| Chairs: | Alexandra P. Brovey & Anne Dalgish | |||
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| Track: | Fundamentals |
Advanced Planning |
Masters |
Major Gifts |
| Chairs: | Marc Potolsky | Jonathan Gudema | Christopher Bellis Nicholas Pitaro |
Peggy Mathieu Christine Sellitti |
| 8:00 - 9:00 | Registration & Continental Breakfast | |||
| Session 1 9:00 - 10:15 |
Barbara R. Diehl, Esq. Sr. Gift Planning Officer American Red Cross |
Mary Beth Martin, Esq. Sr. Managing Dir. Susan Raymond Ph.D. Exec. VP Changing Our World, Inc. |
Jay Waxenberg Partner Proskauer Rose, LLP |
Thomas E. Bonhag COO National Madison |
| Title: | What do I need to know to get started in planned giving? | Are Demographics Destiny? | Roth Madness = Charitable Opportunities | Philanthropic Life Insurance |
| 10:15 - 10:45 | Morning Break | |||
| Session 2 10:45 - 12:00 |
Bruce Makous Consultant, Barnes & Roche |
Margaret Holman President Holman Consulting, Inc. Barlow T. Mann COO, The Sharpe Group |
Jeffrey Lydenberg Vice President, PG–Calc | June Kim Asst. Vice President Crescendo Interactive |
| Title: | The Art of the Ask | Gift Planning: Boom(ers) or Bust? |
Complex Gift Case Studies |
New Decade Donors |
| Noon - 12:15 | Pre-Lunch Break | |||
| Luncheon Keynote Speaker 12:15-1:45 |
Robert F. Sharpe, Jr., President, The Sharpe Group Fundraising in 2010 — Where Do We Go From Here? Will the next ten years bring more of the same, or will they be different? With reports of renewed growth in the economy and predictions that the Great Recession is over or soon will be, will we return to “business as usual?” Or is there a new “business as usual?” What are the steps that we should take today to assure success both now and in coming years? |
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| 1:45 - 2:00 | Post-Lunch Break | |||
| Session 3 2:00 - 3:15 |
Panel Discussion Moderator: William Samers VP, UJA-Federation of NY Claudine Donikian VP, Pentera Viken Mikaelian Founder-VirtualGiving.com Gary Pforzheimer President, PG-Calc |
Alan Berkowitz, National Director of Planned Giving Juvenile Diabetes Research Foundation Lorri M. Greif President Breakthrough Philanthropy Mohammad Zaidi Director of Gift Planning ACLU Foundation |
Barbara H. Cane Esq. Attorney Cane & Boniface, PC |
Paul S. Lee Nat’l Managing Director Paul D. Wilson Vice President Bernstein Global Wealth Management |
| Title: | Understanding What Marketing Techniques Work | Planned Giving Campaigns | Non-traditional Families: Estate Planning Obstacles and Charitable Solutions |
Goal-based Planning |
| 3:15 - 3:45 | Afternoon Break | |||
| Session 4 3:45 - 5:00 |
Barbara Lynn Pedersen Partner Sonnenschein Nath & Rosenthal LLP |
Nina Cohen JD First VP & Managing Director, Philanthropic Advisory Services Adam M. Conish, CFA Glenmede |
Joint Session Panel Discussion: Lucy Roche, Major Gifts Officer Int’l Rescue Committee Davida Isaacson, President Davida Isaacson Consulting, Inc. |
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| Title: | Estate Planning Basics & Introduction to Trusts | Spending Policies for Endowments | What Am I To Do? How MGOs integrate planned gifts in their work… and vice versa. | |
| 5:00 - 6:00 | Reception | |||