Registration coming soon!

 
Conference Schedule

7:30 – 8:00 am

Registration and Continental Breakfast

8:00 - 9:30 am

Welcome: Andrea King, WPGC Board President

OPENING KEYNOTE
Planned Giving Comedy Hour

Bryan Clontz, Founder and President, Charitable Solutions, LLC

9:30 – 9:45 am Break with Sponsors
Track: Getting Started
Getting Inspired
Getting Technical
9:45 – 11:00 am
Session 1

The Basics: Understanding Estate Planning


Speaker:
John Creahan, Founder, Cairn Law, PLLC

 

 

What Now? How to Manage a New or Inherited Planned Giving Program

Speakers:
Janell Johnson, Associate Director of Development-Estate and Gift Planning, Seattle Opera

Jazmin Marshall, Senior Relationship Development Officer, Treehouse

Alan Pratt, President and Founder, Pratt Legacy Advisors

The Panel of Experts: Using Retirement and Insurance Assets for Planned Gifts

Speakers:
Jennifer Becker Harris, Tax Shareholder, Clark Nuber PS

Stephen Good
, Managing Director, MassMutual Seattle*

Kristi Mathisen, Managing Director of Tax and Financial Planning, Laird Norton Wealth Management 

Mary Anne Vance, Attorney, The Law Office of Mary Anne Vance, PS

11:00 – 11:15 am Break with Sponsors
11:15 – 12:30 pm
Session 2

No More Excuses: 10 Steps to Integrate Planned Giving Into Your Program

Speakers:

Carol Borgmann, Director of Major and Planned Giving, Lakeside School

Alexandra Comstock, Director of Development, Millionair Club Charity

Lorraine del Prado, Principal, del Prado Philanthropy

Who Gives and Why: New Insights from the 2016 Planned Giving Study

Speaker:
Claudine A. Donikian, President/CEO, Pentera

 

It's Not Just About Cash: Creative Charitable Planning with Noncash Assets

Speaker:  
Bryan Clontz,Founder and President, Charitable Solutions, LLC

 

12:30 – 1:30 pm Frank Minton Professional Achievement Award Luncheon
1:30 - 2:00 pm Dessert with Sponsors
2:00 – 3:15 pm
Session 3

Ask the Planned Giving Pros



Speakers:
Lorraine del Prado, Principal, del Prado Philanthropy

Albert Thurmond, Assistant Vice President for Planned Giving, University of Washington 

Bill Zook, Principal
, Evergreen Planned Giving, LLC

Moderater: Renee Kurdzos,
Associate Director, Planned Giving, Fred Hutchinson Cancer Research Center

"Plannual" Giving

 


Speakers:
 
Brynn Blanchard, Vice President of Development, Humane Society for Seattle/King County 


Steven Greimann, Chief Development Officer, Northwest Region, American Red Cross

Allison Rabbitt, Associate Director of Development - Individual Giving, Seattle Opera

 

Is this for Real? Real Estate Gift Case Studies and Best Practices

Speakers:
Amanda Burnham, Director of Transactions - Real Estate and Construction, Providence Health & Services

Andrea King,
Senior Director of Philanthropy - Planned Giving, Swedish Medical Center Foundation

3:15 – 3:30 pm Break with Sponsors
3:30 – 4:30 pm

CLOSING KEYNOTE:
Philanthropy, Ethics and Dementia: How to Help Families Have a Meaningful Giving Experience

Marla Beck, President, Andelcare
Jim Carney, CFP, Vice President, The Aistear Group
Jodie Miner, Vice President, Swedish Medical Center Foundation


Moderator: Janell Johnson
, Planned Giving Officer, Seattle Opera

4:30 – 5:30 pm Wine and Cheese Reception