Past Events
Past Event
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
7:30–8:30 | Early Riser Danielle Buscek, Fidelity Planned Giving Essentials |
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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? |
9:45–10:00 | Vendors Hall |
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 |
11:00–11:15 | Vendors Hall |
11:15–12:15 | Breakout Session #2 Viken Mikaelian, PlannedGiving.com Marketing David Toll, Drexel University Strategies to Manage the Risks of Real Estate Gifts |
12:15–12:45 | Lunch |
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 Illiquid Assets Timothy W. Quinn, U.S. Trust The 2018 U.S. Trust® Study of High Net Worth Philanthropy |
3:00–4:00 | Networking—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
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