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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

9:30 – 9:45 am Break with Sponsors
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

 

 

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

Speaker
:
Jeremy Stelter, The Stelter Company

Demystifying Changes to the Tax Law

Speaker:
Kristi Mathisen, Laird Norton Wealth Management

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

Philanthropy Meets Dementia

Speakers
:

Lisa Mayfield, Aging Wisdom

Jullie Gray, Aging Wisdom

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

Speakers:
Grace Russak, BNY Mellon

Vicki Shelton, BNY Mellon

 

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

 

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

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

Speaker:
Jessica Ross, Treehouse

 

 

Impactful Stewardship

Speaker: 
Lorraine del Prado, del Prado Philanthropy

 

Land for Good: Conservation, Sustainability, and Community

Speakers
Adam Draper, Forterra

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

CLOSING KEYNOTE:
Gift Planning Without Tax Incentive 

Frank Minton, President, Frank Minton Consulting, LLC

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