CONFERENCE SCHEDULE

Monday, April 29, 2019

4:00 – 8:00 pm Registration in Cunningham Lobby

5:00 – 6:00 pm Reception hosted by Kanuga at Pavilion Upper Deck/Cunningham

6:00 – 6:45 pm Dinner in Dining Hall

8:00 – 11:00 pm Social hosted by NC and SC Councils, Cottage 26
Event previously known as ROCKY’S PORCH

Tuesday, April 30, 2019

8:00 – 9:00 am Breakfast in Dining Hall

8:30 – 11:30 am Registration in Cunningham Lobby

9:30 – 11:30 am Pre-Conference Sessions

BASIC: Planned Giving 101
Presenters: Nancy Beard and Jim Kelley
Location: Gooch Main

ADVANCED: Deep Conversations and Challenges: Roundtables to the Rescue
Facilitated by members of the leadership team from the NC and SC Councils
Location: Gooch A

12:00 – 1:00 pm Lunch in Dining Hall

1:15 – 2:30 pm Keynote Address: Excellence – Donor Relationships and Metrics in Planned Giving
Presenter: Eddie Thompson
Location: Gooch Main

2:45 – 3:45 pm Concurrent Sessions

Basic: Know Your Donors – It Pays To Ask
Presenter: Nathan Stelter
Location: Gooch A

Advanced: Best Practices for Our Role in the Donor’s Advisory Circle
Presenter: Eddie Thompson
Location: Gooch Main

4:00 – 5:00 pm The Current Environment and Remaining Relevant in a World Without Estate Tax
Presenter: Terence Stanaland
Location: Gooch Main

5:15 – 6:00 pm Reception at Pavilion Upper Deck/Cunningham

6:00 – 6:45 pm Dinner in Dining Hall

6:45 – 7:15 pm Dessert in Fireside Room

7:30 – 11:00 pm Social hosted by NC and SC Councils at Pavilion Upper Deck/Cunningham

Wednesday, May 1, 2019

8:00 – 8:45 am Breakfast in Dining Hall

8:30 – 10:00 am Philanthro People!
Presenter: Claire Meyerhoff
Location: Gooch Main

10:15 – 11:15 am Concurrent Sessions

Basic: Navigating the Hurdles to Conversational Gift Planning
Presenter: Daniel Shephard
Location: Gooch A

Advanced: Vital Signs: Protecting Your CGA Program from Underwater Gifts
Presenter: Crystal Thompkins
Location: Gooch Main

11:30am – 12:30 pm Ethics in Charitable Giving
Presenter: Teresa Abell
Location: Gooch Main

12:30 – 1:15 pm Lunch in Dining Hall

1:15 pm Adjournment