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Conference Schedule

7:30 – 8:00 am

Registration and Continental Breakfast

8:00 - 9:30 am

 

Welcome: Kelly Merry, WPGC Board President

OPENING KEYNOTE
Delivering on the Donor Promise
Susan Howlett

Room: Tahoma 3-4

9:30 – 9:45 am

Break with Sponsors
Tahoma Lobby

Track: Getting Started
Getting Inspired
Getting Technical
9:45 – 11:00 am
Session 1

Talking About Bequests

Speakers
:
Carol Borgmann, Lakeside School

Emma Conway, Boys & Girls Clubs of South Puget Sound

 

Room: Tahoma 5

 

Survey Says ... Know Your Donors — It Pays to Ask

Speaker
:
Jeremy Stelter, The Stelter Company

 

 

Room: Tahoma 2

Demystifying Changes to the Tax Law

Speaker:
Kristi Mathisen, Laird Norton Wealth Management

 


Room: Tahoma 1

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

Philanthropy Meets Dementia

Speakers
:

Lisa Mayfield, Aging Wisdom

Jullie Gray, Aging Wisdom

 

Room: Tahoma 5

The Forgotten Generation: Perspectives on Estate and Charitable Planning for Gen X

Speakers:
Grace Russak, BNY Mellon

Vicki Shelton, BNY Mellon

 

Room: Tahoma 2

Gifted with Technology: How Technology Can Spark Impact and Generosity for Nonprofits

Speakers:  
Ruth Dickey, ED, Seattle Arts & Literature

Shannon Roach Halberstadt, ED, Artist Trust

Room: Tahoma 1 

12:30 – 1:30 pm Frank Minton Professional Achievement Award Luncheon
Room: Tahoma 3-4
1:30 - 2:00 pm Dessert with Sponsors Tahoma Lobby
2:00 – 3:15 pm
Session 3

Transformation: Building a Relationship-Based Planned and Major Gifts Program from the Ground Up

Speaker:
Jessica Ross, Treehouse

Room: Tahoma 5 

Impactful Stewardship

Speaker: 
Lorraine del Prado, del Prado Philanthropy

 

Room: Tahoma 2

Land for Good: Conservation, Sustainability, and Community

Speakers
Adam Draper, Forterra

 

Room: Tahoma 1

3:15 – 3:30 pm

Break with Sponsors 
Tahoma Lobby

3:30 – 4:30 pm

CLOSING KEYNOTE:
Gift Planning Without Tax Incentives 

Frank Minton, President, Frank Minton Consulting, LLC

Room: Tahoma 3-4

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