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Complete the GS 839 course through American College for your Chartered Advisor in Philanthropy (CAP) designation at our preconference workshop. Click here for more details.
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education: conference on philanthropy
Agenda
Thursday, April 26 | |
10:00 am to | Registration |
12:45 pm to | Welcome and Introductions2007 Program Chair - Alan Pratt |
1:00 pm to | General Session - KeynoteTBA |
2:30 pm to | Refreshment Break |
3:00 pm to (choose one) | Breakout Session IZero Estate Tax Planning - With Values Breakout Session IIBeyond the Plan: How aligning your clients planning with their values and their passions can transform your practice and your life. Breakout Session III |
4:30 pm | Closing Remarks2007 Program Chair - Alan Pratt |
5:00 pm to | DinnerWe will be providing Subway sandwiches, chips, and a drink in the back of the room for those particiapating in the Philanthropy Projects. Don't forget to wear your Conference Philanthropy t-shirt. Transportation to the project sites will be dparting sharply at 5:30!! |
6:00 pm to | Conference Philanthropy |
Friday, April 27 | |
6:00 am to | Cooked-to-Order BreakfastBreakfast will be served in the Atrium on the second floor. If you are not staying at the Embassy Suites and would like to have breakfast please let Seth know ASAP so that arrangements can be made. |
8:00 am to | Welcome & Opening Remarks2007 Program Chair - Alan Pratt |
8:15 am to | General SessionPartnering with the Poor - Pairing Global Investing with Global Philanthropy |
9:45 am to | Refreshment Break |
10:15 am to (choose one) | Breakout Session IPratt Family Private Discussion Breakout Session IIWorst Practices in Family Philanthropy Breakout Session III21st Century Philanthropy & The Rise of Donor-Advised Funds |
11:45 am to | Lunch & NetworkingLunch will be served in the General Session meeting room. |
1:30 pm to (choose one) | Breakout Session IPlanning for the sale of a business. Are CRTs still a viable tool? Breakout Session IIThe Family Focus Retreat: A New Kind of Fact Finder Breakout Session IIIPhilanthropy Development - What’s on the Leading Edge? |
3:00 pm to | Refreshment Break |
3:30 pm to | General Session |
5:00 pm to | Members Meeting |
5:30 pm to | Marketplace ReceptionMix and mingle. Learn what services and products are being offered by your sponsors, speakers and fellow peers. Reception will be held for members and guests in the foyer outside our meeting room. |
7:00 pm | Networking DinnersDinner on your own or better yet -- join a group. Various members will act as "dinner hosts" to lead topical conversations at a variety of area restaurants. This is an optional activity at your own expense; look for the sign-up sheets on opening day at the registration table. |
Saturday, April 28 | |
6:30 am to | Cooked-to-Order BreakfastBreakfast will be served in the Atrium on the second floor. If you are not staying at the Embassy Suites and would like to have breakfast please let Seth know ASAP so that arrangements can be made. |
8:00 am to | Welcome & Opening Remarks2007 Program Chair - Alan Pratt |
8:15 am to | General SessionTax Trends and Updates AND Creative Concepts and Design |
9:45 am to | Refreshment Break |
10:15 am to | General Session - KeynoteThe Soul of Financial Advisors and Advisement: The Sense and Sensibility of Philanthropy |
11:45 | Closing Remarks2007 Program Chair - Alan Pratt |
12:15 | AdjournmentSafe travel to all! |
DisclaimerThe material presented during Conference on Philanthropy 2007 is provided for educational and informational purposes only and does not constitute a recommendation or endorsement with respect to any company or product. | |
Projects