2010 Planned Giving Track

Track Dean: John Elbare, CFP

Times/Days Monday, June 21 Tuesday, June 22
7:30 - 8:45
Breakfast Meeting
Breakfast Roundtables
9:00 - 10:15 Legacy Giving Building Blocks: A Simple Approach to Attracting Long-Term Support

Caleb B. Rick, J.D.
Managing Director
North Common Associates
Chelsea, VT
 The Transformational Bequest: Taking Your Organization to the Next Level

Melanie Otero
Vice President External Affairs
Suzette W. Wexner
President & CEO
Palm Healthcare Foundation
West Palm Beach, FL
10:45 - 12:00 Ethical Issues in Gift Planning

Johni Hays, J.D.
Senior Gift Planning Consultant
The Stelter Company
Des Moines, IA
 An Endowment Program Primer: Effective Strategies for Building Your Endowment

Susan Galler
President
The Galler Group
Brad Hurlburt
Senior VP for Development
WPBT - Channel 2
Miami, FL
12:00 - 1:30
Luncheon Presentation
1:30 - 2:45 Planned Giving: The Secret to a Successful Campaign

Dr. Bruce Bigelow
Founding Partner
Dr. Carol Kolmert
Founding Partner
Charitable Development Consulting
Frederick, MD
 Guerilla Marketing For Your Planned Giving Program

Viken Mikaelian
Founder & CEO
PlannedGiving.Com, LLC
Phoenixville, PA
3:15 - 4:30 Donor Divas: The Keys to Capture Women’s Wealth

 Margaret May Damen, CFP, CLU, ChFC
President and CEO
The Institute For Women and Wealth
Lake Worth, FL
 Creating Capital Legacy - Strengthening Donor Trust Through Financial Accountability

Paula Dumas, WMS
Chief Executive Officer
Donald Hagan, CFA
Director of Research
Paula Dumas & Co.
Sarasota, FL

Presentation Target Audiences
BASIC
  
ADVANCED
  
INTERMEDIATE
  
ALL AUDIENCES