Thursday, April 24 |
8:00 am
| Registration Opens | Vendor Fair | Breakfast |
9:00- 10:15 am
| Breakfast and General Session: The Joy of Investing, Not Just Giving
Keynote: Bill Pollard, The ServiceMaster Company
|
10:15-10:50 am
| Coffee Break in Vendor Fair |
Breakout Tracks
| Research | Technical
| Donor/Family Dynamics
| Inside Experts
|
11:00-11:50 am
| "Offline Giving”: The Future of Tax-wise Philanthropy
Presenter: Gregory Sperry, JD, National Christian Foundation
| Successful Transitions in Family Philanthropy Presenters: Ashley Blanchard, TCC Group and Adrianne Benton Furniss, Benton Foundation
| You Can Do More That Matters
Presenters: Greg Hammond, CFP, CPA and Ron Ware, J.D. |
12:00-12:50 pm
| Philanthropic Planning with Life Insurance
Presenter: George Willock, Auburn University
| Pathways to Perpetuate Wealth & Family Heritage:
Your Legacy for the Future
Presenter: Thomas Hubler, Hubler for Business Families, Inc. | How Advisors Can Deliver What Research Tells Us Donors Want
Presenter: Randy Fox, Family Wealth Dynamics and David Ratcliffe, U.S. Trust Philanthropic Solutions
|
1:00-2:20 pm
| Luncheon and General Session: What can Philanthropy Offer a Client and his Family in the Way of Character Protection for the Future?
Keynote: Richard Watts, Family Business Office
|
Breakout Tracks
| Research | Technical
|
| Inside Experts |
2:30- 3:20 pm
| Using CRTs with Small Business Sales
Presenter: Ted Batson, Renaissance |
| Presenter: Tax and Legal Update
Andrew Schulz, Foundation Source
|
3:30-4:20 pm
| Rating the Charity Rating Services
Presenter: Susan Edwards Colson, New York Community Trust's Westchester Community Foundation |
| Having Your Cake and Eating It Too
Presenter: Gloria Nelund, TriLinc Global
|
4:30-5:30 pm
| Afternoon General Session: Philanthropy Re-Imagined
Keynote: Peter Karoff, The Philanthropic Initiative (TPI)
|
5:30-6:30 pm
| Vendor Fair Reception
|
6:30-8:30 pm
| Annual Meeting and Fithian Awards Dinner
|
8:30 pm
| AiP Foundation Talent Show |
| Friday, April 25 |
8:00 am
| Registration | Vendor Fair | Breakfast |
8:00- 8:50 am
| Start an AiP Chapter in Your Area
Dave Holaday, ChFC CAP, Wealth Design Consultants, LLC |
9:00 - 10:15 am
| Breakfast and General Session: Finding Your Legacy: Philanthropy and the Major League Athlete
Keynote: Karen Moyer, The Moyer Foundation |
10:15-10:50 am
| Coffee Break in Vendor Fair |
Breakout Tracks
| Research | Technical
| Donor/Family Dynamics |
|
11:00-11:50 am
| The Journey to Purposeful Mastery -- Lessons From The Experiences of Highly Successful Philanthropic Advisors
Presenter:
John A. Warnick. Purposeful Planning Institute
| Connected for Good, A Gameplan for a Generous Life
Presenter: John Stanley, The Legacy Group
|
12:00-12:50 pm
| 10 Critical Planned Giving Challenges
Presenter: Matt Piercey, Piercey & Associates, Ltd.
| Introduction to Effective Altruism
Presenter: Eric Friedman |
1:00-2:30 pm
| Luncheon and Closing Keynote: From Bottom to Top: Corporate and Community Engagement
Keynotes: Matt and Amy Welch, Auburn Volkswagen |
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