As you already know, the Planned Giving Conference at Kanuga is a GREAT value! In order to keep our costs low and to provide you with ALL conference materials you need, we are requesting that participants PRINT conference handouts and bring them to the conference.
Only a very limited number of handouts will be available at the conference. Therefore, if you’d like copies to write notes on, please print prior to the conference.
2017 Conference Brochure (coming soon)
Handouts for each session will be linked to corresponding session titles as they become available:
Pre-Conference Panel – Introduction to Planned Giving
Keynote (del Prado) – The Multifarious Roles of a Planned Giving Professional
2:45 Breakout A (Prosser) – Best Practices in Gifts of Real Estate and Complex Assets
2:45 Breakout B (Knight/Watt) – Best Practices in Gift Planning Documentation and Estate Settlement
4:00 Breakout A (Smith) – Funding Charitable Gift Annuities with Real Estate
4:00 Breakout B (Shephard) – How to Bring Charitable Gift Planning Options into the Gift Conversation
Early (del Prado) – Integrating Charitable and Family Legacies
Mid-Morning (Clements) – Estate Planning Tax Considerations
Late Morning (Chanda) – Women, Investments and Philanthropy