Conference Schedule

7:30 – 8:00 am

Registration and Continental Breakfast

8:00 - 9:30 am

Welcome: Andrea King, WPGC Board President

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

John Creahan, Founder, Cairn Law, PLLC



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

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

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


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

Claudine A. Donikian, President/CEO, Pentera


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

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

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


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

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

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