts: Moving Beyond Thank You—A Panel Discussion | panel | |
| When Planned Giving Gets Social [11]
How NOT to Run a Foundatio [12]n: Lessons Learned from The Donald J. Trump Foundation Lawsuit |
Jeri Kasal; Paul Loofburrow
Janet Knauss Larsen, JD, Karen Hobson, JD, Jeffrey Bird, JD
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