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.
|7:30–8:30||Early Riser Danielle Buscek, Fidelity|
Planned Giving Essentials
|8:30–8:45||Vendors Hall—Breakfast with Vendors|
|8:45–9:00||Welcome by President and Conference Chair|
|9:00–9:45||Morning Plenary Session|
Claudine Donikian, Pentera
Women in Philanthropy: They Have the Wealth. Do You Have the Tools to Reach Them?
|10:00–11:00||Breakout 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
|11:15–12:15||Breakout Session #2|
Viken Mikaelian, PlannedGiving.com
David Toll, Drexel University
Strategies to Manage the Risks of Real Estate Gifts
|12:45–1:45||Luncheon Plenary Session PNC Bank|
|1:45–2:00||Vendors Hall—Dessert with Vendors|
|2:00–3:00||Breakout Session #3|
Gary Snerson, Charitable Solutions, LLC
Timothy W. Quinn, U.S. Trust
The 2018 U.S. Trust® Study of High Net Worth Philanthropy
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
700 Commons Way
Bridgewater, NJ 08807
Map / Directions
Annual Conference Fees
NJCCGP Member: $ 180.00
Non-Member: $ 230.00