2018 Program
View the previous 2017 program.
Agenda is subject to change. Session times to be determined.
REGISTRATION AND CONTINENTAL BREAKFAST |
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8:45 - 10 a.m. |
WELCOME AND OPEN PLENARY Recent Developments: Charitable Gift Planning After the Tax Cuts and Jobs Act of 2017
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10:15 - 11:00 a.m. |
MORNING PLENARY II Reflections on a Philanthropic Journey
|
11:00 - 11:15 a.m. |
BREAK |
11:15 - 12:15 p.m. |
BREAKOUT SESSIONS Introduction to Planned Giving: How advisors can work with their clients’ charitable beneficiaries
Charitable Strategies for Business Owners
The Deduction is in the Details: Substantiating Charitable Gifts
|
12:15 - 1:45 p.m. |
LUNCH & PLENARY The Race of Our Lives
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1:45 - 2 p.m. |
BREAK |
2 - 3 p.m. |
BREAKOUT SESSIONS Charitable Lead Trusts Demystified
Engaging the Conversation on Impact Investing
Intergenerational Family Dynamics: Navigating Values, Philanthropic Priorities and Giving
|
3 - 3:15 p.m. |
BREAK |
3:15 - 4:15 p.m. |
BREAKOUT SESSIONS Advanced Planning and Drafting: What we are seeing and what we might see after the 2017 tax legislation
Donor Advised Funds: Tips for Conversations and Recent Changes
Navigating Gifts Involving LLCs
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4:15 - 5 p.m. |
RECEPTION |