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Denver, CO 80250-1208
(303) 932-2764
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Summer Symposium 2011 - Sessions and Speakers
Sessions and Speakers
Wednesday, June 22
8:30 a.m. – 3:00 p.m. Optional Seminar (requires additional registration fee of $100)
Planned Giving: The Essentials
Craig C. Wruck
APPROVED 5.5 Credit Hours for CFP's
7 CLE Credits for Attorneys
3:15 – 3:45 p.m. Snacks & Networking - CPGR Membership Information Provided
4:00 – 5:30 p.m. Opening Plenary SessionInteractive Session Black, White or Gray: Ethical Shades in Charitable Gift Planning
Tanya Howe Johnson, Partnership for Philanthropic Planning
2 CLE Ethics Credits for Attorneys
5:30 – 7:00 p.m. Networking Reception
Thursday, June 23
8:00 - 8:30 a.m. Check-In, Networking, Visit Displays
8:30 – 10:00 a.m. Keynote Session
Maximizing the Magic of Gift Planning
Kathryn Miree, Kathryn W. Miree & Associates, Inc
2 CLE Credits for Attorneys
10:30 – 11:45 a.m. Breakout Sessions
Essentials for Fundraising |
Donor/Client Relationships |
Tools for Seasoned Advisors & Fundraisers
|
| TAMING THE ELEPHANT: Sharpening the Basic Tools of Planned Giving Jim Gumpert, Senior Director of Individual Giving Boys & Girls Clubs of America |
Unraveling the Mysteries of the Donor Conversation Kathryn Miree, Kathryn W. Miree & Associates, Inc., Birmingham, AL 2 CLE Credits for Attorneys |
The Most Compelling Planning Opportunities Now: Making Two Years Last a Lifetime |
1:45 a.m. - 1:00 p.m. Networking Lunch
1:15 - 2:30 p.m. Breakout Sessions
Essentials for |
Donor/Client Relationships |
Tools for Seasoned Advisors & Fundraisers
|
|
TRAINING THE ELEPHANT: Implementing a PG Program in One Hour per Week |
Motivating Your Donor Base: The Science (and Art) of PG Marketing Anne Melvin, Deputy Director of Gift Planning, Harvard University APPROVED 2 CLE Credits for Attorneys |
Charitable Giving Implications of the 2011, 2012 and 2013 Income and Estate Tax Environment Christopher Hoyt, University of Missouri (Kansas City) School of Law APPROVED 1.5 credit Hours for CFP's 2 CLE Credits for Attorneys |
3:00 - 4:15 p.m. Breakout Sessions
Essentials for |
Donor/Client Relationships |
Tools for Seasoned Advisors & Fundraisers
|
| SHOWING THE ELEPHANT: Marketing PG on a Shoe String Michael Donegan, Consultant, MD Fundraising Services |
Structuring Life Income Gifts using Retirement Plan Assets Timothy Prosser, TIAA-CREF Trust Company APPROVED 1.5 credit Hours for CFP's 2 CLE Credits for Attorneys |
Planning for Gifts of Appreciated Stock, Especially Sub Chapter S Corporation Stock Christopher Hoyt, University of Missouri (Kansas City) School of Law APPROVED 1.5 credit Hours for CFP's 2 CLE Credits for Attorneys |
Pricing & Registration for 2011