Reference Program Booklet for session descriptions – COMING SOON 
Monday, April 29, 2019
4:00 – 8:00 pm REGISTRATION in Cunningham Lobby
5:00 – 6:00 pm RECEPTION hosted by Kanuga at Pavilian Upper Deck
6:00 – 6:45 pm DINNER in Dining Hall
7:00 – 11:00 pm SOCIAL hosted by NC and SC Councils, location tbd
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 Concurrent Sessions
BASIC: Planned Giving 101. Presenters: Nancy Beard and Jim Kelley
ADVANCED: Deep Conversations and Challenges
(moderated by members of the leadership team from the NC and SC Councils)
12:00 – 1:00 pm LUNCH in Dining Hall
1:15 – 2:30 pm KEYNOTE SPEAKER: Eddie Thompson
Excellence – Donor Relationships and Metrics in Planned Giving
2:45 – 3:45 pm Concurrent Sessions
BASIC: Know Your Donors – It Pays To Ask. Presenter: Nathan Stelter
ADVANCED: Best Practices for Our Role in the Donor’s Advisory Circle. Presenter: Eddie Thompson
4:00 – 5:00 pm Estate Planning: The Current Environment and Remaining Relevant in a World without Estate Tax. Presenter: Terence Stanaland
5:15 – 6:00 pm RECEPTION at Pavilian Upper Deck
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 Pavilian Upper Deck
Wednesday, May 1, 2019
8:00 – 8:45 am BREAKFAST in Dining Hall
8:30 – 10:00 am PHILANTHRO PEOPLE! Presenter: Claire Meyerhoff
10:15 – 11:15 am Concurrent Sessions
BASIC: Navigating the Hurdles to Conversational Gift Planning. Presenter: Daniel Shephard
ADVANCED: Protecting Your CGA Program from Underwater Gifts. Presenter: Crystal Thompkins
11:30 – 12:30 pm Ethics in Charitable Giving. Presenter: Teresa Abell
12:30 – 1:15 pm LUNCH in Dining Hall
1:15 pm ADJOURNMENT