NCGPC’s Planned Giving Day Conference 2024 was held June 6, 2024. The following includes the program, speakers and handouts.
OPENING KEYNOTE
Cultivating Inclusivity: Empowering the Next Generation of Nonprofit Leaders
Cherian Koshy, CFRE, CAP | VP of Product Strategy of Kindsight
DONOR ENGAGEMENT TRACK
Choosing the Right Fiduciary for Administration of Charitable Estates and Trusts
Fredrick B. Weber, JD | Counsel, ArentFox Schiff LLP
Unlock the Power of Philanthropy: Engage Donors, Increase Planned Gifts, Embrace Storytelling
Aquanetta Betts, JD, CAP®, AEP®, CFRE | Director of Planned Giving, George Mason University
Lasting Impressions: Effective Responses to Donor Inquiries About Legacy Gifts
Tracy Malloy-Curtis, JD | Vice-President, Legacy Giving, Mal Warwick Donordigital
BEHIND THE SCENES TRACK
Tales from Both Sides of the Table (No handouts available)
Shari Fleming, JD, AEP® | Attorney/Planned Giving Officer, The Law Office of Shari Fleming/Bowie State University
Talking Bequest Success: How to Win Friends and Influence People Across Your Organization
Andrew Fussner, JD | Vice President of Estate Settlement, American Heart Association, Inc.
Lisa Smith, JD | Deputy Chief Planning Giving and Estates Officer, Hadassah, The Women’s Zionist Organization of America, Inc.
Top 10 Ideas to Grow Your Planned Giving Program
Debra Kathman, JD | Sr. Director of Gift Planning, World Wildlife Fund
Jennifer H. Henke | Regional Director, Wounded Warrior Project
GETTING TECHNICAL TRACK
The How of Giving – Shifting an Organizational Culture to Raise Noncash Assets
Jackie W. Franey, CSPG, CAP® | Founder, JW Franey Consulting, LLC
Donor Considerations for Gifts of Art and Collectibles (No handouts available)
Courtney L. Tsai | Sr. Manager, Charitable Strategies Group, Schwab Charitable
CRUTs and CLATs – What Charitable Trusts Are and Why They Help You AND Your Donors
Anneke H. Niemira, JD, LLM | Managing Director & Senior Wealth Strategist, NewEdge Wealth
CLOSING PANEL PRESENTATION
Donor and Philanthropist Perspectives (No handouts available)
Emma Miller | Panel Moderator | Senior Director, Planned Giving, National Geographic Society
Robert C. Ross | Philanthropist & Attorney
F. Lynn Holec | Donor, Economist & Attorney