AGENDA Monday, May 1 2:00pm-5:30pm | Hotel & Conference Check-In 3:00pm-5:00pm | Networking & Activity Break 5:30pm-6:30pm | Welcome Reception 6:30pm-7:15pm | Dinner 7:30pm-8:30pm | Opening Keynote: Back to the Future...What Does Planned Giving Look Like Through a 40-Year Crystal Ball? Tuesday, May 2 8:00am-9:00am | Breakfast & Sponsor Time 9:00am-10:15am | The Influencers of Philanthropic Giving for HNW Families 10:45am-12:00pm | Round Table Discussions 12:00pm-1:30pm | Lunch & Ask The Experts 1:30pm-2:30pm Compelling Conversations with Cathy & Claire Top 10 Charitable Financial Planning Strategies for Advisors Building a More Inclusive Planned Giving Program Trust Fundamentals 2:45pm-3:45pm Honoring Family and History Through Philanthropy Real Estate Case Study: The Watershed Gift The Ins and Outs of Donor Advised Funds Using Money Scripts to Connect with Your Planned Giving Donors 3:45pm-6:00pm | Networking & Activity Break 6:00pm-7:00pm | Networking Reception 7:00pm-8:30pm | Dinner 8:30pm-11:00pm | Bill's Porch Wednesday, May 3 8:00am-9:00am | Breakfast & Sponsor Time 9:00am-10:15am | Kanuga Keynote Panel 10:30am-11:30am Strategic Marketing in Planned Giving and Nonprofit Fundraising More Than One Way to Give: Demystifying the Transfer of Non-cash Gifts into a Trust Bridging The Gap Between Planned Giving and Client Advisors: A Panel Discussion 11:45am-12:45pm | Round Table Discussions 12:45pm-2:00pm | Lunch & Closing Keynote: Putting Research to Work in Your Planned Giving Program 2:00pm | Adjourn
