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Conference On Philanthropy 2018 Schedule
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Schedule as of February 14, 2018 (subject to change)
 Monday, April 30, 2018
9:00 am  Sponsor Set Up
10:30 am  Registration Opens
11:30 am  Lunch Buffet Opens
12:00 pm  Welcome Remarks
12:15 pm  Luncheon Keynote
Michael Moody
1:40 pm Breakout Sessions

Charitable and Income Tax Planning with Spousal Lifetime Access Non-Grantor Trusts (SLANTs) and Incomplete Gift, Non-Grantor Trusts (INGs) in Light of Recent Tax Reform | Details

  • Edwin P. Morrow, III, U.S. Bank Private Wealth Management

Creating Philanthropic Engagement | Details 

  • Richard J. Ward, CFP®, Stifel

Presentation by Stanford Philanthropy Lab - More information coming soon!

2:50 pm

Afternoon Keynote
The Power of Legacy Planning - For You and Your Clients | Details 

  • William High, JD, Ignite Consulting 
4:00 pm Coffee Break with Exhibitors
4:40 pm

Afternoon Keynote
Navigating Family Philanthropy Trends and Transitions Details

  • Christine Eckoff, CAP®, CFRE, The Community Foundation for Greater Atlanta
  • Nicole Kyuak, CAP®, East Bay Community Foundation
  • Tony Macklin, CAP® Tony Macklin Consulting
5:30 pm Opening Reception
6:30 pm Fithian Awards Dinner
9:00 pm AiP Foundation Talent Show
 Thursday, April 20
 7:30 am Registration and Buffet Breakfast Opens
 8:00 am

Breakfast Keynote


9:15 am Breakout Sessions

 11:00 am Coffee Break
 11:30 am Breakout Sessions

Women in Philanthropy Panel
Moderator: Marty Dutch, First Foundation
Panelists: Lyn Christensen, Organizational Behavior + Operations Specialist; Colleen Gregerson, Maverick Collective; Mitchell Singer, Rockefeller Philanthropy Advisors


 12:30 pm Buffet Lunch Opens
 1:00 pm
 2:30 pm Breakout Session

The Christian Philanthropist: Their Hopes, Needs, and Fears.
Steve Perry, Sacred Harvest Foundation

3:30 pm Afternoon General Session
4:40 pm Informal Chat - Starting an AiP Chapter (meet in the Gazebo)
 5:00 pm Happy Hour in the Gazebo
 7:00 pm Optional Excursion: Harbor Bay Boat Tour  (additional $15 | space limited)
 Wednesday, May 2, 2018
 8:00 am Breakfast Buffet Opens
 8:00 am

 9:00 am Breakfast General Session  

 10:30 am Coffee Break
 11:00 am Breakout Sessions
 12:00 pm

Breakout Sessions


Family Philanthropy Feuds - D
 1:00 pm Lunch Buffet Opens
 1:30 pm Closing General Session
 2:30 pm Closing Remarks.  Thank You and Goodbye
 2:45 pm Board of Directors Meeting (by invitation only)

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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