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Conference On Philanthropy 2018 Schedule
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 Monday, April 30, 2018

 9:00 am

Sponsor Set Up

 10:30 am 

Registration Opens

 11:30 am 

Lunch Buffet Opens

 12:00 pm 

Welcome Remarks

 12:15 - 
1:30 pm 

Luncheon Keynote

Generation Impact: How Next Gen Donors are Revolutionizing Giving Details 

  • Michael Moody, Ph.D., Grand Valley State University

 1:40 -   2:40 pm

Breakout Sessions

Charitable and Income Tax Planning with Spousal Lifetime Access Non-Grantor Trusts (SLANTs) and Incomplete Gift, Non-Grantor Trusts (INGs) in Light of Recent Tax Reform | Details

  • Edwin P. Morrow, III, U.S. Bank Private Wealth Management

Walk the Talk: Growing Your Practice Through Philanthropy | Details

  • Patti Larson, SunUp Group
  • Richard J. Ward, CFP®, Stifel

Presentation by Stanford Philanthropy Lab - More information coming soon!

 2:50 -
4:05 pm

Afternoon Keynote

The Power of Legacy Planning - For You and Your Clients | Details 

  • William High, JD, Ignite Consulting 

 4:05 -
4:35  pm

Coffee Break with Exhibitors

 4:35 - 
 5:40 pm

Afternoon Keynote

Navigating Family Philanthropy Trends and Transitions Details

  • Christine Eckoff, CAP®, CFRE, The Community Foundation for Greater Atlanta
  • Nicole Kyauk, CAP®, East Bay Community Foundation
  • Tony Macklin, CAP® Tony Macklin Consulting

 5:45 pm

Opening Reception

 6:30 pm

Fithian Awards Dinner

 9:00 pm

AiP Foundation Talent Show
 Tuesday, May 1, 2018

 7:30 am

Registration and Buffet Breakfast Opens

 8:00 -
 9:15 am

Breakfast Keynote

Gender Matters in Philanthropy | Details

  • Jacqueline Ackerman, Women’s Philanthropy Institute, IU Lilly Family School of Philanthropy
  • Rena Greifinger, Population Services International
  • Julia Lourie, Maverick Collective
  • Erin Samueli, Maverick Collective

 9:25 -
 10:25 am

Breakout Sessions

The Next Generation is Now! Helping Your Young Clients Revolutionize Philanthropy Details

  • Rena Greifinger, Population Services International
  • Julia Lourie, Maverick Collective
  • Erin Samueli, Maverick Collective

Principles of Effective Collaboration | Details  

  • David W. Holaday, ChFC, CAP®, Wealth Design Consultants

Generosity: Helping Your Clients Explore Their Giving Preferences and Strategies | Details

  • Lindsay Matush, Vario Philanthropy
  • Melinda McAliney, Vario Philanthropy

 10:25 -
 11:00 am

Coffee Break with Exhibitors

 11:00 -
 12:00 pm

Breakout Sessions

Legacy Planning After Tax Reform | Details

  • Mark Weber, AEP®, ChFC®, CLU®, CLTC, CAP® SilverStone Group, Inc.

The Income Tax Pain Point of Donors of ALL Ages Can Be Greatly Relieved with the Reversionary Charitable Lead Trust | Details

  • Bradford B. Gornto, Esq., LL.MEffectual Giving, LLC
  • Randy Huston, Yellowstone Trust Administration

Demystifying Impact Investing Details

  • John LaFleur, Strategic Philanthropy, Ltd.
  • Scott J. Nance, CAIA, ImpactAssets

 12:00 -
 1:15  pm

Luncheon Keynote 

The New Tax Laws and Charitable Giving | Details

  • Hayden Adams, CPA, Schwab Center for Financial Research
  • Kim Laughton, Schwab Charitable

 1:20 -
 2:35 pm

Keynote Session

 The Real Cost of Equity | Details 

  • David Greco, Social Sector Partners 

 2:35 -
 3:10 pm

Coffee Break with Exhibitors 

 3:10 -
 4:10 pm

Breakout Sessions

Conducting the Conversations of Philanthropy | Details

  • Phil Cubeta, CAP®, ChFC®, CLU®, The American College

Planned Giving Tools Review After 2017 Tax Reform Act | Details

  • Charles McLucas, Charitable Trust Administrators, Inc.

The 3 Rs of International Grantmaking: Regulation Compliance, Risk Mitigation, and Reputation Protection | Details 

  • Ted Hart, CAP®, ACFRE, CAF America

 4:10 -
 5:10 pm

Breakout Sessions

Values-Based Practice Management - Building Your Client Base and Advisor Network Around Your Strengths and Values Details
  • Alan Pratt, CAP®, CEP, Pratt Legacy Advisors

Sustainability Strategies - Engaging Budding Philanthropists Details

  • Rebecca E. Dupras, Georgetown University
  • Brigit Kavanagh, Kavanagh Rhomberg LLP

Hands-On Training: How to Have a Philanthropic Values-Based Conversation with Your Clients or Prospects Details

  • Nicole Kyauk, East Bay Community Foundation
  • Emily Scott, Emily Scott AND

 5:10 -
 6:10 pm

 Breakout Sessions

You Had Me at Capital Gains Taxes Were Optional Details

  • Randy Fox, Two Hawks Consulting, LLC
  • R.J. Kelly, ChFC®, CLU®,  IAR, CAP®, RICP®, MSFS, Wealth Legacy Group, Inc.

The Grand Ole Real Estate Gift: Music to My Ears Details 

  • Allen Thomas, Thomas Charitable Advisors, LLC

Presentation for the Stanford Philanthropy Lab -more information coming soon!

 6:20 pm

Vendor Reception

 7:45 pm

Dinner on Own
 Wednesday, May 2, 2018

 7:30 am

Breakfast Buffet Opens

 8:00 -
 9:15 am

Breakfast Keynote

What Was and What Will Be "Clients in Transition" A Case Study Details

  • Emily Scott, Emily Scott AND

 9:20 -
 10:20 am

Breakout Sessions

Certified B Corporations and Public Benefit Corporations: Considerations When Making Social Responsible Investments and Impact Investments | Details 

  • John Steven Bianucci, Iroquois Valley Farms
  • Kevin Egolf, Iroquois Valley Farms

Fundraising like The Jetsons: What New Technology , Data Mining and Fresh Ideas are Doing for Donor Culture Details

  • Avery Fontaine, BNY Mellon Wealth Management

 10:20 -
 10:45 am

Coffee Break with Exhibitors

 10:45 am -
 12:00 pm


Keynote Session

Trends and Challenges in Community Philanthropy Details

  • Josh Christian, US Lacrosse
  • Greg Doepke, CAP®, CFP®, Aspire to Give
  • Kila Englebrook, Social Enterprise Alliance (SEA)
  • Amy Fair, The Community Foundation of Middle Tennessee (Nashville)
  • Teri Lovelace, Esq., LOCUS Impact Investing

12:00 pm

 Closing Luncheon and Farewell
Schedule as of March 1, 2018 (subject to change)

Registration Fees

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