2018 Kanuga Agenda

2018 Presenting Sponsor
WF_black Philanthropic Services

TUESDAY, May 1, 2018

9:30 – 11:30

PRE-CONFERENCE SESSION
Panel Presentation: Introduction to Planned Giving
Panel – Geoff Graham (Associate Vice Chancellor, Appalachian State University),
Toni Jernigan (Immediate Past President, SC Planned Giving Council)
ModeratorGreg Abeyounis (Associate Vice Chancellor for Development, East Carolina University Foundation, Inc.)
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 SESSION
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 Steve Watt (Assistant VP for Development & Gift Planning, University of North Carolina General Administration)
Location:  Gooch Main

4:00 – 5:00

Topic TBD
Presented by Wayne Olson (Principal, Wayne Olson Consulting)
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, May 2, 2018

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

WEDNESDAY BREAKOUT SESSIONS
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

11:3012:30

CLOSING SESSION
Topic TBD
Sponsored by State Street Global Advisors
Location:  Gooch Main

12:45

LUNCH (Dining Hall)/ADJOURN