Our roundtable discussions have become one of the most valued components of Planned Giving Days. This session is divided in half so that you can participate in two different roundtables during the 90 minutes.

The roundtables are designed for small group discussion where colleagues with similar interests can meet and share experiences with the help of a facilitator.

New Roundtables for 2017

1. Starting a CGA Program from Scratch
   Katrina M. Pipasts | Northern Trust Company
2. Accepting Gifts of Real Estate
   Sarah M. Funt | Long & Foster Real Estate Inc./Christie’s International Real Estate
3. Bequest Campaigns: Generating Impact and Results
   George Miller | Gabriel Group
4. How to Make Money with a Roth IRA Conversion
   Ron Lara | Lara, May & Associates, LLC
5. Special Needs Trusts
   John W. Jensen | Sharpe Group
6. Small-Shop Survival
   Kara Barnes | American University
7. Demonstrating Value for Millennial Gift Planners
   Adam S. Lewis, CFRE | The George Washington University
8. The Only Constant Is Change: Planned Giving in Uncertain Times
   Michael J. Valoris | PG Calc
9. Using Charitable IRA Gifts to Secure Beneficiary Designations
   Carrie E. Hull | Goldwater Institute
10. Lead Follow Up
    Jennifer Stitely | The Salvation Army
11. Meaningful CGA Metrics
    Crystal T. Thompkins | BNY Mellon
12. Estate Administration Best Practices
    Jason E. Havens | Holland & Knight
13. Making Emotional Connections with Donor Stories
    Susan Feidelman | The Stelter Company
14. Marketing Planned Gifts to Women
    Claudine A. Donikian, J.D., MBA | Pentera, Inc.
15. Making the Most of Opinion Surveys
    Dana Kaufman | Smithsonian Institution