2017 Kanuga Agenda

2017 Presenting Sponsor
WF_black Philanthropic Services

TUESDAY, SEPTEMBER 12, 2017

10:00 – 11:30

PRE-CONFERENCE SESSION
Panel Presentation: Introduction to Planned Giving
Panel – Geoff Graham (Associate Vice Chancellor, Appalachian State University),
Greg Abeyounis (Associate Vice Chancellor for Development, East Carolina University Foundation, Inc.), Toni Jernigan (President, SC Planned Giving Council)
ModeratorBeth Jenkins (Vice President for Development, NC Community Foundation)
Location:  Gooch Main

11:30 – 1:00

LUNCH (Dining Hall)

1:00– 1:15

WELCOME & OPENING COMMENTS
Location:  Gooch Main

1:15 – 2:30

OPENING SESSION
Sponsored by Wells Fargo Philanthropic Services
The Multifarious Roles of a Planned Giving Professional
:  Planned giving is perhaps the most demanding, inspiring and fulfilling area of nonprofit development. It is not a profession for the faint of heart, the one-trick pony, the transaction-focused professional or those averse to intimately knowing supporters. It may require a lot more knowledge and training, adaptability, coordination, patience and duty of care than other fund-raising areas, but it delivers incalculable rewards to all people involved. In this session, the various important roles of the planned giving professional will be described and illustrated through memorable stories involving donors and nonprofit organizations. Attendees will come away from it with an enhanced appreciation of what it truly means to be a planned giving professional.

 Presented by  Lorraine del Prado, CSPG, CFRE, FCEP (Principal, Del Prado Philanthropy)
Location:  Gooch Main

2:45 – 3:45

TUESDAY BREAKOUT SESSIONS
A (Advanced) – Best Practices in Gifts of Real Estate and Complex Assets
Presented by Timothy Prosser, JD (Relationship Manager/Senior Technical Consultant, Kaspick & Company)
Location:  Gooch A

B (Basic) – Best Practices in Gift Planning Documentation and Estate Settlement
Presented by J. Lee Knight, JD (Legacy Gift Planning Advisor, UNC Wilmington) and Steve Watt (Assistant VP for Development & Gift Planning, University of North Carolina General Administration)
Location:  Gooch Main

4:00 – 5:00

TUESDAY BREAKOUT SESSIONS B
A (Advanced)Funding Charitable Gift Annuities with Real Estate
Presented by Mark Smith (Relationship Manager, Kaspick & Company)
Location:  Gooch A

B (Basic) – How to Bring Charitable Gift Planning Options into the Gift Conversation
Presented by R. Daniel Shephard, CFRE (Principal, The Shephard Group)
Location:  Gooch Main

5:30 – 8:30

PRE-DINNER RECEPTION – Sponsored by PNC Bank
     Location:  Cuningham Nevius Pavilion
DINNER – Sponsored by Wells Fargo Philanthropic Services
Location:  Dining Hall
DESSERT / SOCIAL HOUR – Sponsored by Synovus
Location:  Johnson Fireplace Lounge

WEDNESDAY, SEPTEMBER 13, 2017

7:308:15

BREAKFAST (Dining Hall) – Sponsored by Kaspick & Company

8:30 – 10:00

EARLY MORNING SESSION

Integrating Charitable and Family Legacies
Presented by  Lorraine del Prado, CSPG, CFRE, FCEP (Principal, Del Prado Philanthropy)
Location:  Gooch Main

10:1511:15

MID-MORNING SESSION
Estate Planning Tax Considerations
Sponsored by Synovus
Presented by Brad Clements
Location:  Gooch Main

11:3012:30

CLOSING SESSION
Women, Investments and Philanthropy
Sponsored by State Street Global Advisors
Presented by Jai Chanda (Managing Director, Head of Charitable Asset Management & Fiduciary Advisory Solutions, State Street Global Advisors)
Location:  Gooch Main

12:45

LUNCH (Dining Hall)/ADJOURN