Building

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Promoting Planned Giving for Campaign Success (Melanie Norton & Kristin Champa)
• 10:15-10:45 - Break
• 10:45-12:00 - Promoting Planned Giving for Campaign Success (Melanie Norton & Kristin Champa)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - Put Away the Checkbook (Ann Kolakowski)
• 2:45-3:15 - Break
• 3:15-4:30 - Put Away the Checkbook (Ann Kolakowski)
• 4:30-5:30 - Reception

Growing

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Legacy Lift (Jeff Grandy)
• 10:15-10:45 - Break
• 10:45-12:00 - Legacy Lift (Jeff Grandy)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - What's a Legacy Challenge Match? (Maya Weil & Ryan Merkel)
• 2:45-3:15 - Break
• 3:15-4:30 - What's a Legacy Challenge Match? (Maya Weil & Ryan Merkel)
• 4:30-5:30 - Reception

Connecting

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Charitable Collaboration with Donors and Advisors (Amy Razem & Sara Swaney)
• 10:15-10:45 - Break
• 10:45-12:00 - Charitable Collaboration with Donors and Advisors (Amy Razem & Sara Swaney)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - Building Mid-Level Donor Relationships (Tim Logan)
• 2:45-3:15 - Break
• 3:15-4:30 - Building Mid-Level Donor Relationships (Tim Logan)
• 4:30-5:30 - Reception

Sustaining

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Major Gifts Through Planned Giving (Hal Abrams)
• 10:15-10:45 - Break
• 10:45-12:00 - Major Gifts Through Planned Giving (Hal Abrams)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - Strategic Partnership of Blended Gifts (Erin Jones & Sandy Liarakos)
• 2:45-3:15 - Break
• 3:15-4:30 - Strategic Partnership of Blended Gifts (Erin Jones & Sandy Liarakos)
• 4:30-5:30 - Reception

Leveraging

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - AI Tools for Development (Gabriel Trieger & Kristen Jaarda)
• 10:15-10:45 - Break
• 10:45-12:00 - AI Tools for Development (Gabriel Trieger & Kristen Jaarda)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - Leveraging DAFs for Planned Giving (Lisa Barr)
• 2:45-3:15 - Break
• 3:15-4:30 - Leveraging DAFs for Planned Giving (Lisa Barr)
• 4:30-5:30 - Reception

Prospecting

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Better Predicting Planned Giving Prospects (Kelsey Picken)
• 10:15-10:45 - Break
• 10:45-12:00 - Better Predicting Planned Giving Prospects (Kelsey Picken)
• 12:00-1:30 - Lunch & Keynote / Melanie Norton
• 1:30-2:45 - GiftLegacy Advance 2024 (Ryan LaCanfora & Sandra Henningsen)
• 2:45-3:15 - Break
• 3:15-4:30 - GiftLegacy Advance 2024 (Ryan LaCanfora & Sandra Henningsen)
• 4:30-5:30 - Reception

Building

• 8:30-9:45 - Integrating the Donor Story (Phil Purcell)
• 9:45-10:15 - Break
• 10:15-11:30 - Integrating the Donor Story (Phil Purcell)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - "Outside of the Box" Real Estate Gift Planning (Troy Wada)
• 2:15-2:45 - Break
• 2:45-4:00 - "Outside of the Box" Real Estate Gift Planning (Troy Wada)

Growing

• 8:30-9:45 - The Influence Formula (Lance Brown)
• 9:45-10:15 - Break
• 10:15-11:30 - The Influence Formula (Lance Brown)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - Blended Giving Changes Everything! (Darren Penny)
• 2:15-2:45 - Break
• 2:45-4:00 - Blended Giving Changes Everything! (Darren Penny)

Connecting

• 8:30-9:45 - The Art of Listening (Wayne Olson)
• 9:45-10:15 - Break
• 10:15-11:30 - The Art of Listening (Wayne Olson)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - Gifts From Vulnerable Donors (Kimberly Jetton)
• 2:15-2:45 - Break
• 2:45-4:00 - Gifts From Vulnerable Donors (Kimberly Jetton)

Sustaining

• 8:30-9:45 - Gifts Donors Are Making (Eddie Thompson)
• 9:45-10:15 - Break
• 10:15-11:30 - Gifts Donors Are Making (Eddie Thompson)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - Transferring Values Through Transferring Valuables (Jeremy Pharr)
• 2:15-2:45 - Break
• 2:45-4:00 - Transferring Values Through Transferring Valuables (Jeremy Pharr)

Leveraging

• 8:30-9:45 - Ultimate AI Prompts to Motivate Donors (Charles Schultz & Elaine Yamasaki)
• 9:45-10:15 - Break
• 10:15-11:30 - Ultimate AI Prompts to Motivate Donors (Charles Schultz & Elaine Yamasaki)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - Leveraging AI for Deep Human Connection (Dawn Fleming)
• 2:15-2:45 - Break
• 2:45-4:00 - Leveraging AI for Deep Human Connection (Dawn Fleming)

Prospecting

• 8:30-9:45 - Great Wealth Transfer - What's Next? (Nicola Lawrence)
• 9:45-10:15 - Break
• 10:15-11:30 - Great Wealth Transfer - What's Next? (Nicola Lawrence)
• 11:30-1:00 - Lunch & Keynote / Eddie Thompson
• 1:00-2:15 - "Plannual" Giving (Ray Watts)
• 2:15-2:45 - Break
• 2:45-4:00 - "Plannual" Giving (Ray Watts)