Calendar

Annual Conference

Monday, June 3, 2019

7:30 AM — 3:00 PM

Change: The New World Order in Gift Planning

24th Annual Conference

So many paradigms in gift planning are shifting: we all are grappling with radical tax law changes; will changes in the estate tax shift testamentary gifts to lifetime gifts; how many hats can a PG officer wear? Join us and learn how to deal with these questions and also get help with adapting or expanding your planned giving program. Our nationally-recognized speakers cover a broad range of fascinating topics. Participate and expand your expertise while networking with some of the best minds in our profession.

Full Agenda

7:30–8:30Early Riser Danielle Buscek, Fidelity
Planned Giving Essentials
8:30–8:45Vendors Hall—Breakfast with Vendors
8:45–9:00Welcome by President and Conference Chair
9:00–9:45Morning Plenary Session
Claudine Donikian, Pentera
Women in Philanthropy: They Have the Wealth. Do You Have the Tools to Reach Them?
9:45–10:00Vendors Hall
10:00–11:00Breakout Session #1
Jay Angeletti, The Angeletti Group
PG in a Capital Campaign
Stacy Sulman, American Committee for the Weizmann Institute of Science
Charitable Bequest Administration
11:00–11:15Vendors Hall
11:15–12:15Breakout Session #2
Viken Mikaelian, PlannedGiving.com
Marketing
David Toll, Drexel University
Strategies to Manage the Risks of Real Estate Gifts
12:15–12:45Lunch
12:45–1:45Luncheon Plenary Session PNC Bank
1:45–2:00Vendors Hall—Dessert with Vendors
2:00–3:00Breakout Session #3
Gary Snerson, Charitable Solutions, LLC
Illiquid Assets
Timothy W. Quinn, U.S. Trust
The 2018 U.S. Trust® Study of High Net Worth Philanthropy
3:00–4:00Networking—Cash Bar

Special Rates

A discounted institutional rate is available for 4+ attendees from the same organization.
AFP-NJ members can use the member rates.
Partial scholarships may be available to organizations with small operating budgets and/or no allocation for a planned giving program.
For more information on the above rates, please contact Greg Ellmer at Gregory.Ellmer@rwjbh.org or 973-322-4302

Bridgewater Marriott

700 Commons Way
Bridgewater, NJ 08807
Map / Directions

Annual Conference Fees

NJCCGP Member: $ 180.00
Non-Member:    $ 230.00

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Monday, June 3, 2019

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