Following are the presentation materials we have received from PG Days Speakers and the Program each registrant will receive onsite.
2016 Planned Giving Days Proceedings
Connect with Your Colleague by Downloading the 2016 List of Attendees
Thursday Morning Plenary
Track 1, Nuts and Bolts
- Mikaelian – You Dont Have to Learn Armenian
- Stevens – Tax Economics of Charitable Gifts
- Drucker – ABCs of CGAs
- Drucker Handout 1 Life CGA Example
- Drucker Handout 2 Life CGA ExampleDrucker
- Handout 3 Life Deferred CGA Example
- Jensen – Estate Gifts Getting All You Are Due
- White – Ethics
Track 2, Donor Relations
- Dillon – Getting the Visit Handout
- Dillon – Getting the Visit – PowerPoint
- Meyer Freedman – Stewardship Handout
- Cubeta – The Riley Case
- Renner and Warner – Beyond the Legacy Society
- Leif and Lewis – Storytelling as Stewardship
Track 3, Marketing
Track 4, Masters
- Morgner – Creative Ideas to Shape Your Board and Leadership Perception
- Lee – Charitable Strategies for High-Net-Worth Clients
- Lee – Innovative CLAT Structures ACTEC Law Journal Summer 2011
- Lee – CRTs Are Back in 4 Delicous Flavors TE Reprint (Oct 2014) NT
- Lydenberg – Transforming Planned Gifts Into Current Gifts
- Lydenberg – Transforming Planned Gifts Into Current Gifts Handout
- Steenhuysen – Creating the Philanthropic Experience