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Roundtable Discussions

May 26, 2017 @ 8:30 am

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



May 26, 2017
8:30 am
Event Category:


Potomac Ballroom