9:30 – 12:30

Registration

10:30 – 11:30

Pre-Conference Session – “Basics of Planned Giving” – Valerie Rumbough

12:30 – 1:00

Lunch

1:15 – 2:30

"Never Decline a Gift Again!: A Planned Gift Outsource Directory" -
Keynote Speaker, Bryan K. Clontz

2:30 – 3:45

Break-out Session (Basic A & Advanced A)

4:00 – 5:15

Break-out Session (Basic B & Advanced B)

Basic Sessions:

A. “Planned Giving for Small Nonprofits: A ‘Cooking Light’ Recipe” – Chris McLeod

B. “TAKIN’ IT TO THE STREETS, The Living Room, and The Conference Room (The Donor-Centered Conversation With Your Prospect)” – Dan Shephard

Advanced Sessions:

A. “Charitable Giving with Retirement Plan Assets” – Lee Mulligan

B. “Charitable Lead Trusts” – Kerri Mast

5:30 - 6:30

Reception (sponsored by )

6:30 – 7:30

Dinner

7:30 – 8:30

Networking / Social Hour

8:00 – 8:45

Breakfast

9:00 – 10:30

“Guerilla Marketing For Your Planned Giving Program” - Plenary Speaker, Viken Mikaelian

11:00 – 12:30

“CGAs in a Challenging Environment” - Keynote Speaker, Bryan K. Clontz

12:30 – 1:00

Lunch

1:00

Adjourn